捣浆糊吗!这是哪门子的三级阅读材料?2007 CFA level III 的 Study Session 5 Private Wealth Management 19.* “Managing Individual Investor Portfolios,” Ch. 2, Managing Investment Portfolios: A Dynamic Process, 3rd edition, James W. Bronson, Matthew H. Scanlan, and Jan R. Squires (CFA Institute, forthcoming) 20.* “Life-Cycle Investing,” Ch. 3, Investment Management for Taxable Private Investors, Jarrod Wilcox, Jeffrey E. Horvitz, and Dan diBartolomeo (The Research Foundation of CFA Institute, 2006) 21.* Excerpts from “Lifestyle, Wealth Transfer and Asset Classes,” Ch. 4, and “Techniques for Improving After-Tax Investment Performance,” Ch. 6, Investment Management for Taxable Private Investors, Jarrod Wilcox, Jeffrey E. Horvitz, and Dan diBartolomeo (The Research Foundation of CFA Institute, 2006) 22.* “Multiple Asset Locations,” Ch. 5, Integrated Wealth Management, Jean L.P. Brunel (Euromoney Institutional Investors Plc, 2002) 23.* “Low-basis stock,” Ch. 10, Integrated Wealth Management The New Direction for Portfolio Managers, Jean L.P. Brunel (Euromoney Institutional Investors Plc, 2002) 24.* “Goals-Based Investing: Integrating Traditional and Behavioral Finance,” Daniel Nevins, Journal of Wealth Management (Institutional Investors, 2004)
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