All aspects of fund management are explained in this book, from an overview of money manager styles to performance comparisons and conducting the manager search. Practical features include how to develop a comprehensive policy statement and establish specific portfolio goals.
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Most Helpful Customer Reviews
14 of 14 people found the following review helpful:
5.0 out of 5 stars
Great for learning the components of investment return,
By
This review is from: The Analysis of Portfolio Management Performance: An Insitutional Guide to Assessing and Analyzing Pension Fund, Endowment, Foundation and Trust Investment Performance (Hardcover)
The book is very well written and strikes the right balance between portfolio math and a discussion of the various ideas in investment performance. I specialize in automating financial reports and this book explained what many of these reports were trying to do (but which, I now see, could do better). I spent ($$$) for this book (...) and it was well worth it. This book isn't about beating the market, it's about understanding the components of one's investment return. How much is related to the balance of the portfolio, the stock selection, the market's broad movement. Was the manager taking unnecessary risks? If he did well was it due more to the portfolio's balance or the market's movement. I also keep going back to this book, it's a great reference.
3.0 out of 5 stars
A Basic Overview of Investment Manager Performance Analysis,
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This review is from: The Analysis of Portfolio Management Performance: An Insitutional Guide to Assessing and Analyzing Pension Fund, Endowment, Foundation and Trust Investment Performance (Hardcover)
The author touches on many aspects of analyzing the performance of an investment portfolio and the investment manager. The book is more basic overview than handbook or how-to manual. It is not quantitative or in-depth enough for the practitioner but may be of use to a layman finding himself with new fiduciary oversight responsibilities. The book is now 10 years old so most of the tables covering historical performance of investments and investment styles cover a period ending in 1995.
0 of 2 people found the following review helpful:
5.0 out of 5 stars
Great book, worth the time and money.,
A Kid's Review
This review is from: The Analysis of Portfolio Management Performance: An Insitutional Guide to Assessing and Analyzing Pension Fund, Endowment, Foundation and Trust Investment Performance (Hardcover)
Very insightful in helping understand the elements that must be considered in investing into a portfolio and in managing a portfolio. Very well written and complete.
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Inside This Book
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First Sentence:
Understanding the characteristics and purposes of investment sponsors is the starting point in the analysis and evaluation of portfolio managers. Read the first page Key Phrases - Capitalized Phrases (CAPs): (learn more)
Salomon Brothers, Frank Russell Company, Lehman Brothers Government, Equity Index, Wilshire Associates, Corporate Bond Index, Performance Presentation Standards, Employee Benefit Research Institute, Equity Accounts, Internal Revenue Service, Quarterly Pension Investment Report, Bond Index Lehman Brothers Corporate, Cash Items, Finance Committee, Hong Kong, Merrill Lynch, New Zealand, Pension Benefit Guaranty Corporation, South Africa, Bond Markets, Burr Ridge, Cash Accounts, Donoghue Mny Mkt, Far East, Mid Cap Growth Index New!
Books on Related Topics | Concordance | Text Stats Browse Sample Pages:
Front Cover | Table of Contents | First Pages | Index | Back Cover | Surprise Me!
Understanding the characteristics and purposes of investment sponsors is the starting point in the analysis and evaluation of portfolio managers. Read the first page Key Phrases - Capitalized Phrases (CAPs): (learn more)
Salomon Brothers, Frank Russell Company, Lehman Brothers Government, Equity Index, Wilshire Associates, Corporate Bond Index, Performance Presentation Standards, Employee Benefit Research Institute, Equity Accounts, Internal Revenue Service, Quarterly Pension Investment Report, Bond Index Lehman Brothers Corporate, Cash Items, Finance Committee, Hong Kong, Merrill Lynch, New Zealand, Pension Benefit Guaranty Corporation, South Africa, Bond Markets, Burr Ridge, Cash Accounts, Donoghue Mny Mkt, Far East, Mid Cap Growth Index New!
Books on Related Topics | Concordance | Text Stats Browse Sample Pages:
Front Cover | Table of Contents | First Pages | Index | Back Cover | Surprise Me!
Citations (learn more)
This book cites 10
books:
See all 10 books this book cites
- Bond Markets, Analysis and Strategies (6th Edition) by Frank J. Fabozzi on page 53, and page 221
- Corporate Finance by Stephen A. Ross on page 103
- Corporate Finance by Stephen A. Ross on page 103
- Ross ] Corporate Finance ] 2005 ] 7 (McGraw-Hill/Irwin Series in Finance, Insurance, and Real Est) by Stephen A. Ross on page 103
- Smith Barney by Vault Reports on page 98
See all 10 books this book cites
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