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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

By: Contributor(s): Material type: TextTextSeries: 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
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Holdings
Item type Current library Call number Status Date due Barcode Item holds
Books Books Learning Resource Centre 658.15 EVE (Browse shelf(Opens below)) Available 14962
Total holds: 0

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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