The Investment Think Tank: Theory, Strategy, And Practice For Advisers - Couverture rigide

Couverture rigide

ISBN 10 : 157660165X ISBN 13 : 9781576601655

Editeur : Bloomberg Press, 2004

Synopsis

- Among the thought leaders contributing to the book are: - Ross Levin, nationally known adviser and author of The Wealth Management Index, on monitoring success in helping clients reach their goals- William Reichenstein, professor of finance, insurance, and real estate at Baylor University, on asset allocation- Don Phillips, managing director of Morningstar, Inc., on constructing a portfolio of mutual funds- Roger Ibbotson, founder and chairman of Ibbotson Associates and finance professor at Yale School of Management, on controlling risk in a retirement portfolio--and many more.- Audience: Professionals who advise retail and institutional investors- The biggest names, the biggest ideas in investment management, together in one book- The media constantly call upon co-editors Evensky and Katz

A propos du livre

Présentation de l'éditeur

The best investment practitioners, the ones who get results, rely not just on their instincts and experience but on the insights of the trailblazers in their field the people who interpret, challenge, and even devise the strategies and tools that shape investment management. But when you′re in the trenches serving clients and running a business the voices at the front can have trouble getting through, and you may sometimes wonder if your methods are as current as your clients deserve.

Strategies continue to be explored, and tactics can change almost as quickly as the markets. What′s the story behind Peter Bernstein s challenge to a fixed–asset–allocation mix? Did the financial–planning community take a wrong ideological turn in espousing it? What can behavioral finance tell you about serving your clients? What choices can you make to ensure tax efficiency in your clients′ portfolios? Downside risk measures have come a long way since Markowitz brought them so much attention. But when′s the last time you checked into your reward–to–semivariability ratios? How current is your understanding of the core–and–satellite approach to portfolio design? And how much do you know about putting one in place for your client?

To get some answers to these and other questions, financial advisers Harold Evensky and Deena B. Katz invited some of the best minds in investment management to share their best thinking. The result is a gathering of eagles that will challenge your beliefs, reinforce your convictions, pique your curiosity, and maybe even improve some of those tried–and–true practices you put in place too long ago.

So sit in on this remarkable think tank. Treat yourself to a compelling array of ideas from the doggedly practical to the delightfully abstract that will inform and stimulate your own thinking and reawaken the reasons you came to investment management in the first place.

Biographie de l'auteur

Harold Evensky is chairman of Evensky & Katz, a financial–advisory firm in Coral Gables, Florida. Deena B. Katz is president. Their innovation and skill have earned them the loyalty of clients; their daring and dedication have won them the respect of their peers. Evensky is the author of Wealth Management: The Financial Advisor s Guide to Investing and Managing Client Assets; Katz is the author of Deena Katz on Practice Management and Deena Katz s Tools and Templates for Your Practice. Together they ve also coedited Retirement Income Redesigned. Both are featured speakers at national and international investment–management and financial–planning conferences, and both are published widely and quoted extensively in financial journals and in newspapers.

Détails de l'édition

• Éditeur: Bloomberg Press
• Date d'édition: 2004
• Langue: anglais
• ISBN 10: 157660165X
• ISBN 13: 9781576601655
• Reliure: Relié
• Nombre de pages: 432
• Éditeur: Evensky Harold, Katz Deena B.
• Coordonnées du fabricant: JOSSEY-BASS; https://www.wiley.com/en-us; ; 111 River Street; Hoboken; NJ; 7030; Etats-Unis
• Personne responsable: non disponible