Summit 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.

Moni Mulepati - Moni Mulepati is the first non-Sherpa Nepalese woman to reach the summit of Mount Everest, having reached the peak on 30 May 2005. At the same time, she became one of the first people to be married at the summit by marrying her climbing partner Pemba Dorjie.

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.

Kevin Brine - Kevin Brine is Managing Director of Brine Management LLC, an investment partnership. He was previously a partner and board member of Sanford C.

Sheldon Drobny - Sheldon Drobny, married to Anita Drobny is Chairman Emeritus of Paradigm Group II, LLC, an investment firm that serves as managing partner of Paradigm Millennium Fund, LP, which entities together are a principal and largest shareholder of the Company.

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