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

By:

Evensky, Harold

Material type: Text

TextPublication details: New Delhi Wiley 2016Description: 458pISBN:

9788126564750

Subject(s):

Portfolio Management

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	NIMA Knowledge Centre	9th Floor Reading Zone	General	332.6 EVE (Browse shelf(Opens below))	Available		M0043335

Total holds: 0

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Previous	332.6 ESS Essentials of Investment and Tax Planning	332.6 ESS Essentials of Investment and Tax Planning: Work Book	332.6 EVE Wealth Management: The Financial Advisor's Guide to Investing and Managing Client Assets	332.6 EVE The New Wealth Management: The Financial Advisor's Guide to Managing and Investing Client Assets	332.6 EXO Exotic Option Pricing and Advanced Levy Models	332.6 FAB Bond Portfolio Management	332.6 FAB Equity Portfolio Management	Next

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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