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Goals-based portfolio theory / Franklin J. Parker.

By: Material type: TextTextPublisher: Hoboken, New Jersey : John Wiley & Sons, Inc., 2023Description: xxvii, 224 pages ; 24 cmContent type:
  • text
Media type:
  • unmediated
Carrier type:
  • volume
ISBN:
  • 9781119906100
Subject(s): Additional physical formats: Online version:: Goals-based portfolio theoryDDC classification:
  • 332.6 P223g 23/eng/20220803
LOC classification:
  • HG4529.5 .P365 2023
Contents:
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.
Summary: "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"-- Provided by publisher.
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Holdings
Item type Current library Shelving location Call number Copy number Status Date due Barcode
Books Books Main Library Circulation Section CIR 332.6 P223g 2023 (Browse shelf(Opens below)) 1-1 Available 029545

Includes bibliographical references and index.

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.

"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"-- Provided by publisher.

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