“MANAGING INSTITUTIONAL INVESTOR PORTFOLIOS,” CH. 4, PP. 3-17 AND 6...

1. “Managing Institutional Investor Portfolios,” Ch. 4, pp. 3-17 and 67-80, Charles R. Tschampion, Laurence B. Siegel, Dean J. Takahashi, and John L. Maginn, Managing Investment Portfolios: A Dynamic Process, 3

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edition (CFA Institute, forthcoming) Purpose: To test the candidate’s ability to prepare an appropriate investment policy statement for a defined benefit pension plan, given a particular set of facts and circumstances. LOS: The candidate should be able to: