Goals-Based Portfolio Theory
-15%
portes grátis
Goals-Based Portfolio Theory
Parker, Franklin J.
John Wiley & Sons Inc
12/2022
256
Dura
Inglês
9781119906100
15 a 20 dias
666
Descrição não disponível.
Foreword by Jean LP Brunel, CFA ix
Preface: Goals-Based Investors and the Need for Better Theory xv
Acknowledgments xxvii
Chapter 1 The Story of the Idea: How Goals- Based Portfolio Theory Came to Be 1
Chapter 2 A Theoretical Foundation 11
Chapter 3 Allocating Wealth Across Goals and Across Investments 31
Chapter 4 Allocating Wealth Through Time 45
Chapter 5 Real Markets, Real Risk, Real Portfolios 65
Chapter 6 Insurance Through a Goals- Based Lens 85
Chapter 7 Impact Investing 97
Chapter 8 Taxes and Rebalancing 109
Chapter 9 Goals- Based Reporting 125
Chapter 10 Fragility Analysis of Goals- Based Inputs 137
Chapter 11 Human Risks 147
Chapter 12 Prudent Investing with High- Variance Assets: An Experimental Chapter 161
Chapter 13 As a Bridge Between Normative and Behavioral Finance 173
Chapter 14 The Future Structure of Wealth Management Firms 199
Some Final Thoughts 209
Index 219
Preface: Goals-Based Investors and the Need for Better Theory xv
Acknowledgments xxvii
Chapter 1 The Story of the Idea: How Goals- Based Portfolio Theory Came to Be 1
Chapter 2 A Theoretical Foundation 11
Chapter 3 Allocating Wealth Across Goals and Across Investments 31
Chapter 4 Allocating Wealth Through Time 45
Chapter 5 Real Markets, Real Risk, Real Portfolios 65
Chapter 6 Insurance Through a Goals- Based Lens 85
Chapter 7 Impact Investing 97
Chapter 8 Taxes and Rebalancing 109
Chapter 9 Goals- Based Reporting 125
Chapter 10 Fragility Analysis of Goals- Based Inputs 137
Chapter 11 Human Risks 147
Chapter 12 Prudent Investing with High- Variance Assets: An Experimental Chapter 161
Chapter 13 As a Bridge Between Normative and Behavioral Finance 173
Chapter 14 The Future Structure of Wealth Management Firms 199
Some Final Thoughts 209
Index 219
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retail investing; goals-based investing; goals-based investment management; goals-based portfolio management; investing advice; investment advice; taxes and investing; the future of wealth management; retail wealth management
Foreword by Jean LP Brunel, CFA ix
Preface: Goals-Based Investors and the Need for Better Theory xv
Acknowledgments xxvii
Chapter 1 The Story of the Idea: How Goals- Based Portfolio Theory Came to Be 1
Chapter 2 A Theoretical Foundation 11
Chapter 3 Allocating Wealth Across Goals and Across Investments 31
Chapter 4 Allocating Wealth Through Time 45
Chapter 5 Real Markets, Real Risk, Real Portfolios 65
Chapter 6 Insurance Through a Goals- Based Lens 85
Chapter 7 Impact Investing 97
Chapter 8 Taxes and Rebalancing 109
Chapter 9 Goals- Based Reporting 125
Chapter 10 Fragility Analysis of Goals- Based Inputs 137
Chapter 11 Human Risks 147
Chapter 12 Prudent Investing with High- Variance Assets: An Experimental Chapter 161
Chapter 13 As a Bridge Between Normative and Behavioral Finance 173
Chapter 14 The Future Structure of Wealth Management Firms 199
Some Final Thoughts 209
Index 219
Preface: Goals-Based Investors and the Need for Better Theory xv
Acknowledgments xxvii
Chapter 1 The Story of the Idea: How Goals- Based Portfolio Theory Came to Be 1
Chapter 2 A Theoretical Foundation 11
Chapter 3 Allocating Wealth Across Goals and Across Investments 31
Chapter 4 Allocating Wealth Through Time 45
Chapter 5 Real Markets, Real Risk, Real Portfolios 65
Chapter 6 Insurance Through a Goals- Based Lens 85
Chapter 7 Impact Investing 97
Chapter 8 Taxes and Rebalancing 109
Chapter 9 Goals- Based Reporting 125
Chapter 10 Fragility Analysis of Goals- Based Inputs 137
Chapter 11 Human Risks 147
Chapter 12 Prudent Investing with High- Variance Assets: An Experimental Chapter 161
Chapter 13 As a Bridge Between Normative and Behavioral Finance 173
Chapter 14 The Future Structure of Wealth Management Firms 199
Some Final Thoughts 209
Index 219
Este título pertence ao(s) assunto(s) indicados(s). Para ver outros títulos clique no assunto desejado.
