Author: Virginia Munger Kahn
A Parting of the Ways
- Plan sponsors drop investment management companies due to underperformance, a change of fund managers or a change in a manager’s investment style. Sounds simple, but the decision to cut and run is rarely black and white.
Can the Market Add and Subtract?
- According to the law of one price, identical assets should have identical prices. Driving this law is arbitrage, in which an investor buys and sells the same security for two different prices to make a profit. In a well functioning capital market, arbitrage prevents the law of one price from being broken, and in fact, violations of the law are rarely seen.
Publisher: Capital Ideas
Author: Owen A. Lamont and Richard H. Thaler
Face Time With Charles Schwab
- Never mind the cuff links: Charles Schwab is an egalitarian. The man who democratized stock trading talks about nirvana, sage investing, and his first bubble.
Publisher: Fast Company
Author: Charles Fishman
Institute Paper on International Taxation of Retirement Savings
- The paper observes that the global shift toward funded retirement plans—both government sponsored or mandated plans and employer sponsored occupational-based plans—will not be successful unless plan assets are invested effectively, both domestically and internationally.
Publisher: Mutual Fund Connection
Author: Organization for Economic Cooperation and Development (
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