Assets Under Management A Complete Guide 2019 Edition

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Fund Managers

Author : Matthew Hudson
Publisher : John Wiley & Sons
ISBN 13 : 1119515580
Total Pages : 368 pages
Book Rating : 4.1/5 (195 download)

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Book Synopsis Fund Managers by : Matthew Hudson

Download or read book Fund Managers written by Matthew Hudson and published by John Wiley & Sons. This book was released on 2019-12-16 with total page 368 pages. Available in PDF, EPUB and Kindle. Book excerpt: The definitive guide on fund and asset managers worldwide Fund Managers: The Complete Guide is an all-encompassing overview of fund and asset managers around the globe. The only comprehensive guide on the subject, this book covers both the fund manager and the market as a whole while providing insights from current and future fund managers and leaders in the technology industry from the UK, EU and US. Focused examination of the fund managers and their investors – the categories of manager, the asset classes they participate in, how they are using technology and their views on the market – complements a wider survey of the market that includes upcoming changes to regulation, taxation and political shifts in the Western world. The asset management industry continues to undergo significant changes that rise from the Global Financial Crisis and its recovery, the recent technology boom and political fluctuations that have altered the way business is conducted in financial markets around the world. Questions concerning China and Asia’s rise, Trumpian influence in America and post-Brexit UK-EU relations underscore the contemporary relevance of Fund Managers: The Complete Guide to current and future discourse within the industry. This important volume: Explains worldwide roles, purposes and operations of asset managers including how local culture influences their strategies Examines different types of assets and asset-management strategies Investigates the influence of macroeconomic and political factors such as governance and regulation, international taxation, anti-globalisation and populism Illustrates the impact of technology and its disruptive products and players Describes the different types of investor investing in the managers’ funds and how they view the industry Future-gazes over the ten years and beyond for the industry Fund Managers: The Complete Guide is the authoritative resource for anyone who requires an overview of the asset management industry and up-to-date insights on current and future trends and practices. The book also complements the author’s earlier work Funds: Private Equity, Hedge and All Core Structures.

Your Complete Guide to a Successful and Secure Retirement

Author : Larry E. Swedroe
Publisher : Harriman House Limited
ISBN 13 : 0857198386
Total Pages : 239 pages
Book Rating : 4.8/5 (571 download)

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Book Synopsis Your Complete Guide to a Successful and Secure Retirement by : Larry E. Swedroe

Download or read book Your Complete Guide to a Successful and Secure Retirement written by Larry E. Swedroe and published by Harriman House Limited. This book was released on 2021-02-23 with total page 239 pages. Available in PDF, EPUB and Kindle. Book excerpt: Fully revised and updated second edition. This is your one-stop, definitive resource as you prepare for a secure and comfortable retirement. Investment and personal finance experts Larry Swedroe and Kevin Grogan present uniquely comprehensive coverage of every important aspect you need to think about as you approach retirement, including: Social Security, Medicare, investment planning strategy, portfolio maintenance, preparing your heirs, retirement issues faced by women, the threat of elder financial abuse, going beyond financials to think about your happiness, and much more. These topics are explained with the help of specialists in each subject. And everything is based on the "science of investing" – evidenced with studies from peer-reviewed journals. Overall, this adds up to a complete retirement guide, packed with the latest and best knowledge. Don't enter your retirement without it.

The Complete Guide to Portfolio Performance

Author : Georges Hubner
Publisher : John Wiley & Sons
ISBN 13 : 1119930170
Total Pages : 1095 pages
Book Rating : 4.1/5 (199 download)

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Book Synopsis The Complete Guide to Portfolio Performance by : Georges Hubner

Download or read book The Complete Guide to Portfolio Performance written by Georges Hubner and published by John Wiley & Sons. This book was released on 2024-06-04 with total page 1095 pages. Available in PDF, EPUB and Kindle. Book excerpt: An intuitive and effective desk reference for performance measurement in asset and wealth management In The Complete Guide to Portfolio Performance: Appraise, Analyse, Act, a team of finance professors with extended practical experience deliver a hands-on desk reference for asset and wealth managers suitable for everyday use. Intuitively organized and full of concrete examples of the real-world implementation of the concepts discussed within, the book provides a comprehensive coverage of all important portfolio performance matters across 18 chapters of actionable and clearly described content. The authors have provided relevant cross-referencing where appropriate, “Key Takeaways and Equations” sections at the end of each chapter, and pointers to additional resources for anyone interested in pursuing further research. You'll also find: Discussions of more than a hundred classical and modern performance measures organized logically and with a focus on their applications Strategies for selecting appropriate performance measures based on your situation as a manager or investor Explanations of analytical techniques (statistical approaches, attribution, fund ratings...) enabling a comprehensive use of performance-related information Applications of portfolio performance criteria in concrete investment decision-making processes Highly actionable and logically organized material that's easy to find at a moment's notice A full set of pedagogical powerpoint slides and excel worksheets with all data and formulas Perfect for investors, portfolio managers, advisors, analysts, and regulators, The Complete Guide to Portfolio Performance is also a must-read reference for students and practitioners of asset and wealth management, as well as those pursuing certification such as CFA, CIPM, CIIA, and CAIA.

How to Invest in Structured Products

Author : Andreas Bluemke
Publisher : John Wiley & Sons
ISBN 13 : 0470746793
Total Pages : 406 pages
Book Rating : 4.4/5 (77 download)

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Book Synopsis How to Invest in Structured Products by : Andreas Bluemke

Download or read book How to Invest in Structured Products written by Andreas Bluemke and published by John Wiley & Sons. This book was released on 2009-09-15 with total page 406 pages. Available in PDF, EPUB and Kindle. Book excerpt: This book is essential in understanding, investing and risk managing the holy grail of investments - structured products. The book begins by introducing structured products by way of a basic guide so that readers will be able to understand a payoff graphic, read a termsheet or assess a payoff formula, before moving on to the key asset classes and their peculiarities. Readers will then move on to the more advanced subjects such as structured products construction and behaviour during their lifetime. It also explains how to avoid important pitfalls in products across all asset classes, pitfalls that have led to huge losses over recent years, including detailed coverage of counterparty risk, the fall of Lehman Brothers and other key aspects of the financial crisis related to structured products. The second part of the book presents an original approach to implementing structured products in a portfolio. Key features include: A comprehensive list of factors an investor needs to take into consideration before investing. This makes it a great help to any buyer of structured products; Unbiased advice on product investments across several asset classes: equities, fixed income, foreign exchange and commodities; Guidance on how to implement structured products in a portfolio context; A comprehensive questionnaire that will help investors to define their own investment preferences, allowing for a greater precision when facing investment decisions; An original approach determining the typical distribution of returns for major product types, essential for product classification and optimal portfolio implementation purposes; Written in a fresh, clear and understandable style, with many figures illustrating the products and very little mathematics. This book will enable you to better comprehend the use of structured products in everyday banking, quickly analyzing a product, assessing which of your clients it suits, and recognizing its major pitfalls. You will be able to see the added value versus the cost of a product and if the payoff is compatible with the market expectations.

The New Wealth Management

Author : Harold Evensky
Publisher : John Wiley & Sons
ISBN 13 : 0470624000
Total Pages : 480 pages
Book Rating : 4.4/5 (76 download)

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Book Synopsis The New Wealth Management by : Harold Evensky

Download or read book The New Wealth Management written by Harold Evensky and published by John Wiley & Sons. This book was released on 2011-05-03 with total page 480 pages. Available in PDF, EPUB and Kindle. Book excerpt: Mainstay reference guide for wealth management, newly updated for today's investment landscape For over a decade, The New Wealth Management: The Financial Advisor's Guide to Managing and Investing Client Assets has provided financial planners with detailed, step-by-step guidance on developing an optimal asset allocation policy for their clients. And, it did so without resorting to simplistic model portfolios, such as lifecycle models or black box solutions. Today, while The New Wealth Management still provides a thorough background on investment theories, and includes many ready to use client presentations and questionnaires, the guide is newly updated to meet twenty-first century investment challenges. The book Includes expert updates from Chartered Financial Analyst (CFA) Institute, in addition to the core text of 1997's first edition endorsed by investment luminaries Charles Schwab and John Bogle Presents an approach that places achieving client objectives ahead of investment vehicles Applicable for self-study or classroom use Now, as in 1997, The New Wealth Management effectively blends investment theory and real world applications. And in today's new investment landscaped, this update to the classic reference is more important than ever.

INVESTMENT REAL ESTATE

Author : CPM. FRED W. PRASSAS
Publisher :
ISBN 13 : 9781572032859
Total Pages : pages
Book Rating : 4.0/5 (328 download)

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Book Synopsis INVESTMENT REAL ESTATE by : CPM. FRED W. PRASSAS

Download or read book INVESTMENT REAL ESTATE written by CPM. FRED W. PRASSAS and published by . This book was released on with total page pages. Available in PDF, EPUB and Kindle. Book excerpt:

The Investment Assets Handbook

Author : Yoram Lustig
Publisher : Harriman House Limited
ISBN 13 : 0857194097
Total Pages : 472 pages
Book Rating : 4.8/5 (571 download)

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Book Synopsis The Investment Assets Handbook by : Yoram Lustig

Download or read book The Investment Assets Handbook written by Yoram Lustig and published by Harriman House Limited. This book was released on 2014-12-02 with total page 472 pages. Available in PDF, EPUB and Kindle. Book excerpt: Investors who build diversified, multi-asset portfolios, have an ever increasing range of investment assets at their disposal. In order to invest effectively - and build a solid, performing portfolio - it is essential for investors to understand each of these single asset classes and how to use them in portfolios. The Investment Assets Handbook covers the full spectrum of different asset classes and investment types available today, providing investors with the definitive information they need to reach an understanding of the broad range of investment assets. The Handbook is divided into four parts: 1. An introduction to asset classes, including how they should be defined, the main features that can be used to characterise asset classes and the roles that different assets fulfil within a multi-asset portfolio. 2. Traditional assets, including global equities, fixed income and cash. 3. Alternative assets, including real estate, commodities, private equity and hedge funds. 4. New alternative investments, including currency, infrastructure, structured finance, leveraged loans, structured products, alternative or smart betas, volatility, art, insurance-linked securities and timber. Each asset chapter within these sections provides a description of the asset and its characteristics, its historic performance, how to model its future long-term performance, the role it performs in a multi-asset portfolio, its risks, how to access it, and other relevant topics. Long-term investment themes that may impact the future behaviour of assets and investing generally are also highlighted and discussed. The Investment Assets Handbook is the essential guide that investors need as they navigate the universe of investment assets and build multi-asset portfolios.

Asset Allocation: Balancing Financial Risk

Author : Roger C. Gibson
Publisher : McGraw Hill Professional
ISBN 13 : 9780071378017
Total Pages : 358 pages
Book Rating : 4.3/5 (78 download)

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Book Synopsis Asset Allocation: Balancing Financial Risk by : Roger C. Gibson

Download or read book Asset Allocation: Balancing Financial Risk written by Roger C. Gibson and published by McGraw Hill Professional. This book was released on 2000-08-22 with total page 358 pages. Available in PDF, EPUB and Kindle. Book excerpt: Financial experts agree: Asset allocation is the key strategies for maintaining a consistent yet superior rate of investment return. Now, Roger Gibson's Asset Allocation - the bestselling reference book on this popular subject for a decade has been updated to keep pace with the latest developments and findings. This Third Edition provides step-by-step strategies for implementing asset allocation in a high return/low risk portfolio, educating financial planning clients on the solid logic behind asset allocation, and more.

An It Manager's Guide to Hardware Asset Management

Author : Laurence Tindall
Publisher : Independently Published
ISBN 13 : 9781729316900
Total Pages : 100 pages
Book Rating : 4.3/5 (169 download)

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Book Synopsis An It Manager's Guide to Hardware Asset Management by : Laurence Tindall

Download or read book An It Manager's Guide to Hardware Asset Management written by Laurence Tindall and published by Independently Published. This book was released on 2018-11-02 with total page 100 pages. Available in PDF, EPUB and Kindle. Book excerpt: An IT Manager's Guide to Hardware Asset Management: The perfect guide for implementing an IT Asset Management (ITAM) program. This book will teach you what IT Asset Management is, and how it can substantially benefit your organization. Get a grasp of your IT Assets today and start learning how to effectively organize and manage them. Acquire the knowledge on how to setup up a successful IT Asset Management program from the ground up.This book is aimed towards all IT professionals that seek to learn the skills and fundamentals of Hardware Asset Management.

Wealth Management

Author : Harold Evensky
Publisher : McGraw Hill Professional
ISBN 13 : 9780786304783
Total Pages : 524 pages
Book Rating : 4.3/5 (47 download)

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Book Synopsis Wealth Management by : Harold Evensky

Download or read book Wealth Management written by Harold Evensky and published by McGraw Hill Professional. This book was released on 1997 with total page 524 pages. Available in PDF, EPUB and Kindle. Book excerpt: ``Harold's diligent and scholarly approach to investing theory makes Wealth Management a thoughtful book that should be on every advisor's reading list.''--Charles R. Schwab, Chairman & CEO, The Charles Schwab Corporation. Wealth Management outlines the current state-of-the-art in financial planning, and describes respected financial planning speaker and author Harold Evensky's effective, optimal asset allocation policy that is designed to account for each client's unique goals and constraints. It provides you with concise yet thorough information on current investment theories, along with detailed reference for further study.

Mutual Funds

Author : John A. Haslem
Publisher : John Wiley & Sons
ISBN 13 : 0470499095
Total Pages : 384 pages
Book Rating : 4.4/5 (74 download)

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Book Synopsis Mutual Funds by : John A. Haslem

Download or read book Mutual Funds written by John A. Haslem and published by John Wiley & Sons. This book was released on 2009-11-02 with total page 384 pages. Available in PDF, EPUB and Kindle. Book excerpt: An authoritative, must-read guide to making more informed decisions about mutual funds Providing a balance of theory and application, this authoritative book will enable you to evaluate the various performance and risk attributes of mutual funds. It covers a broad range of topics, including understanding the advantages and disadvantages of mutual funds, evaluating stock/bond allocations within fund portfolios, assessing fund diversification risk, measuring fund returns and risk, and making fund buy/sell decisions. While informative chapters combine clear summaries of existing research with practical guidelines for mutual fund analysis, step-by-step decision checklists guide you through the selection of various mutual funds. Puts the risks and rewards of mutual fund investing in perspective Skillfully examines how to select and evaluate the best mutual funds Outlines mutual fund service advantages and disadvantages Discusses the long- and short-term effectiveness of mutual funds Covering major theoretical and management issues in mutual fund analysis and portfolio management, this book is an authoritative guide.

Funds

Author : Matthew Hudson
Publisher : John Wiley & Sons
ISBN 13 : 1118790405
Total Pages : 372 pages
Book Rating : 4.1/5 (187 download)

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Book Synopsis Funds by : Matthew Hudson

Download or read book Funds written by Matthew Hudson and published by John Wiley & Sons. This book was released on 2014-03-31 with total page 372 pages. Available in PDF, EPUB and Kindle. Book excerpt: Investment funds are the driving force behind much global private economic development, and yet the world of investment funds can be complex and confusing. Funds: Private Equity, Hedge and All Core Structures is a practical introductory guide to the legal and commercial context in which funds are raised and invest their money, with examinations of the tax and regulatory background, and an analysis of the key themes and trends that the funds industry face following the financial crisis. The book looks at asset classes, investor return models, the commercial and legal pressures driving different structures and key global jurisdictions for both fund establishment and making investments. It also contains a comprehensive analysis of fund managers, from remuneration, best practice through to regulation. The book is written for readers from all backgrounds, from students or newcomers to the industry to experienced investors looking to branch out into alternative asset classes, or existing asset managers and their advisers wanting to know more about the structures elsewhere within the industry.

Modern Asset Allocation for Wealth Management

Author : David M. Berns
Publisher : John Wiley & Sons
ISBN 13 : 1119566940
Total Pages : 144 pages
Book Rating : 4.1/5 (195 download)

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Book Synopsis Modern Asset Allocation for Wealth Management by : David M. Berns

Download or read book Modern Asset Allocation for Wealth Management written by David M. Berns and published by John Wiley & Sons. This book was released on 2020-06-03 with total page 144 pages. Available in PDF, EPUB and Kindle. Book excerpt: An authoritative resource for the wealth management industry that bridges the gap between modern perspectives on asset allocation and practical implementation An advanced yet practical dive into the world of asset allocation, Modern Asset Allocation for Wealth Management provides the knowledge financial advisors and their robo-advisor counterparts need to reclaim ownership of the asset allocation component of their fiduciary responsibility. Wealth management practitioners are commonly taught the traditional mean-variance approach in CFA and similar curricula, a method with increasingly limited applicability given the evolution of investment products and our understanding of real-world client preferences. Additionally, financial advisors and researchers typically receive little to no training on how to implement a robust asset allocation framework, a conceptually simple yet practically very challenging task. This timely book offers professional wealth managers and researchers an up-to-date and implementable toolset for managing client portfolios. The information presented in this book far exceeds the basic models and heuristics most commonly used today, presenting advances in asset allocation that have been isolated to academic and institutional portfolio management settings until now, while simultaneously providing a clear framework that advisors can immediately deploy. This rigorous manuscript covers all aspects of creating client portfolios: setting client risk preferences, deciding which assets to include in the portfolio mix, forecasting future asset performance, and running an optimization to set a final allocation. An important resource for all wealth management fiduciaries, this book enables readers to: Implement a rigorous yet streamlined asset allocation framework that they can stand behind with conviction Deploy both neo-classical and behavioral elements of client preferences to more accurately establish a client risk profile Incorporate client financial goals into the asset allocation process systematically and precisely with a simple balance sheet model Create a systematic framework for justifying which assets should be included in client portfolios Build capital market assumptions from historical data via a statistically sound and intuitive process Run optimization methods that respect complex client preferences and real-world asset characteristics Modern Asset Allocation for Wealth Management is ideal for practicing financial advisors and researchers in both traditional and robo-advisor settings, as well as advanced undergraduate and graduate courses on asset allocation.

ITIL GUIDE TO SOFTWARE AND IT ASSET MANAGEMENT.

Author : DAVID. STATIONERY OFFICE. RUDD BICKET (COLIN.)
Publisher :
ISBN 13 : 9780113315482
Total Pages : pages
Book Rating : 4.3/5 (154 download)

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Book Synopsis ITIL GUIDE TO SOFTWARE AND IT ASSET MANAGEMENT. by : DAVID. STATIONERY OFFICE. RUDD BICKET (COLIN.)

Download or read book ITIL GUIDE TO SOFTWARE AND IT ASSET MANAGEMENT. written by DAVID. STATIONERY OFFICE. RUDD BICKET (COLIN.) and published by . This book was released on 2018 with total page pages. Available in PDF, EPUB and Kindle. Book excerpt:

Asset Management

Author : Andrew Ang
Publisher : Oxford University Press, USA
ISBN 13 : 0199959323
Total Pages : 717 pages
Book Rating : 4.1/5 (999 download)

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Book Synopsis Asset Management by : Andrew Ang

Download or read book Asset Management written by Andrew Ang and published by Oxford University Press, USA. This book was released on 2014 with total page 717 pages. Available in PDF, EPUB and Kindle. Book excerpt: Stocks and bonds? Real estate? Hedge funds? Private equity? If you think those are the things to focus on in building an investment portfolio, Andrew Ang has accumulated a body of research that will prove otherwise. In this book, Ang upends the conventional wisdom about asset allocation by showing that what matters aren't asset class labels but the bundles of overlapping risks they represent.

Bank Asset Liability Management Best Practice

Author : Polina Bardaeva
Publisher : Walter de Gruyter GmbH & Co KG
ISBN 13 : 3110669765
Total Pages : 169 pages
Book Rating : 4.1/5 (16 download)

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Book Synopsis Bank Asset Liability Management Best Practice by : Polina Bardaeva

Download or read book Bank Asset Liability Management Best Practice written by Polina Bardaeva and published by Walter de Gruyter GmbH & Co KG. This book was released on 2021-04-19 with total page 169 pages. Available in PDF, EPUB and Kindle. Book excerpt: As bankers incorporate more and more complicated and precise calculations and models, a solely mathematical approach will fail to confirm the viability of their business. This book explains how to combine ALM concepts with the emotional intelligence of managers in order to maintain the financial health of a bank, and quickly react to external environment challenges and banks’ microclimate changes. ALM embraces not only balance sheet targets setting, instruments and methodologies to achieve the targets, but also the correct and holistic understanding of processes that should be set up in a bank to prove its prudency and compliance with internal and external constraints, requirements and limitations and the ongoing continuity of its operations. Bank Asset Liability Management Best Practice delves into the philosophy of ALM, discusses the interrelation of processes inside the bank, and argues that every little change in one aspect of the bank processes has an impact on its other parts. The author discusses the changing role of ALM and its historical and current concepts, its strengths and weaknesses, and future threats and opportunities.

Software Asset Management

Author : Prafull Verma
Publisher : Software Asset Management
ISBN 13 : 9780692324264
Total Pages : 148 pages
Book Rating : 4.3/5 (242 download)

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Book Synopsis Software Asset Management by : Prafull Verma

Download or read book Software Asset Management written by Prafull Verma and published by Software Asset Management. This book was released on 2015-04-01 with total page 148 pages. Available in PDF, EPUB and Kindle. Book excerpt: Software asset management (SAM) is an essential need for all IT organizations, not just because of the cost of software but also because of the potential litigation of copyright violation for use of unlicensed software. Most of the organizations deploy tools for software asset management, but fail to achieve the desired goals because tools are a small part of the holistic solution. This books explains the underlying complexity of SAM and includes all aspects of SAM solution that includes solution architecture, the SAM processes, tools and function and provide a guideline to develop, build and operate an optimal solution