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Einband grossPersonal Benchmark
ISBN/GTIN

Personal Benchmark

E-BookPDF2 - DRM Adobe / Adobe Ebook ReaderE-Book
336 Seiten
Englisch
John Wiley & Sonserschienen am10.10.20141. Auflage
Verfügbare Formate
BuchGebunden
EUR40,50
E-BookPDF2 - DRM Adobe / Adobe Ebook ReaderE-Book
EUR25,99
E-BookEPUB2 - DRM Adobe / EPUBE-Book
EUR25,99

Produkt

Details
Weitere ISBN/GTIN9781118963395
ProduktartE-Book
EinbandartE-Book
FormatPDF
FormatFormat mit automatischem Seitenumbruch (reflowable)
Erscheinungsjahr2014
Erscheinungsdatum10.10.2014
Auflage1. Auflage
Seiten336 Seiten
SpracheEnglisch
Dateigrösse14029 Kbytes
Artikel-Nr.3135427
Rubriken
Genre9201

Inhalt/Kritik

Inhaltsverzeichnis
Preface xi

Introduction 1

PART 1 WHY DO WE NEED TO LOOK AT INVESTING DIFFERENTLY?
7

Chapter 1 Freedom in the Market and Advisor Responsibility
9

Chuck Widger

The Financial Markets 10

What We've Been Up to as Advisors 15

What Investors Really Want and Need 18

A New Investment Advice Delivery System 26

Brinker Capital and Personal Benchmark 29

Summary 45

References 46

Chapter 2 Investor Emotions and Financial Decisions
49

Dr. Daniel Crosby

The Origins and Evolution of Behavioral Finance 50

The Myths of Efficiency and Rationality 52

A Definition and Framework for Behavioral Finance 57

Summary 77

References 79

Chapter 3 Risk, This Time It's Personal 83

Dr. Daniel Crosby

Fallacy 1: Risk and Return Are Systematically Correlated 85

Fallacy 2: Investors Have a Single, Static Level of Risk
Tolerance 90

Fallacy 3: One Man's Risk Is Another Man's
Reasonable Probability 96

Behavioral Risk and You 102

Summary 104

References 105

PART 2 WHAT IS THE PERSONAL BENCHMARK APPROACH? 107

Chapter 4 Brinker Capital's Multi-Asset Class Investment
Philosophy 109

Chuck Widger

A Brief History of Investing 110

Our Multi-Asset Class Investment Philosophy 119

Applying Our Philosophy 122

Implementing Our Philosophy 137

Summary 151

References 152

Chapter 5 The Power of Buckets 153

Dr. Daniel Crosby

Intentional Framing 158

Framing with Purpose 160

Mental Accounting for Increased Rationality 161

Goals-Based Mental Accounts: A Case Study 164

Summary 166

References 166

Chapter 6 Selection of an Active Investment Manager
169

Chuck Widger

Passive versus Active Management 170

The Successful Investment Firm 172

The Successful Investment Manager 175

An Effective Investment Management Process 176

Monitoring and Assessing Performance 179

Summary 187

References 187

PART 3 HOW CAN WE EXECUTE A PURPOSE-DRIVEN INVESTMENT
STRATEGY? 189

Chapter 7 Using a Goals-Based Approach 191

Dr. Daniel Crosby

The Allure of Determinism in Economics and Psychology 193

The Economy of One 200

Our Inner Demons: A Field Guide 202

Let Your "Why" Teach You "How" 209

Summary 211

References 212

Chapter 8 Pursuing Your Personal Benchmark 215

Dr. Daniel Crosby

The Difference a Frame Makes 217

Limitations in Our Decision Making 219

The Joneses, Jealousy, and Missteps 221

The Anatomy of Better Decisions 226

Summary 235

References 235

Chapter 9 Providing an Easy-to-Understand Explanation
237

Chuck Widger

Your Best Investment 238

Once More, with Feeling 240

Changing the Conversation 247

The Brinker Capital Personal Benchmark Solution 251

Summary 258

References 258

Chapter 10 Leveraging a Scalable Offering for Investors and
Advisors 259

Chuck Widger

Using Personal Benchmark 259

Reaping Benefits for Advisors 280

Summary 282

Conclusion 283

The Centrality of Purpose 288

Finding Meaning in the Mundane 292

References 293

About the Authors 295

About the Companion Website 297

Index 299mehr