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|a F6336931-618A-4B98-A8D9-F9FD165B0790
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1 |
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|a Widger, Chuck,
|e author.
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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 |
|
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|a 1 online resource
|
300 |
|
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|a xxiii, 312 pages :
|b illustrations ;
|c 23 cm
|
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|a text
|b txt
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|a computer
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|a online resource
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504 |
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|a Includes bibliographical references and index.
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505 |
0 |
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|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 |
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|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 |
|
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|a O'Reilly
|b O'Reilly Online Learning: Academic/Public Library Edition
|
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
|0 (OCoLC)fst00924406
|
650 |
|
7 |
|a Investment advisor-client relationships.
|2 fast
|0 (OCoLC)fst00978167
|
650 |
|
7 |
|a Investment advisors.
|2 fast
|0 (OCoLC)fst00978168
|
700 |
1 |
|
|a Crosby, Daniel,
|d 1979-
|e author.
|
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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|z Texto completo (Requiere registro previo con correo institucional)
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