The new wealth management : the financial advisors guide to managing and investing client assets Harold Evensky; Stephen M Horan; and Thomas R Robinson
Publication details: Wiley India Pvt. Ltd. New Delhi 2011Description: xx, 458 p. PaperISBN:- 9788126564750
- 332.6
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Main Library ON SHELF | FINANCE (CUP 12/SH 1) | 332.6/ Eve/Hor/ 32846 (Browse shelf(Opens below)) | Available | 11132846 |
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| 332.4/ Seh/ 29956 Coined : | 332.6/ Ani/ 30618 Economic value added and shareholders wealth | 332.6/ Dha/Muk/ 30611 Investment Strategies for Individual Investors | 332.6/ Eve/Hor/ 32846 The new wealth management : | 332.6322/ Val/ 30098 Bulls and Bears: | 332.645/ Hul/ 32666 Student solutions manual for options, futures, and other derivatives | 332.66/ Man/ 30102 What happened to Goldman Sachs? : |
Acknowledgments
Foreword
Preface
Chapter 1 The Wealth Management Process
Chapter 2 Fiduciary and Professional Standards
Chapter 3 Client Goals and Constraints
Chapter 4 Risk Is a Four-Letter Word
Chapter 5 Data Gathering and Analysis
Chapter 6 Client Education
Chapter 7 Mathematics of Investing
Chapter 8 Investment Theory
Chapter 9 Asset Allocation
Chapter 10 Portfolio Optimization
Chapter 11 Taxes
Chapter 12 Retirement Planning
Chapter 13 Investment Policy Statement
Chapter 14 Portfolio Management
Chapter 15 Performance Appraisal and Evaluation
Chapter 16 Selecting Investment Managers
Chapter 17 Philosophy, Process and People
About the Authors
About the CFA Institute Investment Series
About the CFA Program
Index
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.
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