The Evergreen Portfolio

Author : Martin Truax,H. Ronald Miller
Publisher : John Wiley & Sons
Page : 613 pages
File Size : 43,6 Mb
Release : 2010-08-20
Category : Business & Economics
ISBN : 9780470890288

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The Evergreen Portfolio by Martin Truax,H. Ronald Miller Pdf

A practical system for growing and protecting wealth in today's volatile markets Martin Truax and Ron Miller are financial professionals, who unlike others in this field, have made money in today's volatile market. While stock markets have been down fifty percent, they've managed to be up seventy percent. This book clearly explains the highly successful portfolio management system used by the authors to protect their clients' wealth as well as garner substantial gains-by participating in profitable market opportunities when they occur. Divided into several informative and engaging sections, The Evergreen Portfolio reveals how you can use hedges to protect the long portion of your portfolio when the market starts to go down. It covers the tactical and technical methodologies needed to protect and grow your assets at a time when many investors are getting wiped out. Discusses the keys to succeeding in today's market, including the best ways to invest in gold, diversify with foreign currency, and much more Contains insights from top minds in the market such as Mark Skousen and Bob Precther Offers an effective solution to the investment and retirement problems we all now face Written with the serious investor in mind, The Evergreen Portfolio reveals one of the best ways to protect and grow your money in a turbulent financial environment.

Author : Russell Edgerton,Pat Hutchings,Kathleen Quinlan
Publisher : Taylor & Francis
Page : 82 pages
File Size : 54,7 Mb
Release : 2023-07-03
Category : Education
ISBN : 9781000980233

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The Teaching Portfolio by Russell Edgerton,Pat Hutchings,Kathleen Quinlan Pdf

This valuable work suggests one model in which faculty assemble a collection of carefully selected work samples accompanied by reflective commentary about them. Covers the what, why, and how of teaching portfolios, with pointers for getting started and a sampling of current campus practices. Includes reproductions of eight actual portfolio entries. The companion volume toCampus Use of the Teaching Portfolio.

Author : Anonim
Publisher : Unknown
Page : 1030 pages
File Size : 51,5 Mb
Release : 1994-12-29
Category : Administrative law
ISBN : UIUC:30112059139698

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Federal Register by Anonim Pdf

Author : United States. Securities and Exchange Commission
Publisher : Unknown
Page : 1548 pages
File Size : 54,5 Mb
Release : 1994
Category : Securities
ISBN : UIUC:30112058759371

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SEC Docket by United States. Securities and Exchange Commission Pdf

Author : Elana Michelson,Alan Mandell
Publisher : Taylor & Francis
Page : 272 pages
File Size : 42,6 Mb
Release : 2023-08-11
Category : Education
ISBN : 9781000979480

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Portfolio Development and the Assessment of Prior Learning by Elana Michelson,Alan Mandell Pdf

For over thirty years, portfolios have been used to help adult learners gain recognition for their prior learning and take greater control of their educational experiences. The portfolio has become a distinctive means of assessing such learning, serving as a meaningful alternative to conventional papers and standardized testing. Portfolio Development and the Assessment of Prior Learning: Perspectives, Models, and Practices provides a primer of flexible approaches to shaping and conducting portfolio-development courses. It offers practitioners in the field an extensive range of model assignments, readings, and classroom activities, each organized around a specific theme: Academic Orientation, The Meaning of Education, Personal Exploration, Learning from the Outsider Within, The World of Work and Careers, and Dimensions of Expertise. Twelve case studies by practitioners in the field then show how academics in the US and around the English-speaking world have adapted the portfolio to changing circumstances in order to deliver academically rich educational services for adults. These case studies highlight portfolio development in the context of web-based instruction, changing institutional imperatives, service to historically disenfranchised groups, partnerships with industry, and cross-institutional cooperation.In addition to serving as a valuable hands-on resource for practitioners, Portfolio Development and the Assessment of Prior Learning locates portfolios and assessment in a broad social and intellectual context. Thus, the authors also offer an historical overview of the usefulness of portfolios in the assessment of prior learning and then consider their use in the future, given current trends in higher education for adults. The book explores the implications of a changing educational landscape, in which new student populations, budgetary pressures, and understandings of knowledge both enrich and challenge student-centered approaches such as portfolios.The approaches and case studies are not only valuable to adult educators but, equally, to faculty in higher education concerned with the development of competency- and outcomes-based assessment.

Author : CFA Institute
Publisher : John Wiley & Sons
Page : 1335 pages
File Size : 45,9 Mb
Release : 2020-11-24
Category : Business & Economics
ISBN : 9781119743699

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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 : Pandian Punithavathy
Publisher : Vikas Publishing House
Page : 128 pages
File Size : 48,6 Mb
Release : 2024-05-25
Category : Electronic
ISBN : 9789325963085

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Security Analysis and Portfolio Management, 2nd Edition by Pandian Punithavathy Pdf

In the current scenario, investing in the stock markets poses a significant challenge even for seasoned professionals. Not surprisingly, many students find the subject Security Analysis and Portfolio Management difficult. This book offers conceptual clarity and in-depth coverage with a student-friendly approach. Targeted at the postgraduate students of management and commerce, it is an attempt to demystify the difficult subject. The book is divided into three parts. Part I explains the Indian stock market; Part II exclusively deals with the different aspects of security analysis; Part III is devoted to portfolio analysis.

Author : Anonim
Publisher : Unknown
Page : 1902 pages
File Size : 48,9 Mb
Release : 1995
Category : Investment advisors
ISBN : IND:30000121857746

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Directory of Registered Investment Advisors by Anonim Pdf

Author : Pierre-Yves Mathonet,Thomas Meyer
Publisher : John Wiley & Sons
Page : 476 pages
File Size : 54,8 Mb
Release : 2008-07-31
Category : Business & Economics
ISBN : 0470723408

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J-Curve Exposure by Pierre-Yves Mathonet,Thomas Meyer Pdf

Building on the success of the author’s previous book Beyond the J Curve:Managing a Portfolio of Venture Capital and Private Equity Funds, this work covers new and additional material and offers advanced guidance on the practical questions faced by institutions when setting up and managing a successful private equity investment programme. Written from the practitioner’s viewpoint, the book offers private equity and venture capital professionals an advanced guide that will make high return targets more realistic and sustainable. Factors that can sometimes cause institutions to shy away from venture capital are the industry’s opaque track record, unclear valuations and risks, perceived lack of transparency as well as the significant entry barriers to overcome before tangible results show. These issues are all addressed in details with practical solutions to the problems. Among other topics J-Curve Exposure includes discussions of: Experiences with the adoption of the International Private Equity and Venture Capital Valuation Guidelines to address fair value under IFRS. Approaches for splitting and prioritizing distributions from private equity funds. Techniques for track record analysis and other tools to help limited partners in their due diligence. Approaches to dealing with uncertainty, the relevance of real options, and co-investments and side funds as advanced portfolio management techniques. Questions related to limited partner decision making fallacies and how to manage portfolios of VC funds. Securitization backed by portfolios of investments in private equity funds. Real life case studies illustrate the issues relevant for the practitioner.

Author : Frank J. Fabozzi
Publisher : John Wiley & Sons
Page : 402 pages
File Size : 51,6 Mb
Release : 1998-07-15
Category : Business & Economics
ISBN : 1883249422

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The Handbook of Stable Value Investments by Frank J. Fabozzi Pdf

Stable value investments can be a crucial aspect of any financial manager's portfolio decisions-yet few books provide in-depth coverage of issues concerning their management, underwriting, and pricing. In The Handbook of Stable Value Investments, Frank Fabozzi gives you the comprehensive, specialized information on these investments that is available nowhere else.

Author : CFA Institute
Publisher : John Wiley & Sons
Page : 675 pages
File Size : 45,6 Mb
Release : 2021-11-24
Category : Business & Economics
ISBN : 9781119850601

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Alternative Investments by CFA Institute Pdf

The complete guide to alternative investments, from experts working with CFA Institute Alternative Investments is the definitive guide to understanding non-traditional asset classes. Alternatives are a disparate group of investments that are distinguished from long-only, publicly traded investments in stocks, bonds, and cash (often referred to as traditional investments). Alternative investments include real estate, commodities, infrastructure, and other non-traditional investments such as private equity or debt and hedge funds. They are attractive to investors because of the potential for portfolio diversification resulting in a higher risk-adjusted return for the portfolio. Alternative Investments and its accompanying workbook (sold separately) lead students and investment professionals through the many characteristics of non-traditional assets, including: Narrow specialization of the investment managers Relatively low correlation of returns with those of traditional investments Less regulation and less transparency than traditional investments Limited historical risk and return data Unique legal and tax considerations Higher fees, often including performance or incentive fees Concentrated portfolios Restrictions on redemptions (i.e. “lockups” and “gates”) CFA Institute is the world's premier association for investment professionals, and the governing body for the CFA® Program, CIPM® Program, CFA Institute ESG Investing Certificate, and Investment Foundations® Program. Those seeking a deeper understanding of the markets, mechanisms, and use of alternatives will value the level of expertise CFA Institute brings to the discussion, providing a clear, comprehensive resource for students and professionals alike. Whether used alone or in conjunction with the companion workbook, Alternative Investments offers a complete course in alternative investments and their role in investment management.

Author : Craig Ross,Brent Beggs,Sarah Young
Publisher : Jones & Bartlett Learning
Page : 233 pages
File Size : 52,8 Mb
Release : 2011-04-18
Category : Business & Economics
ISBN : 9780763777616

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Mastering the Job Search Process in Recreation and Leisure Services by Craig Ross,Brent Beggs,Sarah Young Pdf

Mastering the Job Search Process in Recreation and Leisure Services, Second Edition, is a practical guide full of tools and advice for recreation and leisure service professionals. This book simplifies the process of securing a job in recreation and leisure service by explaining every step from both an employer’s and applicant’s point of view. Based on years of experience in the hiring process, this book reflects research conducted with over one thousand recreation and leisure services practitioners involved in the job search process. The book includes their advice as well as secrets to success.

Author : Ron Berger,Anne Vilen,Libby Woodfin
Publisher : John Wiley & Sons
Page : 485 pages
File Size : 40,8 Mb
Release : 2019-10-01
Category : Education
ISBN : 9781119596745

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The Leaders of Their Own Learning Companion by Ron Berger,Anne Vilen,Libby Woodfin Pdf

A New Companion to Leaders of Their Own Learning Puts Students in Charge of Their Learning and Growth Five years after the publication of Leaders of Their Own Learning, EL Education is back with a new companion guide to help you tackle the common challenges of student-engaged assessment. This unique, student-centered approach to assessment equips and compels students to understand goals for their learning and growth, track their progress toward those goals, and take responsibility for reaching them. EL Education has more than 25 years of experience supporting school transformation through student-engaged assessment. With their new book, The Leaders of Their Own Learning Companion, they have harvested the best tools and wisdom from schools across the country to help you hone student-led assessment practices in your classroom and school. Identifies the common challenges of implementing each of the eight interrelated student-engaged assessment practices from Leaders of Their Own Learning, and provides strategies and tools for tackling them Offers practical tips for school leaders Deepens your learning with 46 videos and an online toolbox The Leaders of Their Own Learning Companion is designed for teachers and leaders of all grade levels and no prior knowledge of the original Leaders of Their Own Learning is necessary to make the most of this book.

Author : Sheldon Jacobs
Publisher : Irwin Professional Publishing
Page : 128 pages
File Size : 48,5 Mb
Release : 1994
Category : Electronic
ISBN : 0786302712

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Handbook for No-Load Fund Investors by Sheldon Jacobs Pdf

The latest edition of Jacobs' popular reference provides current performance and investment data on 1,300 no-load and low-load mutual funds, Jacobs' detailed advice on mutual funding investing, a review of the last year, and several useful appendices. Annotation copyrighted by Book News, Inc., Portland, OR

Author : Frank J. Fabozzi
Publisher : John Wiley & Sons
Page : 572 pages
File Size : 54,7 Mb
Release : 1997-06-15
Category : Business & Economics
ISBN : 1883249279

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Managing Fixed Income Portfolios by Frank J. Fabozzi Pdf

A contributed handbook on the complexities of portfolio management that includes the most up-to-date findings from leading practitioners in the fixed income securities market.