The appropriate use of derivatives offers investors versatility, risk management, and return enhancement, but improper application of derivatives can be disastrous. In this proceedings, the authors demonstrate the benefits of derivative use and take a practical approach to applying these instruments.

Derivatives in Portfolio Management

Don M. Chance

Joanne M. Hill

Thomas S.Y. Ho

John Zerolis

David C. Shimko

Maarten Nederlof

Terence E. Burns

Business & Money

AIMR (CFA Institute)

Taxable accounts present some of the greatest challenges for managers. In developing portfolio policy and strategy, managers must take into account tax, legal, and (sometimes unique) client considerations, must integrate tax and estate planning with investment strategy, and often, must work with third parties to accomplish client goals. The authors in this proceedings tackles the complex issues that are specific to managing taxable portfolios with expertise and thoroughness. Proceedings of the November 1998 AIMR seminar "Investment Counseling for Taxable Investor."

Investment Counseling for Private Clients

Meir Statman

Maureen Busby Oster

Philip Penaloza

Nancy L. Jacob

Jean L.P. Brunel

Christopher G. Luck

R.B. Davidson III

William R. Levy

James M. Poterba

<p>Best execution is not only a fiduciary responsibility; it also has the power to undermine the achievement of a good investment idea. But best execution is difficult to define, measure, and consistently attain. In this proceedings, experts in institutional trading and transaction-cost management explore the issues related to best execution in the Internet era-from what defines best execution to when to use electronic trading venues.</p>

Best Execution and Portfolio Performance

Wayne H. Wagner

Gene A. Gohlke

Robert Werner

Peter W. Jenkins

David J. Leinweber

Brian T. Pears

Harold S. Bradley

Erik R. Sirri

Economics

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Books by Joanne M. Hill