Editorial Advisory Board

Editor-in-Chief
Margaret M. Towle, CPWA®, Greycourt & Co.

Advisory Board
Mark J. P. Anson, Nuveen Investments

Edward D. Baker III, The Cambridge Strategy

Robert B. Clelland, CIMA®, Clelland & Company, Inc.

Bruce B. Curwood, CIMA®, Russell Investment Group

Werner F. M. DeBondt, DePaul University

Roger Edelen, University of California, Davis

Geoffrey Gerber, TWIN Capital Management, Inc.

Robert Heinkel, University of British Columbia

Geoffrey A. Hirt, DePaul University

Joseph A. Holt, University of Notre Dame

Ronald Kahn, Barclays Global Investors

Tony Kao, Promark Global Advisors

Andrew W. Lo, Massachusetts Institute of Technology

A. Craig MacKinlay, University of Pennsylvania

Matthew Morey, Pace University

Arun Muralidhar, Mcube Investment Technologies

Terrance Odean, University of California, Berkeley

Elizabeth Piper/Bach, CIMA®, NADA Retirement Administrators

Bertram J. Schaeffer, CIMA®, Verus Advisors, LLC

Jay Shein, Compass Financial Group, Inc.

Meir Statman, Santa Clara University

Dale H. Stevens, CIMA®, Grasswood Partners

Ronald J. Surz, CIMA®, PPCA, Inc.

Irwin Tepper, Irwin Tepper Associates

Jason T. Thomas, Aspiriant

 

 
 
VOL. 10 NO. 1, SUMMER 2009

The Masters Series
“Ideas and Innovation across Multiple Disciplines: A Discussion with Nobel Laureate Harry M. Markowitz, PhD”

Recent Research
“Approaching the Tarmac: Examining Target Date Funds and Balanced Funds,” Craig L. Israelsen, PhD

“Location and Trading Performance in Electronic Markets,” Ryan Garvey, PhD, and Fei Wu, PhD

“A New Approach to Tail Risk,” Ana Cascon, PhD, and William F. Shadwick, PhD

Retirement Planning
The Yield Disparity in 401(k) Plans: Does Higher Annual Pay Mean Higher Rates of Return on Retirement Accounts?” Matt Morey, PhD

Wealth Management
A Framework for Portfolio Decumulation,” Richard K. Fullmer, CFA®