Skip to main content

Main menu

  • Home
  • Current Issue
  • Past Issues
  • Videos
  • Submit an article
  • More
    • About JWM
    • Editorial Board
    • Published Ahead of Print (PAP)
  • IPR Logo
  • Home
  • About Us
  • Journals
  • Publish
  • Advertise
  • Videos
  • More
    • Awards
    • Article Licensing
    • Academic Use
  • LinkedIn
  • Twitter
  • Facebook
  • YouTube

User menu

  • Sample our Content
  • Subscribe Now
  • Log in

Search

  • Advanced search
The Journal of Wealth Management
  • IPR Logo
  • Home
  • About Us
  • Journals
  • Publish
  • Advertise
  • Videos
  • More
    • Awards
    • Article Licensing
    • Academic Use
  • Sample our Content
  • Subscribe Now
  • Log in
The Journal of Wealth Management

The Journal of Wealth Management

Advanced Search

  • Home
  • Current Issue
  • Past Issues
  • Videos
  • Submit an article
  • More
    • About JWM
    • Editorial Board
    • Published Ahead of Print (PAP)
  • LinkedIn
  • Twitter
  • Facebook
  • YouTube
Article

Five Tools for Wealth Managers

William W. Jennings, Brian C. Payne and Thomas C. O’Malley
The Journal of Wealth Management Winter 2016, 19 (3) 9-21; DOI: https://doi.org/10.3905/jwm.2016.19.3.009
William W. Jennings
is the civilian professor of finance and investments at the U.S. Air Force Academy in Colorado Springs, CO. wj@williamjennings.com
  • Find this author on Google Scholar
  • Find this author on PubMed
  • Search for this author on this site
Brian C. Payne
is senior military faculty and a professor of management at the U.S. Air Force Academy in Colorado Springs, CO. brian.payne@usafa.edu
  • Find this author on Google Scholar
  • Find this author on PubMed
  • Search for this author on this site
Thomas C. O’Malley
is an assistant professor of management at the U.S. Air Force Academy in Colorado Springs, CO. thomas.omalley@usafa.edu
  • Find this author on Google Scholar
  • Find this author on PubMed
  • Search for this author on this site
  • Article
  • Info & Metrics
  • PDF
Loading

Login below to view the full article

Abstract

The authors provide an operating manual for some useful, beyond-the-basics private wealth management tools. In this article, they have assembled a set of practical quantitative tools that private wealth managers can benefit from knowing and using. Believing wealth managers must embrace the tools of mathematics and statistics, they focus on five quantitative tools. Their presumed audience is a private wealth manager who has mastered the elementary quantitative toolkit. While the more-specialized tools presented in this article are developed in more detail elsewhere, the authors offer a curated selection of the large literature of private wealth management and attempt to convey the underlying intuition in plain English. Further, they offer shortcuts to implementing the calculations in Excel.

  • © 2016 Pageant Media Ltd
View Full Text

Don’t have access?

IPR Journals is the leading provider of applicable theoretical research for all those in the investment management community. Benefit from access to our content including:

  • Unrestricted access to all 11 Journals ​
  • Enhanced Search and Browse Functionality
  • Topic Searches and handpicked curated Collections 
  • A full archive of content going back to 1974

SAMPLE OUR CONTENT >>

INQUIRE ABOUT A SUBSCRIPTION >>

Log in using your username and password

Forgot your user name or password?
PreviousNext
Back to top

Explore all content across our journals

  • Topics
  • Journals
  • Authors
  • Highlights
  • Collections

In this issue

The Journal of Wealth Management: 19 (3)
The Journal of Wealth Management
Vol. 19, Issue 3
Winter 2016
  • Table of Contents
  • Index by author
Print
Download PDF
Article Alerts
Sign In to Email Alerts with your Email Address
Email Article

Thank you for your interest in spreading the word on The Journal of Wealth Management.

NOTE: We only request your email address so that the person you are recommending the page to knows that you wanted them to see it, and that it is not junk mail. We do not capture any email address.

Enter multiple addresses on separate lines or separate them with commas.
Five Tools for Wealth Managers
(Your Name) has sent you a message from The Journal of Wealth Management
(Your Name) thought you would like to see the The Journal of Wealth Management web site.
Citation Tools
Five Tools for Wealth Managers
William W. Jennings, Brian C. Payne, Thomas C. O’Malley
The Journal of Wealth Management Oct 2016, 19 (3) 9-21; DOI: 10.3905/jwm.2016.19.3.009

Citation Manager Formats

  • BibTeX
  • Bookends
  • EasyBib
  • EndNote (tagged)
  • EndNote 8 (xml)
  • Medlars
  • Mendeley
  • Papers
  • RefWorks Tagged
  • Ref Manager
  • RIS
  • Zotero
Save To My Folders
Share
Five Tools for Wealth Managers
William W. Jennings, Brian C. Payne, Thomas C. O’Malley
The Journal of Wealth Management Oct 2016, 19 (3) 9-21; DOI: 10.3905/jwm.2016.19.3.009
del.icio.us logo Digg logo Reddit logo Twitter logo CiteULike logo Facebook logo Google logo LinkedIn logo Mendeley logo
Tweet Widget Facebook Like LinkedIn logo

Jump to section

  • Article
    • Abstract
    • WHAT RETURN SHOULD I USE TO FORECAST?
    • WHAT IS THE ACCURATE WAY TO ADDRESS INFLATION?
    • WHAT IS THE RETURN I GAIN FROM DIVERSIFICATION?
    • HOW MUCH SHOULD TWO ASSETS’ RETURNS DIVERGE?
    • WILL MY CLIENT RUN OUT OF MONEY?
    • CONCLUSION
    • APPENDIX
    • ENDNOTES
    • REFERENCES
  • Info & Metrics
  • PDF

Cited By...

  • No citing articles found.
  • Google Scholar

More in this TOC Section

  • Editor’s Letter
  • Book Review: Wealth of Wisdom: The Top 50 Questions Wealthy Families Ask
  • The Tax Benefits of Relaxing the Long-Only Constraint: Do They Come from Character or Deferral?
Show more Article

Similar Articles

LONDON
One London Wall, London, EC2Y 5EA
United Kingdom
+44 207 139 1600
 
NEW YORK
41 Madison Avenue, New York, NY 10010
USA
+1 646 931 9045
iprjournals@pageantmedia.com
 

Stay Connected

  • LinkedIn
  • Twitter
  • Facebook
  • YouTube

MORE FROM IPR

  • Home
  • Awards
  • Investment Guides
  • Videos
  • About IPR Journals

INFORMATION FOR

  • Academics
  • Agents
  • Authors
  • Content Usage Terms

GET INVOLVED

  • Advertise
  • Publish
  • Article Licensing
  • Subscribe Now
  • Log In
  • Update your profile
  • Give us your feedback

© 2018 Pageant Media Ltd | All Rights Reserved | ISSN: 1534-7524 | E-ISSN: 2374-1368

  • Site Map
  • Terms & Conditions
  • Cookies
  • Privacy Policy