« Back to Author Index

William Jennings

William W. Jennings CFA, is a professor of finance and investments at the Air Force Academy.

Articles by this Author

Area of Expertise: institutional portfolio management

Books: "Integrating Investments and the Tax Code" (John Wiley & Sons, 2003)

Email: William.Jennings@usafa.af.mil

William W. Jennings, CFA, is professor of finance and investments at the U.S. Air Force Academy. He is the principal finance educator and a senior civilian management instructor.

Jennings serves the community and Air Force via various investment committees overseeing over $25 billion in endowment and pension funds. His research interests focus on institutional portfolio management. Recently, he has undertaken research on fees, rebalancing, alternative investments, investment policy, and pension investing. He has also done significant research on portfolio management for taxable investors and is co-author with William Reichenstein of "Integrating Investments and the Tax Code" (John Wiley & Sons, 2003)
Jennings previously worked as a private equity analyst and sports franchise valuation analyst at Arthur Andersen. He is a Chartered Financial Analyst charterholder and is licensed as a Certified Public Accountant in Michigan. His doctorate is from the University of Michigan at Ann Arbor.

Articles by this Author

  1. Portfolio Strategies »

    Choosing the Right Mix: Lessons From Life Cycle Funds

    Life cycle funds represent a fund family’s professional thinking about prudent asset allocations through a typical individual’s life cycle. What you can learn from four life cycle fund families.

    January 2007 | Journal

  2. Portfolio Strategies »

    Valuing Your Pension Benefits and the Asset Allocation Implications

    Asset allocation should be based on the family's extended portfolio that includes the present values of income from Social Security and pension plans. Including these values may have dramatic investment implications.

    July 2002 | Journal