The New Wealth Management (CFA Institute Investment Series): The Financial Advisor'S Guide To Manag Ing And Investing Client Assets(ISBN=9780470624005) 下载 网盘 kindle mobi 115盘 pdf pdb rtf

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内容简介:
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. The book
书籍目录:
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.
作者介绍:
Harold Evensky CFP, is President of Evensky
& Katz, a nationally recognized wealth management firm.
Acknowledged by Financial Planning, Financial Planning
Professional, Investment News, and Worth as an industry
leader, he served as chair of the TIAA-CREF Institute Advisory
Board and is a member of the American Bar Association. In 1999, he
was awarded the Dow Jones Investment Advisor Portfolio Management
Award for Lifetime Achievement.
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