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 …
Goal-based wealth management in practice
JLP Brunel - The Journal of Wealth Management, 2011 - search.proquest.com
Two important developments have brought goal-based wealth management into greater
focus in the last three years. The financial market meltdown of 2008 has changed the way …
focus in the last three years. The financial market meltdown of 2008 has changed the way …
[BOOK][B] The rise and fall (?) of shareholder activism by hedge funds
J Armour, B Cheffins - 2009 - books.google.com
The forthright brand of shareholder activism associated with hedge funds became a major
corporate governance phenomenon in the United States in the 2000s. Financial economists …
corporate governance phenomenon in the United States in the 2000s. Financial economists …
[PDF][PDF] Executive stock and option valuation in a two state-variable framework
We provide a disnete-time executive option valuation model that allows optimal investment
of the executive3 outside wealth in the risk-jee asset and the market portfolio. The model …
of the executive3 outside wealth in the risk-jee asset and the market portfolio. The model …
[BOOK][B] Financial Advice and Investment Decisions: A Manifesto for Change
JW Wilcox, FJ Fabozzi - 2013 - books.google.com
A practical guide to adapting financial advice and investing to a post crisis world There's no
room for" business as usual" in today's investment management environment. Following the …
room for" business as usual" in today's investment management environment. Following the …
Tax-efficient withdrawal strategies
KA Cook, W Meyer, W Reichenstein - Financial Analysts Journal, 2015 - Taylor & Francis
The authors considered an individual investor who holds a financial portfolio with funds in at
least two of the following accounts: a taxable account, a tax-deferred account, and a tax …
least two of the following accounts: a taxable account, a tax-deferred account, and a tax …
Two key concepts for wealth management and beyond
W Reichenstein, SM Horan… - Financial Analysts …, 2015 - Taylor & Francis
Asset allocation is profoundly influenced by at least two underappreciated concepts. First,
tax-deferred accounts—for example, 401 (k) s—are like partnerships in which the investor …
tax-deferred accounts—for example, 401 (k) s—are like partnerships in which the investor …
Tax-aware investment management practice
SM Horan, D Adler - The Journal of Wealth Management, 2009 - search.proquest.com
The authors examine the tax-aware investment practices of investment managers managing
taxable accounts. Their sample of mostly well-experienced CFA charter holders exhibits a …
taxable accounts. Their sample of mostly well-experienced CFA charter holders exhibits a …
Tax-Adjusted Portfolio Optimization and Asset Location: Extensions and Synthesis
SM Horan, A Al Zaman - The Journal of Wealth Management, 2008 - search.proquest.com
Abstract Models developed in a pretax framework do not necessarily apply in an after-tax
framework, and this notion certainly applies to portfolio optimization. This article derives …
framework, and this notion certainly applies to portfolio optimization. This article derives …
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 …