Portfolio Management for Private Wealth: An Introduction to Portfolio Theory and Practice - Brossura

Picunko, Jesse

 
9798524750952: Portfolio Management for Private Wealth: An Introduction to Portfolio Theory and Practice
Brossura
ISBN 13: 9798524750952
Casa editrice: Independently published, 2021

Sinossi

Many new entrants into the world of private wealth management are thrown into a daunting situation - promising professional stewardship to clients while having to learn on the job. Portfolio management is more than picking mutual funds from a list, it is an ongoing process of benchmark setting, efficient construction, and constant evaluation.

This book seeks to put portfolio management in context of the client's needs, introducing theory as it applies in a practical setting, and discusses the portfolio construction process as a thoughtful effort of careful risk selection and control.

There are many tools and resources available that make portfolio management a more informed effort. There are many skills that an advisor can use to get feedback and direction from their investment decisions. This book has been written to give advisors the perspective that usually comes from the grim experience of making mistakes.

Le informazioni nella sezione "Riassunto" possono far riferimento a edizioni diverse di questo titolo.

Editore
Independently published
Data di pubblicazione
2021
Lingua
Inglese
ISBN 13 
9798524750952
Rilegatura
Copertina flessibile
Numero di pagine
190
Contatto del produttore
Manufactured by Amazon on behalf of the author
https://www.amazon.it/hz/contact-us

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