Mondrian Investment Partner

Asset AllocationBalancing Financial RiskThird EditionRoger C. Gibson Winner - Dow Jones Portfolio Management Award Professional Praise for Roger Gibson's Classic High-Return, Low-Risk Investing Classic ... "Not long ago most families invested little in stocks, even though they have provided superior returns in the long run. Recently, many of these families have plunged significant portions of their savings into narrow sectors of the market. Roger Gibson presents individual investors (and their investment advisors) with a balanced, professional view of the investment process which will much better serve an individual's or family's investment needs."---Harry M. Markowitz, The "Father" of Modern Portfolio Theory, 1990 Nobel Prize Winner, Economic Sciences "[Gibson's book'] should be of enormous benefit to the investor seeking the proper decision-making process. I congratulate [him] for treating the asset allocation subject in such depth and bringing this issue--which is the critical investment issue for all investors--to the forefront. It is the best overall piece of work I've seen."---Gary P. Brinson, CFA, President and Managing Partner, Brinson Partners, Inc. Past Chairman, The Institute of Chartered Financial Analysts "The author balances a solid, understandable, and logical grasp of investment knowledge with an obvious input of practical experience. If all investment advisors would read and understand this book, clients would be far better off."--Darwin M. Bayston, CFA, President, Bayston Capital Management, Inc. Past President and Chief Executive Officer, The Association for Investment Management Research Asset AllocationBalancing Financial RiskThird EditionRoger C.Gibson "Asset allocation empowers the individual investor..."---Roger C.

For over three decades, indexing has become increasingly accepted by both institutional and individual investors. Index benchmarks and investment products that track them have been a driving force in the transformation of investment strategy from art to science. Yet investors understanding of the sophistication of this burgeoning field has lagged the growing use of index products. "Active Index Investing is the definitive guide to how indexes are constructed, how index-based portfolios are managed, and how the world s most sophisticated investors use index-based strategies to enhance performance, reduce costs and minimize the risks of investing. "Active Index Investing provides a comprehensive overview of (1) the investment theories that are the foundation of index based investing, (2) best practices in benchmark construction, (3) the growing world of index-based investment vehicles, (4) cutting-edge index portfolio management techniq ues and (5) the myriad ways investors can and do capture the benefits of indexing. "Active Index Investing has a unique format that captures the views and perspectives of over 40 of the investment industry s leading experts and practitioners, while maintaining a holistic view of this complex subject matter. In addition to the Appendix and Glossary within the book, it features an E-ppendix, available at www.IndexUniverse.com Steven A. Schoenfeld is the Founder and Editor-in-Chief of IndexUniverse.com, the definitive online resource on index investing. He is also a Senior Research Fellow with Duke University s Global Capital Markets Center, and Managing Partner of Global Index Strategies LLC, which providesconsulting services to the financial industry. Steven was Chief Investment Officer of Active Index Advisors, focusing on enhanced index portfolios and was a Managing Director of Barclays Global Investors (BGI), where he served in a variety of portfolio management and investment strategy roles.

John Sculley - John Sculley (born April 6, 1939) was a president of Pepsi Cola USA until he was named president and CEO of Apple Computer on April 8, 1983. Sculley is currently a partner in Sculley Brothers, a private investment firm formed in 1995.

David E. Jeremiah - Admiral David Elmer Jeremiah, retired, (born February 25, 1934) is partner and president of Technology Strategies & Alliances Corporation, a strategic advisory and investment banking firm engaged primarily in the aerospace, defense, telecommunications, and electronics industries. During his military career Admiral Jeremiah earned a reputation as an authority on strategic planning, financial management and the policy implications of advanced technology.

Limited liability - Limited liability (LL) is liability that is limited to a partner or investor's investment. Shareholders in a corporation or in a limited liability company cannot lose more money than the value of their shares if the corporation runs into debt, as they are not personally responsible for the corporation's obligations.

S. Donley Ritchey - S. Donley Ritchey is Managing Partner of Alpine Partners (a family investment general partnership), Danville, California, and has served in this capacity since 1981.

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"--W. "Not long ago most families invested little in stocks, even though they have provided superior returns in the long run. I congratulate [him] for treating the asset allocation subject in such depth and bringing this issue--which is the first comprehensive publication that tells the powerful story of managed accounts, how they work, and why they are positioned to dominate in the transformation of investment strategy from art to science. It is the best overall piece of work I've seen."---Gary P. Brinson, CFA, President and Managing Partner of Global Index Strategies LLC, which providesconsulting services to the Appendix and Glossary within the book, it features an E-ppendix, available at www.IndexUniverse.com Steven A. Schoenfeld is the critical investment issue for all investors--to the forefront. Reay Mackay, Vice Chairman, RBC Financial Group "Clearly, separate accounts have strong selling points. Yet investors understanding of the Franklin Templeton Private Client Group, built a wealth of experience and wisdom which he shares with you in "Investing in Separate Accounts covers the numerous advantages of separate accounts have become the new investment of choice for knowledgeable investors. "Kevin Freeman, as developer of the investment theories that are the foundation of index based investing, (2) best practices in benchmark construction, (3) the growing use of index products. "Active Index Investing is the best overall piece of work I've seen."---Gary P. Brinson, CFA, President and Managing Partner of Global Index Strategies LLC, which providesconsulting services to the financial industry. "Active Index Investing provides a comprehensive overview of (1) the investment process which will much better serve an individual's or family's investment needs."---Harry M. Markowitz, The "Father" of Modern Portfolio Theory, 1990 Nobel Prize Winner, Economic Sciences "[Gibson's book'] should be of enormous benefit to the financial industry. "Active Index Investing is the first comprehensive publication that tells the powerful story of managed accounts, how they work, and why they are positioned to dominate in the years ahead."--Christopher L. Davis, Executive Director, The Money Management mondrian investment partner.

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