Best Book Mart

SUBJECTS

ADV. SEARCH

Home > Subjects > Others

	The Investment Think Tank by Harold Evensky
	Price : Rs 450.00
	Your Price : Rs 405.00

What’s the story behind Peter Bernstein’s challenge to a fixed-asset-allocation mix? Did the financial-planning community take a wrong ideological turn in espousing it? What can behavioral finance tell you about serving your clients? What choices can you make to ensure tax efficiency in your clients’ portfolios? When’s the last time you checked into your reward-to-semivariability ratios? How current is your understanding of the core-and-satellite approach to portfolio design? And how much do you know about putting one in place for your client?To get some answers to these and other questions, financial advisers Harold Evensky and Deena Katz invited some of the best minds in investment management to share their best thinking. The result is a gathering of eagles that will challenge your beliefs, reinforce your convictions, pique your curiosity, and maybe even improve some of those tried-and-true tried-and-true practices you put in place too long ago.

Contents: Part One

1 The Tax-Efficient Portfolio

2 Death to the Policy Portfolio

3 A Holistic Approach to Asset Allocation

4 Professional Portfolio Design

Part Two

5 Managing concentrated Stock Positions

6 Managing the Taxable Equity Portfolio

7 Tax-Efficient Investing

8 A Different Approach to Asset Location

Part Three

9 Reinventing the Investment Fund

10 The Cost and Consequences of Insurance Wrappers

11 Alternative Investment s

Part Four

12 Human Capital and Asset Allocation: Is That client a Bond or a Stock?

13 Downside Risk Measures; A Brief History

14 Fundamental Fund Analysis

15 Controlling Longevity Risk in a Retirement Portfolio

16 Monetary Policy and Investment Returns

17 Defining Investment Advice

Part Five

18 Financial Gerontology and Employee Benefits

19 Assessing Risk Tolerance: A Micro-Behavioral Finance Case Study

20 The Why of Wealth Management

21 Lessons in Behavioral Finance

22 Mi9ssing Persons: Black Investors and the stock Market

IndexISBN - 9781576601860

Pages : 432