“DETERMINATION OF PORTFOLIO POLICIES

1. “Determination of Portfolio Policies: Institutional Investors,” Ch. 4, Keith P.

Ambachtsheer, John L. Maginn, and Jay Vawter, Managing Investment Portfolios: A

Dynamic Process, 2nd edition, John L. Maginn and Donald L. Tuttle, eds. (Warren, Gorham

& Lamont, 1990)