Overview
Raise your investing game to a new level with the latest investing strategies, methods, and products
The wealth management industry has undergone a major transformation over the last decade, including increased concerns and skepticism from investors, the growth of robo-advisors, product evolution, and an evolving value proposition--in addition to geopolitical risks, increased correlation across asset classes, changing demographics, and social tensions. Concepts like "Modern Portfolio Theory" aren't modern anymore, and even Post-Modern Portfolio Theory has become pass .
To succeed in today's complex, uncertain world of investing, you need go beyond plain vanilla stocks, bonds, and mutual funds and embrace the latest investing tools and techniques. Goals-Based Investing is an unparalleled guide to:
- The limitations of modern portfolio theory
- Behavioral finance-overcoming biases
- The role and use of alternative investments in building better portfolios
- The growth of exchange-traded funds (ETFs) from "cheap beta" to "smart beta"
- Sustainable investing, also known as environmental, social, and governance (ESG) investing
- Adopting a goals-based investing approach
- The future of wealth management
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Details
- ISBN-13: 9781264268207
- ISBN-10: 1264268203
- Publisher: McGraw-Hill Companies
- Publish Date: December 2021
- Dimensions: 9.1 x 5.9 x 1 inches
- Shipping Weight: 0.95 pounds
- Page Count: 240
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