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Goals-based portfolio theory /

Record Type:	Language materials, printed : Monograph/item
Title/Author:	Goals-based portfolio theory // Franklin J. Parker, CFA.
Author:	Parker, Franklin J.
Published:	Hoboken, NJ :Wiley, : c2023.,
Description:	xxvii, 225 p. :ill. ; : 24 cm.;
Subject:	Portfolio management. -
ISBN:	9781119906100 (hbk.) :

Goals-based portfolio theory /
Parker, Franklin J.

Goals-based portfolio theory /Franklin J. Parker, CFA. - Hoboken, NJ :Wiley,c2023. - xxvii, 225 p. :ill. ;24 cm.

Includes bibliographical references and index.

The Story of the Idea: How Goals-Based Portfolio Theory Came to Be -- A Theoretical Foundation -- Allocating Wealth Across Goals and Across Investments -- Allocating Wealth Through Time -- Real Markets, Real Risk, Real Portfolios -- Insurance Through a Goals-Based Lens -- Impact Investing -- Taxes and Rebalancing -- Goals-Based Reporting -- Fragility Analysis of Goals-Based Inputs -- Human Risks -- Prudent Investing with High-Variance Assets: An Experimental Chapter -- As a Bridge Between Normative and Behavioral Finance -- The Future Structure of Wealth Management Firms -- Endnote: Some Final Thoughts.

"This book is about using that ecosystem to accomplish financial goals-it is a better map (hopefully!). But, to really understand how and why goals-based investing is different, we must first understand goals-based investors-that is, those real people who have real things they want to achieve in their very real lives. People do not enter this jungle for the fun of it, at least not usually. People enter this jungle hoping to come out the other side better off-to improve their lives and secure their future"--

ISBN: 9781119906100 (hbk.) :NT1583 Subjects--Topical Terms:

557690
Portfolio management.

LC Class. No.: HG4529.5

Dewey Class. No.: 332.6

Goals-based portfolio theory /
LDR:01858cam a2200241 a 4500 001 1111395
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008 231218s2023 njua b 001 0 eng d
020 $a 9781119906100 (hbk.) : $c NT1583
020 $z 9781119906117 (adobe pdf)
020 $z 9781119906124 (epub)
035 $a (OCoLC)1338303804
035 $a 1338303804
040 $a DLC $b eng $e aacr2 $c DLC $d OCLCF $d ORMDA $d UKAHL
042 $a pcc
050 0 0 $a HG4529.5
082 0 0 $a 332.6 $2 23/eng/20220803
100 1 $a Parker, Franklin J. $3 1423974
245 1 0 $a Goals-based portfolio theory / $c Franklin J. Parker, CFA.
260 # $a Hoboken, NJ : $b Wiley, $c c2023.
300 $a xxvii, 225 p. : $b ill. ; $c 24 cm.
504 $a Includes bibliographical references and index.
505 0 # $a The Story of the Idea: How Goals-Based Portfolio Theory Came to Be -- A Theoretical Foundation -- Allocating Wealth Across Goals and Across Investments -- Allocating Wealth Through Time -- Real Markets, Real Risk, Real Portfolios -- Insurance Through a Goals-Based Lens -- Impact Investing -- Taxes and Rebalancing -- Goals-Based Reporting -- Fragility Analysis of Goals-Based Inputs -- Human Risks -- Prudent Investing with High-Variance Assets: An Experimental Chapter -- As a Bridge Between Normative and Behavioral Finance -- The Future Structure of Wealth Management Firms -- Endnote: Some Final Thoughts.
520 # $a "This book is about using that ecosystem to accomplish financial goals-it is a better map (hopefully!). But, to really understand how and why goals-based investing is different, we must first understand goals-based investors-that is, those real people who have real things they want to achieve in their very real lives. People do not enter this jungle for the fun of it, at least not usually. People enter this jungle hoping to come out the other side better off-to improve their lives and secure their future"-- $c Provided by publisher.
650 # 0 $a Portfolio management. $3 557690