
Modern Asset Allocation for Wealth Management (inbunden, eng)
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419 kr
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Buyersclub.seProduktbeskrivning
Wealth management practitioners are commonly taught the traditional mean-variance approach in CFA and similar curricula, a method with increasingly limited applicability given the evolution of investment products and our understanding of real-world client preferences. Additionally, financial advisors and researchers typically receive little to no training on how to implement a robust asset allocation framework, a conceptually simple yet practically very challenging task.
This timely book offers professional wealth managers and researchers an up-to-date and implementable toolset for managing client portfolios. The information presented in this book far exceeds the basic models and heuristics most commonly used today, presenting advances in asset allocation that have been isolated to academic and institutional portfolio management settings until now, while simultaneously providing a clear framework that advisors can immediately deploy.
This rigorous manuscript covers all aspects of creating client portfolios: setting client risk preferences, deciding which assets to include in the portfolio mix, forecasting future asset performance, and running an optimization to set a final allocation. An important resource for all wealth management fiduciaries, this book enables readers to: Implement a rigorous yet streamlined asset allocation framework that they can stand behind with convictionDeploy both neo-classical and behavioral elements of client preferences to more accurately establish a client risk profileIncorporate client financial goals into the asset allocation process systematically and precisely with a simple balance sheet modelCreate a systematic framework for justifying which assets should be included in client portfoliosBuild capital market assumptions from historical data via a statistically sound and intuitive processRun optimization methods that respect complex client preferences and real-world asset characteristics Modern Asset Allocation for Wealth Management is ideal for practicing financial advisors and researchers in both traditional and robo-advisor settings, as well as advanced undergraduate and graduate courses on asset allocation.
Format Inbunden Omfång 144 sidor Språk Engelska Förlag John Wiley & Sons Inc Utgivningsdatum 2020-06-29 ISBN 9781119566946
Artikel.nr.
6229f7ba-a033-537d-a85e-4eaf3c002d7d
Modern Asset Allocation for Wealth Management (inbunden, eng)
419 kr
419 kr
Ons, 9 jul - tor, 10 jul
Säker betalning
14-dagars öppet köp
Säljs och levereras av
Buyersclub.seLiknande toppsäljare

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