ACKNOWLEDGMENTS
I would like to acknowledge the following individuals for their assistance.
First Edition (Reprinted from First Edition)
Dr. Robert R. Johnson, CFA, Senior Vice President of AIMR, reviewed more than a dozen of the books published by Frank J. Fabozzi Associates. Based on his review, he provided me with an extensive list of chapters for the first edition that contained material that would be useful to CFA candidates for all three levels. Rather than simply put these chapters together into a book, he suggested that I use the material in them to author a book based on explicit content guidelines. His influence on the substance and organization of this book was substantial.
My day-to-day correspondence with AIMR regarding the development of the material and related issues was with Dr. Donald L. Tuttle, CFA, Vice President. It would seem fitting that he would serve as one of my mentors in this project because the book he co-edited, Managing Investment Portfolios: A Dynamic Process (first published in 1983), has played an important role in shaping my thoughts on the investment management process; it also has been the cornerstone for portfolio management in the CFA curriculum for almost two decades. The contribution of his books and other publications to the advancement of the CFA body of knowledge, coupled with his leadership role in several key educational projects, recently earned him AIMR’s highly prestigious C. Stewart Sheppard Award.
Before any chapters were ...
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