… M. Barton Waring is the retired chief investment officer for investment policy and strategy at
… theory for investors with multiperiod spending plans (Waring and Whitney 2009), on which …

When one eliminates all the market factors that active managers deliver (and that are available
almost for free through index funds), what remains is the pure alpha. The cost of seeking …

… M. BARTON WARING is a managing director and head of the Client Advisory Group at
Barclays Global Investors in San Francisco. barton.waring@barclaysglobal.com …

… M. BARTON WARING is a retired financial economist. He has written many articles … So, we
can firmly conclude that the fund, flA M” must always be held by every investor with a liability …

… Many worked examples of the approach I am suggesting can be found in Waring [2004b]. …
M. BARTON WARING is a managing director and head of the Client Advisory Group at …

… M. Barton Waring is managing director and head of the Client Advisory Group at Barclays …
in connection with client work by Waring and his colleague John Pirone during 1998 and 1999. …

… M. Barton Waring is managing director and head of the Client Advisory Group at Barclays
Global Investors, San Francisco. Laurence B. Siegel is director of research in the Investment …

… M. Barton Waring patiently develops his thesis starting with the challenges and current
practices in the opening chapters and then in Chapters 3, he turns immediately to the principles of …

… M. Barton Waring is chief investment officer for investment policy and strategy, emeritus,
at Barclays Global Investors, San Francisco. Laurence B. Siegel is director of research in the …

In our experience, many investment professionals don’t articulate risk well to clients. This
research uniquely and graphically reveals the nature of strategic asset allocation investment …