Goal based Investing Theory And Practice is popular PDF and ePub book, written by Romain Deguest in 2021-07-13, it is a fantastic choice for those who relish reading online the Business & Economics genre. Let's immerse ourselves in this engaging Business & Economics book by exploring the summary and details provided below. Remember, Goal based Investing Theory And Practice can be Read Online from any device for your convenience.
Goal based Investing Theory And Practice Book PDF Summary
Goal-based investing is a new paradigm that is expected to have a profound and long-lasting impact on the wealth management industry. This book presents the concept in detail and introduces a general operational framework that can be used by financial advisors to help individual investors optimally allocate their wealth by identifying performance-seeking assets and hedging assets. Grounded in the principles of asset pricing and portfolio optimisation, the goal-based investing approach leads to the design of investment solutions that truly respond to investors' problems, which can most often be summarized as follows: secure essential goals with the highest confidence level and maximize the chances to reach aspirational goals.A series of case studies guides the reader through the implementation of goal-based investing, illustrates the efficiency of this paradigm and explains how one can accommodate a variety of implementation features such as taxes, short-sales constraints, parameter estimation risk, as well as limited customisation.
Detail Book of Goal based Investing Theory And Practice PDF
- Author : Romain Deguest
- Release : 13 July 2021
- Publisher : World Scientific
- ISBN : 9789811240966
- Genre : Business & Economics
- Total Page : 324 pages
- Language : English
- PDF File Size : 7,7 Mb
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