Download or read book Asset Allocation Strategies for Mutual Funds written by Giuseppe Galloppo and published by Springer Nature. This book was released on 2021-07-24 with total page 485 pages. Available in PDF, EPUB and Kindle. Book excerpt: This book offers an overview of the best-working strategies in the field of equity and fixed income mutual fund-based portfolio management. This timely research considers different market conditions, such as global financial crises, across various geographical regions such as the USA and Europe. Combining academic and practical findings, the author presents a practitioner perspective on mutual fund-based portfolio strategies, appealing not only to finance scholars but also professionals within the asset management industry. This book synthesizes a large part of the academic research to date on the mutual fund industry by drawing from the most widely cited academic journals. The author makes a systematic use of numerical examples to facilitate the understanding of Investment themes organized around several important topics: size, diversification, flows, active management, volatility, performance persistence and rating.
Download or read book Asset Allocation Strategies for Mutual Funds written by Giuseppe Galloppo and published by Palgrave Macmillan. This book was released on 2022-08-08 with total page 462 pages. Available in PDF, EPUB and Kindle. Book excerpt: This book offers an overview of the best-working strategies in the field of equity and fixed income mutual fund-based portfolio management. This timely research considers different market conditions, such as global financial crises, across various geographical regions such as the USA and Europe. Combining academic and practical findings, the author presents a practitioner perspective on mutual fund-based portfolio strategies, appealing not only to finance scholars but also professionals within the asset management industry. This book synthesizes a large part of the academic research to date on the mutual fund industry by drawing from the most widely cited academic journals. The author makes a systematic use of numerical examples to facilitate the understanding of Investment themes organized around several important topics: size, diversification, flows, active management, volatility, performance persistence and rating.
Download or read book Asset Allocation Strategies for Mutual Funds written by Giuseppe Galloppo and published by . This book was released on 2021 with total page 0 pages. Available in PDF, EPUB and Kindle. Book excerpt: "A useful guide full of important information for those who want to enjoy the trip around the difficult world of asset management". --Daniele Angelo Previati, President of the Italian Association of University Teachers of Banking and Finance, ADEIMF. "A comprehensive guide to investing in mutual funds for investment professionals who seek a clear academic framework as well as methodologies and empirical evidence to better understand funds and improve their fund and manager selection". --Pietro Cecere, Head of European research Citywire. This book offers an overview of the best-working strategies in the field of equity and fixed income mutual fund-based portfolio management. This timely research considers different market conditions, such as global financial crises, across various geographical regions such as the USA and Europe. Combining academic and practical findings, the author presents a practitioner perspective on mutual fund-based portfolio strategies, appealing not only to finance scholars but also professionals within the asset management industry. This book synthesizes a large part of the academic research to date on the mutual fund industry by drawing from the most widely cited academic journals. The author makes a systematic use of numerical examples to facilitate the understanding of Investment themes organized around several important topics: size, diversification, flows, active management, volatility, performance persistence and rating. Giuseppe Galloppo is a Professor of Finance at Tuscia University of Viterbo and Research Fellow of the CEIS Foundation at the University of Rome Tor Vergata, Italy. Giuseppe has published scientific papers in several top academic journals. His research revolves around asset allocation, risk Management and the econometrics of financial markets. Additionally, he has worked as a member of several research teams including the CNR National Council of Research, the Statistical Information Commission, the ASEAN Observatory for the Italian Foreign Office Ministry. He is a member of FINEST Network - Financial Intermediation Network of European Studies. In the Wealth Management Industry, he has been a Head of Research at the Multi Family Office, as well as a Quantitative Asset Allocation Manager.
Download or read book Asset Allocation For Dummies written by Dorianne Perrucci and published by John Wiley & Sons. This book was released on 2009-04-01 with total page 379 pages. Available in PDF, EPUB and Kindle. Book excerpt: An easy-to-understand how-to guide to the single most important thing you can do in investing — choosing and mixing your assets successfully. You don’t need to be an expert analyst, a star stock-picker, or a rocket scientist to have better investment results than most other investors. You just need to allocate your assets in the right way, and have the conviction to stick with that allocation. The big secret behind asset allocation — the secret that most sophisticated investors know and use to their benefit — is that it’s really not all that hard to do. Asset Allocation For Dummies serves as a comprehensive guide to maximizing returns and minimizing risk — while managing taxes, fees and other costs — in putting together a portfolio to reflect your unique financial goals. Jerry A. Miccolis (Basking Ridge, NJ), CFA®, CFP®, FCAS, MAAA is a widely quoted expert commentator who has been interviewed in The New York Times and the Wall Street Journal, and appeared on CBS Radio and ABC-TV. He is a senior financial advisor and co-owner of Brinton Eaton Wealth Advisors (www.brintoneaton.com), a fee-only investment management, tax advisory and financial planning firm in Madison, N.J. Dorianne R. Perrucci (Scotch Plains, NJ) is a freelance writer who has been published in The New York Times, Newsweek, and TheStreet.com, and has collaborated on several financial books, including I.O.U.S.A, One Nation, Under Stress, In Debt (Wiley, 2008).
Download or read book Power Investing with Sector Funds Mutual Fund Timing and Allocation Strategies written by Peter W. Madlem and published by CRC Press. This book was released on 1998-07-27 with total page 380 pages. Available in PDF, EPUB and Kindle. Book excerpt: By learning to read the direction and strengths of the market, even novice mutual fund investors can outperform the best stock pickers. That's because up to 90 percent of a stock's price movement is determined by trends in the market or the industry-not in the qualities of the company. By using point-and-figure charting techniques, Power Investing With Sector Funds supplies a simple and effective way to gauge the ebb-and-flow of the stock market, and ways to invest in the best-performing sectors at the right time, both in the U.S. and abroad. With the help of four technical tools-charting, trend lines, 20-week moving averages and relative strength-Power Investing With Sector Funds takes a step-by-step process to completely cover the principles of diversification, asset allocation, and sector investing to apply the technique for a successful investment program. Best of all, the system outlined in the book takes just 15 minutes a day!
Download or read book Morningstar Guide to Mutual Funds written by Christine Benz and published by John Wiley & Sons. This book was released on 2003-02-17 with total page 304 pages. Available in PDF, EPUB and Kindle. Book excerpt: Praise for Morningstar Guide to Mutual Funds "Picking actively managed mutual funds is no mean challenge. And as the recent era underscores, past performance is of little help. The Morningstar Guide to Mutual Funds helps cut through the fog with a solid volume of constructive advice. The central message-'truly diversify, keep it simple, focus on costs, and stick with it'-is not only timeless, it is priceless." -John C. Bogle, founder and former CEO, The Vanguard Group "There's nothing Morningstar doesn't know about mutual funds. And at last, for ready reference, there's a book. You'll find everything here you need to know about managing fund investments, inside or outside a 401(k)." -Jane Bryant Quinn, Newsweek columnist and author of Making the Most of Your Money "All serious mutual fund investors know that Morningstar is the source of impeccable data and sound investment advice. This book is the culmination of nearly two decades of research, analysis, and good old commonsense wisdom." -Tyler Mathisen, financial journalist, CNBC "Momentum investing, the hype in NASDAQ, the dot-com mania are mostly behind us. Now, we must navigate through the market debris. We need a compass as we look to allocate our financial resources in a way best suited to maintain purchasing power and fully fund retirement. The Morningstar Guide will help investors find true north and steer a course to reach their long-term financial goals." -Mario J. Gabelli, Chief Investment Officer Gabelli Asset Management, a publicly traded company "A generation of investors who took the stock market for granted now know how important it is to understand-and control-their own investments. The Morningstar Guide should be their most important resource." -Terry Savage, Chicago Sun-Times financial columnist and author of The Savage Truth on Money
Download or read book Global Asset Allocation written by MR Mebane T Faber and published by Mebane Faber. This book was released on 2015-04-20 with total page 132 pages. Available in PDF, EPUB and Kindle. Book excerpt: With all of our focus on assets - and how much and when to allocate them - are we missing the bigger picture? Our book begins by reviewing the historical performance record of popular assets like stocks, bonds, and cash. We look at the impact inflation has on our money. We then start to examine how diversification through combining assets, in this case a simple stock and bond mix, works to mitigate the extreme drawdowns of risky asset classes. But we go beyond a limited stock/bond portfolio to consider a more global allocation that also takes into account real assets. We track 13 assets and their returns since 1973, with particular attention to a number of well-known portfolios, like Ray Dalio's All Weather portfolio, the Endowment portfolio, Warren Buffett's suggestion, and others. And what we find is that, with a few notable exceptions, many of the allocations have similar exposures. And yet, while we are all busy paying close attention to our portfolio's particular allocation of assets, the greatest impact on our portfolios may be something we fail to notice altogether...
Download or read book The Winner s Circle written by R. J. Shook and published by . This book was released on 2006-10 with total page 264 pages. Available in PDF, EPUB and Kindle. Book excerpt: An in-depth examination of both theory and the actual day-to-day practice of asset allocation, this comprehensive guide is based on interviews with 27 industry experts chosen from Barron's annual rankings of the nation's top financial advisors. Using extensive examples and real-life stories, these insiders explain how to build the kind of personalized portfolio they recommend to their elite clients: one that provides consistent and superior rates of return that meet short-term or long-term objectives in good, bad, and flat markets.
Download or read book Asset Allocation For All Markets written by Terry Grennon and published by Terry Grennon. This book was released on 2021-11-05 with total page 29 pages. Available in PDF, EPUB and Kindle. Book excerpt: We know asset allocation theory, and reality is much different in a market meltdown. This book highlights the most critical research tied to investing in up and down market cycles, asset allocation, and investment management over the last 50 years. We start with a critical look at diversification and asset allocation; we provide an in-depth analysis of investing in stocks, we then provide details on two active asset allocation approaches, make a case for index funds, and then introduce you to a management tool which we'll use to manage the asset allocation strategy going forward.
Download or read book Strategic Asset Allocation written by John Y. Campbell and published by OUP Oxford. This book was released on 2002-01-03 with total page 272 pages. Available in PDF, EPUB and Kindle. Book excerpt: Academic finance has had a remarkable impact on many financial services. Yet long-term investors have received curiously little guidance from academic financial economists. Mean-variance analysis, developed almost fifty years ago, has provided a basic paradigm for portfolio choice. This approach usefully emphasizes the ability of diversification to reduce risk, but it ignores several critically important factors. Most notably, the analysis is static; it assumes that investors care only about risks to wealth one period ahead. However, many investors—-both individuals and institutions such as charitable foundations or universities—-seek to finance a stream of consumption over a long lifetime. In addition, mean-variance analysis treats financial wealth in isolation from income. Long-term investors typically receive a stream of income and use it, along with financial wealth, to support their consumption. At the theoretical level, it is well understood that the solution to a long-term portfolio choice problem can be very different from the solution to a short-term problem. Long-term investors care about intertemporal shocks to investment opportunities and labor income as well as shocks to wealth itself, and they may use financial assets to hedge their intertemporal risks. This should be important in practice because there is a great deal of empirical evidence that investment opportunities—-both interest rates and risk premia on bonds and stocks—-vary through time. Yet this insight has had little influence on investment practice because it is hard to solve for optimal portfolios in intertemporal models. This book seeks to develop the intertemporal approach into an empirical paradigm that can compete with the standard mean-variance analysis. The book shows that long-term inflation-indexed bonds are the riskless asset for long-term investors, it explains the conditions under which stocks are safer assets for long-term than for short-term investors, and it shows how labor income influences portfolio choice. These results shed new light on the rules of thumb used by financial planners. The book explains recent advances in both analytical and numerical methods, and shows how they can be used to understand the portfolio choice problems of long-term investors.
Download or read book Asset Allocation Techniques and Financial Market Timing written by Carroll D. Aby and published by Praeger. This book was released on 1995-07-17 with total page 0 pages. Available in PDF, EPUB and Kindle. Book excerpt: A highly readable, logically presented, unique guide to asset allocation strategies and technical analysis, this work covers numerous investment alternatives including mutual funds and fixed income securities. Aby and Vaughn provide a comprehensive examination of point and figure charting and vertical bar analysis, combined with an approach that both improves timing and emphasizes the minimization of errors in data interpretation and investment decision making. The authors discuss ways to estimate price targets and provide unique forecasting methods for fixed-income and aggregate equity markets, using an intermarket perspective. This is an important and useful resource for professionals and other knowledgeable investors. Throughout the book, Aby and Vaughn challenge conventional and acceptable academic thinking. Through emphasis on smaller, more obscure capitalization issues, they reduce complex concepts to a highly readable framework pervaded by comprehensive coverages of a large number of investment options. Major topics featured include the illustration and application of critical concepts underlying vertical bar chart analysis; extensive coverage on contemporary strategies that improve timing and challenge past criticisms of point and figure charting; a unique approach utilizing the point and figure charts to reveal how mutual fund selection can be improved; and intermarket technical analysis, a method through which movements in bond prices and yields are predicted.
Download or read book The Complete Guide to Managing a Portfolio of Mutual Funds written by Ronald K. Rutherford and published by McGraw Hill Professional. This book was released on 1997 with total page 280 pages. Available in PDF, EPUB and Kindle. Book excerpt: Written by a veteran financial planner, this guide uniquely covers the statistical and non-statistical issues involved in selecting and managing a balanced portfolio of mutual funds. It explains investment policy development techniques, explores all asset classes of mutual funds, and covers the critical issues of style analyses, data interpretation, and style management.
Download or read book Adaptive Asset Allocation written by Adam Butler and published by John Wiley & Sons. This book was released on 2016-02-02 with total page 277 pages. Available in PDF, EPUB and Kindle. Book excerpt: Build an agile, responsive portfolio with a new approach to global asset allocation Adaptive Asset Allocation is a no-nonsense how-to guide for dynamic portfolio management. Written by the team behind Gestaltu.com, this book walks you through a uniquely objective and unbiased investment philosophy and provides clear guidelines for execution. From foundational concepts and timing to forecasting and portfolio optimization, this book shares insightful perspective on portfolio adaptation that can improve any investment strategy. Accessible explanations of both classical and contemporary research support the methodologies presented, bolstered by the authors' own capstone case study showing the direct impact of this approach on the individual investor. Financial advisors are competing in an increasingly commoditized environment, with the added burden of two substantial bear markets in the last 15 years. This book presents a framework that addresses the major challenges both advisors and investors face, emphasizing the importance of an agile, globally-diversified portfolio. Drill down to the most important concepts in wealth management Optimize portfolio performance with careful timing of savings and withdrawals Forecast returns 80% more accurately than assuming long-term averages Adopt an investment framework for stability, growth, and maximum income An optimized portfolio must be structured in a way that allows quick response to changes in asset class risks and relationships, and the flexibility to continually adapt to market changes. To execute such an ambitious strategy, it is essential to have a strong grasp of foundational wealth management concepts, a reliable system of forecasting, and a clear understanding of the merits of individual investment methods. Adaptive Asset Allocation provides critical background information alongside a streamlined framework for improving portfolio performance.
Download or read book Everything You Know about Investing Is Wrong written by John K. Sosnowy and published by Xlibris Corporation. This book was released on 2003-04-15 with total page 199 pages. Available in PDF, EPUB and Kindle. Book excerpt: In his first book, Lasting Wealth Is A Matter Of Timing, veteran money manager John K. Sosnowy gave an early warning to investors about the end of the great bull market of the 1990's. In this book, Everything You Know About Investing is Wrong, Sosnowy: · dispels some of the most common myths about investing. · exposes the fallacies inherent in "buy and hold" and "passive asset allocation" investment strategies. · shows there is no "Holy Grail" in investing. · advises how retirees can avoid financial suicide. · lays the foundation for the younger generation to accumulate and keep lasting wealth.
Download or read book Investment Strategies for Tortoises written by Robert G. Kahl CFA and published by Page Publishing Inc. This book was released on 2022-08-29 with total page 97 pages. Available in PDF, EPUB and Kindle. Book excerpt: Investment Strategies for Tortoises is designed to make financial theory more accessible to nonprofessional investors so they may manage better their own investments or work with a financial advisor more effectively. It is written for those who wish to improve their asset allocation decision process and implement diversified strategies using mutual funds, ETFs, and closed-end funds. The book covers a broad range of investment topics including behavioral finance, the nature of risk, asset pricing theories, factor models, fixed income securities, currencies, precious metals, closed-end funds, the US financial system, some relevant macroeconomic theories, portfolio allocation, and fund considerations. If you want to boost your investment IQ, this is a good place to start.
Download or read book All About Asset Allocation written by Richard Ferri and published by McGraw-Hill. This book was released on 2006 with total page 328 pages. Available in PDF, EPUB and Kindle. Book excerpt: All About Asset Allocation goes beyond sound-bite financial columns and TV programs to explain asset allocation in terms that anyone can under- stand. Using a concise style, it features straight- forward explanations of asset allocation, a review of the asset allocation process, and guidelines for implementing strategies and programs.
Download or read book The Only Guide to a Winning Investment Strategy You ll Ever Need written by Larry E. Swedroe and published by Macmillan + ORM. This book was released on 2005-01-01 with total page 197 pages. Available in PDF, EPUB and Kindle. Book excerpt: Investment professional Larry E. Swedroe describes the crucial difference between "active" and "passive" mutual funds, and tells you how you can win the investment game through long-term investments in such indexes as the S&P 500 instead of through the active buying and selling of stocks. A revised and updated edition of an investment classic, The Only Guide to a Winning Investment Strategy You'll Ever Need remains clear, understandable, and effective. This edition contains a new chapter comparing index funds, ETFs, and passive asset class funds, an expanded section on portfolio care and maintenance, the addition of Swedroe's 15 Rules of Prudent Investing, and much more. In clear language, Swedroe shows how the newer index mutual funds out-earn, out-perform, and out-compound the older funds, and how to select a balance "passive" portfolio for the long hail that will repay you many times over. This indispensable book also provides you with valuable information about: - The efficiency of markets today - The five factors that determine expected returns of a balanced equity and fixed income portfolio - Important facts about volatility, return, and risk - Six steps to building a diversified portfolio using Modern Portfolio Theory - Implementing the winning strategy - and more.
