捣浆糊吗！这是哪门子的三级阅读材料？2007 CFA level III 的 Study Session 5 Private Wealth Management
19.* “Managing Individual Investor Portfolios,” Ch. 2, Managing Investment Portfolios: A
Dynamic Process, 3rd edition, James W. Bronson, Matthew H. Scanlan, and Jan R.
Squires (CFA Institute, forthcoming)
20.* “Life-Cycle Investing,” Ch. 3, Investment Management for Taxable Private Investors,
Jarrod Wilcox, Jeffrey E. Horvitz, and Dan diBartolomeo (The Research Foundation of
CFA Institute, 2006)
21.* Excerpts from “Lifestyle, Wealth Transfer and Asset Classes,” Ch. 4, and “Techniques
for Improving After-Tax Investment Performance,” Ch. 6, Investment Management for
Taxable Private Investors, Jarrod Wilcox, Jeffrey E. Horvitz, and Dan diBartolomeo (The
Research Foundation of CFA Institute, 2006)
22.* “Multiple Asset Locations,” Ch. 5, Integrated Wealth Management, Jean L.P. Brunel
(Euromoney Institutional Investors Plc, 2002)
23.* “Low-basis stock,” Ch. 10, Integrated Wealth Management The New Direction for
Portfolio Managers, Jean L.P. Brunel (Euromoney Institutional Investors Plc, 2002)
24.* “Goals-Based Investing: Integrating Traditional and Behavioral Finance,” Daniel Nevins,
Journal of Wealth Management (Institutional Investors, 2004)

这是2006的，知道吗？

考试大纲都改了。发这还有意义吗？标题没有说清楚，容易混淆！