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PORTFOLIO DIVERSIFICATION OPTIMIZER


Download >   DIVERSIFICATION-OPTIMIZATION GLOSSARY

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  Prudent Management of Investment Risk – 1 page Summary of Legal Requirements:  Restatement (3rd)    

·        Uncompensated Risk: The Orphan of Modern Portfolio Theory,  Published in AICPA Tax Advisor, June  2017

·        Presentation to the CalPERS Administrative Board of Directors regarding their Breach

·          Pandemic Market Decline Recovery ‘Free Lunch’ Example is SIGNIFICANT

·        Measurement of Removal of Uncompensated Risk in the Portfolios of Five California County Public Employee Pension Plans

·         The OverWatch Fiduciary Liability Exposure Check-upList.   Practice aide                                                           

·        The Dangers or Ignoring Uncompensated Risk AICPA WEBINAR (includes calculations to evaluate)

·        News Release  AICPA TEAMS UP WITH PORTFOLIO DIVERSIFICATION INSTITUTE

·         Un-Measured Is Un-Managed  FIDUCIARY ASSN. OF CALIFORNIA

·        Fiduciary Liability Exposure Check-up PRACTIC AIDE FOR YOUR USE

·        Sample Scatter Graph Illustration  EDUCATIONAL TOOL (clients and staff)

·        The Unavoidable Pension Crisis, by Lance Roberts of Real Investment Advice, May 15, 2017

·         Uncompensated Risk: The Orphan of Modern Portfolio Theory, by Precision Fiduciary Analytics, Published in AICPA Tax Advisor, June 2017

·        Measurement of Removal of Uncompensated Risk in the Portfolios of Five California County Public Employee Pension Plans

·        White Paper, “The Step-Child of Modern Portfolio Theory: Uncompensated Risk,” by Precision Fiduciary Analytics

·        http://precisionfiduciary.com/FreeLunch/ “THERE IS SUCH A THING AS FREE LUNCH”

·         “Uncompensated Risk & Diversification Analysis Report For the 1-YearPeriod Ended on February 19, 2016 of Selected  ROBO                      Portfolios

·        Presentation at AICPA PFP Conference, “Why Inadequate Diversification Causes Most Fiduciaries to Breach their Fiduciary Duties,” Webcast

·        3rd Restatement Trust on Diversification   Failure to reduce uncompensated risk - a breach of duties of care, skill, caution!!

·        Link: Report to Board of Directors of San Diego County Employee Retirement Association, “ProForma Investment Exposure Portfolio,          February 28, 2015 with a Preliminary Assessment Report, Back-Testing and Evaluating Uncompensated Risk Removal,”\  Stewart                Frank, CPA/PFS, AIFA and J. Ben Vernazza, CPA/PFS, TEP (UK) emeritus.

·        Article on the latest methodology regarding reduction of uncompensated risk: “Diversification-Weighted Performance Evaluation,”              January 27, 2015, James Damschroder

·         One of the earlier articles to address reduction of uncompensated risk, April 11, 2008, Geoff Considine. “What is Diversification                   Worth?”

·        http://precisionfiduciary.com/Tibble2015/  TIBBLE VS EDISON 2015 REVISITED  US Supreme Court

 


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