Book description
"A rare blend of a well-organized, comprehensive guide to
portfolio management and a deep, cutting-edge treatment of the key
topics by distinguished authors who have all practiced what they preach.
The subtitle,
A Dynamic Process
, points to the fresh, modern ideas that sparkle throughout this new
edition. Just reading Peter Bernstein's thoughtful Foreword can move you
forward in your thinking about this critical subject."
-Martin L. Leibowitz, Morgan Stanley
"Managing Investment
Portfolios remains the definitive volume in explaining investment
management as a process, providing organization and structure to a
complex, multipart set of concepts and procedures. Anyone involved in
the management of portfolios will benefit from a careful reading of
this new edition."
-Charles P. Jones, CFA, Edwin Gill
Professor of Finance, College of Management, North Carolina State
University
JOHN L. MAGINN, CFA, is President of Maginn
Associates, Inc., a financial consulting firm. He is also an adjunct
professor in the MBA program at Creighton University. He is retired
from Mutual of Omaha, where he was the chief investment officer and
treasurer, and is also a past chairman of the board of trustees of
AIMR, the predecessor to CFA Institute.
DONALD L. TUTTLE, CFA, was vice president of CFA Institute in
its Curriculum and Examinations Department from 1992 until his
retirement in 2004. He received a BSBA and MBA from the University of
Florida and a PhD from the University of North Carolina at Chapel
Hill. Dr. Tuttle taught for 21 years at Indiana University, where he
chaired the Finance Department from 1970 to 1980. He was Associate
Professor of Finance at the University of North Carolina and was a
visiting professor at the European Institute of Business
Administration (INSEAD), the University Florida, Georgetown
University, and the University of Virginia. He has authored numerous
articles in leading finance journals and five books on security
analysis and portfolio management. He is a member of the Advisory
Board of The Journal of Portfolio Management and was a trustee
of over 100 mutual funds from 1982 to mandatory retirement age in 2005.
JERALD E. PINTO, PHD, CFA, is Director in of Curriculum
Development at CFA Institute. Before coming to CFA Institute in
2002, he was a consultant to corporations, foundations, and
partnerships in investment planning, portfolio analysis, and
quantitative analysis. He has also worked in the investment and
banking industries in New York City and taught finance at New York
University's Stern School of Business. He holds an MBA from Baruch
College and a PhD in finance from the Stern School. Pinto obtained his
CFA charter in 1992.
DENNIS W. McLEAVEY, CFA, is Head of Professional Development
Products at CFA Institute. During his twenty-five-year academic
career, he taught at the University of Western Ontario, the University
of Connecticut, the University of Rhode Island (where he founded a
student-managed fund), and Babson College. McLeavey completed a
doctorate in production management and industrial engineering at
Indiana University in 1972, and earned his CFA charter in 1990.