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Modern asset allocation for wealth management /
"This book provides a complete taxonomy of modern methods for constructing investment portfolios. It goes beyond the simplest models and heuristics that are commonly used today and brings advances that are otherwise buried in Ph.D.-level mathematics to the financial advisor community. It covers...
| Clasificación: | Libro Electrónico |
|---|---|
| Autor principal: | |
| Formato: | Electrónico eBook |
| Idioma: | Inglés |
| Publicado: |
Hoboken, New Jersey :
John Wiley & Sons, Inc.,
[2020]
|
| Colección: | Wiley finance series.
|
| Temas: | |
| Acceso en línea: | Texto completo (Requiere registro previo con correo institucional) |
MARC
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| 049 | |a UAMI | ||
| 100 | 1 | |a Berns, David, |e author. | |
| 245 | 0 | 0 | |a Modern asset allocation for wealth management / |c David M. Berns, PhD. |
| 264 | 1 | |a Hoboken, New Jersey : |b John Wiley & Sons, Inc., |c [2020] | |
| 264 | 4 | |c Ã2020 | |
| 300 | |a 1 online resource (xiii, 120 pages) : |b illustrations (some color). | ||
| 336 | |a text |b txt |2 rdacontent | ||
| 337 | |a computer |b c |2 rdamedia | ||
| 338 | |a online resource |b cr |2 rdacarrier | ||
| 490 | 1 | |a Wiley finance series | |
| 504 | |a Includes bibliographical references and index. | ||
| 520 | |a "This book provides a complete taxonomy of modern methods for constructing investment portfolios. It goes beyond the simplest models and heuristics that are commonly used today and brings advances that are otherwise buried in Ph.D.-level mathematics to the financial advisor community. It covers all aspects of creating client portfolios, including choosing asset classes to invest in, selecting securities within asset classes, client risk preference assessment, portfolio construction, and portfolio rebalancing. Questions answered include: What is client utility? What utility function does mean-variance optimization assume? Is it a good representation of my client? How has the revolution in behavioral finance changed the classic utility assumption? How do you set your client's utility function parameters? How do we define asset classes? Which asset classes should we include in our asset allocation? Which optimization technique should I use given my client's utility function? Does my optimization technique account for higher order moments that are prevalent in today's alternative risk premia?"-- |c Provided by publisher. | ||
| 588 | |a Description based on online resource; title from digital title page (viewed on May 04, 2020). | ||
| 505 | 0 | |a Preliminaries -- The Client Risk Profile -- Asset Selection -- Capital Market Assumptions -- Portfolio Optimization. | |
| 590 | |a O'Reilly |b O'Reilly Online Learning: Academic/Public Library Edition | ||
| 650 | 0 | |a Asset allocation. | |
| 650 | 0 | |a Investments. | |
| 650 | 0 | |a Portfolio management. | |
| 650 | 6 | |a Affectation de l'actif. | |
| 650 | 6 | |a Investissements. | |
| 650 | 6 | |a Gestion de portefeuille. | |
| 650 | 7 | |a portfolios (financial records) |2 aat | |
| 650 | 7 | |a BUSINESS & ECONOMICS / Finance / Wealth Management. |2 bisacsh | |
| 650 | 7 | |a Asset allocation |2 fast | |
| 650 | 7 | |a Investments |2 fast | |
| 650 | 7 | |a Portfolio management |2 fast | |
| 776 | 0 | 8 | |i Print version: |t Modern asset allocation for wealth management |b First Edition. |d Hoboken : Wiley, 2020. |z 9781119566946 |w (DLC) 2020004361 |
| 830 | 0 | |a Wiley finance series. | |
| 856 | 4 | 0 | |u https://learning.oreilly.com/library/view/~/9781119566946/?ar |z Texto completo (Requiere registro previo con correo institucional) |
| 938 | |a Recorded Books, LLC |b RECE |n rbeEB00831417 | ||
| 938 | |a ProQuest Ebook Central |b EBLB |n EBL6173681 | ||
| 938 | |a EBSCOhost |b EBSC |n 2436324 | ||
| 994 | |a 92 |b IZTAP | ||