Dimitry Mindlin

Applied Portfolio Analysis

About the

Author

Dimitry Mindlin, President of CDI Advisors LLC, is an investment consultant, an actuary, and a mathematician. Dimitry has written on the subjects that include optimal portfolio (glide path) selection, portfolio analysis, the foundation of financial economics and actuarial science. Dimitry is a Member of the American Academy of Actuaries, an Associate of the Society of Actuaries, and holds Ph.D. in Mathematics.

The target audience
of this monograph is investment
consultants/advisors, actuaries, asset
managers, retirement plan sponsors,
academics, and finance students

Publications

Welcome to “Applied Portfolio Analysis,” a comprehensive guide designed to walk you through the intricacies of calculating essential portfolio return measurements. With step-by-step instructions and detailed implementation examples in MS Excel, this monograph is crafted to empower practitioners in their day-to-day work.

Reviews

A game-changer for portfolio managers! This book provides a comprehensive guide to calculating portfolio returns and is a must-have for anyone in the industry.

I've been in the industry for years, but this book still taught me new things. A valuable resource for anyone looking to stay up-to-date on portfolio analysis.

As an actuary, I found this book to be incredibly helpful in understanding portfolio returns. The author's expertise shines through on every page.

This book is a must-have for anyone looking to improve their portfolio analysis skills. The practical examples are invaluable.