Personal Portfolio Management
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Personal Portfolio Management
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Author : George W. Trivoli
language : en
Publisher:
Release Date : 2000
Personal Portfolio Management written by George W. Trivoli and has been published by this book supported file pdf, txt, epub, kindle and other format this book has been release on 2000 with Business enterprises categories.
For courses in Undergraduate Investments as a supplemental text, or courses in Personal Finance, Investments, Money and Capital Markets, and Financial Institutions as a supplementary text. Noted instructor, lecturer, and financial advisor with over 25 years of practical investment experience, George Trivoli guides students from basic investment concepts through more advanced topics in this concise, easy-to-read text. Its cohesive presentation encompasses all the information essential to begin or advance as a knowledgeable investor. A wealth of practical investment suggestions throughout are complemented by figures, illustrations, and examples to simplify the complexities of investing. Dr. Trivoli writes a weekly column ("Your Investing") that is distributed by the New York Times Regional Newspaper.
Managing Retirement Wealth
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Author : Julie Jason
language : en
Publisher: Sterling Publishing Company Incorporated
Release Date : 2011
Managing Retirement Wealth written by Julie Jason and has been published by Sterling Publishing Company Incorporated this book supported file pdf, txt, epub, kindle and other format this book has been release on 2011 with Business & Economics categories.
Offers a process for structuring and managing customized portfolios, with the aim of increasing one's retirement wealth, so that the golden years can be enjoyed without financial worry.
Personal Investment Portfolios
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Author : John S. Cochran
language : en
Publisher: WCB/McGraw-Hill
Release Date : 1993-01-01
Personal Investment Portfolios written by John S. Cochran and has been published by WCB/McGraw-Hill this book supported file pdf, txt, epub, kindle and other format this book has been release on 1993-01-01 with Business & Economics categories.
The Handbook Of Personal Wealth Management
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Author : Jonathan Reuvid
language : en
Publisher: Kogan Page Publishers
Release Date : 2006
The Handbook Of Personal Wealth Management written by Jonathan Reuvid and has been published by Kogan Page Publishers this book supported file pdf, txt, epub, kindle and other format this book has been release on 2006 with Antiques & Collectibles categories.
This important guide, now fully updated for a second edition and once again endorsed by the Institute of Directors, has been written for high earners and wealthy individuals who are looking to maximise returns on their capital and protect their accumulated wealth. It offers authoritative and jargon-free advice to how to structure personal and business-related finances, as well as providing an accessible overview of current financial products. It includes details on strategies for sound wealth management, as well as offering a full examination of the available securities and financial products, including alternative investments and self-managed investments. It also reviews the more proactive alternatives of starting a business or becoming a business angel.
Portfolio Management For Small Businesses
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Author : Dennis B. Baker
language : en
Publisher: MD Publishing
Release Date : 2024-05-02
Portfolio Management For Small Businesses written by Dennis B. Baker and has been published by MD Publishing this book supported file pdf, txt, epub, kindle and other format this book has been release on 2024-05-02 with Business & Economics categories.
Fund management is one of the problems that small business owners have. Some people don’t know how to preserve their profits to reinvest in their businesses. Investing in your business can help you achieve your financial goals and grow your business. Just like creating a personal investment portfolio, you can create a portfolio to manage the investments you make from your business’ profits and build long-term wealth. Businesses with investments are more likely to succeed than businesses without. But it goes beyond investing for your business. You must be able to manage these investments in a portfolio to mitigate risks and maximize your returns. This book explores portfolio management and how you can have a winning portfolio for your small business. You will learn how to build a portfolio on your own and also grow your investment account without hassle. Also, if you are hiring a portfolio manager, this book will open your eyes to essential knowledge of portfolio management so you will demand the best from your manager. Portfolio management entails building your investment and making sure you use the best investment options matching your long-term business growth and goals. This is to make sure you invest efficiently and still have enough money to run day-to-day business activities and personal affairs.
Portfolio Management
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Author : Walter J Reinhart Ph D
language : en
Publisher:
Release Date : 2019-07-31
Portfolio Management written by Walter J Reinhart Ph D and has been published by this book supported file pdf, txt, epub, kindle and other format this book has been release on 2019-07-31 with categories.
Portfolio Management: Theory, Behavioral Aspects and Application covers behavioral aspects of investing, investment strategies including buy and sell disciplines, technical analysis, personal finance considerations, plus the more standard textbook topics of systematic portfolio management, portfolio construction and analysis, security valuation and risk analysis, asset class management, portfolio applications, derivative valuation and portfolio evaluation. The behavioral topics range from psychological factors to "deadly sins" of financial decision making. As part of the behavioral aspects a brief overview of technical analysis is presented. Our goal in this book is to blend the theory of portfolio selection and asset pricing with the behavioral side of investing and introducing "pragmatic applications." This is not a book that only prescribes what portfolio managers or investors should or should not undertake. Instead it recognizes that the savings and investment process is dependent on individual choice and the decisions regarding the appropriate portfolio should be based on risk tolerance. The first two chapters set the stage for portfolio management by presenting systematic portfolio management and behavioral aspects. These chapters help lay out the environment in which investors and portfolio managers operate. The next three chapters present modern portfolio theory, capital market theory including the capital asset pricing model, and arbitrage pricing theory. We then move into valuation of two primary asset classes, debt instruments and equity. This valuation section presents basic valuation and risk characteristics of two main asset classes, namely bonds and stocks, that are large, global, part of "everyone's portfolio," and they are the basis for many derivative instruments. Next, we turn our attention to strategies and managing portfolios for several chapters. Disciplined stock selection and tactics are presented in Chapter 9, while the most important decisions relating to portfolio management, namely asset allocation, is discussed in Chapter 10. Styles and strategies, and global investing are then presented in the next two chapters respectively. Chapter 13 presents strategies for managing bond portfolios. Our attention then turns to derivative securities in Chapters 14 and 15. The book concludes with a critical element of portfolio management, namely evaluation of performance. Appendix A presents Internet sources and Appendix presents an overview of personal finance. If you are interested in adopting this book for your portfolio management or investments course (it has been used in both) and would like a complimentary copy please contact: Dr. Walter J. Reinhart Loyola University Graduate Center2034 Greenspring Drive Timonium, MD 21093 TEL: 410.617.1555 When you adopt the book, suggested answers to the end of chapter questions and problems will be provided, along with power point slides.
Unconventional Success
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Author : David F. Swensen
language : en
Publisher: Simon and Schuster
Release Date : 2005-08-09
Unconventional Success written by David F. Swensen and has been published by Simon and Schuster this book supported file pdf, txt, epub, kindle and other format this book has been release on 2005-08-09 with Business & Economics categories.
The author of Pioneering Portfolio Management shows individuals how to avoid the for-profit mutual fund industry and get better returns on their money. In Unconventional Success, investment legend and bestselling author David F. Swensen offers incontrovertible evidence that the for-profit mutual fund industry consistently fails the average investor. From excessive management fees to the frequent “churning” of portfolios, the relentless pursuit of profits by mutual fund management companies harms individual clients. Perhaps most destructive of all are the hidden schemes that limit investor choice and reduce returns, including pay-to-play product-placement fees, stale-price trading scams, soft-dollar kickbacks, and 12b-1 distribution charges. Even if investors manage to emerge unscathed from an encounter with the profit-seeking mutual fund industry, individuals face the likelihood of self-inflicted pain. The common practice of selling losers and buying winners (and doing both too often) damages portfolio returns and increases tax liabilities, delivering a one-two punch to investor aspirations. In short: Nearly insurmountable hurdles confront ordinary investors. Swensen’s solution: A contrarian investment alternative that promotes well-diversified, equity-oriented, market-mimicking portfolios that reward investors who exhibit the courage to stay the course. Swensen suggests implementing his nonconformist proposal with investor-friendly, not-for-profit investment companies such as Vanguard and TIAA-CREF. By avoiding actively managed funds and employing client-oriented mutual fund managers, investors create the preconditions for investment success. Bottom line? Unconventional Success provides the guidance and financial know-how for improving the personal investor’s financial future. “Reveals why the mutual fund industry as a whole does a disservice to the individual investor.” —Booklist “What he has to say is worth listening to.” —The New York Times
Pioneering Portfolio Management
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Author : David F. Swensen
language : en
Publisher: Simon and Schuster
Release Date : 2009-01-06
Pioneering Portfolio Management written by David F. Swensen and has been published by Simon and Schuster this book supported file pdf, txt, epub, kindle and other format this book has been release on 2009-01-06 with Business & Economics categories.
In the years since the now-classic Pioneering Portfolio Management was first published, the global investment landscape has changed dramatically -- but the results of David Swensen's investment strategy for the Yale University endowment have remained as impressive as ever. Year after year, Yale's portfolio has trumped the marketplace by a wide margin, and, with over $20 billion added to the endowment under his twenty-three-year tenure, Swensen has contributed more to Yale's finances than anyone ever has to any university in the country. What may have seemed like one among many success stories in the era before the Internet bubble burst emerges now as a completely unprecedented institutional investment achievement. In this fully revised and updated edition, Swensen, author of the bestselling personal finance guide Unconventional Success, describes the investment process that underpins Yale's endowment. He provides lucid and penetrating insight into the world of institutional funds management, illuminating topics ranging from asset-allocation structures to active fund management. Swensen employs an array of vivid real-world examples, many drawn from his own formidable experience, to address critical concepts such as handling risk, selecting advisors, and weathering market pitfalls. Swensen offers clear and incisive advice, especially when describing a counterintuitive path. Conventional investing too often leads to buying high and selling low. Trust is more important than flash-in-the-pan success. Expertise, fortitude, and the long view produce positive results where gimmicks and trend following do not. The original Pioneering Portfolio Management outlined a commonsense template for structuring a well-diversified equity-oriented portfolio. This new edition provides fund managers and students of the market an up-to-date guide for actively managed investment portfolios.
Integrated Wealth Management
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Author : Jean L. P. Brunel
language : en
Publisher: Euromoney Books
Release Date : 2006
Integrated Wealth Management written by Jean L. P. Brunel and has been published by Euromoney Books this book supported file pdf, txt, epub, kindle and other format this book has been release on 2006 with Business & Economics categories.
This book is an examination of the management of portfolios of high net worth individuals (HNWIs). Jean L.P. Brunel identifies the factors which demand a different approach from that of traditional portfolio management strategy. He suggests a new approach to wealth management, proposing practical steps which will take you beyond the role of portfolio manager to that of "wealth manager". Punctuated by examples and case histories from the author's extensive experience, the book examines each aspect of wealth management in detail, such as the importance of investor psychology; how to maximize tax efficiency including a tax-efficient portfolio construction model; the implications of multiple asset locations; capital market opportunities and forecasting; strategic asset allocation; the importance of manager selection; and the multimanager approach. This ground-breaking book should show you the route to a more effective wealth management strategy. By understanding the needs of the individual investor, maximizing the tax efficiencies and applying a fully integrated approach you can become a successful "wealth manager." -- Publisher description.
Portfolio Management For Private Wealth
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Author : Jesse Picunko
language : en
Publisher:
Release Date : 2021-06-24
Portfolio Management For Private Wealth written by Jesse Picunko and has been published by this book supported file pdf, txt, epub, kindle and other format this book has been release on 2021-06-24 with categories.
Many new entrants into the world of private wealth management are thrown into a daunting situation - promising professional stewardship to clients while having to learn on the job. Portfolio management is more than picking mutual funds from a list, it is an ongoing process of benchmark setting, efficient construction, and constant evaluation. This book seeks to put portfolio management in context of the client's needs, introducing theory as it applies in a practical setting, and discusses the portfolio construction process as a thoughtful effort of careful risk selection and control. There are many tools and resources available that make portfolio management a more informed effort. There are many skills that an advisor can use to get feedback and direction from their investment decisions. This book has been written to give advisors the perspective that usually comes from the grim experience of making mistakes.