IMCA’s Latest Investments & Wealth Monitor Rethinks Risk and Practice Management

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Current issue examines practice management from several angles.

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With market volatility on the rise in early 2014, Investment Management Consultants Association’s Investments & Wealth Monitor magazine takes a timely look at risk management and practice management issues facing investment advisors and consultants. The January/February 2014 issue includes 15 articles that provide critical insights into topics ranging from fixed-income portfolio risk to regulatory oversight to social media. Each article is peer-reviewed, providing an objective assessment by subject matter experts.

In his feature article, Behavioral Finance: Overcoming the Cost of Being Human, Greg B. Davies, PhD, uses a behavioral finance lens to examine “maximum anxiety-adjusted returns”—or the best possible returns, relative to the anxiety, discomfort, and stress investors are likely to experience.

Focusing on the more traditional realm of risk management, David Gordon, CFP®, CIMA®, examines the risks within fixed-income portfolios in his article, Examining Volatility in Fixed-Income Portfolios: A Roadmap for Trustees and Fiduciaries. The magazine continues in this vein, as authors David Kupperman, PhD, Jeff Majit, CFA®, James McDermott, PhD, Jay Berger, and Andrew Lapkin guide readers in selecting, analyzing, and monitoring hedge fund investments in Risk Management for Hedge Fund Allocators.

Other feature articles from the January/February 2014 issue include:

  •     A Review of the Past Six Years, 2008‒2013, Ronald Surz, CIMA®
  •     Austrian Economic Theory and Tail Hedging, Investments & Wealth Monitor talks with Mark Spitznagel
  •     Become an SEC-Ready Advisor, Christopher E. Winn
  •     External Succession: Selling Your Firm to Realize Your Goals, Waldemar Kohl, CFP®
  •     Infrastructure Challenges for Investment Management, Bevin Crodian, PhD
  •     Intergenerational Wealth Transfer: Informal Governance as a Key Ingredient, Michael D. Pompian, CFA®, CAIA, CFP®
  •     Investment Decisions: Stop Acting So Rational and Just Be Normal, Mohamad Moussa, MBA
  •     Is a Bypass Trust Still Necessary? Jim Weil, CIMA®, CFP®
  •     Mentoring the Next Generation of Advisors: Thoughts on How to Approach Succession Planning, George Raffa, CIMA®
  •     Social Media Questions Remain Unanswered, Les Abromovitz, JD
  •     The Home Team Advantage: Successfully Preparing Your Family for the Future, Tom Rogerson
  •     Wealth Management Credentials: Measuring an Advisor’s Expertise, Elizabeth Piper/Bach, JD, CIMA®, CFP®, CTFA

Click here to read the latest Investments & Wealth Monitor on IMCA’s website.

About IMCA
Established in 1985, IMCA is a nonprofit professional association and credentialing organization with more than 9,000 individual members. IMCA members collectively manage more than $1.9 trillion, providing investment consulting and wealth management services to individual and institutional clients. Since 1988, IMCA has offered the Certified Investment Management Analyst® (CIMA®) certification, which earned accreditation by the American National Standards Institute (ANSI) in April 2011, making it the first financial services credential in the United States to meet international standards (ISO 17024) for personnel certification. IMCA’s Certified Private Wealth Advisor® (CPWA®) certification is suited for wealth management professionals working with high-net-worth clients. In 2013, IMCA conferences and workshops hosted more than 4,000 attendees.

IMCA® and Investment Management Consultants Association® are registered trademarks of Investment Management Consultants Association Inc. CIMA®, Certified Investment Management Analyst®, CIMC®, CPWA®, and Certified Private Wealth Advisor® are registered certification marks of Investment Management Consultants Association Inc. Investment Management Consultants Association Inc. does not discriminate in educational opportunities or practices on the basis of race, color, religion, gender, national origin, age, disability, or any other characteristic protected by law.

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Ryan Hoffman
Investment Management Consultants Association
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