Quarterly Newsletter

At the conclusion of each financial quarter, Yanni Partners produces a newsletter, entitled Measuring Up, for our clients, summarizing relevant issues in the current market environment. Examples of recent topics that have been covered in our newsletters are:

• Private Equity Investing
• Managing Investment Risk
• Investment Trends
• Socially Responsible Investing
• Exchange-Traded Funds

Available issues of Measuring Up

Winter 2010
"Gauging Risk Tolerance: New Tools for the New Year"

Fall 2009
"The Strategic Role of Fixed Income"

Summer 2009
"The Threat of Inflation and Deflation"

Spring 2009
"Target Date Maturity Funds - Aiming for Retirement Security"

Winter 2009
"Capital Market Prospects — Promise or Peril?"

Fall 2008
"Looking Beyond the Turmoil"

Summer 2008
"Pension Protection Act of 2006 - Taking Stock and Keeping Pace"

Spring 2008
"Acquisition Brings New Look But Unchanged Commitment / The Road To Socially Responsible Investing"

Winter 2008
"Robust Risk Management: Advancing the Mission"

Fall 2007
"The Pursuit of Alpha"

Summer 2007
"Who Should Invest in Hedge Funds?"

Spring 2007
"Style Diversification: Value and Growth Equities"

Winter 2007
"The Rise of Liability-Driven Investing"

Fall 2006
"A Primer on Portable Alpha"

Summer 2006
"An Introduction to Commodity Futures Investing"

Spring 2006
"The Quest for Growth: A Study of Price Instability and the Capital Markets"

Winter 2006
"Benchmarking The Benchmarks: How Do They Measure Up?"

Fall 2005
"Back to Basics: The Investment Management Process"

Summer 2005
"President Bush's Economic Agenda"

Spring 2005
"Twin Deficits"

Winter 2005
"Social Security Reform"

Fall 2004
"Focus On Fixed Income"

Summer 2004
"Risk Management Revisited"

Spring 2004
"Optimizing Equity Portfolio Management"

Winter 2004
"Yanni Partners: A Five Year Benchmark"

Fall 2003
"Capital Market Expectations"

Summer 2003
"Corporate Governance: Empowering Investors"

Spring 2003
"Prospects for Fixed Income"

Winter 2003
"2002- Reading Between the Lines"

Fall 2002
"Hedge Fund Investments"

Summer 2002
"Private Equity Investments"

Spring 2002
"Investment Manager Survey of Expected Investment Returns & Industry Trends"

Winter 2002
"Lessons Learned: Troubled Markets in the Year 2001"

Fall 2001
"Managing Investment Risk - The Path to Achieving Objectives "

Summer 2001
"What Is GRID"

A description of the attributes and benefits of our proprietary database - GRID"

Spring 2001
"A new name, corporate identity and promise to our clients"