Personal benchmark : integrating behavioral finance and investment management /

• Main Author: Widger, Chuck
• Other Authors: Crosby, Daniel, 1979-
• Format: eBook
• Language: English
• Published: Hoboken, New Jersey : John Wiley & Sons, Inc., [2014]
• Subjects: Investment advisors.; Investment advisor-client relationships.; Finance > Psychological aspects.; Portfolio management > Psychological aspects.; BUSINESS & ECONOMICS / Finance; Electronic books.

Table of Contents:

• 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.