 |  Investments, 4th Canadian Edition, 4/e Zvi Bodie,
Boston University School of Management
Alex Kane,
University of California, San Diego
Alan Marcus,
Boston College
Stylianos Perrakis,
Concordia University
Peter Ryan,
University of Ottawa
Portfolio Management Techniques
Web LinksPrepared by William Lim, University of New Brunswick.
| | | Measuring Mutual Fund Performance: The Vanguard Group
(http://www.vanguard.com/educ/lib/plain/performance.html)
This discusses the key issues in evaluating the performance of a fund. Keep in mind that much of the information about mutual funds is historical in nature. While past performance may help you to better understand a fund's risk and return characteristics, history is not a reliable predictor of future results. It's also important to study the fund's current characteristics, which can give you a sense of how the fund may perform going forward. |
| | | Index Investor: Index Investor
(http://www.indexinvestor.com/)
A web site that provides information on how to improve investment performance through enhanced asset allocation and indexing. |
| | | Hedging: Invest FAQ
(http://www.invest-faq.com/articles/strat-hedging.html)
Hedging is a way of reducing some of the risk involved in holding an investment. There are many different risks against which one can hedge and many different methods of hedging. When someone mentions hedging, think of insurance. A hedge is just a way of insuring an investment against risk. |
| | | Online Book: Fee-Only-Advisor
(http://www.fee-only-advisor.com/book/index.html)
Online book can be assessed at the site below. It addresses issues related to individual investing and also has specific information on portfolio allocations for individual investors. |
| | | Retirement Planning: Vanguard
(http://www.vanguard.com/educ/inveduc.html)
Information on retirement planning and portfolio allocation for individuals can be found on this Vanguard's Website. |
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2003 McGraw-Hill Higher Education