A new approach to goals-based wealth management
Year of publication: |
2018
|
---|---|
Authors: | Das, Sanjiv R. ; Ostrov, Daniel ; Radhakrishnan, Anand ; Srivastav, Deep |
Published in: |
Journal of investment management : JOIM. - Lafayette, Calif., ISSN 1545-9144, ZDB-ID 2495180-8. - Vol. 16.2018, 3, p. 4-30
|
Subject: | Wealth management | goals-based investing | goal probability | loss threshold | efficient frontier | Portfolio-Management | Portfolio selection | Theorie | Theory | Vermögensverwaltung | Asset management |
-
Dynamic optimization for multi-goals wealth management
Das, Sanjiv R., (2022)
-
A primer on fee calculation in wealth management
Vasanth, Sandilya B., (2014)
-
Multi-period portfolio selection : a practical simulation-based framework
Blay, Kenneth, (2020)
- More ...
-
Das, Sanjiv R., (2021)
-
Das, Sanjiv R., (2021)
-
Optimal goals-based investment strategies for switching between bull and bear markets
Das, Sanjiv R., (2022)
- More ...