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Personal benchmark : integrating behavioral finance and investment management /

The authors ... outline an elegant, simple to grasp, yet sophisticated solution for advisors to use in designing and communicating investment strategies. The book will: help advisors frame the discussion with the investor with an easy to grasp model; infuse behavioral finance fundamentals to help ad...

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Detalles Bibliográficos
Clasificación:Libro Electrónico
Autores principales: Widger, Chuck (Autor), Crosby, Daniel, 1979- (Autor)
Formato: Electrónico eBook
Idioma:Inglés
Publicado: Hoboken, New Jersey : Wiley, Inc., [2014]
Temas:
Acceso en línea:Texto completo
Texto completo

MARC

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100 1 |a Widger, Chuck,  |e author. 
245 1 0 |a Personal benchmark :  |b integrating behavioral finance and investment management /  |c Chuck Widger, Dr. Daniel Crosby. 
264 4 |c Ã2014 
264 1 |a Hoboken, New Jersey :  |b Wiley, Inc.,  |c [2014] 
300 |a 1 online resource 
300 |a xxiii, 312 pages :  |b illustrations ;  |c 23 cm 
336 |a text  |b txt  |2 rdacontent 
337 |a computer  |b n  |2 rdamedia 
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504 |a Includes bibliographical references and index. 
505 0 |a Why Do We Need to Look at Investing Differently?. Freedom in the Market and Advisor Responsibility / Chuck Widger -- Investor Emotions and Financial Decisions / Daniel Crosby -- Risk, This Time It's Personal / Daniel Crosby -- What Is the Personal Benchmark Approach?. Brinker Capital's Multi-Asset Class Investment Philosophy / Chuck Widger -- The Power of Buckets / Daniel Crosby -- Selection of an Active Investment Manager / Chuck Widger -- How Can We Execute a Purpose-Driven Investment Strategy?. Using a Goals-Based Approach / Daniel Crosby -- Pursuing Your Personal Benchmark / Daniel Crosby -- Providing an Easy-to-Understand Explanation / Chuck Widger -- Leveraging a Scalable Offering for Investors and Advisors / Chuck Widger. 
520 |a The authors ... outline an elegant, simple to grasp, yet sophisticated solution for advisors to use in designing and communicating investment strategies. The book will: help advisors frame the discussion with the investor with an easy to grasp model; infuse behavioral finance fundamentals to help advisors explain, and investors understand, the investment strategy; create purchasing power and manage the investment and behavioral conflicts which surface while advising; showcase how to meet the investor's objectives - even in volatile markets; the approach outlined in Personal Benchmark helps create a more positive investor experience, enabling investors to ignore the ups and downs of the market and focus on what really matters"--Publisher's description. 
590 |a O'Reilly  |b O'Reilly Online Learning: Academic/Public Library Edition 
590 |a ProQuest Ebook Central  |b Ebook Central Academic Complete 
650 0 |a Investment advisors. 
650 0 |a Investment advisor-client relationships. 
650 0 |a Finance  |x Psychological aspects. 
650 0 |a Portfolio management  |x Psychological aspects. 
650 6 |a Conseillers en placements. 
650 6 |a Relations conseiller en placements-client. 
650 6 |a Finances  |x Aspect psychologique. 
650 6 |a Gestion de portefeuille  |x Aspect psychologique. 
650 7 |a investment counsels.  |2 aat 
650 7 |a BUSINESS & ECONOMICS  |x Finance.  |2 bisacsh 
650 7 |a Finance  |x Psychological aspects  |2 fast 
650 7 |a Investment advisor-client relationships  |2 fast 
650 7 |a Investment advisors  |2 fast 
700 1 |a Crosby, Daniel,  |d 1979-  |e author. 
758 |i has work:  |a Personal Benchmark (Text)  |1 https://id.oclc.org/worldcat/entity/E39PCG6g4BqfDDtR4MpPyf8grq  |4 https://id.oclc.org/worldcat/ontology/hasWork 
776 0 8 |i Print version:  |a Widger, Chuck.  |t Personal benchmark.  |d Hoboken, New Jersey : John Wiley & Sons, Inc., [2014]  |z 9781118963326  |w (DLC) 2014020577 
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