Perspectives from the literature of private wealth management
WW Jennings, SM Horan… - The Journal of …, 2011 - search.proquest.com
Private wealth management is the investment management specialization focused on high-
net-worth individuals and families. Portfolio design and investment solutions in private …
net-worth individuals and families. Portfolio design and investment solutions in private …
Extending the Goals-Based Framework to Comprise Both Investment and Financial Planning
JLP Brunel - The Journal of Wealth Management, 2020 - search.proquest.com
This article seeks to fill a void in the literature on goals-based planning. Most of the current
work covers cases where clients already possess significant financial assets that they plan …
work covers cases where clients already possess significant financial assets that they plan …
The Influence of a Family Business on Portfolio Management: An Asset-Liability Management Approach
SM Horan, RR Johnson - The Journal of Wealth Management, 2014 - search.proquest.com
Wealth management is inherently a more comprehensive endeavor than traditional asset
management. The scope of advisement extends beyond the fixed sum of financial assets. In …
management. The scope of advisement extends beyond the fixed sum of financial assets. In …
Non-Separable Digital Objects as an Alternative Investment
This article investigates digital objects in video games as an alternative investment from
2015 to 2020. The authors use the Steam Community Market of the Counter-Strike Global …
2015 to 2020. The authors use the Steam Community Market of the Counter-Strike Global …
Creating a goal-based wealth allocation process
AB Chhabra, R Koneru… - The Journal of Wealth …, 2008 - search.proquest.com
The fundamental principle of creating a meaningful wealth strategy for an individual is that it
is about achieving their financial goals regardless of the future performance of financial …
is about achieving their financial goals regardless of the future performance of financial …
Toward a Literature of Wealth Management
WW Jennings - The Journal of Wealth Management, 2023 - pm-research.com
I characterize the wealth management literature that The Journal of Wealth Management
helped define over the last quarter century and then assess its impact. Eight key areas of …
helped define over the last quarter century and then assess its impact. Eight key areas of …
Quantitative vc: A new way to growth
J Bhakdi - The Journal of Private Equity, 2013 - JSTOR
Innovation is the sole driver of productivity—and with it, growth across all asset classes. But
the asset class in charge of financing innovation is in trouble: Conventional VC has failed to …
the asset class in charge of financing innovation is in trouble: Conventional VC has failed to …
A multi-family office (MFO)'Investment Manifesto'
S Welch, J McIntyre - The Journal of Wealth Management, 2015 - search.proquest.com
How should advisers and multi-family office (MFO) professionals serving investors and
families be building portfolios and running their businesses? How can they help clients to …
families be building portfolios and running their businesses? How can they help clients to …
Modern Portfolio Theory's Third Rail: Achieving Wealth Mobility Through Idiosyncratic Risk
AB Chhabra, R Koneru, L Zaharoff - The Journal of Wealth …, 2011 - pm-research.com
The goal of wealth generation demands a different investing strategy than the goal of wealth
preservation. This article attempts to understand the impact of portfolio diversification on the …
preservation. This article attempts to understand the impact of portfolio diversification on the …
After the Ball
GM Frankfurter - The Journal of Investing, 2005 - pm-research.com
Academics have argued for decades about whether markets are efficient. This has been a
great waste of intellectual resources with no discernible reason other than to funnel research …
great waste of intellectual resources with no discernible reason other than to funnel research …