Global Portfolios

Author : Aaron Anderson
Publisher : John Wiley & Sons
Page : 228 pages
File Size : 41,5 Mb
Release : 2009-02-17
Category : Business & Economics
ISBN : 9780470455142

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Own the World by Aaron Anderson Pdf

Global investing isn't new. In fact, investors have been looking to overseas markets for hundreds of years, and with good reason. A global portfolio can bestow innumerable rewards on the savvy investor, yet many US investors remain woefully under-exposed to foreign equities. Despite the fact that US equity markets make up less than half of world markets, only a small portion of our investment dollars are allocated overseas. Even the most sophisticated investors have been deterred by misconceptions about the risks associated with owning foreign stocks or a lack of information about foreign markets. But the notion investment options are limited by borders is antiquated and downright detrimental to successful investing. Once considered the playground of only the ultra-rich or institutional investors, global investing is fast becoming not only possible, but a necessity, for every investor. As part of Fisher Investments Press, Own the World introduces readers to the vast advantages of seeking investment opportunities all over the planet. Own the World provides investors with tools to build a global portfolio and points out potential hurdles to avoid. It also educates readers on the nuts and bolts of foreign markets, how to easily understand them, and vehicles for investing there. By detailing the vast and currently underappreciated benefits of global investing and the distinct advantages of a global approach, as well as common pitfalls to avoid, Own the World can help readers to tread more confidently into global markets as they look to optimize their investment results.

Author : Robert Z. Aliber,Brian R. Bruce
Publisher : McGraw-Hill Professional Publishing
Page : 376 pages
File Size : 54,8 Mb
Release : 1991
Category : Business & Economics
ISBN : UCSD:31822006403893

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Global Portfolios by Robert Z. Aliber,Brian R. Bruce Pdf

BUSINESS/ECONOMICS

Author : Adam Butler,Michael Philbrick,Rodrigo Gordillo
Publisher : John Wiley & Sons
Page : 277 pages
File Size : 49,8 Mb
Release : 2016-02-02
Category : Business & Economics
ISBN : 9781119220374

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Adaptive Asset Allocation by Adam Butler,Michael Philbrick,Rodrigo Gordillo Pdf

Build an agile, responsive portfolio with a new approach to global asset allocation Adaptive Asset Allocation is a no-nonsense how-to guide for dynamic portfolio management. Written by the team behind Gestaltu.com, this book walks you through a uniquely objective and unbiased investment philosophy and provides clear guidelines for execution. From foundational concepts and timing to forecasting and portfolio optimization, this book shares insightful perspective on portfolio adaptation that can improve any investment strategy. Accessible explanations of both classical and contemporary research support the methodologies presented, bolstered by the authors' own capstone case study showing the direct impact of this approach on the individual investor. Financial advisors are competing in an increasingly commoditized environment, with the added burden of two substantial bear markets in the last 15 years. This book presents a framework that addresses the major challenges both advisors and investors face, emphasizing the importance of an agile, globally-diversified portfolio. Drill down to the most important concepts in wealth management Optimize portfolio performance with careful timing of savings and withdrawals Forecast returns 80% more accurately than assuming long-term averages Adopt an investment framework for stability, growth, and maximum income An optimized portfolio must be structured in a way that allows quick response to changes in asset class risks and relationships, and the flexibility to continually adapt to market changes. To execute such an ambitious strategy, it is essential to have a strong grasp of foundational wealth management concepts, a reliable system of forecasting, and a clear understanding of the merits of individual investment methods. Adaptive Asset Allocation provides critical background information alongside a streamlined framework for improving portfolio performance.

Author : Adam Butler,Michael Philbrick,Rodrigo Gordillo
Publisher : John Wiley & Sons
Page : 240 pages
File Size : 45,8 Mb
Release : 2016-02-02
Category : Business & Economics
ISBN : 9781119220398

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Adaptive Asset Allocation by Adam Butler,Michael Philbrick,Rodrigo Gordillo Pdf

Build an agile, responsive portfolio with a new approach to global asset allocation Adaptive Asset Allocation is a no-nonsense how-to guide for dynamic portfolio management. Written by the team behind Gestaltu.com, this book walks you through a uniquely objective and unbiased investment philosophy and provides clear guidelines for execution. From foundational concepts and timing to forecasting and portfolio optimization, this book shares insightful perspective on portfolio adaptation that can improve any investment strategy. Accessible explanations of both classical and contemporary research support the methodologies presented, bolstered by the authors' own capstone case study showing the direct impact of this approach on the individual investor. Financial advisors are competing in an increasingly commoditized environment, with the added burden of two substantial bear markets in the last 15 years. This book presents a framework that addresses the major challenges both advisors and investors face, emphasizing the importance of an agile, globally-diversified portfolio. Drill down to the most important concepts in wealth management Optimize portfolio performance with careful timing of savings and withdrawals Forecast returns 80% more accurately than assuming long-term averages Adopt an investment framework for stability, growth, and maximum income An optimized portfolio must be structured in a way that allows quick response to changes in asset class risks and relationships, and the flexibility to continually adapt to market changes. To execute such an ambitious strategy, it is essential to have a strong grasp of foundational wealth management concepts, a reliable system of forecasting, and a clear understanding of the merits of individual investment methods. Adaptive Asset Allocation provides critical background information alongside a streamlined framework for improving portfolio performance.

Author : Hellmuth, Obata & Kassabaum,HOK,The Images Publishing Group
Publisher : Images Publishing
Page : 201 pages
File Size : 46,9 Mb
Release : 2009
Category : Architecture
ISBN : 9781864703146

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HOK by Hellmuth, Obata & Kassabaum,HOK,The Images Publishing Group Pdf

Since its founding in 1955, HOK has never been afraid to evolve. Its often subtle but always steady reinventions have created what today is an incredibly diverse practice. The firm's ability to connect designers across building types, design disciplines and regions of the world is unparalleled.Today, a huge variety of project types in every corner of the globe - from designing a corporate boardroom or suburban high school to planning an entire university or new city - are emerging from the intersection of many HOK minds and imaginations. HOK's global community of design thinkers has been galvanised by the increasingly urgent need to create a sustainable planet while satisfying an enormous spectrum of human activities.The projects in this book appear in architecture, interiors and planning categories. These inspiring built environments transcend their initial purposes to express timeless cultural, organisational and personal values. Also available in the Master Architect Series: ISBN 9781864702743 Mitchell Giurgola Architects ISBN 9781864702736 Gund Partnership ISBN 9781864703047 Wong & Ouyang

Author : Chris Stoakes,Andrew Freeman
Publisher : Unknown
Page : 212 pages
File Size : 41,5 Mb
Release : 1989
Category : Business enterprises
ISBN : UCSD:31822003920568

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Managing Global Portfolios by Chris Stoakes,Andrew Freeman Pdf

Author : W. Brent Lindquist,Svetlozar T. Rachev,Yuan Hu,Abootaleb Shirvani
Publisher : Springer Nature
Page : 268 pages
File Size : 46,9 Mb
Release : 2022-11-09
Category : Business & Economics
ISBN : 9783031152863

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Advanced REIT Portfolio Optimization by W. Brent Lindquist,Svetlozar T. Rachev,Yuan Hu,Abootaleb Shirvani Pdf

This book provides an investor-friendly presentation of the premises and applications of the quantitative finance models governing investment in one asset class of publicly traded stocks, specifically real estate investment trusts (REITs). The models provide highly advanced analytics for REIT investment, including: portfolio optimization using both historic and predictive return estimation; model backtesting; a complete spectrum of risk assessment and management tools with an emphasis on early warning systems, risk budgeting, estimating tail risk, and factor analysis; derivative valuation; and incorporating ESG ratings into REIT investment. These quantitative finance models are presented in a unified framework consistent with dynamic asset pricing (rational finance). Given its scope and practical orientation, this book will appeal to investors interested in portfolio optimization and innovative tools for investment risk assessment.

Author : Gueorgui S Konstantinov,Frank J Fabozzi,Joseph Simonian
Publisher : World Scientific
Page : 421 pages
File Size : 43,5 Mb
Release : 2023-10-06
Category : Business & Economics
ISBN : 9789811272585

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Quantitative Global Bond Portfolio Management by Gueorgui S Konstantinov,Frank J Fabozzi,Joseph Simonian Pdf

Quantitative Global Bond Portfolio Management offers a comprehensive discussion of quantitative modelling approaches to managing global bond and currency portfolios. Drawing on practitioner and academic research, as well as the extensive market experience of the authors, the book provides a timely overview of cutting-edge tools applied to the management of global bond portfolios, including in-depth discussions of factor models and optimization techniques. In addition to providing a solid theoretical foundation for global bond portfolio management, the authors focus on the practical implementation of yield curve and currency-driven approaches that can be successfully implemented in actual portfolios. As such, the book will be an indispensable resource to both new and seasoned investors looking to enhance their understanding of global bond markets and strategies.

Author : Steven A. Schoenfeld
Publisher : John Wiley & Sons
Page : 535 pages
File Size : 53,5 Mb
Release : 2011-08-04
Category : Business & Economics
ISBN : 9781118160800

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Active Index Investing by Steven A. Schoenfeld Pdf

For over three decades, indexing has become increasingly accepted by both institutional and individual investors. Index benchmarks and investment products that track them have been a driving force in the transformation of investment strategy from art to science. Yet investors’ understanding of the sophistication of this burgeoning field has lagged the growing use of index products. Active Index Investing is the definitive guide to how indexes are constructed, how index-based portfolios are managed, and how the world’s most sophisticated investors use index-based strategies to enhance performance, reduce costs and minimize the risks of investing. Active Index Investing provides a comprehensive overview of (1) the investment theories that are the foundation of index based investing, (2) best practices in benchmark construction, (3) the growing world of index-based investment vehicles, (4) cutting-edge index portfolio management techniq ues and (5) the myriad ways investors can and do capture the benefits of indexing. Active Index Investing has a unique format that captures the views and perspectives of over 40 of the investment industry’s leading experts and practitioners, while maintaining a holistic view of this complex subject matter. In addition to the Appendix and Glossary within the book, it features an E-ppendix, available at www.IndexUniverse.com

Author : Sudhakar Satyanarayan,Panayotis N. Varangis
Publisher : World Bank Publications
Page : 35 pages
File Size : 44,8 Mb
Release : 1994
Category : Capital market
ISBN : 8210379456XXX

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An Efficient Frontier for Internatonal Portfolios with Commodity Assets by Sudhakar Satyanarayan,Panayotis N. Varangis Pdf

Includes commodities and assets from emerging equity markets in investment portfolios produces significant risk/return benefits.

Author : Charles P. Thomas,Francis E. Warnock
Publisher : Unknown
Page : 76 pages
File Size : 41,9 Mb
Release : 2004
Category : Investments, American
ISBN : UCR:31210019509213

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The Performance of International Portfolios by Charles P. Thomas,Francis E. Warnock Pdf

"We evaluate the performance of U.S. investors ̐international portfolios over a 25-year period. Portfolio returns are formed by first estimating monthly bilateral holdings in 44 countries using high-quality but infrequent benchmark surveys that enable us to eliminate the geographical bias in reported capital flows data. In their foreign equity portfolios, U.S. investors achieved a significantly higher Sharpe ratio than global benchmarks, especially since 1990. We uncover three potential reasons for this success. First, they abstained from returns-chasing behavior and instead sold past winners. Second, conditional performance tests provide no evidence that the superior (unconditional) performance owed to private information, suggesting that the successful exploitation of publicly available information played a role. Third, well-documented preferences for cross-listed and well-governed foreign firms appear to have served U.S. investors well. We also evaluate the unconditional performance of bond portfolios, about which less information is available, and find that U.S. investors achieved higher Sharpe ratios than global benchmarks, although the difference here is not statistically significant"--Federal Reserve Board web site.

Author : Roy C. Smith,Ingo Walter,Gayle DeLong
Publisher : Oxford University Press
Page : 446 pages
File Size : 43,7 Mb
Release : 2011-07-01
Category : Business & Economics
ISBN : 9780199714612

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Global Banking by Roy C. Smith,Ingo Walter,Gayle DeLong Pdf

Few sectors of the global economy have experienced the dynamic and structural change that has occurred over the past several decades in banking and financial services or as much turbulence and damage to the economy and to ordinary people. Regulatory and technological changes have been among the main catalysts of change in the financial industry worldwide, making entrenched competitive structures obsolete and mandating the development of new products, new processes, new strategies, and new public policies toward the industry. This third edition of Global Banking reassess the continuing transformational process of global banking and finance--its causes, its course, and its consequences. It begins with an overview of the most recent developments and goes on to examine the major dimensions of international commercial and investment banking, including money and foreign exchange markets, debt capital markets, international bank lending, derivatives, asset-based and project financing, and equity capital markets. Later, the various advisory businesses--mergers and acquisitions, privatizations, institutional asset management, and private banking--are analyzed. In each case, the factors that distinguish the winners from the losers are identified. This is brought together in the final section of the book, which deals with problems of strategic positioning and execution, as well as critical risk issues and regulations.

Author : Project Management Institute
Publisher : Project Management Inst
Page : 146 pages
File Size : 43,6 Mb
Release : 2008
Category : Business & Economics
ISBN : 1933890533

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The Standard for Portfolio Management by Project Management Institute Pdf

Presents an introduction to the processes of portfolio management, discussing how to identify business goals, develop strategy, evaluate environmental and risk factors and successfully complete project objectives. Original.

Author : Mohammed El Hedi Arouri,Sabri Boubaker,Duc Khuong Nguyen
Publisher : Academic Press
Page : 927 pages
File Size : 43,7 Mb
Release : 2013-12-26
Category : Business & Economics
ISBN : 9780124115637

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Emerging Markets and the Global Economy by Mohammed El Hedi Arouri,Sabri Boubaker,Duc Khuong Nguyen Pdf

Emerging Markets and the Global Economy investigates analytical techniques suited to emerging market economies, which are typically prone to policy shocks. Despite the large body of emerging market finance literature, their underlying dynamics and interactions with other economies remain challenging and mysterious because standard financial models measure them imprecisely. Describing the linkages between emerging and developed markets, this collection systematically explores several crucial issues in asset valuation and risk management. Contributors present new theoretical constructions and empirical methods for handling cross-country volatility and sudden regime shifts. Usually attractive for investors because of the superior growth they can deliver, emerging markets can have a low correlation with developed markets. This collection advances your knowledge about their inherent characteristics. Foreword by Ali M. Kutan Concentrates on post-crisis roles of emerging markets in the global economy Reports on key theoretical and technical developments in emerging financial markets Forecasts future developments in linkages among developed and emerging economies

Author : Frank J. Fabozzi, CFA
Publisher : John Wiley & Sons
Page : 300 pages
File Size : 48,7 Mb
Release : 1998-02-15
Category : Business & Economics
ISBN : 1883249317

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Perspectives on International Fixed Income Investing by Frank J. Fabozzi, CFA Pdf

U.S. investors are pouring billions of dollars into the international fixed income markets. In Perspectives on International Fixed Income Investing, an international cast of experts discusses proven strategies for investing successfully in these challenging markets. Topics addressed include assessing credit risk, managing currency volatility, understanding local markets, and maximizing yields.