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Publications in Investments and Portfolio Management

Financial Analysts Journal

The Financial Analysts Journal 's goal is to advance knowledge and understanding in the practice of investment management through the publication of high-quality, practitioner-relevant research. The FAJ strives to serve as a bridge between academic research and practice by publishing academically rigorous papers that have direct relevance to practitioners. It has become a forum for presenting practitioner research, and for sharing the perspectives of leading practitioners, academics, and regulators regarding the investments industry.

CFA Digest

Since 1971, the CFA Digest has been distilling selected current industry research into short, easy to read summaries. Each quarterly issue offers roughly thirty 600-word abstracts of articles selected from approximately 70 investment-related journals. Each issue also features an “Items of Interest” section with approximately twelve shorter article summaries. The CFA Digest is sent to all CFA Institute members who are CFA charter holders, and other interested readers can purchase subscriptions.

Institutional Investor

Institutional Investor, Inc. publishes a series of quarterly journals that offer in-depth, original, and practical research on global investment and finance. Each journal is written and edited by leading practitioners and academics, and is read by finance industry professionals. Each provides current analyses and strategic insights that translate into ideas that global investment management professionals can implement in their work.

Two Institutional Investor journals of special interest are:

Journal of Investing

The Journal of Investing (JOI) offers authoritative, dynamic, and useful research for corporate investors and their investment advisors. It provides “buy-side” institutional investors, such as pension funds, mutual funds, insurance companies, endowments, and foundations, with insights from leading experts on portfolio management and asset allocation issues. Launched in 1992, JOI interprets the latest research on investment management for corporate plan sponsors and institutional investors. Topics include asset allocation, rebalancing strategy, performance measurement, global custody, defined contribution plans, and emerging markets allocation.

Journal of Portfolio Management

The Journal of Portfolio Management (JPM) provides technical analysis of portfolio management theories and concepts, with a blend of financial theory and practical applications. JPM covers portfolio and fund management techniques, strategic models, and case studies. It is designed to be an analytical investment tool, offering detailed exploration of topics such as equities, market behavior, international investing, options and futures, security analysis, fixed income investing, and new asset classes.