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The investment think tank : theory, strategy, and practice for advisers

Author: Harold Evensky; Deena B Katz
Publisher: Princeton : Bloomberg Press, 2004.
Edition/Format:   eBook : Document : English : 1st edView all editions and formats
Database:WorldCat
Summary:
The best investment practitioners, the ones who get results, rely not just on their instincts and experience but on the insights of the trailblazers in their field the people who interpret, challenge, and even devise the strategies and tools that shape investment management. Financial advisers Harold Evensky and Deena Katz invited some of the best minds in investment management to share their best thinking. The  Read more...
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Genre/Form: Electronic books
Additional Physical Format: Print version:
Investment think tank.
Princeton : Bloomberg Press, 2004
(DLC) 2004017389
(OCoLC)56066454
Material Type: Document, Internet resource
Document Type: Internet Resource, Computer File
All Authors / Contributors: Harold Evensky; Deena B Katz
ISBN: 1417552565 9781417552566 1576601994 9781576601990
OCLC Number: 56985800
Description: 1 online resource (xxi, 404 pages) : illustrations
Contents: 1. The Tax-Efficient Portfolio; 2. Death to the Policy Portfolio; 3. A Holistic Approach to Asset Allocation; 4. Professional Portfolio Design; 5. Managing Concentrated Stock Positions; 6. Managing the Taxable Equity Portfolio; 7. Tax-Efficient Investing; 8. A Different Approach to Asset Location; 9. Reinventing the Investment Fund; 10. The Cost and Consequences of Insurance Wrappers; 11. Alternative Investments; 12. Human Capital and Asset Allocation: Is That Client a Bond or a Stock?; 13. Downside Risk Measures: A Brief History; 14. Fundamental Fund Analysis.
Responsibility: edited by Harold Evensky and Deena B. Katz.

Abstract:

The best investment practitioners, the ones who get results, rely not just on their instincts and experience but on the insights of the trailblazers in their field the people who interpret, challenge, and even devise the strategies and tools that shape investment management. Financial advisers Harold Evensky and Deena Katz invited some of the best minds in investment management to share their best thinking. The result is a gathering of eagles that will help financial planners and investors improve their investment practices.

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