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Relationship Alpha: The Emerging Competitive Advantage in Wealth Management

2019-04-04 Business & Economics
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Release : 2019-04-04
Genre : Business & Economics
Kind : eBook
Book Rating : 686/5 ( reviews)

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Book Synopsis Relationship Alpha: The Emerging Competitive Advantage in Wealth Management by : Charlotte B. Beyer

Download or read book Relationship Alpha: The Emerging Competitive Advantage in Wealth Management written by Charlotte B. Beyer. This book was released on 2019-04-04. Available in PDF, EPUB and Kindle. Book excerpt: Adapted from Charlotte Beyer’s 2017 book, Wealth Management Unwrapped, Revised and Expanded, comes a new term—relationship alpha (α), a competitive advantage for firms serving private clients and more predictive and longer lasting than traditional measures like alpha or beta. While Beyer’s book is addressed to investors, the Appendix (reprinted here) is addressed to advisors. Each of the “10 Principles of Principal” Beyer presents for investors has a corollary that a firm can apply to its management processes, culture, marketing methods, and client service protocols. Expanding on these 10 best practices, the author explains how relationship a can be securely and successfully embedded into a firm’s everyday activities, earning the trust and loyalty of private clients.

Research Foundation Review 2019

2020-03-17 Business & Economics
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Release : 2020-03-17
Genre : Business & Economics
Kind : eBook
Book Rating : 945/5 ( reviews)

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Book Synopsis Research Foundation Review 2019 by : CFA Institute Research Foundation

Download or read book Research Foundation Review 2019 written by CFA Institute Research Foundation. This book was released on 2020-03-17. Available in PDF, EPUB and Kindle. Book excerpt: Research Foundation Review 2019 presents the offerings from CFA Institute Research Foundation during 2019. We start with an overview, summarize the year's output, and end with other relevant material, such as awards and recognition.

Goals-Based Investing: A Visionary Framework for Wealth Management

2021-10-26 Business & Economics
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Release : 2021-10-26
Genre : Business & Economics
Kind : eBook
Book Rating : 211/5 ( reviews)

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Book Synopsis Goals-Based Investing: A Visionary Framework for Wealth Management by : Tony Davidow

Download or read book Goals-Based Investing: A Visionary Framework for Wealth Management written by Tony Davidow. This book was released on 2021-10-26. Available in PDF, EPUB and Kindle. Book excerpt: Raise your investing game to a new level with the latest investing strategies, methods, and products The wealth management industry has undergone a major transformation over the last decade, including increased concerns and skepticism from investors, the growth of robo-advisors, product evolution, and an evolving value proposition—in addition to geopolitical risks, increased correlation across asset classes, changing demographics, and social tensions. Concepts like “Modern Portfolio Theory” aren’t modern anymore, and even Post-Modern Portfolio Theory has become passé. To succeed in today’s complex, uncertain world of investing, you need go beyond plain vanilla stocks, bonds, and mutual funds and embrace the latest investing tools and techniques. Goals-Based Investing is an unparalleled guide to: The limitations of modern portfolio theory Behavioral finance–overcoming biases The role and use of alternative investments in building better portfolios The growth of exchange-traded funds (ETFs) from “cheap beta” to “smart beta” Sustainable investing, also known as environmental, social, and governance (ESG) investing Adopting a goals-based investing approach The future of wealth management Investing products have evolved significantly over the past two decades, making it easier than ever for advisors and investors to access various segments of the market and unique asset classes.Goals-Based Investing examines product evolution and discusses how to use these tools to achieve your goals. With this forward-looking, one-of-a-kind investing guide, you have everything you need to navigate the investing jungle, avoid landmines, and achieve your long-term goals and objectives.

Delivering Alpha: Lessons from 30 Years of Outperforming Investment Benchmarks

2018-12-21 Business & Economics
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Release : 2018-12-21
Genre : Business & Economics
Kind : eBook
Book Rating : 490/5 ( reviews)

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Book Synopsis Delivering Alpha: Lessons from 30 Years of Outperforming Investment Benchmarks by : Hilda Ochoa-Brillembourg

Download or read book Delivering Alpha: Lessons from 30 Years of Outperforming Investment Benchmarks written by Hilda Ochoa-Brillembourg. This book was released on 2018-12-21. Available in PDF, EPUB and Kindle. Book excerpt: From a former World Bank Executive and renowned investor—a detailed roadmap to adding consistent, sustainable value to globally diversified portfoliosFor many investors, alpha is akin to the Holy Grail. Risk-adjusted returns above benchmarks—alpha—are particularly challenging to achieve even with a sound strategy. Hilda Ochoa-Brillembourg is an expert on alpha. Over the past four decades, she and her team consistently exceeded benchmarks and delivered appreciable value added on their investments. In Delivering Alpha, she reveals the principles and methods employed in her investment strategies, along with insights drawn from her personal life. She shows how timing, market awareness, price, and relative value to the investor are critical drivers of effective investment decisions. Ochoa-Brillembourg also debunks common investment myths that often trip up both new and experienced investors.Delivering Alpha provides practical advice on: •Creating successful decision-making governance to reduce errors and correctly assign responsibilities and incentives •Dealing thoughtfully and effectively with governance challenges•Building the right policy portfolio, specifying desired allocations to each asset class•Structuring asset classes and adding value-oriented or other opportunistic “tilts”•Measuring and managing risks, avoiding common mistakes, and moreLight on theory and serious on practice, this book is the culmination of a lifetime’s experience from one of the most successful women in finance. It’s essential reading for investors looking to add sustainable value to globally diversified portfolios.

Portable Alpha Theory and Practice

2011-07-07 Business & Economics
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Release : 2011-07-07
Genre : Business & Economics
Kind : eBook
Book Rating : 673/5 ( reviews)

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Book Synopsis Portable Alpha Theory and Practice by : Sabrina Callin

Download or read book Portable Alpha Theory and Practice written by Sabrina Callin. This book was released on 2011-07-07. Available in PDF, EPUB and Kindle. Book excerpt: As an original innovator of the portable alpha concept, PIMCO has been managing an increasing number of different portable alpha strategies for investors since 1986. And now, with Portable Alpha Theory and Practice, the PIMCO team shares their extensive experiences with you. Filled with in-depth insights and expert guidance, this reliable resource provides an informative look at portable alpha and key related concepts, as well as detailed discussion on the many ways it can be applied in real-world situations.

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