Goals-based portfolio theory

"This book is about using that ecosystem to accomplish financial goals-it is a better map (hopefully!). But, to really understand how and why goals-based investing is different, we must first understand goals-based investors-that is, those real people who have real things they want to achieve i...

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1. Verfasser: Parker, Franklin J. (VerfasserIn)
Format: Elektronisch E-Book
Sprache:English
Veröffentlicht: Hoboken, New Jersey Wiley [2023]
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spelling Parker, Franklin J. VerfasserIn aut
Goals-based portfolio theory Franklin J. Parker, CFA
Hoboken, New Jersey Wiley [2023]
1 online resource
Text txt rdacontent
Computermedien c rdamedia
Online-Ressource cr rdacarrier
Includes bibliographical references and index. - Description based on print version record and CIP data provided by publisher; resource not viewed
"This book is about using that ecosystem to accomplish financial goals-it is a better map (hopefully!). But, to really understand how and why goals-based investing is different, we must first understand goals-based investors-that is, those real people who have real things they want to achieve in their very real lives. People do not enter this jungle for the fun of it, at least not usually. People enter this jungle hoping to come out the other side better off-to improve their lives and secure their future"--
Portfolio management
Gestion de portefeuille
9781119906100
Erscheint auch als Druck-Ausgabe 9781119906100
TUM01 ZDB-30-ORH TUM_PDA_ORH https://learning.oreilly.com/library/view/-/9781119906100/?ar X:ORHE Aggregator lizenzpflichtig Volltext
spellingShingle Parker, Franklin J.
Goals-based portfolio theory
Portfolio management
Gestion de portefeuille
title Goals-based portfolio theory
title_auth Goals-based portfolio theory
title_exact_search Goals-based portfolio theory
title_full Goals-based portfolio theory Franklin J. Parker, CFA
title_fullStr Goals-based portfolio theory Franklin J. Parker, CFA
title_full_unstemmed Goals-based portfolio theory Franklin J. Parker, CFA
title_short Goals-based portfolio theory
title_sort goals based portfolio theory
topic Portfolio management
Gestion de portefeuille
topic_facet Portfolio management
Gestion de portefeuille
url https://learning.oreilly.com/library/view/-/9781119906100/?ar
work_keys_str_mv AT parkerfranklinj goalsbasedportfoliotheory