May/June 2010—Tax-Exempt Investing

Feature Articles
“Understanding Liabilities Key to Well-Designed Pension Investment Strategies,” R. Evan Inglis, FSA, EA
“Get Funded, Stay Funded—2010: A More Active Approach to Pension Risk Management,” Seth Finkelstein, CFA®, and Pierre Couture, ASA, EA, MAAA
“Cross-Border Grant Making by Private Foundations,” Jane Peebles, JD
“Build America Bonds: The New Asset Class of Taxable Municipal Bonds,” Bryan Williams
“Funds of Funds and the “Either/Or” Fallacy,” Brian C. Ziv, CFA®
“Analyzing Performance of Global Portfolios,” Mark R. David, CFA®
“Renewable Funding,” Jonathan D. Jaffrey
“In Defense of the Endowment Model,” Scott Welch, CIMA®
“The Investment Policy Statement: A Business Plan for Investment Fiduciaries,” Blaine F. Aiken, AIFA®, CFA®, CFP®
“Tax-Smart College Investment Gets Better (Again) New, Favorable UTMA Treatment,” David J. Gordon, CIMA®, CFP®, CMFC



 

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