VOL. 7, NO. 1, SUMMER 2004

The Masters Series
“Irrational Exuberance and Behavioral Finance—A Conversation with Robert J. Shiller, Ph.D., about Integrating Investing and the Social Sciences”

Recent Research
“Equity Styles and Why They Matter,” Jon A. Christopherson, Ph.D., and Paul R. Greenwood, CFA®
“The Impact of Flow on Mutual Fund Performance,” Roger M. Edelen, Ph.D.
“Risk-Adjusted Performance of Portfolios—A Measure of the Consultant’s Value Added," Richard C. Marston, Ph.D.

Behavioral Finance
“Investment Temperament,” Meir Statman, Ph.D., and Vincent Wood, CFA®

Practice Notes
“The Consultant’s Guide to Stable Value,” Christopher B. Tobe, CFA®

Wealth Management
“Governance and Leadership in Multigenerational Family Foundations: Findings from the Generations of Giving Research Program,” Kelin E. Gersick, Ph.D., and Deanne Stone



New Science of Asset Allocation
Live Audio Broadcast I September 16

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Advanced Wealth Management
Conference

November 8-9 I San Francisco, CA
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Practice Management Conference
December 6-7 I Vail, CO
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IMCA Essentials of Investment
Consulting Certificate Program

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