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White
Papers
RESEARCH
AND CLIENT RESOURCES
Yanni
Partners periodically publishes research papers on topics
that directly affect our clients.
• The Quest for Growth -
A Study of
Price Instability and the Capital Markets
This research paper
evaluates the relationship between the overall price
level and
the performance of the capital markets.
• Fixed Income Duration Management
This position paper explains the reasons for Yanni Partner's
tactical
duration recommendation.
• Optimizing Equity Portfolio Management
–
The Long & Short Of It
The
equity long / short approach and potential applications
for clients’ portfolios.
• Capital Market Assumptions
Development
of a successful long term investment strategy requires
realistic expectations of the capital markets and
returns. A key role of a consultant is to offer a
rigorous framework for projecting capital market risks
and returns. This research reviews our analytical
framework and our current risk and return assumptions.
• Healthcare Financial Planning Model
Financial
management decisions such as investment strategies and
leverage exert a significant affect on an institution’s
financial capacity. This model shows how the capital markets
affect an institution’s overall financial position, including
various measures of profitability, leverage and liquidity.
• Endowment Investment and Spending Management:
An Integrated Approach
This paper discusses a mechanism for the linking of endowment
spending patterns with the performance of financial markets.
• Managing Investment Risk – The Path to
Achieving Objectives
This
paper provides a framework to help the clients of Yanni
Partners manage investment risk. We define risk as
the possibility that results might fall short of investors’
objectives. The paper covers Background, Risk Measures,
Risk Management Principals, Standards of Practice for
Risk Control.
For
more information on our White Papers, please go to the Contact
Us link and e-mail us,
or
call 412-232-1000.
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