Screen LibraryThe investment think tank：theory, strategy, and practice for advisers
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| Group Author: | ; |
|---|---|
| Published: |
Bloomberg Press,
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| Publisher Address: | Princeton, NJ |
| Publication Dates: | 2004. |
| Literature type: | Book |
| Language: | English |
| Subjects: | |
| Carrier Form: | xxi, 404 p.: ill. ; 25 cm. |
| ISBN: |
157660165X (alk. paper) 9781576601655 (alk. paper) |
| Index Number: | F830 |
| CLC: | F830.59 |
| Call Number: | F830.59/I628 |
| Contents: |
Includes bibliographical references and index. The tax-efficient portfolio / Jean L.P. Brunel -- Death to the policy portfolio / William W. Jahnke -- A holistic approach to asset allocation / William W. Jennings and William Reichenstein -- Professional portfolio design / Harold Evensky -- Managing concentrated stock positions / S. Timothy Kochis -- Managing the taxable equity portfolio / David M. Stein -- Tax-efficient investing / Thomas J. Boczar and Robert Gordon -- A different approach to asset location / Gobind Daryanani -- Reinventing the investment fund / Gary L. Gastineau and Craig J. Lazzara -- The cost and consequences of insurance wrappers / Ben G. Baldwin -- Alternative investments / Mark Hurley -- Human capital and asset allocation : is that client a bond or a stock? / Moshe A. Milevsky -- Downside risk measures : a brief history / David N. Nawrocki -- Fundamental fund analysis / Don Phillips -- Controlling longevity risk in a retirement portfolio / Roger G. Ibbotson, Michael C. Henkel, and Peng Chen -- Monetary policy and investment returns / John B. Brynjolfsson -- Defining investment advice / Stephen C. Winks -- Financial gerontology and employee benefits / Neal E. Cutler -- Assessing risk tolerance : a micro-behavioral finance case study / Geoff Davey -- The why of wealth management / Ross Levin -- Lessons in behavioral finance / Meir Statman -- Missing persons : Black investors and the stock market / John W. Rogers Jr. |