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PASSING ON A ‘FREE LUNCH’ IS NOT “ACTING WITH CARE, SKILL, PRUDENCE, AND DILIGENCE” https://portfolio-diversification-institute.com/resources/Documents/PASSING%20ON%20A%20FREE%20LUNCH%20jbv%202.0.pdf/   

** “THE PROOF IS IN THE PUDDING” STUNNING - 540-870 Basis Pts MORE USING BIG MATH DIVERSIFICATION WEIGHTING APPLIED TO EXISTING PORTFOLIOS COVID 9/19 TO 6/20 https://portfolio-diversification-institute.com/resources/Documents/Proof%20is%20in%20the%20Pudding.pdf/  

Explanation-Invitation: PORTFOLIO DIVERSIFICATION TOOLBOX© One-page Executive Summary on how to reap the benefits by Analyzing & Optimizing using A-I enabling human Customizing & Finalizing : https://portfolio-diversification-institute.com/resources/Documents/excutive%20summary%20Optimizer.pdf/ 

HIGH MASS FOR CPAs - NOCLAR – “NON-COMPLIANCE WITH LAWS AND REGULATIONS PROCEDURES NOW REQUIRED IN ALL CPA EMPLOYEE BENEFIT PLAN ENGAGEMENTS” https://portfolio-diversification-institute.com/resources/Documents/HiGH%20MASS%20FOR%20CPAs!.pdf/ 

## RESTATEMENT OF TRUSTS, 3RD CONCLUSIVELY SAYS: “Failure to diversify on a reasonable basis to reduce uncompensated risk is ordinarily a violation of the duty of caution and the duties of care and skill." https://portfolio-diversification-institute.com/resources/Documents/Tax%20Adviser%20AICPA.PDF/ 

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”  COSTLY: Passing on a 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?”

PASSING ON A FREE LUNCH IS NOT "ACTING WITH CARE-SKILL-PRUDENCE-DILIGENCE!!!

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



 


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