SKU/Artículo: AMZ-9811240949

GOAL-BASED INVESTING: THEORY AND PRACTICE

Format:

Hardcover

Hardcover

Kindle

Detalles del producto
Disponibilidad:
En stock
Peso con empaque:
0.59 kg
Devolución:
Condición
Nuevo
Producto de:
Amazon
Viaja desde
USA

Sobre este producto
  • Goal-based investing is a new paradigm that is expected to have a profound and long-lasting impact on the wealth management industry. This book presents the concept in detail and introduces a general operational framework that can be used by financial advisors to help individual investors optimally allocate their wealth by identifying performance-seeking assets and hedging assets. Grounded in the principles of asset pricing and portfolio optimisation, the goal-based investing approach leads to the design of investment solutions that truly respond to investors’ problems, which can most often be summarized as follows: secure essential goals with the highest confidence level and maximize the chances to reach aspirational goals. A series of case studies guides the reader through the implementation of goal-based investing, illustrates the efficiency of this paradigm and explains how one can accommodate a variety of implementation features such as taxes, short-sales constraints, parameter estimation risk, as well as limited customisation.
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AR$312.036
49% OFF
AR$160.017

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