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I.P.M. - Improving Portfolio Management™: The Secrets of Building Wealth Over Market Cycles

by Patrick T. Byrne

252 pages; quality trade paperback (softcover); illustrated; catalogue #04-2118; ISBN 1-4120-4311-5; US$49.99, C$62.00, EUR40.30, £27.93

IPM is an easy, step-by-step professional mutual fund portfolio management guide that seeks to improve short-term performance to ensure better odds of long-term success.

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About the Book      About the Author      Excerpts      Catalogue Information

About the Book

Aristotle understood that those who truly understand a subject have first hand knowledge of it. He believed practitioners are more likely to succeed than those without experience. This book is based on nobel prize academic research, empirical evidence, and the collective knowledge of experienced professionals. It applies ground breaking portfolio management, work of famous academics and Modern Portfolio Theory with time honored investment principles, investment advisory best business practices, to improve portfolio management. The information has been distilled down to its simplest form and only relevant reliable information is left, allowing for a quicker read. Finally a book with sophisticated topics written in plain English! Its use of numerous graphs, bar charts, tables, and illustrations allow the reader to easily grasp pertinent concepts and points and immediately apply them in managing and advising mutual fund portfolios. The book has assembled endless research, statistics and facts to assist you in making investment management decisions. Furthermore, it provides detailed step-by-step instructions on how to analyze the market, construct a portfolio, actively manage it, and advise clients. Foremost, this body of work has successfully been used advising and managing hundreds of millions of dollars over many market cycles at highly regarded asset management firms. Apply guidelines in the book with only mutual funds; individual securities are subject to different guidelines.

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About the Author

Patrick T. Byrne has more than 20 years' experience in the investment management and advisory business. In his present position he serves as Chief Investment Officer for a sizeable independent Registered Investment Advisor. While employed at USAA Investment Management Company he was responsible for sales distribution of mutual funds, fund wrap, and separate account investments. At USAA Investment Management Co. he developed a capital markets research program used to advise clients. Prior to joining USAA Investment Management Co., Mr. Byrne headed Neuberger Berman's business that manages portfolios of mutual fund holdings for institutions and retail investors. he helped launch the business and managed the fund wrap portfolios from 1996 through 2001. He served as a member of the Advisory Services Investment Policy committee chaired by the firm's chief investment officer. He designed Neuberger Berman's fund wrap asset allocation software application that established portfolio guidelines for construction and recommended tactical investment strategies. He also wrote the quarterly market commentary report.

Mr. Byrne has been a guest speaker on managing mutual fund money at various seminars, conferences and radio shows. He served as practicing editor for the College for Financial Planning's Chartered Mutual Fund Counselor program. He has co-written articles on asset allocation for several financial magazines such as Money magazine.

Mr. Byrne studied economics at the University of New Hampshire, and graduated with honors from Baruch College with a B.B.A. degree in finance. He earned an M.B.A. from the University of Connecticut. He is a Certified Financial Planner, and is a Level II Chartered Financial Analyst Program candidate.

He is married, has three children, and lives in Fairfield, Connecticut.

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Excerpts

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Catalogue Information

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