This book helps portfolio managers, pension consultants, and investors understand the factors that affect the performance of equity market segments. Richard Bernstein, the acknowledged leader in market segmentation and style investment research, defines numerous market segments and examines how each is affected by a combination of macroeconomic, microeconomic, and expectational factors. He explains the conditions under which various investment styles will and won't work and analyzes each style strategy according to its historical performance in both economical and expectational contexts. He then goes on to discuss the practical implications of these findings for institutional investors - especially pension plan sponsors - and explains the use of equity derivatives.

Rich comes to Mars Venus Coaching with a wealth of experience spanning over 25 years. He has owned and/or managed companies in varied industries; both private as well as publicly traded. Rich has been active in the coaching industry since 2003, and has functioned as a support manager as well as a global sales director internationally. His background in sales, support, marketing, and business management makes Rich uniquely qualified to help licensees and business owners learn important strategies for business successes. Rich has a full complement of skills and experience in marketing, sales processes, financial models, time management techniques, and team building.

Understanding and Defining Market Segmentation.

The Economics of Nominal Earnings Growth and Investor RiskPerception.

The Importance of Expectations.

Growth vs.

Value.

High Quality vs.

Low Quality.

High Beta vs.

Low Beta.

Dividend Yield and Equity Duration.

Large vs.

Small Stocks.

Implications for Plan Sponsors.

Equity Derivatives and Style Investing.

Implications for Disciplined and Long-Term Investor.

Index.