یادداشتهای مربوط به کتابنامه ، واژه نامه و نمایه های داخل اثر
متن يادداشت
Includes bibliographical references and index.
یادداشتهای مربوط به مندرجات
متن يادداشت
Retirement Portfolios: Theory, Construction, and Management; Contents; Preface; PART ONE: FRAMING THE PROBLEM; PART TWO: ADAPTING PORTFOLIOS FOR RETIREMENT INCOME; PART THREE: MANAGING PORTFOLIOS FOR RETIREMENT INCOME; PART FOUR: MAKING IT HAPPEN; APPENDIXES; Acknowledgments; Part One: Framing the Problem; Chapter 1: Portfolio Focus and Stage of Life; A "BALANCED" PORTFOLIO APPROACH MAY NOT LAST THROUGH RETIREMENT; RETIREMENT SAVING VERSUS RETIREMENT INCOME: AN ILLUSTRATION; PRODUCTS VERSUS SOLUTIONS; SUMMARY; Chapter 2: The Top-Down View; AN OVERVIEW OF ECONOMIC MODELS OF RETIREMENT INCOME.
بدون عنوان
0
یادداشتهای مربوط به خلاصه یا چکیده
متن يادداشت
Chapter 9: Active Risk Management for Retirement Income Portfolios; STATIC EXAMPLE; THE VIEW FROM THE CAPITAL MARKETS LINE; RISK MANAGEMENT AND EXPECTED RETURNS; SIMPLE RULES: FOR PASSIVE AND ACTIVE RISK MANAGEMENT; AN INELEGANT BUT SIMPLE PLAN; HIGH-WATER MARK FLOORING; THE CUSHION; RISK RULES--PERIODIC REBALANCING; RISK RULES--MORE ACTIVE REBALANCING; CPPI AND VOLATILITY; TAXATION AND ACTIVE MANAGEMENT; LOCKING IN FLOORING: LONG END VERSUS SHORT END; A QUICK NOTE ON USABILITY, SCALABILITY, AND APPROACHES OTHER THAN LIABILITY MATCHING; PLAYING WITH FIRE IN A RETIREMENT INCOME PORTFOLIO.
متن يادداشت
Retirement portfolio guidance for finance professionals. Retirement is one of the most important parts of the financial planning process. Yet only two percent of financial advisors describe themselves as competent in retirement planning. Constructing a retirement portfolio is viewed as a difficult endeavor, and the demands facing financial advisors responsible for this task continue to grow. The pressures are particularly intense due to events such as the financial crisis and oncoming rush of retiring baby boomers. It is imperative that financial advisors be equipped and ready to create approp.
یادداشتهای مربوط به سفارشات
منبع سفارش / آدرس اشتراک
MIL
منبع سفارش / آدرس اشتراک
OverDrive, Inc.
شماره انبار
268973
شماره انبار
FAB5254E-8114-4E03-8CAC-929ECA167410
ویراست دیگر از اثر در قالب دیگر رسانه
عنوان
Retirement portfolios.
شماره استاندارد بين المللي کتاب و موسيقي
9780470556818
موضوع (اسم عام یاعبارت اسمی عام)
موضوع مستند نشده
Portfolio management.
موضوع مستند نشده
Retirement income-- Planning.
موضوع مستند نشده
BUSINESS & ECONOMICS-- Personal Finance-- Retirement Planning.
موضوع مستند نشده
Portfolio management.
موضوع مستند نشده
Retirement income-- Planning.
مقوله موضوعی
موضوع مستند نشده
BUS-- 050040
موضوع مستند نشده
KFF
رده بندی ديویی
شماره
332
.
024/014
ويراست
22
رده بندی کنگره
شماره رده
HG179
نشانه اثر
.
Z94
2010eb
نام شخص به منزله سر شناسه - (مسئولیت معنوی درجه اول )