Investment Planning Answer Book (2011) Reviews

Investment Planning Answer Book (2011)





The Investment Planning Answer Book focuses on advising clients as to the available investment options at various stages of life and income level. It covers investment tools, devising a portfolio strategy, asset allocation methodology, and measurement of return and risk allocation. Whether seeking to make adjustments to a portfolio or developing an all-new financial plan, Investment Planning Answer Book will provide CPAs, financial planners, and trustees with practical information to assist clients in achieving their financial goals. Contents include: (1) Investment Planning Essentials; (2) Investment Tools and Vehicles; (3) Introduction to Portfolio Theory and Asset Allocation; (4) Portfolio Strategy and Design; Asset Allocation Methodology; (6) Risk Adjusted Measures of Return; (7) Portfolio Opportunity Distributions; (8) Tax Efficient Strategies; (9) Alternative Investment Strategies; (10) Behavioral Finance; (11) Monte Carlo Simulation; (12) Value at Risk (VAR); (13) Total Return Trust; (14) Software, Technology, and Materials for Investing; (15) Software, Technology, and Materials for Investment Research; (16) Investment Manager, Mutual Fund, and Hedge Fund Search Selection and Due Diligence; (17) Absolute Return Versus Relative Return; (18) Portfolio Monitoring, Rebalancing and Changing; and (19) Investment Statistical Concepts and Evaluation. Methods









List Price: $ 199.00



Price: $ 199.00









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