Financial Advice and Investment Decisions (eBook)

A Manifesto for Change

Frank J. Fabozzi, Jarrod W. Wilcox (Autoren)

eBook Download: PDF

2013 | 1. Auflage
352 Seiten
Wiley (Verlag)
978-1-118-41811-6 (ISBN)

Infos

A practical guide to adapting financial advice and investing to a post crisis world There's no room for "e;business as usual"e; in today's investment management environment. Following the recent financial crisis, both retail and institutional investors are searching for new ways to oversee investment portfolios. How do you combine growth with a focus on wealth preservation? This book offers you a fresh perspective on the changes in tools and strategies needed to effectively achieve this goal. Financial Advice and Investment Decisions provides today's investment professionals with the conceptual framework and practical tools they need to successfully invest in and manage an investment portfolio with wealth preservation as a key concern. While there are many qualitative discussions, the authors present strong quantitative theory and practice in the form of small conceptual models, simulation, and empirical research. A comprehensive guide to properly managing investments with a focus on matching security and growth goals with the needs of the investor Blends insights gleaned from portfolio management practices used prior to the market mayhem of 2007-2009 with cutting-edge academic and professional investment research Includes innovative and wide-ranging treatment of subjects such as augmented balance sheets, the efficiency of markets, saving, spending, and investing habits, and dealing with uncertainty Description of opportunities for improving the investing environment The recent financial crisis has opened our eyes to the need for improving the way we invest. This book will put you in a better position to excel in this new economic environment.

Autor

Jarrod W. Wilcox, PhD, is President of Wilcox Investment,and investment and financial planning services company emphasizingfinancial planning and effective risk management to promotesustainable growth, preservation of capital, and income. WilcoxInvestment is an SEC-registered investment advisor. Jarrod is aformer member of the faculty at MIT's Sloan School ofManagement. Frank J. Fabozzi, PhD, CFA, is Professor of Finance atEDHEC Business School and a member of the EDHEC-Risk Institute.Prior to joining EDHEC, he held various professional positions infinance at Yale University's School of Management from 1994to 2011 and was a visiting professor of finance and accounting atMIT's Sloan School of Management from 1986 to 1992. He isalso Editor of the Journal of Portfolio Management.

Produkt-Details

• Erscheint lt. Verlag: 26.11.2013
• Reihe/Serie: Frank J. Fabozzi Series
• Sprache: englisch
• Themenwelt: Recht / Steuern ► Wirtschaftsrecht
• Themenwelt: Wirtschaft ► Betriebswirtschaft / Management ► Finanzierung
• Schlagworte: Finance & Investments • Finanz- u. Anlagewesen • Institutional & Corporate Finance • Institutionelle Finanzplanung
• ISBN-10: 1-118-41811-5 / 1118418115
• ISBN-13: 978-1-118-41811-6 / 9781118418116