Slide 1 your vision our insight F IRST W ESTERN T RUST B ANK Investment Pools – Best Practices Guy W. Holman, CPA, CFP® Sr. Vice President – Portfolio Manager 5460 S.…
Price patterns, charts and technical analysis: The momentum studies Aswath Damodaran The Random Walk Hypothesis The Basis for Price Patterns Investors are not always rational…
The Episcopal Church Foundation As of June 30, 2015 and Trailing Time Periods 70/30 and 60/40 Equities to Fixed Income Standard and Socially Screened Endowment Management…
On Portfolio Optimization: How Do We Benefit from High-Frequency Data? Qianqiu Liu Motivation Do high-frequency data help in estimating large covariance matrices? How to…
Bessemer Trust Asset Class Performance January 2014 Rebecca H. Patterson Chief Investment Officer Bessemer Trust The Year Ahead: Looking for Surprises Investment Luncheon…
Diversification and Persistence: Implications for Personal Asset Management Dale Domian, Professor of Finance School of Administrative Studies York University Consider 60/40…
Euro Stoxx 50 Multiplier Background • The Euro Stoxx 50 Multiplier is designed to provide the investor with geared returns in what may be a moderate growth period in the…
The Episcopal Church Foundation Growth and Income Pooled Funds 3rd Quarter 2015 Endowment Management Solutions Episcopal Church Foundation Objective: The Growth Fund identifies…
Learning Objectives Take stock in yourself. Make sure you have a good understanding of: The difference between primary and secondary stock markets. The workings of the New…