“MANAGING INSTITUTIONAL INVESTOR PORTFOLIOS,” CHARLES R. TSCHAMPION...

1. “Managing Institutional Investor Portfolios,” Charles R. Tschampion, Laurence B.

Siegel, Dean J. Takahashi, and John L. Maginn, Managing Investment Portfolios: A

Dynamic Process, 3

rd

edition (CFA Institute)

Purpose:

To test the candidate’s ability to formulate an investment policy statement for a defined benefit

pension plan.

LOS: The candidate should be able to