Goals-Based Investing: A Visionary Framewo...

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Beschreibung

Get up to speed on the latest investing strategies, techniques, and products-and raise your game to a whole new level

The financial services industry has undergone a major transformation over the last decade, including increased concerns from investors, the growth of the independent model, the growth of Robo-advisors, product evolution, increased market correlations-in addition to geopolitical risks, population growth, technological advances, and social tensions. Concepts like "Modern Portfolio Theory" aren't modern anymore, and even Post-Modern Portfolio Theory has become passé.

To succeed in today's complex, uncertain world of investing, you need go beyond plain vanilla stocks, bonds, and mutual funds and embrace the latest investing tools and techniques-and that's exactly what Goals-Based Investing helps you do. This unparalleled guide covers:

The limitations with modern portfolio theory
Behavioral Finance-overcoming biases
The role and use of alternative investments (hedge funds, private equity, private credit, and real assets) in building better portfolios
The growth of exchange-traded funds (ETFs) from "cheap beta" to "smart beta"
Sustainable investing, also known as Environmental, Social, and Governance (ESG) investing
Adopting a goals-based investing approach
The future of wealth management

Investing products have evolved significantly over the past two decades, making it easier than ever for you to access various segments of the market and unique asset classes. Goals-Based Investing examines product evolution and discusses how to use these tools to achieve your goals. With this forward-looking, one-of-a-kind investing guide, you have everything you need to navigate the investing jungle, avoid landmines, and generate solid, steady returns.

The limitations with modern portfolio theory
Behavioral Finance-overcoming biases
The role and use of alternative investments (hedge funds, private equity, private credit, and real assets) in building better portfolios
The growth of exchange-traded funds (ETFs) from "cheap beta" to "smart beta"
Sustainable investing, also known as Environmental, Social, and Governance (ESG) investing
Adopting a goals-based investing approach
The future of wealth management

Über den Autor

Tony Davidow, CIMA, is president of T. Davidow Consulting, an independent advisory firm focused on the needs and challenges facing the financial services industry. Davidow leverages his diverse experiences to deliver research and analysis to sophisticated advisors, asset managers, and wealthy families. He has held senior leadership roles at Morgan Stanley, Charles Schwab, Guggenheim Investments, and Kidder Peabody among others. He is focused on developing and delivering content relating to advanced asset allocation strategies, alternative investments, factor investing, sustainable investing, and other topics. In 2020, Davidow was recognized by the Investments and Wealth Institute, with the Wealth Management Impact Award, which honors individuals who have contributed exceptional advancements in the field of private wealth management.

Erscheinungsjahr:	2021
Fachbereich:	Einzelne Wirtschaftszweige
Genre:	Wirtschaft
Rubrik:	Recht & Wirtschaft
Medium:	Buch
Seiten:	240
Inhalt:	Gebunden
ISBN-13:	9781264268207
ISBN-10:	1264268203
Sprache:	Englisch
Einband:	Gebunden
Autor:	Davidow, Tony
Hersteller:	McGraw Hill LLC
Maße:	235 x 154 x 26 mm
Von/Mit:	Tony Davidow
Erscheinungsdatum:	07.12.2021
Gewicht:	0,45 kg

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