Goals-based portfolio theory
"This book is about using that ecosystem to accomplish financial goals-it is a better map (hopefully!). But, to really understand how and why goals-based investing is different, we must first understand goals-based investors-that is, those real people who have real things they want to achieve i...
| Otros Autores: | |
|---|---|
| Formato: | Libro electrónico |
| Idioma: | Inglés |
| Publicado: |
Hoboken, New Jersey :
John Wiley & Sons, Incorporated
[2023]
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| Materias: | |
| Ver en Biblioteca Universitat Ramon Llull: | https://discovery.url.edu/permalink/34CSUC_URL/1im36ta/alma991009711815306719 |
Tabla de Contenidos:
- Cover
- Title Page
- Copyright Page
- Contents
- Forewordby Jean LP Brunel, CFA
- PrefaceGoals-Based Investors and the Need for Better Theory
- Acknowledgments
- Chapter 1 The Story of the IdeaHow Goals-Based Portfolio Theory Came to Be
- Chapter 2 A Theoretical Foundation
- Comparison to Modern Portfolio Theory
- Chapter 3 Allocating Wealth Across Goals and Across Investments
- Case Study
- Chapter 4 Allocating Wealth Through Time
- Chapter 5 Real Markets, Real Risk, Real Portfolios
- Chapter 6 Insurance Through a Goals-Based Lens
- Chapter 7 Impact Investing
- Chapter 8 Taxes and Rebalancing
- Chapter 9 Goals-Based Reporting
- Chapter 10 Fragility Analysis of Goals-Based Inputs
- Chapter 11 Human Risks
- Chapter 12 Prudent Investing with High-Variance Assets: An Experimental Chapter
- Chapter 13 As a Bridge Between Normative and Behavioral Finance
- Gambling, Insurance, and the Friedman-Savage Puzzle
- Samuelson's Paradox
- Infinite Payoffs, Limited Costs-The St. Petersburg Paradox
- Questions of Probability, Questions of Doubt
- Irrational People, Irrational Markets?
- Chapter 14 The Future Structure of Wealth Management Firms
- Some Final Thoughts
- Index
- EULA.
