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Goals-based portfolio theory / Franklin J. Parker.
- Format:
- Book
- Author/Creator:
- Parker, Franklin J., author.
- Language:
- English
- Subjects (All):
- Portfolio management.
- Physical Description:
- 1 online resource (256 pages)
- Place of Publication:
- Hoboken, New Jersey : John Wiley & Sons, Incorporated, [2023]
- Summary:
- "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 in their very real lives. People do not enter this jungle for the fun of it, at least not usually. People enter this jungle hoping to come out the other side better off-to improve their lives and secure their future"-- Provided by publisher.
- Contents:
- Cover
- Title Page
- Copyright Page
- Contents
- Forewordby Jean LP Brunel, CFA
- PrefaceGoals-Based Investors and the Need for Better Theory
- Acknowledgments
- Chapter 1 The Story of the IdeaHow Goals-Based Portfolio Theory Came to Be
- Chapter 2 A Theoretical Foundation
- Comparison to Modern Portfolio Theory
- Chapter 3 Allocating Wealth Across Goals and Across Investments
- Case Study
- Chapter 4 Allocating Wealth Through Time
- Chapter 5 Real Markets, Real Risk, Real Portfolios
- Chapter 6 Insurance Through a Goals-Based Lens
- Chapter 7 Impact Investing
- Chapter 8 Taxes and Rebalancing
- Chapter 9 Goals-Based Reporting
- Chapter 10 Fragility Analysis of Goals-Based Inputs
- Chapter 11 Human Risks
- Chapter 12 Prudent Investing with High-Variance Assets: An Experimental Chapter
- Chapter 13 As a Bridge Between Normative and Behavioral Finance
- Gambling, Insurance, and the Friedman-Savage Puzzle
- Samuelson's Paradox
- Infinite Payoffs, Limited Costs-The St. Petersburg Paradox
- Questions of Probability, Questions of Doubt
- Irrational People, Irrational Markets?
- Chapter 14 The Future Structure of Wealth Management Firms
- Some Final Thoughts
- Index
- EULA.
- Notes:
- Description based on print version record.
- Includes bibliographical references and index.
- Other Format:
- Print version: Parker, Franklin J. Goals-Based Portfolio Theory
- ISBN:
- 9781119906117
- 1119906113
- 9781119906124
- 1119906121
- OCLC:
- 1338303804
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