| 000 | 01061aam a2200193 4500 | ||
|---|---|---|---|
| 003 | OSt | ||
| 005 | 20240528104852.0 | ||
| 008 | 221101b |||||||| |||| 00| 0 eng d | ||
| 020 | _a9788126564750 | ||
| 040 | _c | ||
| 082 |
_a332.6 _bEVE |
||
| 100 |
_aEvensky, Harold _963779 |
||
| 245 | _aThe New Wealth Management: The Financial Advisor's Guide to Managing and Investing Client Assets | ||
| 260 |
_aNew Delhi _bWiley _c2016 |
||
| 300 | _a458p | ||
| 500 | _a1. 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 | ||
| 600 |
_aPortfolio Management _963788 |
||
| 942 |
_2ddc _cLB _k332.6 _mEVE |
||
| 999 |
_c139510 _d139510 |
||