000			02451cam a22003618i 4500
001			22504050
003			CSPC
005			20250508131039.0
008			220411s2023 nju b 001 0 eng
010			_a 2022017468
020			_a9781119906100 _q(cloth)
040			_aDLC _beng _erda _cDLC _dCSPC
042			_apcc
050	0	0	_aHG4529.5 _b.P365 2023
082	0	0	_a332.6 _bP223g _223/eng/20220803
100	1		_aParker, Franklin J., _eauthor.
245	1	0	_aGoals-based portfolio theory / _cFranklin J. Parker.
263			_a2211
264		1	_aHoboken, New Jersey : _bJohn Wiley & Sons, Inc., _c2023.
300			_axxvii, 224 pages ; _c24 cm.
336			_atext _btxt _2rdacontent
337			_aunmediated _bn _2rdamedia
338			_avolume _bnc _2rdacarrier
504			_aIncludes bibliographical references and index.
505	0		_aThe 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			_a"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"-- _cProvided by publisher.
650		0	_aPortfolio management.
776	0	8	_iOnline version: _aParker, Franklin J. _tGoals-based portfolio theory _dHoboken, New Jersey : Wiley, [2023] _z9781119906117 _w(DLC) 2022017469
906			_a7 _bcbc _corignew _d1 _eecip _f20 _gy-gencatlg
942			_2ddc _cBK _e23 _h332.6 _iP223g _kCIR _m2023 _n0
999			_c29524 _d29524