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Author : Danby Bloch
Publisher :
ISBN 13 : 9780857137739
Total Pages : pages
Book Rating : 4.1/5 (377 download)
Download or read book Discretionary Investment Management written by Danby Bloch and published by . This book was released on 2015 with total page pages. Available in PDF, EPUB and Kindle. Book excerpt:
Author : United States. Advisory Committee on Investment Management Services for Individual Investors
Publisher :
ISBN 13 :
Total Pages : 96 pages
Book Rating : 4.3/5 (243 download)
Download or read book Small Account Investment Management Services: Recommendations for Clearer Policies and Guidelines written by United States. Advisory Committee on Investment Management Services for Individual Investors and published by . This book was released on 1973 with total page 96 pages. Available in PDF, EPUB and Kindle. Book excerpt:
Author :
Publisher :
ISBN 13 : 9781786422163
Total Pages : pages
Book Rating : 4.4/5 (221 download)
Download or read book Discretionary Investment Management written by and published by . This book was released on 2017 with total page pages. Available in PDF, EPUB and Kindle. Book excerpt:
Author : Danby Bloch
Publisher :
ISBN 13 : 9781800024854
Total Pages : 0 pages
Book Rating : 4.0/5 (248 download)
Download or read book Discretionary Investment Management written by Danby Bloch and published by . This book was released on 2022 with total page 0 pages. Available in PDF, EPUB and Kindle. Book excerpt:
Author :
Publisher :
ISBN 13 : 9780857139429
Total Pages : pages
Book Rating : 4.1/5 (394 download)
Download or read book Discretionary Investment Management written by and published by . This book was released on 2016 with total page pages. Available in PDF, EPUB and Kindle. Book excerpt:
Author : Danby Bloch
Publisher :
ISBN 13 : 9781786426772
Total Pages : pages
Book Rating : 4.4/5 (267 download)
Download or read book Discretionary Investment Management written by Danby Bloch and published by . This book was released on 2019 with total page pages. Available in PDF, EPUB and Kindle. Book excerpt:
Author :
Publisher :
ISBN 13 : 9781786424013
Total Pages : pages
Book Rating : 4.4/5 (24 download)
Download or read book Discretionary Investment Management written by and published by . This book was released on 2018 with total page pages. Available in PDF, EPUB and Kindle. Book excerpt:
Author : Anand Sanwal
Publisher : John Wiley & Sons
ISBN 13 : 0470149604
Total Pages : 220 pages
Book Rating : 4.4/5 (71 download)
Download or read book Optimizing Corporate Portfolio Management written by Anand Sanwal and published by John Wiley & Sons. This book was released on 2007-07-30 with total page 220 pages. Available in PDF, EPUB and Kindle. Book excerpt: If where an organization allocates its resources determines its strategy, why is it that so few companies actively manage the resource allocation process? "Optimizing Corporate Portfolio Management: Aligning Investment Proposals with Organizational Strategy" goes beyond platitudes about why you should use corporate portfolio management (CPM) by offering a practical methodology to bring this powerful discipline to your organization. "Optimizing Corporate Portfolio Management" takes an expansive view of where CPM can be utilized by demonstrating that it can be used across any business line, product group or functional area, e.g., IT, R&D, innovation, marketing, salesforce, capital expenditure, etc. CPM is appropriate anywhere discretionary investments are being selected and executed. As a result, other terms used to describe portfolio management such as IT portfolio management, enterprise portfolio management, and project portfolio management are all merely subsets or slices of CPM. The book is written by Anand Sanwal, an expert on CPM, who has led American Express' CPM discipline (referred to as American Express Investment Optimization). American Express' CPM efforts are widely recognized as the most extensive, substantial and progressive deployment of CPM across any organization. Sanwal avoids academic theories and consultant jargon to ultimately deliver pragmatic and proven recommendations on how to make CPM a reality. The book features a foreword by Gary Crittenden, former CFO and EVP of American Express, and several case studies from leading financial services, technology, and government organizations utilizing CPM. Additionally, the book has received significant praise from thought leaders at Google, HP, American Express, The CFO Executive Board, Gartner, Accenture Marketing Sciences, The Wharton School of Business and many others.
Author : Yoram Lustig
Publisher : Harriman House Limited
ISBN 13 : 0857192515
Total Pages : 405 pages
Book Rating : 4.8/5 (571 download)
Download or read book Multi-Asset Investing written by Yoram Lustig and published by Harriman House Limited. This book was released on 2013-01-07 with total page 405 pages. Available in PDF, EPUB and Kindle. Book excerpt: Planning, constructing and managing a multi-asset portfolio A multi-asset investment management approach provides diversification benefits, enhances risk-adjusted returns and enables a portfolio to be tailored to a wide range of investing objectives, whether these are generating returns or income, or matching liabilities. This book is divided into four parts that follow the four stages of the multi-asset investment management process: 1. Establishing objectives: Defining the return objectives, risk objectives and investment constraints of a portfolio. 2. Setting an investment strategy: Setting a plan to achieve investment objectives by thinking about long-term strategic asset allocation, combining asset classes and optimisation to derive the most efficient asset allocation. 3. Implementing a solution: Turning the investment strategy into a portfolio using short-term tactical asset allocation, investment selection and risk management. This section includes examples of investment strategies. 4. Reviewing: Evaluating the performance of a portfolio by examining results, risk, portfolio positioning and the economic environment. By dividing the multi-asset investment process into these well-defined stages, Yoram Lustig guides the reader through the various decisions that have to be made and actions that have to be taken. He builds carefully from defining investment objectives, formulating an investment strategy and the steps of selecting investments, leading to constructing and managing multi-asset portfolios. At each stage the considerations and strategies to be undertaken are detailed, and the description of the process is supported with relevant financial theory as well as practical, real-life examples. 'Multi-asset Investing' is an essential handbook for the modern approach to investment portfolio management.
Author : NISM (An Educational Initiative of SEBI)
Publisher : Taxmann Publications Private Limited
ISBN 13 : 9357782958
Total Pages : 24 pages
Book Rating : 4.3/5 (577 download)
Download or read book NISM's Portfolio Managers – Comprehensive guide to investment basics, portfolio management processes, and the legal and ethical considerations for portfolio managers across various securities markets written by NISM (An Educational Initiative of SEBI) and published by Taxmann Publications Private Limited. This book was released on 2023-08-02 with total page 24 pages. Available in PDF, EPUB and Kindle. Book excerpt: Portfolio Management Services (PMS) Distributors seek to create a common minimum knowledge benchmark for principal officers and other employees of the PMS Firms. The Present Publication is the May 2023 workbook version, published exclusively by Taxmann for NISM Certification Examination XXI-B [Portfolio Managers], with the following noteworthy features: • [Know the Basics] of investments, securities markets, investing stocks, understanding fixed income securities, derivatives and mutual funds • [Understand] the following: o Indices, the concept of information efficiency, behavioural finance, modern portfolio theory, equity & fixed income portfolio management strategies o The role of portfolio managers; operational aspects of portfolio management services and the portfolio management process; performance measurement and evaluation of portfolio managers • [Get Oriented] to the taxation aspects and regulatory, governance and ethical aspects of portfolio managers The detailed contents of the book are as follows: • Investments • Introduction to Securities Markets • Investing in Stocks • Investing in Fixed Income Securities • Derivatives • Mutual Fund • Role of Portfolio Managers • Operational Aspects of Portfolio Managers • Portfolio Management Process • Taxation • Regulatory, Governance and Ethical Aspects of Portfolio Managers • Introduction to Indices • Concept of Informational Efficiency • Behavioural Finance • Introduction to Modern Portfolio Theory • Introduction to Capital Market Theory • Risk • Equity Portfolio Management Strategies • Fixed Income Portfolio Management Strategies • Performance Measurement and Evaluation of Portfolio Managers • Portfolio Rebalancing
Author :
Publisher :
ISBN 13 : 9781800022096
Total Pages : pages
Book Rating : 4.0/5 (22 download)
Download or read book Discretionary Investment Management written by and published by . This book was released on 2021 with total page pages. Available in PDF, EPUB and Kindle. Book excerpt:
Author : John Bonner
Publisher : Harriman House Limited
ISBN 13 : 0857194836
Total Pages : 119 pages
Book Rating : 4.8/5 (571 download)
Download or read book Portfolio Management written by John Bonner and published by Harriman House Limited. This book was released on 2015-05-01 with total page 119 pages. Available in PDF, EPUB and Kindle. Book excerpt: Investing can seem simple, but there are an infinite number of ways to get to your goals and an infinite number of ways to fail. To sharpen your investment skills, this book guides you through the key aspects of the fund management profession, working from a macro-industry overview to the micro details of security-valuation techniques, combining the benefits of academic experience with decades of industry experience. This is something also found in the complementary online Market-Class investment simulator, where you can manage a $100m fund in a dynamic market and your decisions and those of fellow fund managers 'make the market'. A smart investor doesn't rely on luck or guts, but on learning as much as possible to make the best decisions. Portfolio Management and Market-Class, with their uniquely rich insight into the real-life workflow of portfolio management, are a vital component in any investor's education.
Author : Giuseppe A. Paleologo
Publisher : John Wiley & Sons
ISBN 13 : 1119789796
Total Pages : 215 pages
Book Rating : 4.1/5 (197 download)
Download or read book Advanced Portfolio Management written by Giuseppe A. Paleologo and published by John Wiley & Sons. This book was released on 2021-08-10 with total page 215 pages. Available in PDF, EPUB and Kindle. Book excerpt: You have great investment ideas. If you turn them into highly profitable portfolios, this book is for you. Advanced Portfolio Management: A Quant’s Guide for Fundamental Investors is for fundamental equity analysts and portfolio managers, present, and future. Whatever stage you are at in your career, you have valuable investment ideas but always need knowledge to turn them into money. This book will introduce you to a framework for portfolio construction and risk management that is grounded in sound theory and tested by successful fundamental portfolio managers. The emphasis is on theory relevant to fundamental portfolio managers that works in practice, enabling you to convert ideas into a strategy portfolio that is both profitable and resilient. Intuition always comes first, and this book helps to lay out simple but effective "rules of thumb" that require little effort to implement and understand. At the same time, the book shows how to implement sophisticated techniques in order to meet the challenges a successful investor faces as his or her strategy grows in size and complexity. Advanced Portfolio Management also contains more advanced material and a quantitative appendix, which benefit quantitative researchers who are members of fundamental teams. You will learn how to: Separate stock-specific return drivers from the investment environment’s return drivers Understand current investment themes Size your cash positions based on Your investment ideas Understand your performance Measure and decompose risk Hedge the risk you don’t want Use diversification to your advantage Manage losses and control tail risk Set your leverage Author Giuseppe A. Paleologo has consulted, collaborated, taught, and drank strong wine with some of the best stock-pickers in the world; he has traded tens of billions of dollars hedging and optimizing their books and has helped them navigate through big drawdowns and even bigger recoveries. Whether or not you have access to risk models or advanced mathematical background, you will benefit from the techniques and the insights contained in the book—and won't find them covered anywhere else.
Author : Chartered Insurance Institute
Publisher :
ISBN 13 : 9780857134295
Total Pages : 400 pages
Book Rating : 4.1/5 (342 download)
Download or read book Discretionary Investment Management J10 written by Chartered Insurance Institute and published by . This book was released on 2013 with total page 400 pages. Available in PDF, EPUB and Kindle. Book excerpt:
Author : David M. Berns
Publisher : John Wiley & Sons
ISBN 13 : 1119566940
Total Pages : 144 pages
Book Rating : 4.1/5 (195 download)
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.
Author : Paul Dickson (Lawyer)
Publisher :
ISBN 13 : 9781804491065
Total Pages : 0 pages
Book Rating : 4.4/5 (91 download)
Download or read book The Asset Management Review written by Paul Dickson (Lawyer) and published by . This book was released on with total page 0 pages. Available in PDF, EPUB and Kindle. Book excerpt:
Author : Igor Yelnik
Publisher :
ISBN 13 :
Total Pages : 5 pages
Book Rating : 4.:/5 (13 download)
Download or read book On the Style Edge written by Igor Yelnik and published by . This book was released on 2016 with total page 5 pages. Available in PDF, EPUB and Kindle. Book excerpt: The systematic style is a combination of a systematic strategy's (model's) decisions and those of the portfolio manager's. Whilst the model's trades are implemented via changing positions in financial instruments, the systematic manager's trades are changes made to the systematic strategy (model) itself. Statistical methods of evaluation of investment managers be they discretionary or systematic, can only be applied within certain limits. Similarities between discretionary and systematic investment management firms in their exposure to the key person risk are stronger than it is commonly believed to be the case.
