Our services bridge the divide between academic theory and industry practice. We choose to engage in research that will significantly impact the way sophisticated investors manage portfolios. Our affiliation with several prestigious universities helps us to provide our clients with access to the latest innovations in financial theory and practice.
Please contact us to request more information.
BOOKS
Quantitative Methods for Financial Analysis, 1987 and 1990, Dow Jones-Irwin, with S. Brown.
Dictionary of Financial Risk Management, 1996 and 1999, Frank J. Fabozzi Associates, with G. Gastineau.
Asset Allocation for Institutional Portfolios, 1990, Richard D. Irwin, Inc.
Current Management: Concepts and Practices, 1996, AIMR, with R. Clarke.
The Portable Financial Analyst, 2nd edition, 2003, John Wiley & Sons
"This is a wonderful collection of wide-ranging essays on financial analysis written by a pre-eminent practitioner in a remarkably lucid style...don't leave home without it!"
- Andrew W. Lo, Harris & Harris Group Professor, Sloan School, MIT
To succeed in the world of finance you must have a solid understanding of the concepts and strategies used to perform proper investment analysis. Today, financial analysts are faced with increasingly technical topics that are theoretically complicated but practically necessary. To help you overcome these obstacles, financial expert Mark Kritzman has returned with a completely updated and expanded second edition of The Portable Financial Analyst. The Portable Financial Analyst, 2nd edition is a comprehensive collection of financial insight and advice that addresses the heart of every investor's and analyst's dilemma: how to make decisions in the face of unknown forces and how to assert some control over the outcome. Originally covered as columns in the Financial Analysts Journal, these self-contained chapters address often controversial and difficult quantitative topics without the technical jargon and mathematical symbolism that often permeate other writings. With a high degree of lucidity and impeccable logic, Kritzman shows you how to employ the tools of mathematics, statistics, and common sense when evaluating past results and projecting future performance. Objective, practical, and essential, The Portable Financial Analyst, 2nd edition covers the concepts, methodology, and strategies inherent to thorough and proper investment analysis. With this book as your guide you'll learn how to make the right investment decisions, as well as when to make them.
Puzzles of Finance, 2000, John Wiley & Sons
"Mark Kritzman presents the reader with an entertaining way of learning some serious finance."
- Harry Markowitz, President, Harry Markowitz Company, 1990 Nobel Prize Laureate, Economic Sciences
Six challenging questions... six entertaining solutions, profound yet straightforward, and relevant to the everyday challenge of investing and investment management. Puzzles of Finance takes on today's most persistently challenging financial questions and, through clever examples and just plain logic, helps you move beyond those questions to arrive at a deeper understanding of finance and the daily management of money. From Siegel's Paradox ("Is it possible to profit from asymmetry of exchange rate changes?") to questions of option value ("Why is the value of an option unaffected by the underlying asset's expected return?"), Puzzles of Finance goes beyond vague theoretical suppositions to supply practical, concrete solutions that investors and money managers can benefit from every day. While the intellectually curious will be drawn to Puzzles of Finance, it is the day-to-day finance professional who will derive the most benefit from this remarkable book. In clear, concise language--with more than a touch of humor--renowned author and financial professional Mark Kritzman simplifies six of today's most perplexing financial riddles. Along the way, he presents a finance primer as practical as it is profound, as illuminating as it is entertaining. Kritzman artfully explores the relationship of such seemingly disparate fields as botany and thermodynamics to options. These proofs propel Puzzles of Finance forward with the pace of a thriller. An easy-to-understand primer on financial concepts and quantitative methods combined with a technical glossary ensures that no concept is misunderstood. The result is an unprecedented book that will change the way you view finance and investing. When you invest your time in reading Puzzles of Finance, you will uncover some of the most probing and insightful lessons in financial literature today.