Private Wealth
Advances in Wealth Management Practices
(Sprache: Englisch)
An in depth examination of today s most important wealth management issues Managing the assets of high net worth individuals has become a core business specialty for investment and financial advisors worldwide. Keeping abreast of the latest research in this field is paramount.
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Produktinformationen zu „Private Wealth “
An in depth examination of today s most important wealth management issues Managing the assets of high net worth individuals has become a core business specialty for investment and financial advisors worldwide. Keeping abreast of the latest research in this field is paramount.
Klappentext zu „Private Wealth “
Praise for Private Wealth"The collection of material in Stephen Horan's Private Wealth assembles in one, organized tome a critical core treatment of ideas upon which most aspects of modern private wealth management are founded. It is sure to be a useful reference for those who deal with the challenging task of balancing the myriad needs and preferences of individuals and families alike in the single or multigenerational management of their wealth. I am confident that advisors will find Private Wealth as useful in their practices as we will in wealth management coursework at Wharton."
-Professor Christopher C. Geczy, PhD, Academic Director, Wharton Wealth Management Initiative, The Wharton School
"Private Wealth is an excellent compilation of the best research in private wealth management published by the CFA Institute. Stephen Horan has done a superb job not only at selecting articles that reflect the most forward thinking about the theory and practice of private wealth management, but also at organizing them around the topics that matter the most to today's wealth managers. Private wealth management is undoubtedly one of the most complex areas in investment management for the many dimensions involved in the process of selecting and implementing the appropriate asset allocation for private taxable investors. Wealth managers can find in Private Wealth a helpful reference when confronting today's complex challenges."
-Luis M. Viceira, PhD, Professor of Business Administration, Harvard Business School
Inhaltsverzeichnis zu „Private Wealth “
ForewordIntroduction
PART I: LIFE-CYCLE INVESTING CHAPTER
CHAPTER 1: The Future of Retirement Planning
Reprinted from The Future of Life-Cycle Saving and Investing, The Research Foundation of CFA Institute (October 2007):5-18
CHAPTER 2: Is Personal Finance a Science?
Reprinted from The Future of Life-Cycle Saving and Investing, The Research Foundation of CFA Institute (October 2007):1-4
CHAPTER 3: Lifetime Financial Advice: Human Capital, Asset Allocation, and Insurance
CHAPTER 4: The Theory of Optimal Life-Cycle Saving and Investing
Reprinted from The Future of Life-Cycle Saving and Investing, The Research Foundation of CFA Institute (October 2007):19-37
CHAPTER 5: Is Conventional Financial Planning Good for Your Financial Health?
Reprinted from The Future of Life-Cycle Saving and Investing, The Research Foundation of CFA Institute (October 2007):55-71
CHAPTER 6: The Life Care Annuity
Reprinted from The Future of Life-Cycle Saving and Investing, The Research Foundation of CFA Institute (October 2007):103-106
CHAPTER 7: The Longevity Annuity: An Annuity for Everyone?
Reprinted from the Financial Analysts Journal (January/February 2008):40-48
CHAPTER 8: A Sustainable Spending Rate without Simulation
Reprinted from the Financial Analysts Journal (November/December 2005): 89-100
CHAPTER 9: Asset Allocation without Unobservable Parameters
Reprinted from the Financial Analysts Journal (September/October 2004):38-51
PART II: INVESTMENT MANAGEMENT FOR TAXABLE PRIVATE CLIENTS
CHAPTER 10: Investment Management for Taxable Private Investors
Reprinted from The Research Foundation of CFA Institute
CHAPTER 11: Core/Satellite Strategies for the High-Net-Worth Investor.,
Reprinted from CFA Institute Conference Proceedings Quarterly (December 2006):38-45
CHAPTER 12: The Higher Equity Risk Premium Created by Taxation
Modifi ed from the Financial Analysts Journal (September/October 2003):28-31
CHAPTER
... mehr
13: Tax Deferral and Tax-Loss Harvesting
Reprinted from CFA Institute Conference Proceedings: Wealth Management (October 2005):24-30
CHAPTER 14: Tax Management, Loss Harvesting, and HIFO Accounting
Reprinted from the Financial Analysts Journal (July/August 2003):91-102
CHAPTER 15: Investing with a Tax-Effi cient Eye
Reprinted from CFA Institute Conference Proceedings: Wealth Management (October 2005):31-40
CHAPTER 16: Diversifying Concentrated Holdings
Reprinted from AIMR Conference Proceedings: Investment Counseling for Private Clients III (August 2001):30-35
CHAPTER 17: Hedging Low-Cost-Basis Stock
Reprinted from AIMR Conference Proceedings: Investment Counseling for Private Clients III (August 2001):36-43
PART III: TAX-EFFICIENT WEALTH ACCUMULATION
CHAPTER 18: Tax-Advantaged Savings Accounts and Tax-Effi cient Wealth Accumulation
Reprinted from The Research Foundation of CFA Institute
CHAPTER 19: After-Tax Asset Allocation
Reprinted from the Financial Analysts Journal (July/August 2006):14-19
CHAPTER 20: Withdrawal Location with Progressive Tax Rates
Reprinted from the Financial Analysts Journal (November/December 2006):77-87
PART IV: AFTER-TAX PERFORMANCE MEASUREMENT
CHAPTER 21: After-Tax Performance Evaluation
Reprinted from AIMR Conference Proceedings: Investment Counseling for Private Clients II (August 2000):58-67
CHAPTER 22: Taxable Benchmarks: The Complexity Increases
Reprinted from AIMR Conference Proceedings: Investment Counseling for Private Clients III (August 2001):54-64
CHAPTER 23: Explaining After-Tax Mutual Fund Performance
Reprinted from the Financial Analysts Journal (January/February 2002):75-86
About the Contributors
Index
Reprinted from CFA Institute Conference Proceedings: Wealth Management (October 2005):24-30
CHAPTER 14: Tax Management, Loss Harvesting, and HIFO Accounting
Reprinted from the Financial Analysts Journal (July/August 2003):91-102
CHAPTER 15: Investing with a Tax-Effi cient Eye
Reprinted from CFA Institute Conference Proceedings: Wealth Management (October 2005):31-40
CHAPTER 16: Diversifying Concentrated Holdings
Reprinted from AIMR Conference Proceedings: Investment Counseling for Private Clients III (August 2001):30-35
CHAPTER 17: Hedging Low-Cost-Basis Stock
Reprinted from AIMR Conference Proceedings: Investment Counseling for Private Clients III (August 2001):36-43
PART III: TAX-EFFICIENT WEALTH ACCUMULATION
CHAPTER 18: Tax-Advantaged Savings Accounts and Tax-Effi cient Wealth Accumulation
Reprinted from The Research Foundation of CFA Institute
CHAPTER 19: After-Tax Asset Allocation
Reprinted from the Financial Analysts Journal (July/August 2006):14-19
CHAPTER 20: Withdrawal Location with Progressive Tax Rates
Reprinted from the Financial Analysts Journal (November/December 2006):77-87
PART IV: AFTER-TAX PERFORMANCE MEASUREMENT
CHAPTER 21: After-Tax Performance Evaluation
Reprinted from AIMR Conference Proceedings: Investment Counseling for Private Clients II (August 2000):58-67
CHAPTER 22: Taxable Benchmarks: The Complexity Increases
Reprinted from AIMR Conference Proceedings: Investment Counseling for Private Clients III (August 2001):54-64
CHAPTER 23: Explaining After-Tax Mutual Fund Performance
Reprinted from the Financial Analysts Journal (January/February 2002):75-86
About the Contributors
Index
... weniger
Autoren-Porträt von Stephen M. Horan
Stephen Horan, PhD, CFA, manages professional education and private wealth management content for CFA Institute members. Dr. Horan has served CFA Institute as both an editorial board member and abstractor for the CFA Digest and as an ad-hoc reviewer for the Financial Analysts Journal. He holds a PhD in finance from the State University of New York at Buffalo, publishes frequently in academic and professional journals, and has authored several books. Prior to joining CFA Institute, he was a professor of finance at St. Bonaventure University, principal of Alesco Advisors LLC, and a financial analyst and forensic economist in private practice, providing expert witness testimony and preparing economic impact studies.
Bibliographische Angaben
- Autor: Stephen M. Horan
- 2009, 1. Auflage, 576 Seiten, Gebunden, Englisch
- Verlag: Wiley & Sons
- ISBN-10: 0470381132
- ISBN-13: 9780470381137
- Erscheinungsdatum: 06.02.2009
Sprache:
Englisch
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