Goals-based portfolio theory (Record no. 7623)
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| 000 -LEADER | |
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| fixed length control field | 02876nam a22001937a 4500 |
| 005 - DATE AND TIME OF LATEST TRANSACTION | |
| control field | 20241203202837.0 |
| 008 - FIXED-LENGTH DATA ELEMENTS--GENERAL INFORMATION | |
| fixed length control field | 241203b |||||||| |||| 00| 0 eng d |
| 020 ## - INTERNATIONAL STANDARD BOOK NUMBER | |
| International Standard Book Number | 9781119906100 |
| 082 ## - DEWEY DECIMAL CLASSIFICATION NUMBER | |
| Classification number | 332.6 |
| Item number | PAR |
| 100 ## - MAIN ENTRY--PERSONAL NAME | |
| Personal name | Parker, Franklin J |
| 245 ## - TITLE STATEMENT | |
| Title | Goals-based portfolio theory |
| 260 ## - PUBLICATION, DISTRIBUTION, ETC. (IMPRINT) | |
| Name of publisher, distributor, etc. | John Wiley & Sons, Inc., |
| Place of publication, distribution, etc. | New Jersey |
| Date of publication, distribution, etc. | 2023 |
| 300 ## - PHYSICAL DESCRIPTION | |
| Extent | xxvii, 225 p. |
| 365 ## - TRADE PRICE | |
| Price type code | USD |
| Price amount | 49.95 |
| 500 ## - GENERAL NOTE | |
| General note | Table of content:<br/>Foreword by Jean LP Brunel, CFA ix<br/><br/>Preface: Goals-Based Investors and the Need for Better Theory xv<br/><br/>Acknowledgments xxvii<br/><br/>Chapter 1 The Story of the Idea: How Goals- Based Portfolio Theory Came to Be 1<br/><br/>Chapter 2 A Theoretical Foundation 11<br/><br/>Chapter 3 Allocating Wealth Across Goals and Across Investments 31<br/><br/>Chapter 4 Allocating Wealth Through Time 45<br/><br/>Chapter 5 Real Markets, Real Risk, Real Portfolios 65<br/><br/>Chapter 6 Insurance Through a Goals- Based Lens 85<br/><br/>Chapter 7 Impact Investing 97<br/><br/>Chapter 8 Taxes and Rebalancing 109<br/><br/>Chapter 9 Goals- Based Reporting 125<br/><br/>Chapter 10 Fragility Analysis of Goals- Based Inputs 137<br/><br/>Chapter 11 Human Risks 147<br/><br/>Chapter 12 Prudent Investing with High- Variance Assets: An Experimental Chapter 161<br/><br/>Chapter 13 As a Bridge Between Normative and Behavioral Finance 173<br/><br/>Chapter 14 The Future Structure of Wealth Management Firms 199<br/><br/>Some Final Thoughts 209<br/><br/>Index 219<br/>[https://www.wiley.com/en-se/Goals-Based+Portfolio+Theory-p-9781119906100#tableofcontents-section] |
| 520 ## - SUMMARY, ETC. | |
| Summary, etc. | An in-depth overview of investing in the real world<br/><br/>In Goals-Based Portfolio Theory, award-winning Chartered Financial Analyst® Franklin J. Parker delivers an insightful and eye-opening discussion of how real people can navigate the financial jungle and achieve their financial goals. The book accepts the reality that the typical investor has specific funding requirements within specified periods of time and a limited amount of wealth to dedicate to those objectives. It then works within those limits to show you how to build an investment portfolio that maximizes the possibility you’ll achieve your goals, as well as how to manage the tradeoffs between your goals.<br/><br/>In the book, you’ll find:<br/><br/>Strategies for incorporating taxation and rebalancing into a goals-based portfolio<br/>A discussion of the major non-financial risks faced by people engaged in private wealth management<br/>An incisive prediction of what the future of wealth management and investment management may look like<br/>An indispensable exploration of investing as it actually works in the real world for real people, Goals-Based Portfolio Theory belongs in the library of all investors and their advisors who want to maximize the chances of meeting financial goals.<br/>(https://www.wiley.com/en-se/Goals-Based+Portfolio+Theory-p-9781119906100) |
| 650 ## - SUBJECT ADDED ENTRY--TOPICAL TERM | |
| Topical term or geographic name as entry element | Portfolio management |
| 942 ## - ADDED ENTRY ELEMENTS (KOHA) | |
| Koha item type | Book |
| Source of classification or shelving scheme | Dewey Decimal Classification |
| Withdrawn status | Lost status | Source of classification or shelving scheme | Damaged status | Not for loan | Collection code | Bill No | Bill Date | Home library | Current library | Shelving location | Date acquired | Source of acquisition | Cost, normal purchase price | Total Checkouts | Full call number | Accession Number | Date last seen | Date checked out | Copy number | Cost, replacement price | Price effective from | Koha item type |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dewey Decimal Classification | Finance & Accounting | 1182328 | 28-11-2024 | Indian Institute of Management LRC | Indian Institute of Management LRC | General Stacks | 12/05/2024 | Atlantic Publishers & Distributors | 2831.17 | 1 | 332.6 PAR | 006742 | 01/17/2025 | 12/27/2024 | 1 | 4355.64 | 12/05/2024 | Book |