Modern Asset Allocation for Wealth Management
An authoritative resource for the wealth management industry that bridges the gap between modern asset allocation solutions and practical implementationAn advanced yet practical dive into the world of…
Specifikacia Modern Asset Allocation for Wealth Management
An authoritative resource for the wealth management industry that bridges the gap between modern asset allocation solutions and practical implementationAn advanced yet practical dive into the world of asset allocation, Modern Asset Allocation for Wealth Management provides the knowledge financial advisors and their robo-advisor counterparts need to reclaim ownership of the asset allocation component of their fiduciary responsibility. Wealth management practitioners are commonly taught the traditional mean-variance approach in CFA and similar curricula, a method with more limited applicability given the evolution of investment products and our understanding of real-world client preferences. Additionally, financial advisors and researchers typically receive little to no training on how to implement a robust asset allocation framework, a conceptually simple yet
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Physical Asset Management