Buku/Printed Material

Private wealth: wealth management in practice

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Managing the assets of high-net-worth individuals has become a core business specialty for investment and financial advisors worldwide. Keeping abreast of the latest research in this field is paramount. That's why Private Wealth, the inaugural offering in the CFA Institute Investment Perspectives series has been created. As a sister series to the globally successful CFA Institute Investment Series, CFA Institute and John Wiley are proud to offer this new collection. Private Wealth presents the latest information on lifecycle modeling, asset allocation, investment management for taxable private investors, and much more. Researched and written by leading academics and practitioners, including Roger Ibbotson of Yale University and Zvi Bodie of Boston University, this volume covers human capital and mortality risk in life cycle stages and proposes a life-cycle model for life transitions. It also addresses complex tax matters and provides details on customizing investment theory applications to the taxable investor. Finally, this reliable resource analyzes the use of tax-deferred investment accounts as a means for wealth accumulation and presents a useful framework for various tax environments.

(text cited from www.amazon.com)

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Ketersediaan

Informasi Detail

Judul Seri

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Penerbit

Canada : John Wiley & Sons., 2009

Deskripsi Fisik

viii, 564 p. : tabs., index ; 25 cm.

Bahasa

English

ISBN/ISSN

9780470381137

Klasifikasi

EE/ELCC Pri

Edisi

-

Subjek

Financial Management
Assets management

Versi lain/terkait

Lampiran Berkas

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