Download or read book The Evergreen Portfolio written by Martin Truax and published by John Wiley & Sons. This book was released on 2010-08-20 with total page 613 pages. Available in PDF, EPUB and Kindle. Book excerpt: A practical system for growing and protecting wealth in today's volatile markets Martin Truax and Ron Miller are financial professionals, who unlike others in this field, have made money in today's volatile market. While stock markets have been down fifty percent, they've managed to be up seventy percent. This book clearly explains the highly successful portfolio management system used by the authors to protect their clients' wealth as well as garner substantial gains-by participating in profitable market opportunities when they occur. Divided into several informative and engaging sections, The Evergreen Portfolio reveals how you can use hedges to protect the long portion of your portfolio when the market starts to go down. It covers the tactical and technical methodologies needed to protect and grow your assets at a time when many investors are getting wiped out. Discusses the keys to succeeding in today's market, including the best ways to invest in gold, diversify with foreign currency, and much more Contains insights from top minds in the market such as Mark Skousen and Bob Precther Offers an effective solution to the investment and retirement problems we all now face Written with the serious investor in mind, The Evergreen Portfolio reveals one of the best ways to protect and grow your money in a turbulent financial environment.
Download or read book The Teaching Portfolio written by Russell Edgerton and published by Taylor & Francis. This book was released on 2023-07-03 with total page 82 pages. Available in PDF, EPUB and Kindle. Book excerpt: This valuable work suggests one model in which faculty assemble a collection of carefully selected work samples accompanied by reflective commentary about them. Covers the what, why, and how of teaching portfolios, with pointers for getting started and a sampling of current campus practices. Includes reproductions of eight actual portfolio entries. The companion volume toCampus Use of the Teaching Portfolio.
Download or read book Federal Register written by and published by . This book was released on 1999-12-22 with total page 1346 pages. Available in PDF, EPUB and Kindle. Book excerpt:
Download or read book SEC Docket written by United States. Securities and Exchange Commission and published by . This book was released on 1996 with total page 1432 pages. Available in PDF, EPUB and Kindle. Book excerpt:
Download or read book Practical Operational Due Diligence on Hedge Funds written by Rajiv Jaitly and published by John Wiley & Sons. This book was released on 2016-03-21 with total page 885 pages. Available in PDF, EPUB and Kindle. Book excerpt: Tighten due diligence procedures for more successful hedge fund investment Practical Operational Due Diligence on Hedge Funds is an encyclopaedic, comprehensive reference, written from the perspective of an experienced practitioner. Accompanied by a useful archive of factual material on different hedge fund issues, including failures, fines, and closures, this book focuses on the areas due diligence professionals should address, and explains why they're important. Extensive discussion of publicised cases identifies the manager entities and actual fund vehicles involved, and provides commentary on what could have been done differently in each case, backed by actual regulatory materials, such as SEC complaints, that recreate the events that took place. Readers gain a deeper understanding of the many facets of due diligence and the many possible pitfalls, learning how standardise processes and avoid major errors and oversights. The amount of money managed by hedge funds has almost doubled from the $1 trillion under management at the time of the financial crisis. Hedge funds can be extremely risky, but can be extremely profitable — as money increasingly flows back in, due diligence on these alternative investments becomes more and more critical. This book provides complete guidance toward the due diligence process, with plentiful real-world examples. Identify the areas of due diligence and what can go wrong Create procedures and checklists to minimise errors Learn what publicised cases could have done differently Gain a deeper understanding of massive failures and successes Proper due diligence can be a massive undertaking, but thoroughness is essential when the price of failure is so high. Practical Operational Due Diligence on Hedge Funds provides the details professionals need to be on point every time.
Download or read book The Handbook of Stable Value Investments written by Frank J. Fabozzi and published by John Wiley & Sons. This book was released on 1998-07-15 with total page 402 pages. Available in PDF, EPUB and Kindle. Book excerpt: Stable value investments can be a crucial aspect of any financial manager's portfolio decisions-yet few books provide in-depth coverage of issues concerning their management, underwriting, and pricing. In The Handbook of Stable Value Investments, Frank Fabozzi gives you the comprehensive, specialized information on these investments that is available nowhere else.
Download or read book Kiplinger s Personal Finance written by and published by . This book was released on 1994-02 with total page 140 pages. Available in PDF, EPUB and Kindle. Book excerpt: The most trustworthy source of information available today on savings and investments, taxes, money management, home ownership and many other personal finance topics.
Download or read book Portfolio Management in Practice Volume 1 written by CFA Institute and published by John Wiley & Sons. This book was released on 2020-11-24 with total page 1335 pages. Available in PDF, EPUB and Kindle. Book excerpt: Portfolio Management in Practice, Volume 1: Investment Management delivers a comprehensive overview of investment management for students and industry professionals. As the first volume in the CFA Institute’s new Portfolio Management in Practice series, Investment Management offers professionals looking to enhance their skillsets and students building foundational knowledge an essential understanding of key investment management concepts. Designed to be an accessible resource for a wide range of learners, this volume explores the full portfolio management process. Inside, readers will find detailed coverage of: Forming capital market expectations Principles of the asset allocation process Determining investment strategies within each asset class Integrating considerations specific to high net worth individuals or institutions into chosen strategies And more To apply the concepts outlined in the Investment Management volume, explore the accompanying Portfolio Management in Practice, Volume 1: Investment Management Workbook. The perfect companion resource, this workbook aligns chapter-by-chapter with Investment Management for easy referencing so readers can draw connections between theoretical content and challenging practice problems. Featuring contributions from the CFA Institute’s subject matter experts, Portfolio Management in Practice, Volume 1: Investment Management distills the knowledge forward-thinking professionals will need to succeed in today’s fast-paced financial world.
Download or read book Directory Mutual Funds Closed end Funds Unit Investment Trust Sponsors written by and published by . This book was released on 1999 with total page 268 pages. Available in PDF, EPUB and Kindle. Book excerpt:
Download or read book Alternative Investments written by CFA Institute and published by John Wiley & Sons. This book was released on 2021-11-24 with total page 675 pages. Available in PDF, EPUB and Kindle. Book excerpt: The complete guide to alternative investments, from experts working with CFA Institute Alternative Investments is the definitive guide to understanding non-traditional asset classes. Alternatives are a disparate group of investments that are distinguished from long-only, publicly traded investments in stocks, bonds, and cash (often referred to as traditional investments). Alternative investments include real estate, commodities, infrastructure, and other non-traditional investments such as private equity or debt and hedge funds. They are attractive to investors because of the potential for portfolio diversification resulting in a higher risk-adjusted return for the portfolio. Alternative Investments and its accompanying workbook (sold separately) lead students and investment professionals through the many characteristics of non-traditional assets, including: Narrow specialization of the investment managers Relatively low correlation of returns with those of traditional investments Less regulation and less transparency than traditional investments Limited historical risk and return data Unique legal and tax considerations Higher fees, often including performance or incentive fees Concentrated portfolios Restrictions on redemptions (i.e. “lockups” and “gates”) CFA Institute is the world's premier association for investment professionals, and the governing body for the CFA® Program, CIPM® Program, CFA Institute ESG Investing Certificate, and Investment Foundations® Program. Those seeking a deeper understanding of the markets, mechanisms, and use of alternatives will value the level of expertise CFA Institute brings to the discussion, providing a clear, comprehensive resource for students and professionals alike. Whether used alone or in conjunction with the companion workbook, Alternative Investments offers a complete course in alternative investments and their role in investment management.
Download or read book Portfolio Development and the Assessment of Prior Learning written by Elana Michelson and published by Taylor & Francis. This book was released on 2023-08-11 with total page 272 pages. Available in PDF, EPUB and Kindle. Book excerpt: For over thirty years, portfolios have been used to help adult learners gain recognition for their prior learning and take greater control of their educational experiences. The portfolio has become a distinctive means of assessing such learning, serving as a meaningful alternative to conventional papers and standardized testing. Portfolio Development and the Assessment of Prior Learning: Perspectives, Models, and Practices provides a primer of flexible approaches to shaping and conducting portfolio-development courses. It offers practitioners in the field an extensive range of model assignments, readings, and classroom activities, each organized around a specific theme: Academic Orientation, The Meaning of Education, Personal Exploration, Learning from the Outsider Within, The World of Work and Careers, and Dimensions of Expertise. Twelve case studies by practitioners in the field then show how academics in the US and around the English-speaking world have adapted the portfolio to changing circumstances in order to deliver academically rich educational services for adults. These case studies highlight portfolio development in the context of web-based instruction, changing institutional imperatives, service to historically disenfranchised groups, partnerships with industry, and cross-institutional cooperation.In addition to serving as a valuable hands-on resource for practitioners, Portfolio Development and the Assessment of Prior Learning locates portfolios and assessment in a broad social and intellectual context. Thus, the authors also offer an historical overview of the usefulness of portfolios in the assessment of prior learning and then consider their use in the future, given current trends in higher education for adults. The book explores the implications of a changing educational landscape, in which new student populations, budgetary pressures, and understandings of knowledge both enrich and challenge student-centered approaches such as portfolios.The approaches and case studies are not only valuable to adult educators but, equally, to faculty in higher education concerned with the development of competency- and outcomes-based assessment.
Download or read book Directory of Registered Investment Advisors written by and published by . This book was released on 1995 with total page 1902 pages. Available in PDF, EPUB and Kindle. Book excerpt:
Download or read book Investing in Resources written by Adrian Day and published by John Wiley & Sons. This book was released on 2010-09-09 with total page 354 pages. Available in PDF, EPUB and Kindle. Book excerpt: How to analyze and understand investment opportunities in the resources market Investing in resource markets is quite different from other sectors–extreme cyclicality; very long cycles; huge corrections; continual mergers and acquisitions; and, huge capital needs. Written by industry pioneer Adrian Day, Investing in Resources: How to Profit from the Outsized Potential and Avoid the Outsized Risks details the factors that affect investing in resource markets, and how, if an investor understands those factors, the resource market can be a great place to realize very strong gains. The book: Explains the major factors driving resource prices higher, including new demand from China and the difficulty in finding new economic resources Discusses how the resource industry is changing, and addresses where we are in the "Super Cycle" Details how to profit by investing in base metals, gold, silver, and agriculture, while explaining the peculiar political, environmental, and social risks inherent in resource markets In recent years, deciding how to minimize the excessive risks of investing in resource markets has proven difficult for even the most experienced investors. Thanks to Investing in Resources, the task of how and where to invest in this lucrative market is made easier.
Download or read book Billboard written by and published by . This book was released on 2010-01-09 with total page 766 pages. Available in PDF, EPUB and Kindle. Book excerpt: In its 114th year, Billboard remains the world's premier weekly music publication and a diverse digital, events, brand, content and data licensing platform. Billboard publishes the most trusted charts and offers unrivaled reporting about the latest music, video, gaming, media, digital and mobile entertainment issues and trends.
Download or read book Demystifying Social Finance and Social Investment written by Mark Salway and published by Routledge. This book was released on 2020-10-28 with total page 400 pages. Available in PDF, EPUB and Kindle. Book excerpt: Social finance and social investment are not challenging concepts to grasp. They use commercial-style investment tools to create a social as well as a financial return. The application, however, is not always as straightforward. This book begins in the wider field of social finance but focuses primarily on social investment as a tool. The reader is helped to understand this from different angles: introducing social investment, discussing social investment and taking a "deep-dive" into it to bring it to life. This unique book takes the reader on a journey from first principles to detailed practical application. This book examines the policy context and asks why social investment has only recently become so popular, when in reality this is a very old concept. This is linked to the agenda of making charities more "business-like", set against the changing face of investment, as charities can no longer rely on donations and grants as guaranteed income. The work they do is more important than ever and social investment, used with care, offers a new opportunity that is further explored in this text. Mark Salway, Paul Palmer, Peter Grant and Jim Clifford will help readers understand how a small amount of borrowing, or a different business model focused away from grants and donations, could be transformational for the non-profit sector.
Download or read book J Curve Exposure written by Pierre-Yves Mathonet and published by John Wiley & Sons. This book was released on 2008-07-31 with total page 476 pages. Available in PDF, EPUB and Kindle. Book excerpt: Building on the success of the author’s previous book Beyond the J Curve:Managing a Portfolio of Venture Capital and Private Equity Funds, this work covers new and additional material and offers advanced guidance on the practical questions faced by institutions when setting up and managing a successful private equity investment programme. Written from the practitioner’s viewpoint, the book offers private equity and venture capital professionals an advanced guide that will make high return targets more realistic and sustainable. Factors that can sometimes cause institutions to shy away from venture capital are the industry’s opaque track record, unclear valuations and risks, perceived lack of transparency as well as the significant entry barriers to overcome before tangible results show. These issues are all addressed in details with practical solutions to the problems. Among other topics J-Curve Exposure includes discussions of: Experiences with the adoption of the International Private Equity and Venture Capital Valuation Guidelines to address fair value under IFRS. Approaches for splitting and prioritizing distributions from private equity funds. Techniques for track record analysis and other tools to help limited partners in their due diligence. Approaches to dealing with uncertainty, the relevance of real options, and co-investments and side funds as advanced portfolio management techniques. Questions related to limited partner decision making fallacies and how to manage portfolios of VC funds. Securitization backed by portfolios of investments in private equity funds. Real life case studies illustrate the issues relevant for the practitioner.
Download or read book Kiplinger s Personal Finance written by and published by . This book was released on 1988-03 with total page 148 pages. Available in PDF, EPUB and Kindle. Book excerpt: The most trustworthy source of information available today on savings and investments, taxes, money management, home ownership and many other personal finance topics.
