1. Managing Investment Portfolios: A Dynamic Process, 3
rd edition (CFA Institute,
forthcoming)
A. “The Portfolio Management Process and the Investment Policy Statement,” John
L. Maginn, Donald L. Tuttle, Dennis W. McLeavey, and Jerald E. Pinto
B. “Managing Individual Investor Portfolios,” James W. Bronson, Matthew H.
Scanlan, and Jan R. Squires
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