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06420nam a2200805 4500 |
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ocn893974585 |
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OCoLC |
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20170124072216.6 |
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m o d |
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141027s2015 nju ob 001 0 eng |
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|a 2014042476
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|a DLC
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|2 bisacsh
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|a 332.6
|2 23
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| 049 |
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|a MAIN
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1 |
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|a Brunel, Jean L. P.
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1 |
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|a Goals-based wealth management :
|b an integrated and practical approach to changing the structure of wealth advisory practices /
|c Jean L.P. Brunel.
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| 264 |
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1 |
|a Hoboken, New Jersey :
|b John Wiley & Sons, Inc.,
|c [2015]
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| 300 |
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|a 1 online resource.
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| 336 |
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|a text
|b txt
|2 rdacontent
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| 337 |
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|a computer
|b c
|2 rdamedia
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| 338 |
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|a online resource
|b cr
|2 rdacarrier
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| 490 |
1 |
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|a Wiley finance series
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| 500 |
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|a Includes index.
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0 |
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|a Print version record and CIP data provided by publisher.
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| 504 |
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|a Includes bibliographical references and index.
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0 |
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|a Cover; Title Page; Copyright; Contents; Acknowledgments; Preface; Introduction; Part 1 The Integrated Wealth Management Challenge; Chapter 1 Many Interrelated Disciplines; Multiple Sources of Capital; Expanding on the Corporate Analogy; Multiple Interactions; Educating Future Generations and Wealth Transfers; The Make or Buy Decision; The Creation of a Wisdom Council; Summary and Conclusions; Chapter 2 An Example of a Crucial Interaction: Tax-Efficiency; The Tax Bite and Its Impact on Compound Returns; A New Analysis of Capital Losses; An Expanded Definition of Active Management.
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8 |
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|a Applicability to Both Asset and Security DecisionsAbandoning the Murky Middle: The Barbell Portfolio; The Potential Role and Limits of Derivative Strategies; Summary and Conclusions; Chapter 3 The Need for a Financial Interpreter; What Makes Markets Work?; Asset Classes, Sub-Asset Classes, and Strategies; Developing Reasonable Expectations; Performance Analysis and Reporting; Summary and Conclusions; Part 2 Investment Policy Formulation: Goals-Based Allocation; Chapter 4 A Brief Journey through Institutional Theory; Five Important Features of the Typical Institutional Investment Organization.
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|a A Quick Detour via Asset Liability ManagementSummary and Conclusions; Chapter 5 Mapping Institutional and Individual Issues; The First Crucial Difference; A Second Important Difference; A Different Way of Defining Risk; The Law of Large Numbers; Implications; Summary and Conclusions; Chapter 6 Goals-Based Strategic Asset Allocation; The Basic Principle; Initial Theoretical Objections; An Academic Imprimatur; A Few Simple Principles; It Changes Everything; An Interesting Implication; Summary and Conclusions; Part 3 Goals-Based Wealth Management Implementation.
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|a Chapter 7 Dealing with the Implications of the ProcessCovering a Set Number of Bases; Mapping Asset Classes and Strategies to Goals; Understanding Limitations; Dealing with Client Objections; A Three-Phase Process; Summary and Conclusions; Chapter 8 Creating Goals Modules; Developing General Capital Market Expectations; Describing Sufficiently Generic and Specific Goals; Creating Constraints Appropriate to Each Goal; Optimizing the Composition of Each Module; A Possible Example; Summary and Conclusions; Chapter 9 Working to Understand Client Goals and Goal Allocations.
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8 |
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|a Identifying Crucial Initial Client ConstraintsDetermining Whether Any Constraint Is a Show-Stopper; Time Horizon and Required Probability of Success; Settling on the Appropriate Module; Sizing Assets Needed to Meet Each Goal; A Possible Example; Summary and Conclusions; Chapter 10 Finalizing a Goals-Based Policy Allocation; Two Possible Approaches; Working from Assets and Modules to a Whole; Description of Deviation Ranges; Our Original Example, Modified and Completed; Summary and Conclusions; Chapter 11 Managing the Portfolio Tactically; The Complexity in the Absence of a Systematic Tool.
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| 520 |
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|a Take a more active role in strategic asset allocation A Practical Guide to Goals-Based Wealth Management is amanual for protecting and growing client wealth in a way thatchanges both the services and profitability of the firm. Written bya 35-year veteran of international wealth education and analysis, this informative guide explains a new approach to wealth managementthat allows individuals to take on a more active role in theallocation of their assets. Coverage includes a detailedexamination of the goals-based approach, including what works andwhat needs to be revisited, and a clear, understa.
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| 650 |
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|a Portfolio management.
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| 650 |
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|a Wealth
|x Management.
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| 650 |
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|a Investment advisors.
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| 650 |
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4 |
|a Investment advisors.
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| 650 |
|
4 |
|a Portfolio management.
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| 650 |
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4 |
|a Wealth
|x Management.
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| 650 |
|
7 |
|a BUSINESS & ECONOMICS
|x Finance.
|2 bisacsh
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| 655 |
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4 |
|a Electronic books.
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| 776 |
0 |
8 |
|i Print version:
|a Brunel, Jean L.P.
|t Goals-based wealth management.
|d Hoboken, New Jersey : John Wiley & Sons, Inc., [2015]
|z 9781118995907
|w (DLC) 2014040792
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| 830 |
|
0 |
|a Wiley finance series.
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| 856 |
4 |
0 |
|u https://doi.org/10.1002/9781119025306
|z Full Text via HEAL-Link
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| 994 |
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|a 92
|b DG1
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