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Frontiers of modern asset allocation /

Kaplan, Paul D.

Frontiers of modern asset allocation /

紀錄類型:	書目-語言資料,印刷品 : Monograph/item
正題名/作者:	Frontiers of modern asset allocation // Paul D. Kaplan.
作者:	Kaplan, Paul D.
出版者:	Hoboken, N.J. :John Wiley & Sons, : c2012.,
面頁冊數:	xxxii, 384 p. :ill. ; : 24 cm.;
標題:	BUSINESS & ECONOMICS / Finance. -
ISBN:	9781118115060 (cloth) :

Frontiers of modern asset allocation /
Kaplan, Paul D.

Frontiers of modern asset allocation /Paul D. Kaplan. - 1st ed. - Hoboken, N.J. :John Wiley & Sons,c2012. - xxxii, 384 p. :ill. ;24 cm. - Wiley finance series.

Includes bibliographical references and index.

"Through a series of articles spanning over 15 years of research, Paul D. Kaplan, who developed the methodologies behind the Morningstar Rating and the Morningstar Style Box tackles the issues investors face when they attempt to put the concepts of asset allocation into practice, among them: How should the asset classes be defined? Should equities be divided into asset classes based on investment style, geography, or other factors? Should asset classes be represented by market-cap-weighted indexes or should other principles, such as fundamental weights, be used? How do actively managed funds fit into asset-class mixes? Kaplan also interviews the intellectuals who have greatly influenced the evolution of asset allocation, including Harry Markowitz, Roger Ibbotson, and the late Benoit Mandelbrot. Throughout the book, Kaplan offers his own opinions and analysis. He includes three appendices that put theory into action with technical details for new asset-allocation frameworks, including the next generation of portfolio construction, which Kaplan dubs 'Markowitz 2.0.'"--Provided by publisher.

ISBN: 9781118115060 (cloth) :NT2577

LCCN: 2011029303Subjects--Topical Terms:

834498
BUSINESS & ECONOMICS / Finance.

LC Class. No.: HG4529.5 / .K36 2012

Dewey Class. No.: 332.6

Frontiers of modern asset allocation /
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245 1 0 $a Frontiers of modern asset allocation / $c Paul D. Kaplan.
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260 # $a Hoboken, N.J. : $c c2012. $b John Wiley & Sons,
300 $a xxxii, 384 p. : $b ill. ; $c 24 cm.
490 0 $a Wiley finance series
504 $a Includes bibliographical references and index.
520 # $a "Through a series of articles spanning over 15 years of research, Paul D. Kaplan, who developed the methodologies behind the Morningstar Rating and the Morningstar Style Box tackles the issues investors face when they attempt to put the concepts of asset allocation into practice, among them: How should the asset classes be defined? Should equities be divided into asset classes based on investment style, geography, or other factors? Should asset classes be represented by market-cap-weighted indexes or should other principles, such as fundamental weights, be used? How do actively managed funds fit into asset-class mixes? Kaplan also interviews the intellectuals who have greatly influenced the evolution of asset allocation, including Harry Markowitz, Roger Ibbotson, and the late Benoit Mandelbrot. Throughout the book, Kaplan offers his own opinions and analysis. He includes three appendices that put theory into action with technical details for new asset-allocation frameworks, including the next generation of portfolio construction, which Kaplan dubs 'Markowitz 2.0.'"--Provided by publisher.
650 # 7 $a BUSINESS & ECONOMICS / Finance. $2 bisacsh $3 834498
650 # 0 $a Investments. $3 557691
650 # 0 $a Portfolio management. $3 557690