The new wealth management : the financial advisor's guide to managing and investing client assets
著者
書誌事項
The new wealth management : the financial advisor's guide to managing and investing client assets
（CFA Institute investment series）
John Wiley & sons, c2011
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注記
New edition of Wealth management, originally written by Harold Evensky
Includes bibliographical references and index
内容説明・目次
内容説明
Mainstay reference guide for wealth management, newly updated for today's investment landscape For over a decade, The New Wealth Management: The Financial Advisor's Guide to Managing and Investing Client Assets has provided financial planners with detailed, step-by-step guidance on developing an optimal asset allocation policy for their clients. And, it did so without resorting to simplistic model portfolios, such as lifecycle models or black box solutions. Today, while The New Wealth Management still provides a thorough background on investment theories, and includes many ready to use client presentations and questionnaires, the guide is newly updated to meet twenty-first century investment challenges. The book
Includes expert updates from Chartered Financial Analyst (CFA) Institute, in addition to the core text of 1997's first edition endorsed by investment luminaries Charles Schwab and John Bogle
Presents an approach that places achieving client objectives ahead of investment vehicles
Applicable for self-study or classroom use
Now, as in 1997, The New Wealth Management effectively blends investment theory and real world applications. And in today's new investment landscaped, this update to the classic reference is more important than ever.
目次
Acknowledgments ix
Foreword xi
Preface xiii
CHAPTER 1 The Wealth Management Process 1
CHAPTER 2 Fiduciary and Professional Standards 13
CHAPTER 3 Client Goals and Constraints 33
CHAPTER 4 Risk Is a Four-Letter Word 55
CHAPTER 5 Data Gathering and Analysis 75
CHAPTER 6 Client Education 103
CHAPTER 7 Mathematics of Investing 121
CHAPTER 8 Investment Theory 149
CHAPTER 9 Asset Allocation 179
CHAPTER 10 Portfolio Optimization 193
CHAPTER 11 Taxes 233
CHAPTER 12 Retirement Planning 267
CHAPTER 13 Investment Policy Statement 313
CHAPTER 14 Portfolio Management 341
CHAPTER 15 Performance Appraisal and Evaluation 373
CHAPTER 16 Selecting Investment Managers 393
CHAPTER 17 Philosophy, Process, and People 421
About the Authors 439
About the CFA Institute Investment Series 441
About the CFA Program 445
Index 447
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