Extent: | xxvii, 225 Seiten Illustrationen |
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Type of publication: | Book / Working Paper |
Language: | English |
Notes: | Includes bibliographical references and index The Story of the Idea: How Goals-Based Portfolio Theory Came to Be -- A Theoretical Foundation -- Allocating Wealth Across Goals and Across Investments -- Allocating Wealth Through Time -- Real Markets, Real Risk, Real Portfolios -- Insurance Through a Goals-Based Lens -- Impact Investing -- Taxes and Rebalancing -- Goals-Based Reporting -- Fragility Analysis of Goals-Based Inputs -- Human Risks -- Prudent Investing with High-Variance Assets: An Experimental Chapter -- As a Bridge Between Normative and Behavioral Finance -- The Future Structure of Wealth Management Firms -- Endnote: Some Final Thoughts. |
ISBN: | 978-1-119-90610-0 ; 978-1-119-90611-7 ; 978-1-119-90612-4 |
Source: | ECONIS - Online Catalogue of the ZBW |
Persistent link: https://www.econbiz.de/10013337523