Due fourth week
1. An investor is in the 30% tax bracket. If corporate bonds offer 9% yields, what must municipals
offer for the investor to prefer them to corporate bonds?
2. The Closed Fund is a closed-end i
Project Sign-up Sheet
The Investment Committee (of which you are a member) has a number of sub-committees. You should
sign up for one of the sub-committees listed below. Please indicate a second preference as well the first
Student Investment Policy Statement
California Lutheran University
Student Managed Endowment Fund
This policy statement provides a framework for the management of the assets of the California
Lutheran University (University) Student Managed E
WITH NOTEWORTHY PEOPLE
Zvi Bodie on Financial Planners and
'First, Do No Harm'
by Shelley A. Lee
W h o : Z vi Bodie, Ph.D.
W h a t : Professor o f management
Boston University, widely published
author of professional books and a rticles on
by Gaty P. Brinson, L. Randolph Hkd ami Gilbert L. Beelxjwer
Deteraibiaiits Of Portfolto
In order to delineate investment responsibility and mmsure performance contribution,
pension plan sponsors and investment managers need a clear and rele