The New wealth management : the financial advisor's guide to managing and investing client assets by Harold Evensky, Stephen M. Horan, and Thomas R. Robinson
Material type:
TextSeries: CFA Institute Investment SeriesPublication details: Wiley India, c2017.Description: xx, 458 pDDC classification: - 22 658.15 EVE
Contents:
Acknowledgments
Foreword
Preface
Chapter 1 The Wealth Management Process
Chapter 2 Fiduciary and Professional Standards
Chapter 3 Client Goals and Constraints
Chapter 4 Risk Is a Four-Letter Word
Chapter 5 Data Gathering and Analysis
Chapter 6 Client Education
Chapter 7 Mathematics of Investing
Chapter 8 Investment Theory
Chapter 9 Asset Allocation
Chapter 10 Portfolio Optimization
Chapter 11 Taxes
Chapter 12 Retirement Planning
Chapter 13 Investment Policy Statement
Chapter 14 Portfolio Management
Chapter 15 Performance Appraisal and Evaluation
Chapter 16 Selecting Investment Managers
Chapter 17 Philosophy, Process and People
About the Authors
About the CFA Institute Investment Series
About the CFA Program
Index
| Item type | Current library | Call number | Status | Date due | Barcode | Item holds |
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Learning Resource Centre | 658.15 EVE (Browse shelf(Opens below)) | Available | 14962 |
Total holds: 0
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| 658.15 DHA Financial management | 658.15 DHA Public budgeting and financial management : | 658.15 DUN Wealth management | 658.15 EVE The New wealth management : | 658.15 FIN Effective financial management | 658.15 FIN Harvard business essentials : | 658.15 GIT Principles of managerial finance |
Acknowledgments
Foreword
Preface
Chapter 1 The Wealth Management Process
Chapter 2 Fiduciary and Professional Standards
Chapter 3 Client Goals and Constraints
Chapter 4 Risk Is a Four-Letter Word
Chapter 5 Data Gathering and Analysis
Chapter 6 Client Education
Chapter 7 Mathematics of Investing
Chapter 8 Investment Theory
Chapter 9 Asset Allocation
Chapter 10 Portfolio Optimization
Chapter 11 Taxes
Chapter 12 Retirement Planning
Chapter 13 Investment Policy Statement
Chapter 14 Portfolio Management
Chapter 15 Performance Appraisal and Evaluation
Chapter 16 Selecting Investment Managers
Chapter 17 Philosophy, Process and People
About the Authors
About the CFA Institute Investment Series
About the CFA Program
Index
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