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 …

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 …

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 …

Non-Separable Digital Objects as an Alternative Investment

B Faye, E Le Fur - The Journal of Alternative Investments, 2023 - pm-research.com
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 …

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 …

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 …

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 …

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 …

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 …

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 …