Goals-Based Investing
By
Tony Davidow
Read by
Michael Butler Murray
Release:
10/26/2021
Release:
10/26/2021
Release:
10/26/2021
Runtime:
7h 20m
Runtime:
7h 20m
Runtime:
7h 20m
Unabridged
Quantity:
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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; and the future of wealth management.
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; and the future of wealth management.
Release:
2021-10-26
2021-10-26
2021-10-26
Runtime:
Runtime:
Runtime:
7h 20m
7h 20m
7h 20m
Format:
audio
audio
audio
Weight:
0.0 lb
0.53 lb
0.5 lb
Language:
English
ISBN:
9781638411185
9798212345477
9798212345460
Publisher:
McGraw Hill-Ascent
McGraw Hill-Ascent
McGraw Hill-Ascent
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