Personal benchmark : integrating behavioral finance and investment management /

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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:
Investment advisors.
Investment advisor-client relationships.
Finance > Psychological aspects.
Portfolio management > Psychological aspects.
Conseillers en placements.
Relations conseiller en placements-client.
Finances > Aspect psychologique.
Gestion de portefeuille > Aspect psychologique.
investment counsels.
BUSINESS & ECONOMICS > Finance.
Acceso en línea:Texto completo (Requiere registro previo con correo institucional)
Tabla de Contenidos:
  • 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.

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