Notice to Members of the Investment Analysts Society of Southern Africa

Journal of Investment Management (“JOIM”)

We are pleased to advise Members that following discussions with executives from Journal of Investment Management , JOIM has agreed that IASSA becomes one of the select group of Societies and Associates to whom free electronic access to the most recent issue of JOIM is available.

The IASSA in turn supports JOIM by sending out an email circular to all members containing details of the “Table of Contents” of each issue of the Journal. All costs of circulating details to members will be borne by your Society. Attached is the Table of Contents for the first issue. You may use the link below to the JOIM website to register for immediate online access:

The Journal of Investment Management is an international journal, with its Advisory Board based in Lafayette, California. It is a quarterly journal which bridges the theory and practice of investment management and serves as a teaching resource for academia. It is a high quality, fully refereed publication which has an electronic, as well as printed version.

The framework for editorial review is fundamental to its mission. Aside from the double blind refereeing of all manuscripts, authors are encouraged to place equations in a technical appendix with each equation accompanied by a descriptive interpretation in words.

Other features of JOIM include a Practitioners Digest which highlights the practical significance of each manuscript; an Insights section where leading authorities from academia and the profession share insights or thoughts; Case Studies on topics of timely interest; a Review of Working Paper Abstract, including important new work or additional material related to one of the papers published; a review of street research which covers rigorous research material produced by Wall Street; and Book Reviews.

JOIM’S overall goal is to be mindful of the need to present the very best quality material in a form appealing to the practitioner, student and academic. For full details visit

The current issue of the Journal Of Investment Management (JOIM) is now available. The prior issue has been moved to the archives and will only be accessible (along with previous archived issues) to Full Subscribers.

JOIM Reader,

The current issue of the Journal Of Investment Management (JOIM) is now available. The prior issue has been moved to the archives and will only be accessible (along with previous archived issues) to Full Subscribers.

To view the current issue, please log in:

We are offering a special introductory rate of 50% off all new individual JOIM subscriptions*. Please contact and mention offer code “halfoff0315”.


Case Study – New Financing Methods in the Biopharma Industry: A Case Study of Royalty Pharma, Inc.
Andrew W. Lo and Sourya V. Naraharisetti

Insights – Stakeholders Perspectives on Norwegian Investment Responsibility
Sarah Takaki

Insights – Norways Summit on Responsible Investing
Mitch Towner

Sovereign Wealth and Risk Management A Framework for Optimal Asset Allocation of Sovereign Wealth
Zvie Bodie and Marie Briere

The Interest Rate Sensitivity of Tax-exempt Bonds under Tax-Neutral Valuation
Andrew Kalotay

The Performance of Leveraged and Inverse Leveraged Exchange Traded Funds
Brian J. Henderson and Gerald W. Buetow

JOIM Spring Conference, March 16-18, 2014
The Westin San Diego
San Diego, CA

Our Spring 2014 Conference will focus on the investment management issues associated with investing for individuals as well as selected topics that extend to institutional investing.

Featured presenters:

Harry M. Markowitz, Harry Markowitz Co., Keynote Speaker
Kenneth Blay, 1st Global Capital Corp.
Russell Fuller, Fuller & Thaler Asset Management
Lawrence E. Harris, University of Southern California
Martin Leibowitz, Morgan Stanley
Terrance Odean, University of California, Berkeley
Jack J. Treynor, Treynor Capital Management, Inc.

Risk Managers, Portfolio Managers, Pension Managers, Senior Executives of Financial Firms, Plan Sponsors, Endowments, Finance Professors and Students would all benefit from attending these conferences. Attendance is limited. We are accepting annual memberships on a first come, first serve basis with guest attendance on an as available basis. Please visit: or contact for details.