Goals-Based Portfolio Theory

FJ Parker

$82.95

Hardback

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English

John Wiley & Sons Inc
11 January 2023

Finance & accounting

An in-depth overview of investing in the real world

In Goals-Based Portfolio Theory, award-winning Chartered Financial Analyst (R) Franklin J. Parker delivers an insightful and eye-opening discussion of how real people can navigate the financial jungle and achieve their financial goals. The book accepts the reality that the typical investor has specific funding requirements within specified periods of time and a limited amount of wealth to dedicate to those objectives. It then works within those limits to show you how to build an investment portfolio that maximizes the possibility you'll achieve your goals, as well as how to manage the tradeoffs between your goals.

In the book, you'll find:

Strategies for incorporating taxation and rebalancing into a goals-based portfolio A discussion of the major non-financial risks faced by people engaged in private wealth management An incisive prediction of what the future of wealth management and investment management may look like

An indispensable exploration of investing as it actually works in the real world for real people, Goals-Based Portfolio Theory belongs in the library of all investors and their advisors who want to maximize the chances of meeting financial goals.

By: FJ Parker
Imprint: John Wiley & Sons Inc
Country of Publication: United States
Dimensions: Height: 233mm, Width: 166mm, Spine: 21mm
Weight: 526g
ISBN: 9781119906100
ISBN 10: 1119906105
Pages: 256
Publication Date: 11 January 2023
Audience: Professional and scholarly , Undergraduate
Format: Hardback
Publisher's Status: Active

Forward, by Jean LP Brunel CFA 4 Preface: Goals-Based Investors and the Need for Better Theory 9 1. The Story of the Idea: How Goals-Based Portfolio Theory Came to Be 19 2. A Theoretical Foundation 28 3. Allocating Wealth Across Goals and Across Investments 44 4. Allocating Wealth Through Time 55 5. Real Markets, Real Risk, Real Portfolios 71 6. Insurance Through a Goals-Based Lens 89 7. Impact Investing 98 8. Taxes and Rebalancing 107 9. Goals-Based Reporting 121 10. Fragility Analysis of Goals-Based Inputs 131 11. Human Risks 140 12. Prudent Investing with High-Variance Assets: An Experimental Chapter 151 13. As a Bridge Between Normative and Behavioral Finance 161 14. The Future Structure of Wealth Management Firms 182 Endnote: Some Final Thoughts 191

FRANKLIN J. PARKER, CFA, is the award-winning author of dozens of peer-reviewed articles and trade publications. He is a CFA charterholder, international speaker, founder of a Texas-based RIA, and a strategic advisor to journals, funds, and wealthy families.

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Goals-Based Portfolio Theory

FJ Parker

$82.95

Hardback

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