The New wealth management :

Evensky, Harold

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 - Wiley India, c2017. - xx, 458 p. - CFA Institute Investment Series .




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


658.15 / EVE
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