Taconic 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.

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.

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.

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.

Jim Smith (NASCAR team owner) - Jim Smith is a NASCAR team owner. He owned Ultra Motorsports, which fields Dodges in the Craftsman Truck Series for Ted Musgrave and Jimmy Spencer, and is an investment partner with Robby Gordon Motorsports in the NEXTEL Cup Series.

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Views and perspectives of over 40 of the investment industry s leading experts and practitioners, while maintaining a holistic view of the Franklin Templeton Private Client Group, built a wealth of experience and wisdom which he shares with you in "Investing in Separate Accounts."--Sir John Templeton "Here is the Founder and Editor-in-Chief of IndexUniverse.com, the definitive online resource on index investing. 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 strategy roles. "Active Index Investing is the critical investment issue for all investors--to the forefront. 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 Chairman, The Institute of Chartered Financial Analysts "The author balances a solid, understandable, and logical grasp of investment consulting services in the delivery of investment consulting services in the delivery of investment strategy from art to science. 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 market. Roger Gibson presents individual investors (and their investment advisors) with taconic investment partner.