Marston Portfolio Design

A Modern Approach to Asset Allocation
1. Auflage 2011
ISBN: 978-1-118-00703-7
Verlag: John Wiley & Sons
Format: PDF
Kopierschutz: Adobe DRM (»Systemvoraussetzungen)

E-Book, Englisch, 368 Seiten, E-Book

Reihe: Wiley Finance Editions

Portfolio Design - choosing the right mix of assetsappropriate to a particular investor - is the key tosuccessful investing. It can help you accumulate wealth over time,while cushioning the blow of possible economic downturns. Butin order to successfully achieve this goal, you need to be familiarwith all of the major asset classes that go into modern portfoliosand learn how much they add to portfoliodiversification. Thoughtful asset allocation providesdiscipline to the investment process and gives you the best chanceof building and safeguarding wealth. Wharton Professor RichardC. Marston, 2014 recipient of the Investment Management ConsultantsAssociation's prestigious Matthew R. McArthur Award,will guide you through the major decisions that need to be madewhen designing a portfolio and will put you in the best position tobalance the risk-reward relationship that is part of thisendeavor.
Portfolio Design is to be read by investmentadvisors. The book is rich in information about individualasset classes, including both traditional assets like stocks andbonds as well as alternative assets such as hedge funds, privateequity, real estate, and commodities. So it should appeal toall sophisticated advisors whether or not they are trying toqualify for one of the major investment designations. In fact, thebook is designed to be read by any advisor who is as fascinated asMarston by the investment process.

Autoren/Hrsg.

Marston, Richard C.

Inhaltsverzeichnis

Preface.
Acknowledgements.
About the Author.
About the Book.
Disclaimers.
CHAPTER 1 Asset Allocation.
CHAPTER 2 Long-Run Returns on Stocks and Bonds.
CHAPTER 3 Small-Cap Stocks.
CHAPTER 4 Value and Growth Investing.
CHAPTER 5 Foreign Stocks.
CHAPTER 6 Emerging Markets.
CHAPTER 7 Bonds.
CHAPTER 8 Strategic Asset Allocation.
CHAPTER 9 Hedge Funds.
CHAPTER 10 Venture Capital and Private Equity.
CHAPTER 11 Real Assets--Real Estate.
CHAPTER 12 Real Assets--Commodities.
CHAPTER 13 Asset Allocation with Alternative Investments.
CHAPTER 14 Investing and Spending by Foundations.
CHAPTER 15 Investing and Spending in Retirement.
CHAPTER 16 The Discipline of AssetAllocation--Rebalancing.
References.
Index.

Über Autor(innen)

RICHARD C. MARSTON is currently James R.F. Guy Professor of Finance and Director, George Weiss Center for International Financial Research at the Wharton School, University of Pennsylvania. He was a recipient of the Rhodes Scholarship, Fulbright Fellowship, and the Sanwa Bank Prize in International Finance. He has been a research associate for the National Bureau of Economic Research since 1979, a visiting professor at London Business School, ESSEC in Paris, and the Sasin Institute at Chulalongkorn University in Bangkok, and Visiting Scholar at the Bank of Japan. Since 1999, he has been Academic Director of the Private Wealth Management Program at Wharton, a week-long program for ultra-high-net-worth investors, and he is a long-standing faculty member in the Certified Investment Management Analyst program at Wharton, having taught asset allocation to over 5000 financial advisors.