The Only Guide To Alternative Investments You Ll Ever Need

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The Only Guide to Alternative Investments You'll Ever Need

Larry E. Swedroe,Jared Kizer
The Only Guide to Alternative Investments You ll Ever Need Book PDF

Author : Larry E. Swedroe,Jared Kizer
Publisher : John Wiley and Sons
Page : 238 pages
File Size : 50,8 Mb
Release : 2010-05-13
Category : Business & Economics
ISBN : 9780470885338

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The Only Guide to Alternative Investments You'll Ever Need by Larry E. Swedroe,Jared Kizer Pdf

The rewards of carefully chosen alternative investments can be great. But many investors don’t know enough about unfamiliar investments to make wise choices. For that reason, financial advisers Larry Swedroe and Jared Kizer designed this book to bring investors up to speed on the twenty most popular alternative investments: Real estate, Inflation-protected securities, Commodities, International equities, Fixed annuities, Stable-value funds, High-yield (junk) bonds, Private equity (venture capital), Covered calls, Socially responsible mutual funds, Precious metals equities, Preferred stocks, Convertible bonds, Emerging market bonds, Hedge funds, Leveraged buyouts, Variable annuities, Equity-indexed annuities, Structured investment products, Leveraged funds The authors describe how the investments work, the pros and cons of each, which to consider, which to avoid, and how to get started. Swedroe and Kizer evaluate each investment in terms of: Expected returns Volatility Distribution of returns Diversification potential Fees Trading and operating expenses Liquidity Tax efficiency Account location Role in an asset-allocation program Any investor who is considering or just curious about investment opportunities outside the traditional world of stocks, bonds, and bank certificates of deposit would be well-advised to read this book.

The Only Guide to a Winning Bond Strategy You'll Ever Need

Larry E. Swedroe,Joseph H. Hempen
The Only Guide to a Winning Bond Strategy You ll Ever Need Book PDF

Author : Larry E. Swedroe,Joseph H. Hempen
Publisher : Truman Talley Books
Page : 273 pages
File Size : 48,8 Mb
Release : 2007-04-01
Category : Education
ISBN : 9781429909396

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The Only Guide to a Winning Bond Strategy You'll Ever Need by Larry E. Swedroe,Joseph H. Hempen Pdf

Larry Swedroe, the author of The Only Guide to a Winning Investment Strategy You'll Ever Need, has collaborated with Joe H. Hempen to create an up-to-date book on how to invest in today's bond market that covers a range of issues pertinent to any bond investor today including: bond-speak, the risks of fixed income investing, mortgage-backed securities, and municipal bonds. The Only Guide to a Winning Bond Strategy You'll Ever Need is a no-nonsense handbook with all the information necessary to design and construct your fixed income portfolio. In this day and age of shaky stocks and economic unpredictability, The Only Guide to a Winning Bond Strategy You'll Ever Need is a crucial tool for any investor looking to safeguard their money.

The Only Guide You'll Ever Need for the Right Financial Plan

Larry E. Swedroe,Kevin Grogan,Tiya Lim
The Only Guide You ll Ever Need for the Right Financial Plan Book PDF

Author : Larry E. Swedroe,Kevin Grogan,Tiya Lim
Publisher : John Wiley & Sons
Page : 240 pages
File Size : 53,5 Mb
Release : 2010-07-02
Category : Business & Economics
ISBN : 9780470929711

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The Only Guide You'll Ever Need for the Right Financial Plan by Larry E. Swedroe,Kevin Grogan,Tiya Lim Pdf

An accessible guide that outlines the key elements of an effective financial plan From Larry Swedroe, the author of the bestselling series of "The Only Guide" investment books, with Kevin Grogan and Tiya Lim comes a step-by-step handbook that shows you how to develop a winning personal investment strategy and reveals what it takes to make that strategy part of your overall financial plan. The Only Guide You'll Ever Need for the Right Financial Plan focuses on the "art" of investing and gives you the information you need to create a strategy that is tailor-made for your particular situation. Designed for savvy investors and professional advisors, this book offers the vital information needed for developing and implementing an overall strategic financial plan. In this essential resource, Swedroe outlines the basics in asset allocation and other investment planning concepts. Addresses how you can design an investment policy statement and an individual asset allocation plan Examines how to maintain your portfolio's risk profile in the most cost-effective and tax-efficient manner Offers insights on integrating risk management and estate planning issues into your plan The Only Guide You'll Ever Need for the Right Financial Plan offers a handy tool to help you make more informed and prudent decisions that will go a long way to ensure a secure financial future.

The Little Book of Alternative Investments

Ben Stein,Phil DeMuth
The Little Book of Alternative Investments Book PDF

Author : Ben Stein,Phil DeMuth
Publisher : John Wiley & Sons
Page : 288 pages
File Size : 55,8 Mb
Release : 2011-02-25
Category : Business & Economics
ISBN : 1118075269

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The Little Book of Alternative Investments by Ben Stein,Phil DeMuth Pdf

Praise For THE LITTLE BOOK OF ALTERNATIVE INVESTMENTS "Ben and Phil have done it again. Another lucid, insightful book, designed to enhance your wealth! In today's stock-addled cult of equities, there is a gaping hole in most investors' portfolios...the whole panoply of alternative investments that can simultaneously help us cut our risk, better hedge our inflation risk, and boost our return. This Little Book is filled with big ideas on how to make these markets and strategies a treasured part of our investing toolkit." —Robert Arnott, Chairman, Research Affiliates "I have been reading Ben Stein for thirty-five years and Phil DeMuth since he joined up with Ben ten years ago. They do solid work, and this latest is no exception." —Jim Rogers, author of A Gift to My Children "If anyone can make hedge funds sexy, Stein and DeMuth can, and they've done it with style in this engaging, instructive, and tasteful how-to guide for investing in alternatives. But you should read this Kama Sutra of investment manuals not just for the thrills, but also to learn how to avoid the hazards of promiscuous and unprotected investing." —Andrew Lo, Professor and Director, MIT Laboratory for Financial Engineering

The Quest for Alpha

Larry E. Swedroe
The Quest for Alpha Book PDF

Author : Larry E. Swedroe
Publisher : John Wiley & Sons
Page : 208 pages
File Size : 44,5 Mb
Release : 2010-12-20
Category : Business & Economics
ISBN : 9781118005705

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The Quest for Alpha by Larry E. Swedroe Pdf

The final word on passive vs. active investing The debate on active investing-stock picking and market timing-versus passive investing-markets are highly efficient and almost impossible to outperform-has raged for decades. Which side is right? In The Quest for Alpha: The Holy Grail of Investing, author Larry E. Swedroe puts an end to the debate, proving once and for all that active investing is likely to prove futile as the associated expenses-costs, fees, and time spent analyzing individual stocks and the overall market-are likely to exceed any benefits gained. The book Presents research, data, and quotations that reveal it's extremely difficult to outperform the market Explains why investors should focus on asset allocation, fund construction, costs, tax efficiency, and the building of a globally diversified portfolio that minimizes, if not eliminates, the taking of idiosyncratic, uncompensated risks Other titles by Swedroe: The Only Guide to Alternative Investments You'll Ever Need and The Only Guide You'll Ever Need for the Right Financial Plan Investors are on a never-ending search for a money manager who will deliver returns above the appropriate risk-adjusted benchmark, aka the "Holy Grail of Investing." The Quest for Alpha demonstrates that it's a loser's game-while it's possible to win, it's so unlikely that you shouldn't try.

The Alternative Answer

Bob Rice
The Alternative Answer Book PDF

Author : Bob Rice
Publisher : Harper Collins
Page : 214 pages
File Size : 55,9 Mb
Release : 2013-05-14
Category : Business & Economics
ISBN : 9780062257918

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The Alternative Answer by Bob Rice Pdf

The first book to explain the new world of alternative investing, showing how anyone can use nontraditional options to significantly increase returns and lower risks The world's elite investors have long relied on alternative investments to produce superior returns. Until now, these strategies were the exclusive purview of institutions and the superwealthy, but today any informed investor can play the same game. A rainbow of investment options—timber, start-ups, master limited partnerships (MLPs), hedged strategies, managed futures, infrastructure, peer-to-peer lending, farmland, and dozens of other nontraditional strategies—can provide dramatically better gains, with less total risk, than the standard choices. In The Alternative Answer, Bob Rice, Bloomberg TV's Alternative Investments Editor, leads an entertaining and easy- to-understand tour of this world, and suggests specific alternative investments for all four key "jobs" of a portfolio: safely generating more current income, decreasing risks of economic shocks, significantly increasing long-term profits, and protecting purchasing power over time. Regardless of experience or net worth, readers will learn exactly how to substantially improve investment performance—in the same way that the world's best investors already do. Stocks and bonds alone aren't nearly enough. Investors need an alternative answer and now they have it.

The Only Investment Guide You'll Ever Need

Andrew P. Tobias
The Only Investment Guide You ll Ever Need Book PDF

Author : Andrew P. Tobias
Publisher : Houghton Mifflin Harcourt
Page : 316 pages
File Size : 52,9 Mb
Release : 2005
Category : Business & Economics
ISBN : 0156029634

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The Only Investment Guide You'll Ever Need by Andrew P. Tobias Pdf

For more than 25 years, this finance guide has won the allegiance of more than a million readers. Now this indispensable book has been fully revised and updated, covering all the new tax laws.

How to Make Money in Alternative Investments

Hubert Bromma,Lisa Moren Bromma
How to Make Money in Alternative Investments Book PDF

Author : Hubert Bromma,Lisa Moren Bromma
Publisher : McGraw Hill Professional
Page : 256 pages
File Size : 49,7 Mb
Release : 2009-11-06
Category : Business & Economics
ISBN : 9780071713139

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How to Make Money in Alternative Investments by Hubert Bromma,Lisa Moren Bromma Pdf

Your investing options aren’t confined to stocks, bonds, and mutual funds. Those are merely the most common investments and, as recent history proves, certainly not the safest or most profitable. How to Make Money in Alternative Investments introduces you to more than 40 places to invest your money outside the traditional avenues. Popular tax-strategist team Hubert and Lisa Bromma have written a prescriptive guide to help you take your portfolio to the next step. The key is to invest directly in an entity and to design your investment to be tax-free or tax-deferred. How to Make Money in Alternative Investments is your blueprint to entering unique markets, including: Private Lending Precious Metals Natural Resources “Green” Investing International Sources Real Estate Business-to-Business Cash Flows How to Make Money in Alternative Investments provides you with numerous success stories that illustrate exactly how it’s done—from one investor who makes private loans of $50,000 that return 12.5 percent interest to another who makes millions investing in water rights in Wyoming. True financial freedom today begins and ends with you. No longer can you trust a third party to make the wisest possible decisions regarding your future. You need to reject the “standard” double-digit losses of your life savings and take control of your own investments. How to Make Money in Alternative Investments helps you branch out on your own by making intelligent choices in the markets where you see potential. It’s the only way to avoid losses in our struggling economy—and it’s the best way to build wealth that will see you well into the future.

The Allocator’s Edge

Phil Huber
The Allocator s Edge Book PDF

Author : Phil Huber
Publisher : Harriman House Limited
Page : 341 pages
File Size : 42,5 Mb
Release : 2021-11-30
Category : Business & Economics
ISBN : 9780857197931

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The Allocator’s Edge by Phil Huber Pdf

We are entering a golden age of alternative investments. Alternative asset classes including private equity, hedge funds, catastrophe reinsurance, real assets, non-traditional credit, alternative risk premia, digital assets, collectibles, and other novel assets are now available to investors and their advisors in a way that they never have been before. The pursuit of diversification is not as straightforward as it once was — and the classic 60/40 portfolio may no longer be sufficient in helping investors achieve their most important financial goals. With the ever-present need for sustainable income and risk management, alternative assets are poised to play a more prominent role in investor portfolios. Phil Huber is the Chief Investment Officer for a multi-billion dollar wealth management firm and acts as your guide on a journey through the past, present, and future of alternative investments. In this groundbreaking tour de force, he provides detailed coverage across the spectrum of alternative assets: their risk and return characteristics, methods to gain exposure, and how to fit everything into a balanced portfolio. The three parts of The Allocator’s Edge address: 1. Why the future may present challenges for traditional portfolios; why the adoption of alternatives has remained elusive for many allocators; and why the case for alternatives is more compelling than ever thanks to financial evolution and innovation. 2. A comprehensive survey of the asset classes and strategies that comprise the vast universe of alternative investments. 3. How to build durable and resilient portfolios that harness alternative assets; and how to sharpen the client communication skills needed to establish proper expectations and make the unfamiliar familiar. The Allocator’s Edge is written with the practitioner in mind, providing financial advisors, institutional allocators, and other professional investors the confidence and courage needed to effectively understand, implement, and translate alternatives for their clients. Alternative investments are the allocator’s edge for the portfolios of tomorrow — and this is the essential guide for advisors and investors looking to seize the opportunity.

Alternative Investments

CFA Institute
Alternative Investments Book PDF

Author : CFA Institute
Publisher : John Wiley & Sons
Page : 675 pages
File Size : 45,6 Mb
Release : 2021-11-04
Category : Business & Economics
ISBN : 9781119850625

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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.

The Only Guide You'll Ever Need for the Right Financial Plan

Larry E. Swedroe,Kevin Grogan,Tiya Lim
The Only Guide You ll Ever Need for the Right Financial Plan Book PDF

Author : Larry E. Swedroe,Kevin Grogan,Tiya Lim
Publisher : John Wiley & Sons
Page : 240 pages
File Size : 43,8 Mb
Release : 2010-08-02
Category : Business & Economics
ISBN : 9781576603666

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The Only Guide You'll Ever Need for the Right Financial Plan by Larry E. Swedroe,Kevin Grogan,Tiya Lim Pdf

An accessible guide that outlines the key elements of an effective financial plan From Larry Swedroe, the author of the bestselling series of "The Only Guide" investment books, with Kevin Grogan and Tiya Lim comes a step-by-step handbook that shows you how to develop a winning personal investment strategy and reveals what it takes to make that strategy part of your overall financial plan. The Only Guide You'll Ever Need for the Right Financial Plan focuses on the "art" of investing and gives you the information you need to create a strategy that is tailor-made for your particular situation. Designed for savvy investors and professional advisors, this book offers the vital information needed for developing and implementing an overall strategic financial plan. In this essential resource, Swedroe outlines the basics in asset allocation and other investment planning concepts. Addresses how you can design an investment policy statement and an individual asset allocation plan Examines how to maintain your portfolio's risk profile in the most cost-effective and tax-efficient manner Offers insights on integrating risk management and estate planning issues into your plan The Only Guide You'll Ever Need for the Right Financial Plan offers a handy tool to help you make more informed and prudent decisions that will go a long way to ensure a secure financial future.

The Alternative Investment Almanac

Denis Shapiro
The Alternative Investment Almanac Book PDF

Author : Denis Shapiro
Publisher : Unknown
Page : 308 pages
File Size : 55,9 Mb
Release : 2021-06
Category : Business & Economics
ISBN : 0578872234

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The Alternative Investment Almanac by Denis Shapiro Pdf

If you've ever wondered if there is a way to diversify your personal investments in a way that shields them from the volatility of the stock market, The Alternative Investment Almanac is your answer. Alternative investments are the missing link in today's well-rounded portfolio, but many investors don't know what they are-or how to get started. Mobile home parks, apartments buildings, and life insurance policies are just a few of the non-traditional asset classes covered in this book. Each chapter is packed with valuable, no-nonsense information offering a high level introduction to each investment, an honest look at the pros and cons you can expect, and interviews with experts in each space. There's an exciting world of investing waiting for you to explore. Step in and start growing your personal wealth today.

A Beginner's Guide to High-Risk, High-Reward Investing

Robert Ross
A Beginner s Guide to High Risk High Reward Investing Book PDF

Author : Robert Ross
Publisher : Simon and Schuster
Page : 256 pages
File Size : 49,5 Mb
Release : 2022-05-10
Category : Business & Economics
ISBN : 9781507218242

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A Beginner's Guide to High-Risk, High-Reward Investing by Robert Ross Pdf

Make the best choices for your money and earn big with this guide to high-risk, high-reward investment strategies including options trading, investing in meme stocks, and the business of cryptocurrency. Your favorite sites are filled with the latest investment trends and stories of other people making bank by making smart moves in the market. But how can you get your own share of the wealth? A Beginner’s Guide to High-Risk, High-Reward Investing can help you make sense of trends, from short selling to cryptocurrency and “meme stock,” breaking down the buzzwords to give you hard facts about the opportunities and risks of fringe investment strategies. With advice from expert Robert Ross, this easy-to-follow investing guide gives you everything you need to determine which high-risk, high-reward investment strategies are the best fit for your portfolio.

Alternative Investments

CAIA Association,Hossein B. Kazemi,Keith H. Black,Donald R. Chambers
Alternative Investments Book PDF

Author : CAIA Association,Hossein B. Kazemi,Keith H. Black,Donald R. Chambers
Publisher : John Wiley & Sons
Page : 1401 pages
File Size : 40,5 Mb
Release : 2016-09-27
Category : Study Aids
ISBN : 9781119016380

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Alternative Investments by CAIA Association,Hossein B. Kazemi,Keith H. Black,Donald R. Chambers Pdf

In-depth Level II exam preparation direct from the CAIA Association CAIA Level II is the official study guide for the Chartered Alternative Investment Analyst professional examination, and an authoritative guide to working in the alternative investment sphere. Written by the makers of the exam, this book provides in-depth guidance through the entire exam agenda; the Level II strategies are the same as Level I, but this time you'll review them through the lens of risk management and portfolio optimisation. Topics include asset allocation and portfolio oversight, style analysis, risk management, alternative asset securitisation, secondary market creation, performance and style attribution and indexing and benchmarking, with clear organisation and a logical progression that allows you to customise your preparation focus. This new third edition has been updated to align with the latest exam, and to reflect the current practices in the field. The CAIA designation was developed to provide a standardized knowledge base in the midst of explosive capital inflow into alternative investments. This book provides a single-source repository of that essential information, tailored to those preparing for the Level II exam. Measure, monitor and manage funds from a risk management perspective Delve into advanced portfolio structures and optimisation strategies Master the nuances of private equity, real assets, commodities and hedge funds Gain expert insight into preparing thoroughly for the CAIA Level II exam The CAIA Charter programme is rigorous and comprehensive, and the designation is globally recognised as the highest standard in alternative investment education. Candidates seeking thorough preparation and detailed explanations of all aspects of alternative investment need look no further than CAIA Level II.

CAIA Level I

CAIA Association,Mark J. P. Anson
CAIA Level I Book PDF

Author : CAIA Association,Mark J. P. Anson
Publisher : John Wiley & Sons
Page : 779 pages
File Size : 50,6 Mb
Release : 2009-10-02
Category : Business & Economics
ISBN : 9780470557242

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CAIA Level I by CAIA Association,Mark J. P. Anson Pdf

Not to be used after March, 2012 Exams – CAIA Level I, 2nd Edition should be used to prepare for September 2012 Exam. The official study text for the Level I Chartered Alternative Investment Analyst (CAIA) exam The Chartered Alternative Investment Analyst (CAIA) designation is the financial industry's first and only globally recognized program that prepares professionals to deal with the ever-growing field of alternative investments. The CAIA Level I: An Introduction to Core Topics in Alternative Investments contains all material on alternative investments that a potential Level I candidate would need to know as they prepare for the exam. The information found here will help you build a solid foundation in both traditional and alternative investment markets-for example, the range of statistics that are used to define investment performance as well as the many types of hedge fund strategies. It will also inform CAIA candidates on how to identify and describe aspects of financial markets, develop reasoning skills, and in some cases, make computations necessary to solve business problems. Contains "need to know" material for Level I candidates and for alternative investment specialists Addresses all of the unique attributes associated with the alternative investments space Organized with a study guide outline and learning objectives with key terms, available for free at www.caia.org/program/studyguides Focuses on alternative investments and quantitative techniques used by investment professionals This book is a must-have resource for anyone contemplating taking the CAIA Level I exam.