Research
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• 2010 Consultant Search Forecast, February 2010
-Casey Quirk and eVestment Alliance, http://caseyquirk.com, http://www.evestmentalliance.com
• REIT Recapitalization and Recovery, November 2009
-Mercer, http://www.mercer.com
• The Odyssey of Risk, November 2009
-James McKee, http://www.callan.com
• Inside a Successful Investment Management Firm, October 2009
-Jeffrey Margolis, http://www.margolisadvisory.com
• In Defense of Active Management, October 2009
-Rogerscasey, http://www.rogerscasey.com
• The Solidarity Challenge, October 2009
-David Tittsworth, http://www.investmentadviser.org
• 2009 Investment Manager Fee Survey, October 2009
-Callan Associates, http://www.callan.com
• Winds of Change: First Half 2009 M&A Activity, September 2009
-Jefferies Putnam Lovell, http://www.jefferies.com
• Recovering From the Storm: The New Economic Reality for U.S. Asset Managers, September 2009
-McKinsey & Company, http://www.mckinsey.com
• Institutional Investment Manager Compensation Survey, September 2009
-Preston & Company, http://www.preston-company.com
• Should The Fed Tighten Part II, September 2009
-Veritas Partners, http://www.veritas-partnersllc.com
• The Lack of A Fed Exit Strategy, August 2009
-Veritas Partners, http://www.veritas-partnersllc.com
• Recovery Tentative For Insurers and Asset Managers, August 2009
-Moody’s Investors Services, www.moodys.com
• Navigating Your Portfolio Through Turbulent Waters, August 2009
-Grant Thornton & the Association for Corporate Growth, www.grantthornton.com
• Why We’re Paying Attention To Inflationary Pressures, July 2009
-Arnerich Massena & Associates, www.am-a.com
• Green Fixed-Income Investing, July 2009
-Community Capital Management, www.ccmfixedincome.com
• Consumption-Based Fundamental Asset Allocation, July 2009
-The Willis Group, www.thewillisgroup.net
• Is Age Just a Number: The Performance of Emerging Fixed-Income Managers, July 2009
-Xavier Capital Management, www.xaviercapital.com
• The Case For Mid Cap Stocks, July 2009
-Arete Asset Management, www.areteam.com
• View From The Grand, July 2009
-AMBS Investment Counsel, www.ambsinvestment.com
• ETFs and New Investing: Our Approach, July 2009
-Miracle Mile Advisors, www.miraclemileadvisors.com
• The Problem with Buy and Hope Investing, June 2009
-by Dan Ripoll and Kwame Jackson, co-founders of Aeon Funds, www.AeonFunds.com
• The Next Asset Managers Consumption-based Fundamental Asset Allocation, June 2009
-Michael Willis, president of The Willis Group, www.thewillisgroup.net
• 3PM Position Paper, May 2009
-Third Party Marketers Association, www.3pm.org

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