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The New Wealth Management: The Financial Advisor's Guide to Managing and Investing Client Assets

By: Material type: TextTextPublication details: New Delhi Wiley 2016Description: 458pISBN:
  • 9788126564750
Subject(s): DDC classification:
  • 332.6 EVE
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Holdings
Item type Current library Item location Collection Call number Status Date due Barcode Item holds
Book Book NIMA Knowledge Centre 9th Floor Reading Zone General 332.6 EVE (Browse shelf(Opens below)) Available M0043335
Total holds: 0

1. The Wealth Management Process
2. Fiduciary and Professional Standards
3. Client Goals and Constraints
4. Risk Is a Four-Letter Word
5. Data Gathering and Analysis
6. Client Education
7. Mathematics of Investing
8. Investment Theory
9. Asset Allocation
10. Portfolio Optimization
11. Taxes
12. Retirement Planning
13. Investment Policy Statement
14. Portfolio Management
15. Performance Appraisal and Evaluation
16. Selecting Investment Managers
17. Philosophy, Process and People

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