Goals-based portfolio theory
"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 i...
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| Format: | eBook |
| Language: | English |
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Hoboken, New Jersey
Wiley
2023
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| Collection: | O'Reilly - Collection details see MPG.ReNa |
Table of Contents:
- Includes bibliographical references and index
- The 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