Bruce C. Greig, CFA, CIPM, joined Q3 Asset Management in 2015 as the director of research, where he is charged with portfolio design, investment model creation, performance analysis and other duties. Previously, he worked at Altin Holdings from 2009 as a portfolio manager. His responsibilities include overseeing the firm’s investment process and handling all aspects of portfolio allocation which include continuous portfolio monitoring, performance reporting and investment research.
Investment professionals thinking of offering managed futures should read this primer on the nuts and bolts of managed futures and conventional “how-to” guide to making money. It provides both the solid theoretical underpinnings of the asset class and the practical aspects of incorporating managed futures into a client’s portfolio.
This book provides a highly accessible and pragmatic approach to the subject of investment vehicles. For the relative newcomer to active investing, it offers several nuggets of useful information. For veteran system developers interested in further honing their trading acumen, it serves as a refresher of key concepts.
Richard Marston certainly has the credentials to author a book on portfolio design. Currently the academic director of the Private Wealth Management Program at the Wharton School of University of Pennsylvania, he has taught in five countries, is the recipient of both a Rhodes Scholarship and a Fulbright Fellowship, and—perhaps most relevantly—has taught asset allocation to more than 5,000 financial advisers as a faculty member in the Certified Investment Management Analyst program. Marston has accomplished what many investment academics find difficult—namely, produce a book that is truly practical and “hands-on” for both financial advisers and investors. Portfolio Design: A Modern Approach to Asset Allocation deftly combines rigorous academic research with everyday investment experience to provide a guidebook to the complexities underlying portfolio design and asset allocation.
Although not a pioneering work, Wealth Building Strategies in Energy, Metals, and Other Markets details easily accessible and timely methods for navigating upcoming investment markets that are sure to be stormy. Author Chris Waltzek, host of a weekly broadcast on GoldSeek.com, focuses on a few economically sensitive sectors — namely, energy, metals, and real estate. The book consists of three sections: “Successful Investing,” “The Housing Bubble,” and “Banking—Super Profits.”
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