Investment manager analysis : a comprehensive guide to portfolio selection, monitoring, and optimization / Frank J. Travers.

Format:

Book

Author/Creator:

Travers, Frank J.

Series:

Wiley finance series.

Wiley finance series

Language:

English

Subjects (All):

Investment analysis.

Portfolio management.

Physical Description:

1 online resource (402 p.)

Edition:

1st ed.

Place of Publication:

Hoboken, NJ : Wiley, c2004.

Language Note:

English

Summary:

Praise for Investment Manager Analysis ""This is a book that should have been written years ago. It provides a practical, thorough, and completely objective method to analyze and select an investment manager. It takes the mystery (and the consultants) out of the equation. Without question, this book belongs on every Plan Sponsor's desk.""-Dave Davenport, Assistant Treasurer, Lord Corporation, author of The Equity Manager Search ""An insightful compendium of the issues that challenge those responsible for hiring and firing investment managers. Frank Travers does a g

Contents:

Investment Manager Analysis; Contents; Introduction; PART ONE Before the Analysis; CHAPTER 1 Setting Investment Guidelines; CHAPTER 2 Investment Manager Sourcing; CHAPTER 3 Request for Information; PART TWO Equity and Fixed Income Manager Analysis; CHAPTER 4 Performance Analysis; CHAPTER 5 Risk Analysis; CHAPTER 6 Portfolio Analysis; CHAPTER 7 Information Gathering; CHAPTER 8 Initial Interview; CHAPTER 9 Attribution Analysis; CHAPTER 10 Style Analysis; CHAPTER 11 On-Site Meeting; CHAPTER 12 Investment Manager Scoring Model; CHAPTER 13 Background Checks and Contracts

CHAPTER 14 Fixed Income Manager AnalysisPART THREE Alternative Investment Manager Analysis; CHAPTER 15 Hedge Fund Manager Analysis; Index

Notes:

Description based upon print version of record.

Includes bibliographical references.

ISBN:

9786610368259

9781118160893

1118160894

9781280368257

128036825X

9780471684534

0471684538

OCLC:

614850919