Active Investing Wealth Management For High Net Worth Individuals

Author : Gary J Harloff, Dr, PhD,Gary Harloff
Publisher : Unknown
Page : 145 pages
File Size : 54,8 Mb
Release : 2010-01-01
Category : Business & Economics
ISBN : 144159390X

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Active Investing Wealth Management for High Net Worth Individuals by Gary J Harloff, Dr, PhD,Gary Harloff Pdf

This educational book provides much of the information needed for an individual to play a more effective management role in his or her own active investing wealth management process. The book is a primer of the investing portion of the wealth management process. The overall wealth management process is comprehensive and not a product that can be bought or sold. Wealth management concepts and examples of high net worth individuals, family offices, endowments, and pension plans are presented and discussed. The wealth manager and active investment manager should be separate people with the latter owning the investment results. Active investing strategies are shown to add value over common investing wealth management practice. Foundational academic investment literature are reviewed and analyzed to provide an understanding of the premises employed by the investing community. Read this book to learn: how to evaluate your manager's investment expertise by being better informed whether to keep your financial manager because of their investment skill or attention to your family how to evaluate proposals from several financial managers

Author : Dr. Gary J. Harloff, PhD
Publisher : Xlibris Corporation
Page : 145 pages
File Size : 53,7 Mb
Release : 2010-01-18
Category : Business & Economics
ISBN : 9781450003780

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Active Investing Wealth Management for High Net Worth Individuals by Dr. Gary J. Harloff, PhD Pdf

This educational book provides much of the information needed for an individual to play a more effective management role in his or her own active investing wealth management process. The book is a primer of the investing portion of the wealth management process. The overall wealth management process is comprehensive and not a product that can be bought or sold. Wealth management concepts and examples of high net worth individuals, family offices, endowments, and pension plans are presented and discussed. The wealth manager and active investment manager should be separate people with the latter owning the investment results. Active investing strategies are shown to add value over common investing wealth management practice. Foundational academic investment literature are reviewed and analyzed to provide an understanding of the premises employed by the investing community. Read this book to learn: • how to evaluate your manager’s investment expertise by being better informed • whether to keep your financial manager because of their investment skill or attention to your family • how to evaluate proposals from several financial managers

Author : Mark Haynes Daniell,Tom McCullough
Publisher : John Wiley & Sons
Page : 480 pages
File Size : 47,7 Mb
Release : 2013-08-05
Category : Business & Economics
ISBN : 9780470829080

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Family Wealth Management by Mark Haynes Daniell,Tom McCullough Pdf

Introducing a fresh perspective on wealth management, with proven solutions to the challenges of preserving wealth and investing well in turbulent times Family Wealth Management is coauthored by two experts in the field of private wealth - one, a former director of Bain & Company and the chairman of two of the world's largest family trusts, and the other, a CEO of a leading global family office and professor of finance from University of Toronto. The book introduces you to a unique model of wealth management that produces the desired return outcomes while being consistent with a family's overarching goals and values. The approach combines the best traditional investment and portfolio management practices with innovative new approaches designed to successfully navigate through economic climates both fair and foul. While the authors address the critical "hard" issues of asset management, they also emphasize important "soft" issues of working with families to ensure that actions are congruent with objectives, in alignment with family governance principles and designed to help sustain and grow family wealth over multiple generations. The authors provide clear guidance on how to master each component. How to establish clear family vision, values, and goals as a critical foundation to a sound wealth management strategy How to establish a practical, integrated investment framework that will ensure a consistent, disciplined approach in all environments How to set a long-term family wealth strategy and define an asset allocation model that will produce the desired results How to draft an annual investment policy statement and refine the investment tactics based on capital markets trends and changes in the family’s circumstance How to effectively monitor performance and respond to the need for change How to carefully select and manage an ecosystem of experienced, trusted financial advisors who will provide critical guidance through challenging period ahead How to successfully engage and educate the family to preserve and enhance the family’s financial wealth and human capital over the generations

Author : S. Timothy Kochis
Publisher : CCH
Page : 400 pages
File Size : 40,8 Mb
Release : 2006-10
Category : Business & Economics
ISBN : 0808089498

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Wealth Management by S. Timothy Kochis Pdf

Author : Niall Gannon
Publisher : Mcgraw-hill
Page : 320 pages
File Size : 51,9 Mb
Release : 2009-12-07
Category : Business & Economics
ISBN : 0071628207

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Investing Strategies for the High Net-Worth Investor: Maximize Returns on Taxable Portfolios by Niall Gannon Pdf

A proven model for achieving high returns on taxable investments Investing Strategies for the High Net-Worth Investor showcases an investing approach that helps readers understand the unique challenges and opportunities that wealthy families face when building a diversified portfolio for multiple generations. Renowned private wealth manager Niall J. Gannon offers a framework for investing in tax friendly asset classes. Readers will gain critical insight for building a solid portfolio.

Author : CFA Institute
Publisher : John Wiley & Sons
Page : 1328 pages
File Size : 46,5 Mb
Release : 2020-11-11
Category : Business & Economics
ISBN : 9781119743729

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Portfolio Management in Practice, Volume 1 by CFA Institute Pdf

Portfolio Management in Practice, Volume 1: Investment Management delivers a comprehensive overview of investment management for students and industry professionals. As the first volume in the CFA Institute’s new Portfolio Management in Practice series, Investment Management offers professionals looking to enhance their skillsets and students building foundational knowledge an essential understanding of key investment management concepts. Designed to be an accessible resource for a wide range of learners, this volume explores the full portfolio management process. Inside, readers will find detailed coverage of: Forming capital market expectations Principles of the asset allocation process Determining investment strategies within each asset class Integrating considerations specific to high net worth individuals or institutions into chosen strategies And more To apply the concepts outlined in the Investment Management volume, explore the accompanying Portfolio Management in Practice, Volume 1: Investment Management Workbook. The perfect companion resource, this workbook aligns chapter-by-chapter with Investment Management for easy referencing so readers can draw connections between theoretical content and challenging practice problems. Featuring contributions from the CFA Institute’s subject matter experts, Portfolio Management in Practice, Volume 1: Investment Management distills the knowledge forward-thinking professionals will need to succeed in today’s fast-paced financial world.

Author : Harold Evensky,Stephen M. Horan,Thomas R. Robinson
Publisher : John Wiley & Sons
Page : 480 pages
File Size : 50,9 Mb
Release : 2011-05-03
Category : Business & Economics
ISBN : 9780470624005

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The New Wealth Management by Harold Evensky,Stephen M. Horan,Thomas R. Robinson Pdf

Mainstay reference guide for wealth management, newly updated for today's investment landscape For over a decade, The New Wealth Management: The Financial Advisor's Guide to Managing and Investing Client Assets has provided financial planners with detailed, step-by-step guidance on developing an optimal asset allocation policy for their clients. And, it did so without resorting to simplistic model portfolios, such as lifecycle models or black box solutions. Today, while The New Wealth Management still provides a thorough background on investment theories, and includes many ready to use client presentations and questionnaires, the guide is newly updated to meet twenty-first century investment challenges. The book Includes expert updates from Chartered Financial Analyst (CFA) Institute, in addition to the core text of 1997's first edition – endorsed by investment luminaries Charles Schwab and John Bogle Presents an approach that places achieving client objectives ahead of investment vehicles Applicable for self-study or classroom use Now, as in 1997, The New Wealth Management effectively blends investment theory and real world applications. And in today's new investment landscaped, this update to the classic reference is more important than ever.

Author : Mark Haynes Daniell,Tom Mccullough
Publisher : World Scientific
Page : 530 pages
File Size : 50,9 Mb
Release : 2023-07-26
Category : Business & Economics
ISBN : 9789811265914

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Family Wealth Management: Seven Imperatives For Successful Investing by Mark Haynes Daniell,Tom Mccullough Pdf

The successful management of family wealth has always been a challenge, even in the best of times. Requiring a careful balance of both family and financial considerations, the investment of family wealth for both lifetime and legacy purposes has become even more difficult in an increasingly complex world.Family Wealth Management addresses a family's philosophy of wealth, the development and prioritization of goals, and the understanding, structuring and allocation financial assets. In addition, the authors provide clear insights on the specifics of investment management and engaging and educating the family and its members in wealth management.The seven imperatives, which make up the core of the book, serve as both a guide to the critical insights necessary for successful family wealth management, and also serve as a step-by-step process to help families develop and implement their own unique investment strategies, and achieve the full set of their family's related objectives.Comprehensive, practical, and easy to apply, this work can serve as an important reference guide for family members and their wealth managers around the world for this immediate period — and for many years to come.

Author : Richard A. Ferri
Publisher : John Wiley & Sons
Page : 290 pages
File Size : 50,8 Mb
Release : 2010-11-04
Category : Business & Economics
ISBN : 9780470937129

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The Power of Passive Investing by Richard A. Ferri Pdf

A practical guide to passive investing Time and again, individual investors discover, all too late, that actively picking stocks is a loser's game. The alternative lies with index funds. This passive form of investing allows you to participate in the markets relatively cheaply while prospering all the more because the money saved on investment expenses stays in your pocket. In his latest book, investment expert Richard Ferri shows you how easy and accessible index investing is. Along the way, he highlights how successful you can be by using this passive approach to allocate funds to stocks, bonds, and other prudent asset classes. Addresses the advantages of index funds over portfolios that are actively managed Offers insights on index-based funds that provide exposure to designated broad markets and don't make bets on individual securities Ferri is also author of the Wiley title: The ETF Book and co-author of The Bogleheads' Guide to Retirement Planning If you're looking for a productive investment approach that won't take all of your time to implement, then The Power of Passive Investing is the book you need to read.

Author : Jean L. P. Brunel
Publisher : John Wiley & Sons
Page : 272 pages
File Size : 55,6 Mb
Release : 2015-02-20
Category : Business & Economics
ISBN : 9781118995952

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Goals-Based Wealth Management by Jean L. P. Brunel Pdf

Take a more active role in strategic asset allocation Goals-Based Wealth Management is a manual for protecting and growing client wealth in a way that changes both the services and profitability of the firm. Written by a 35-year veteran of international wealth education and analysis, this informative guide explains a new approach to wealth management that allows individuals to take on a more active role in the allocation of their assets. Coverage includes a detailed examination of the goals-based approach, including what works and what needs to be revisited, and a clear, understandable model that allows advisors to help individuals to navigate complex processes. The companion website offers ancillary readings, practice management checklists, and assessments that help readers secure a deep understanding of the key ideas that make goals-based wealth management work. The goals-based wealth management approach was pioneered in 2002, but has seen a slow evolution and only modest refinements largely due to a lack of wide-scale adoption. This book takes the first steps toward finalizing the approach, by delineating the effective and ineffective aspects of traditional approaches, and proposing changes that could bring better value to practitioners and their clients. Understand the challenges faced by the affluent and wealthy Examine strategic asset allocation and investment policy formulation Learn a model for dealing with the asset allocation process Learn why the structure of the typical advisory firm needs to change High-net-worth individuals face very specific challenges. Goals-Based Wealth Management focuses on how those challenges can be overcome while adhering to their goals, incorporating constraints, and working within the individual's frame of reference to drive strategic allocation of their financial assets.

Author : Jean L. P. Brunel
Publisher : Euromoney Books
Page : 440 pages
File Size : 55,6 Mb
Release : 2006
Category : Business & Economics
ISBN : 1843742667

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Integrated Wealth Management by Jean L. P. Brunel Pdf

This book is an examination of the management of portfolios of high net worth individuals (HNWIs). Jean L.P. Brunel identifies the factors which demand a different approach from that of traditional portfolio management strategy. He suggests a new approach to wealth management, proposing practical steps which will take you beyond the role of portfolio manager to that of "wealth manager". Punctuated by examples and case histories from the author's extensive experience, the book examines each aspect of wealth management in detail, such as the importance of investor psychology; how to maximize tax efficiency including a tax-efficient portfolio construction model; the implications of multiple asset locations; capital market opportunities and forecasting; strategic asset allocation; the importance of manager selection; and the multimanager approach. This ground-breaking book should show you the route to a more effective wealth management strategy. By understanding the needs of the individual investor, maximizing the tax efficiencies and applying a fully integrated approach you can become a successful "wealth manager." -- Publisher description.

Author : Stephen M. Horan
Publisher : John Wiley & Sons
Page : 578 pages
File Size : 48,6 Mb
Release : 2009-01-09
Category : Business & Economics
ISBN : 9780470381137

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Private Wealth by Stephen M. Horan Pdf

An in-depth examination of today's most important wealth management issues Managing the assets of high-net-worth individuals has become a core business specialty for investment and financial advisors worldwide. Keeping abreast of the latest research in this field is paramount. That's why Private Wealth, the inaugural offering in the CFA Institute Investment Perspectives series has been created. As a sister series to the globally successful CFA Institute Investment Series, CFA Institute and John Wiley are proud to offer this new collection. Private Wealth presents the latest information on lifecycle modeling, asset allocation, investment management for taxable private investors, and much more. Researched and written by leading academics and practitioners, including Roger Ibbotson of Yale University and Zvi Bodie of Boston University, this volume covers human capital and mortality risk in life cycle stages and proposes a life-cycle model for life transitions. It also addresses complex tax matters and provides details on customizing investment theory applications to the taxable investor. Finally, this reliable resource analyzes the use of tax-deferred investment accounts as a means for wealth accumulation and presents a useful framework for various tax environments.

Author : Tony Davidow
Publisher : McGraw Hill Professional
Page : 241 pages
File Size : 45,6 Mb
Release : 2021-10-26
Category : Business & Economics
ISBN : 9781264268214

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Goals-Based Investing: A Visionary Framework for Wealth Management by Tony Davidow Pdf

Raise your investing game to a new level with the latest investing strategies, methods, and products The wealth management industry has undergone a major transformation over the last decade, including increased concerns and skepticism from investors, the growth of robo-advisors, product evolution, and an evolving value proposition—in addition to geopolitical risks, increased correlation across asset classes, changing demographics, 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. Goals-Based Investing is an unparalleled guide to: The limitations of modern portfolio theory Behavioral finance–overcoming biases The role and use of alternative investments 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 advisors and investors 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 achieve your long-term goals and objectives.

Author : Martin L. Leibowitz,Simon Emrich,Anthony Bova
Publisher : John Wiley & Sons
Page : 504 pages
File Size : 45,9 Mb
Release : 2009-01-08
Category : Business & Economics
ISBN : 9780470484944

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Modern Portfolio Management by Martin L. Leibowitz,Simon Emrich,Anthony Bova Pdf

Active 130/30 Extensions is the newest wave of disciplined investment strategies that involves asymmetric decision-making on long/short portfolio decisions, concentrated investment risk-taking in contrast to diversification, systematic portfolio risk management, and flexibility in portfolio design. This strategy is the building block for a number of 130/30 and 120/20 investment strategies offered to institutional and sophisticated high net worth individual investors who want to manage their portfolios actively and aggressively to outperform the market.

Author : Stephen J. Huxley,J Brent Burns
Publisher : McGraw Hill Professional
Page : 336 pages
File Size : 47,5 Mb
Release : 2004-10-22
Category : Business & Economics
ISBN : 9780071454674

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ASSET DEDICATION by Stephen J. Huxley,J Brent Burns Pdf

The first book to close the perilous gaps in—and enhance the performance of—asset allocation Asset allocation is one of today’s bestknown investment approaches. Problem is, its major precept—that a magic-number, fixed-percentage asset mix will provide superior results for investors who have dramatically different goals and needs—is scientifically unproven and fundamentally flawed. Asset Dedication updates the asset allocation model, outlining a seven-step process designed to more effectively meet the real needs of real investors. Showing investors how to design low-risk portfolios that more accurately and successfully dedicate assets, this breakthrough book helps investors fill in the gaps inherent to asset allocation by demonstrating: Techniques for ascertaining the best asset mix by determining individual needs and goals How asset dedication provides superior protection against inflation and market risk Investing strategies for the three investment life phases—accumulation, distribution, and transfer