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Moving beyond modern portfolio theory = investing that matters /

紀錄類型:	書目-語言資料,印刷品 : Monograph/item
正題名/作者:	Moving beyond modern portfolio theory/ Jon Lukomnik and James P. Hawley.
其他題名:	investing that matters /
作者:	Lukomnik, Jon.
出版者:	Abingdon, Oxon ;Routledge, : 2021.,
面頁冊數:	1 online resource (134 p.) :ill. :
標題:	Investments. -
電子資源:	https://www.taylorfrancis.com/books/9780429352256
ISBN:	9780429352256

Moving beyond modern portfolio theory = investing that matters /
Lukomnik, Jon.

Moving beyond modern portfolio theoryinvesting that matters /[electronic resource] :Jon Lukomnik and James P. Hawley. - Abingdon, Oxon ;Routledge,2021. - 1 online resource (134 p.) :ill.

Includes bibliographical references and index.

"Moving Beyond Modern Portfolio Theory: Investing That Matters tells the story of how Modern Portfolio Theory (MPT) revolutionized the investing world and the real economy, but is now showing its age. MPT has no mechanism to understand its impacts on the environmental, social and financial systems, nor any tools for investors to mitigate the havoc that systemic risks can wreck on their portfolios. It's time for MPT to evolve. The authors propose a new imperative to improve finance's ability to fulfil its twin main purposes: providing adequate returns to individuals and directing capital to where it is needed in the economy. They show how some of the largest investors in the world focus not on picking stocks, but on mitigating systemic risks, such as climate change and a lack of gender diversity, so as to improve the risk/return of the market as a whole, despite current theory saying that should be impossible. "Moving beyond MPT" recognizes the complex relations between investing and the systems on which capital markets rely, "Investing that matters" embraces MPT's focus on diversification and risk adjusted return, but understands them in the context of the real economy and the total return needs of investors. Whether an investor, an MBA student, a Finance Professor or a sustainability professional, Moving Beyond Modern Portfolio Theory: Investing That Matters is thought-provoking and relevant. Its bold critique shows how the real world already is moving beyond investing orthodoxy"--

ISBN: 9780429352256Subjects--Topical Terms:

557691
Investments.
Index Terms--Genre/Form:

554714
Electronic books.

LC Class. No.: HG4521

Dewey Class. No.: 332.601

Moving beyond modern portfolio theory = investing that matters /
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245 1 0 $a Moving beyond modern portfolio theory $h [electronic resource] : $b investing that matters / $c Jon Lukomnik and James P. Hawley.
260 $a Abingdon, Oxon ; $a New York, NY : $b Routledge, $c 2021.
300 $a 1 online resource (134 p.) : $b ill.
504 $a Includes bibliographical references and index.
520 $a "Moving Beyond Modern Portfolio Theory: Investing That Matters tells the story of how Modern Portfolio Theory (MPT) revolutionized the investing world and the real economy, but is now showing its age. MPT has no mechanism to understand its impacts on the environmental, social and financial systems, nor any tools for investors to mitigate the havoc that systemic risks can wreck on their portfolios. It's time for MPT to evolve. The authors propose a new imperative to improve finance's ability to fulfil its twin main purposes: providing adequate returns to individuals and directing capital to where it is needed in the economy. They show how some of the largest investors in the world focus not on picking stocks, but on mitigating systemic risks, such as climate change and a lack of gender diversity, so as to improve the risk/return of the market as a whole, despite current theory saying that should be impossible. "Moving beyond MPT" recognizes the complex relations between investing and the systems on which capital markets rely, "Investing that matters" embraces MPT's focus on diversification and risk adjusted return, but understands them in the context of the real economy and the total return needs of investors. Whether an investor, an MBA student, a Finance Professor or a sustainability professional, Moving Beyond Modern Portfolio Theory: Investing That Matters is thought-provoking and relevant. Its bold critique shows how the real world already is moving beyond investing orthodoxy"-- $c Provided by publisher.
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