Personal benchmark integrating behavioral finance and investment management
The authors ... outline an elegant, simple to grasp, yet sophisticated solution for advisors to use in designing and communicating investment strategies. The book will: help advisors frame the discussion with the investor with an easy to grasp model; infuse behavioral finance fundamentals to help ad...
| Main Authors: | , |
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| Format: | eBook |
| Language: | English |
| Published: |
Hoboken, New Jersey
Wiley, Inc.
2014
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| Subjects: | |
| Online Access: | |
| Collection: | O'Reilly - Collection details see MPG.ReNa |
| Summary: | The authors ... outline an elegant, simple to grasp, yet sophisticated solution for advisors to use in designing and communicating investment strategies. The book will: help advisors frame the discussion with the investor with an easy to grasp model; infuse behavioral finance fundamentals to help advisors explain, and investors understand, the investment strategy; create purchasing power and manage the investment and behavioral conflicts which surface while advising; showcase how to meet the investor's objectives - even in volatile markets; the approach outlined in Personal Benchmark helps create a more positive investor experience, enabling investors to ignore the ups and downs of the market and focus on what really matters"--Publisher's description |
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| Physical Description: | xxiii, 312 pages 1 online resource illustrations 23 cm |
| ISBN: | 1119204194 9781118963395 1322214824 1118963334 9781322214825 9781118963333 9781119204190 1118963393 |