Practical analysis for investment professionals

Barry M. Gillman, CFA

6 Posts

Biography

Barry M. Gillman, CFA, is a principal at Longevity Financial Consulting, Fort Lee, New Jersey.

Author's Posts
Book Review: Your Complete Guide to a Successful and Secure Retirement

The latest book from Larry Swedroe and Kevin Grogan, CFA, focuses on retirement planning. The inclusion of “complete” in the title is appropriate.

Book Review: The Future of Pension Management

The author, a thought leader in the pension industry, covers a broad spectrum of pension management topics. He focuses on changes the industry needs to make in order to overcome its challenges — in particular, its failure to achieve its goals of affordability and retirement security. The solutions already exist; the problem is one of implementation.

Active Share Is a Fuzzy Number

Active share’s popularity has largely been driven by two factors. First, it appears simple and intuitive; active share is the proportion of a portfolio’s holdings that is different from the benchmark for that portfolio. Second, the investment industry has become fascinated by the debate over the link between the level of active share and outperformance of the benchmark.

Book Review: Get What’s Yours

This book provides an overview of the Social Security system, detailing its benefits and how they are calculated, with a focus on the general strategies for maximizing benefits.

Book Review: Strategic Value Investing

This book provides a broad overview of value investing and detailed implementation guidelines for a wide variety of value-investing disciplines. The book focuses more on guiding readers in selecting and applying their own approach to value investing than on stories of how the “gurus” achieved success.

Book Review: Life Annuities

This guide is a boon for serious students of life annuities in North America. The author provides historical context and an inside look at the key drivers of annuity structure, pricing, and use. The book is a valuable resource for those seeking either broad knowledge or answers to specific questions.



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