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	Total Wealth Allocation: Liquidity, Longevity, and Legacy MICHAEL CROOK Head of Investment Planning and Executive Director at UBS Wealth Management The authors propose a scalable, total wealth model for integrating liability relative optimization into households’ portfolios.

Total Wealth Allocation: Liquidity, Longevity, and Legacy

MICHAEL CROOK
Head of Investment Planning and Executive Director at UBS Wealth Management

The authors propose a scalable, total wealth model for integrating liability relative optimization into households’ portfolios.

		Is Your Tax-Managed Fund Manager Hiding in the Closet? DAVID NANIGIAN Associate Professor of Investments at The American College in Bryn Mawr This article examines the performance, expense, and tax efficiency of domestic equity mutual funds that have a stated goal of minimizing the taxes paid by their shareholders.

Is Your Tax-Managed Fund Manager Hiding in the Closet?

DAVID NANIGIAN
Associate Professor of Investments at The American College in Bryn Mawr

This article examines the performance, expense, and tax efficiency of domestic equity mutual funds that have a stated goal of minimizing the taxes paid by their shareholders.

	Investor Education: What’s Broken and How to Fix It CHARLOTTE BEYER Founder and CEO of the Institute for Private Investors The wealth management industry is in a state of fundamental disruption, providing opportunities for smart, well-informed people.

Investor Education: What’s Broken and How to Fix It

CHARLOTTE BEYER
Founder and CEO of the Institute for Private Investors

The wealth management industry is in a state of fundamental disruption, providing opportunities for smart, well-informed people.

		Differences and Similarities in Family Governance and Educational Needs across Geographies LISA GRAY Managing Member of Graymatter Strategies What is the appropriate role of governance?

Differences and Similarities in Family Governance and Educational Needs across Geographies

LISA GRAY
Managing Member of Graymatter Strategies

What is the appropriate role of governance?

	The Time-Varying Interest Rate Sensitivity of Municipal Bonds HAIM A. MOZES Director of Quantitative Research for Spring Mountain Capital, and Professor of Accounting, and Chairman of the Accounting and Taxation Department at Fordham University Graduate School of Business This article demonstrates that municipal bonds’ interest rate sensitivity is a function of how inexpensive municipal bonds are relative to Treasury bonds.

The Time-Varying Interest Rate Sensitivity of Municipal Bonds

HAIM A. MOZES
Director of Quantitative Research for Spring Mountain Capital, and Professor of Accounting, and Chairman of the Accounting and Taxation Department at Fordham University Graduate School of Business

This article demonstrates that municipal bonds’ interest rate sensitivity is a function of how inexpensive municipal bonds are relative to Treasury bonds.

		Evidence in Support of Shorter-Term Market Timing HAIM A. MOZES Director of Quantitative Research for Spring Mountain Capital, and Professor of Accounting, and Chairman of the Accounting and Taxation Department at Fordham University Graduate School of Business Haim outlines how to make technical and valuation signals work.

Evidence in Support of Shorter-Term Market Timing

HAIM A. MOZES
Director of Quantitative Research for Spring Mountain Capital, and Professor of Accounting, and Chairman of the Accounting and Taxation Department at Fordham University Graduate School of Business

Haim outlines how to make technical and valuation signals work.

	Investment Policy for Private Foundations: Seeking Compliance and Survival in the New Normal MICHAEL W. CROOK Executive Director, Head of Portfolio Advisory at UBS and an Adjunct Professor of Economics at Marymount Manhattan College

		Measuring Residential Real Estate Risk and Return KATSIARYNA SALAVEI BARDOS Assistant Professor of Finance at the Dolan School of Business, University in Fairfield

	Investible Benchmarks and Hedge Fund Liquidity MARC S. FREED Managing Director at Lyster Watson & Company

		Long-Horizon Investment Planning in Globally Integrated Capital Markets SETH J. MASTERS Chief Investor Officer for Asset Allocation and Bernstein Global Wealth Management at AllianceBernstein The complexities of long-term planning can seem overwhelming, especially given today’s global multiasset, multicurrency investing environment. But a rigorous, forwardlooking, comprehensive tool built on the multifaceted drivers of asset returns—leavened with a dose of humility—has been developed.

Long-Horizon Investment Planning in Globally Integrated Capital Markets

SETH J. MASTERS
Chief Investor Officer for Asset Allocation and Bernstein Global Wealth Management at AllianceBernstein

The complexities of long-term planning can seem overwhelming, especially given today’s global multiasset, multicurrency investing environment. But a rigorous, forwardlooking, comprehensive tool built on the multifaceted drivers of asset returns—leavened with a dose of humility—has been developed.

	Knowing the Score: Wealth Planning for Professional Athletes DAN EAGAN Head of the Wealth Management Group Bernstein Global Wealth Management

		Getting Off the Fence: A Dynamic Wealth Transfer Strategy to Solve the Procrastinator’s Dilemma ANDREW S. AUCHINCLOSS Director in the Wealth Management Group at Bernstein Global Wealth Management Wealth transfer does not have to be an all-at-once proposition. The authors have found that by approaching it as a dynamic process, with strategies that emphasize flexibility and control as markets and families change, they can help individuals overcome some of the most common fears regarding their wealth and their future.

Getting Off the Fence: A Dynamic Wealth Transfer Strategy to Solve the Procrastinator’s Dilemma

ANDREW S. AUCHINCLOSS
Director in the Wealth Management Group at Bernstein Global Wealth Management

Wealth transfer does not have to be an all-at-once proposition. The authors have found that by approaching it as a dynamic process, with strategies that emphasize flexibility and control as markets and families change, they can help individuals overcome some of the most common fears regarding their wealth and their future.

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