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Goals-based portfolio theory /

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"This book is about using that ecosystem to accomplish financial goals-it is a better map (hopefully!). But, to really understand how and why goals-based investing is different, we must first understand goals-based investors-that is, those real people who have real things they want to achieve i...

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Bibliographic Details
Main Author: Parker, Franklin J. (Author)
Format: eBook
Language:English
Published: Hoboken, New Jersey : Wiley, [2023]
Subjects:
Portfolio management.
Online Access:Connect to the full text of this electronic book
Table of Contents:
  • The Story of the Idea: How Goals-Based Portfolio Theory Came to Be
  • A Theoretical Foundation
  • Allocating Wealth Across Goals and Across Investments
  • Allocating Wealth Through Time
  • Real Markets, Real Risk, Real Portfolios
  • Insurance Through a Goals-Based Lens
  • Impact Investing
  • Taxes and Rebalancing
  • Goals-Based Reporting
  • Fragility Analysis of Goals-Based Inputs
  • Human Risks
  • Prudent Investing with High-Variance Assets: An Experimental Chapter
  • As a Bridge Between Normative and Behavioral Finance
  • The Future Structure of Wealth Management Firms
  • Endnote: Some Final Thoughts.