MARC details
| 000 -LEADER |
|---|
| fixed length control field |
02451cam a22003618i 4500 |
| 001 - CONTROL NUMBER |
|---|
| control field |
22504050 |
| 003 - CONTROL NUMBER IDENTIFIER |
|---|
| control field |
CSPC |
| 005 - DATE AND TIME OF LATEST TRANSACTION |
|---|
| control field |
20250508131039.0 |
| 008 - FIXED-LENGTH DATA ELEMENTS--GENERAL INFORMATION |
|---|
| fixed length control field |
220411s2023 nju b 001 0 eng |
| 010 ## - LIBRARY OF CONGRESS CONTROL NUMBER |
|---|
| LC control number |
2022017468 |
| 020 ## - INTERNATIONAL STANDARD BOOK NUMBER |
|---|
| International Standard Book Number |
9781119906100 |
| Qualifying information |
(cloth) |
| 040 ## - CATALOGING SOURCE |
|---|
| Original cataloging agency |
DLC |
| Language of cataloging |
eng |
| Description conventions |
rda |
| Transcribing agency |
DLC |
| Modifying agency |
CSPC |
| 042 ## - AUTHENTICATION CODE |
|---|
| Authentication code |
pcc |
| 050 00 - LIBRARY OF CONGRESS CALL NUMBER |
|---|
| Classification number |
HG4529.5 |
| Item number |
.P365 2023 |
| 082 00 - DEWEY DECIMAL CLASSIFICATION NUMBER |
|---|
| Classification number |
332.6 |
| Item number |
P223g |
| Edition number |
23/eng/20220803 |
| 100 1# - MAIN ENTRY--PERSONAL NAME |
|---|
| Personal name |
Parker, Franklin J., |
| Relator term |
author. |
| 245 10 - TITLE STATEMENT |
|---|
| Title |
Goals-based portfolio theory / |
| Statement of responsibility, etc. |
Franklin J. Parker. |
| 263 ## - PROJECTED PUBLICATION DATE |
|---|
| Projected publication date |
2211 |
| 264 #1 - PRODUCTION, PUBLICATION, DISTRIBUTION, MANUFACTURE, AND COPYRIGHT NOTICE |
|---|
| Place of production, publication, distribution, manufacture |
Hoboken, New Jersey : |
| Name of producer, publisher, distributor, manufacturer |
John Wiley & Sons, Inc., |
| Date of production, publication, distribution, manufacture, or copyright notice |
2023. |
| 300 ## - PHYSICAL DESCRIPTION |
|---|
| Extent |
xxvii, 224 pages ; |
| Dimensions |
24 cm. |
| 336 ## - CONTENT TYPE |
|---|
| Content type term |
text |
| Content type code |
txt |
| Source |
rdacontent |
| 337 ## - MEDIA TYPE |
|---|
| Media type term |
unmediated |
| Media type code |
n |
| Source |
rdamedia |
| 338 ## - CARRIER TYPE |
|---|
| Carrier type term |
volume |
| Carrier type code |
nc |
| Source |
rdacarrier |
| 504 ## - BIBLIOGRAPHY, ETC. NOTE |
|---|
| Bibliography, etc. note |
Includes bibliographical references and index. |
| 505 0# - FORMATTED CONTENTS NOTE |
|---|
| Formatted contents note |
The Story of the Idea: How Goals-Based Portfolio Theory Came to Be -- A Theoretical Foundation -- Allocating Wealth Across Goals and Across Investments -- Allocating Wealth Through Time -- Real Markets, Real Risk, Real Portfolios -- Insurance Through a Goals-Based Lens -- Impact Investing -- Taxes and Rebalancing -- Goals-Based Reporting -- Fragility Analysis of Goals-Based Inputs -- Human Risks -- Prudent Investing with High-Variance Assets: An Experimental Chapter -- As a Bridge Between Normative and Behavioral Finance -- The Future Structure of Wealth Management Firms -- Endnote: Some Final Thoughts. |
| 520 ## - SUMMARY, ETC. |
|---|
| Summary, etc. |
"This book is about using that ecosystem to accomplish financial goals-it is a better map (hopefully!). But, to really understand how and why goals-based investing is different, we must first understand goals-based investors-that is, those real people who have real things they want to achieve in their very real lives. People do not enter this jungle for the fun of it, at least not usually. People enter this jungle hoping to come out the other side better off-to improve their lives and secure their future"-- |
| Assigning source |
Provided by publisher. |
| 650 #0 - SUBJECT ADDED ENTRY--TOPICAL TERM |
|---|
| Topical term or geographic name entry element |
Portfolio management. |
| 776 08 - ADDITIONAL PHYSICAL FORM ENTRY |
|---|
| Relationship information |
Online version: |
| Main entry heading |
Parker, Franklin J. |
| Title |
Goals-based portfolio theory |
| Place, publisher, and date of publication |
Hoboken, New Jersey : Wiley, [2023] |
| International Standard Book Number |
9781119906117 |
| Record control number |
(DLC) 2022017469 |
| 906 ## - LOCAL DATA ELEMENT F, LDF (RLIN) |
|---|
| a |
7 |
| b |
cbc |
| c |
orignew |
| d |
1 |
| e |
ecip |
| f |
20 |
| g |
y-gencatlg |
| 942 ## - ADDED ENTRY ELEMENTS (KOHA) |
|---|
| Source of classification or shelving scheme |
Dewey Decimal Classification |
| Koha item type |
Books |
| Edition |
23 |
| Classification part |
332.6 |
| Item part |
P223g |
| Call number prefix |
CIR |
| Call number suffix |
2023 |
| Suppress in OPAC |
No |
