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 …

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 …

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 …

Testing Generic Rebalancing Policies for Retirement Portfolios

B Cao - Available at SSRN 1362006, 2009 - papers.ssrn.com
In this paper, I first study the out-of-sample performance of generic rebalancing policies
selected using Monte Carlo, bagging and in-sample back-testing methods. The results show …

Pro-forma-Berichterstattung

M Heiden - 2009 - esv-elibrary.de
Im Sog der Bilanzskandale ist auch die Pro-forma-Berichterstattung ins Blickfeld der
Öffentlichkeit geraten. An Stelle handelsrechtlicher Rechnungslegung rücken weltweit …

Optimal Rebalancing Frequency for Bond/Stock Portfolios

DM Smith, WH Desormeau Jr - Journal of Financial Planning, 2006 - search.proquest.com
Abstract Changes in bond and stock prices necessitate periodic restoration of portfolios'
asset allocations to their policy weights. The purpose of this paper is to examine empirically …

Allocation of Alternative Investments in Portfolio Management.: A Quantitative Study Considering Investors' Liquidity Preferences

K Espahbodi, R Roumi - 2021 - diva-portal.org
Despite the fact that illiquid assets pose several difficulties regarding portfolio allocation
problems for investors, more investors are increasing their allocation towards them …

[BOOK][B] Besicherte Rohstoffterminkontrakte im Asset Management: Die Möglichkeiten einer dynamischen vs. statischen Allokation auf der Grundlage von Mean …

T Dennin - 2009 - books.google.com
Die vorliegende Arbeit ist in den Jahren 2004 bis 2008 neben meiner Arbeit für die
Deutsche Bank AG in Frankfurt entstanden und wurde im April 2008 von der …

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 …

한국에서의 포트폴리오 리벨런싱에 관한 실증적 연구

박광수 - Financial Planning Review, 2009 - dbpia.co.kr
본 연구는 우리나라시장에서 적절하게 자산배분된 포트폴리오에 대한 효과적인
리벨런싱방법에 관하여 1999 년 1 월부터 2008 년 9 월까지의 데이터를 가지고 실증적으로 …