Discover millions of ebooks, audiobooks, and so much more with a free trial

Only $11.99/month after trial. Cancel anytime.

Goals-Based Investing: A Visionary Framework for Wealth Management
Goals-Based Investing: A Visionary Framework for Wealth Management
Goals-Based Investing: A Visionary Framework for Wealth Management
Audiobook7 hours

Goals-Based Investing: A Visionary Framework for Wealth Management

Written by Tony Davidow

Narrated by Michael Butler Murray

Rating: 5 out of 5 stars

5/5

()

About this audiobook

Raise your investing game to a new level with the latest investing strategies, methods, and products

The wealth management industry has undergone a major transformation over the last decade, including increased concerns and skepticism from investors, the growth of robo-advisors, product evolution, and an evolving value proposition-in addition to geopolitical risks, increased correlation across asset classes, changing demographics, and social tensions. Concepts like "Modern Portfolio Theory" aren't modern anymore, and even Post-Modern Portfolio Theory has become passe.

To succeed in today's complex, uncertain world of investing, you need go beyond plain vanilla stocks, bonds, and mutual funds and embrace the latest investing tools and techniques. Goals-Based Investing is an unparalleled guide to: the limitations of modern portfolio theory; behavioral finance-overcoming biases; the role and use of alternative investments in building better portfolios; the growth of exchange-traded funds (ETFs) from "cheap beta" to "smart beta"; sustainable investing, also known as environmental, social, and governance (ESG) investing; adopting a goals-based investing approach; and the future of wealth management.
LanguageEnglish
Release dateOct 26, 2021
ISBN9781638411185

Related to Goals-Based Investing

Related audiobooks

Investments & Securities For You

View More

Related articles

Reviews for Goals-Based Investing

Rating: 5 out of 5 stars
5/5

2 ratings0 reviews

What did you think?

Tap to rate

Review must be at least 10 words