MARC details
| 000 -LEADER |
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| fixed length control field |
02186 a2200217 4500 |
| 003 - CONTROL NUMBER IDENTIFIER |
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| control field |
OSt |
| 005 - DATE AND TIME OF LATEST TRANSACTION |
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| control field |
20170118174444.0 |
| 008 - FIXED-LENGTH DATA ELEMENTS--GENERAL INFORMATION |
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| fixed length control field |
170118b xxu||||| |||| 00| 0 eng d |
| 020 ## - INTERNATIONAL STANDARD BOOK NUMBER |
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| International Standard Book Number |
9788126564750 |
| 082 ## - DEWEY DECIMAL CLASSIFICATION NUMBER |
|---|
| Classification number |
332.6 |
| 245 ## - TITLE STATEMENT |
|---|
| Title |
The new wealth management : |
| Remainder of title |
the financial advisors guide to managing and investing client assets |
| Statement of responsibility, etc |
Harold Evensky; Stephen M Horan; and Thomas R Robinson |
| 260 ## - PUBLICATION, DISTRIBUTION, ETC. (IMPRINT) |
|---|
| Name of publisher, distributor, etc |
Wiley India Pvt. Ltd. |
| Place of publication, distribution, etc |
New Delhi |
| Date of publication, distribution, etc |
2011 |
| 300 ## - PHYSICAL DESCRIPTION |
|---|
| Extent |
xx, 458 p. |
| Other physical details |
Paper |
| 505 ## - FORMATTED CONTENTS NOTE |
|---|
| Formatted contents note |
<br/><br/>Acknowledgments<br/><br/>Foreword <br/><br/>Preface<br/><br/>Chapter 1 The Wealth Management Process <br/><br/>Chapter 2 Fiduciary and Professional Standards<br/><br/>Chapter 3 Client Goals and Constraints<br/><br/>Chapter 4 Risk Is a Four-Letter Word<br/><br/>Chapter 5 Data Gathering and Analysis<br/><br/>Chapter 6 Client Education<br/><br/>Chapter 7 Mathematics of Investing<br/><br/>Chapter 8 Investment Theory<br/><br/>Chapter 9 Asset Allocation<br/><br/>Chapter 10 Portfolio Optimization<br/><br/>Chapter 11 Taxes<br/><br/>Chapter 12 Retirement Planning<br/><br/>Chapter 13 Investment Policy Statement<br/><br/>Chapter 14 Portfolio Management<br/><br/>Chapter 15 Performance Appraisal and Evaluation<br/><br/>Chapter 16 Selecting Investment Managers<br/><br/>Chapter 17 Philosophy, Process and People<br/><br/>About the Authors<br/><br/>About the CFA Institute Investment Series<br/><br/>About the CFA Program<br/><br/>Index<br/> |
| 520 ## - SUMMARY, ETC. |
|---|
| Summary, etc |
<br/><br/>For over a decade, The New Wealth Management: The Financial Advisor's Guide to Managing and Investing Client Assets has provided financial planners with detailed, step-by-step guidance on developing an optimal asset allocation policy for their clients. And, it did so without resorting to simplistic model portfolios, such as lifecycle models or black box solutions. Today, while The New Wealth Management still provides a thorough background on investment theories, and includes many ready to use client presentations and questionnaires, the guide is newly updated to meet twenty-first century investment challenges.<br/> |
| 650 ## - SUBJECT ADDED ENTRY--TOPICAL TERM |
|---|
| Source of heading or term |
Portfolio management. |
|
|---|
| Topical term or geographic name as entry element |
Financial planners. |
| 9 (RLIN) |
25773 |
|
|---|
| Topical term or geographic name as entry element |
Investment advisors. |
| 9 (RLIN) |
25774 |
| 942 ## - ADDED ENTRY ELEMENTS (KOHA) |
|---|
| Source of classification or shelving scheme |
Dewey Decimal Classification |
| Item type |
Book |
