PORTFOLIO DIVERSIFICATION OPTIMIZER
Prudent Management of Investment Risk – 1 page Summary of Legal Requirements: Restatement (3rd)
· 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)
· 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”
· 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