Description
Book SynopsisYoram Lustig is a multi-asset portfolio manager and an author. He has been professionally managing assets since 2002 and writing since 2012. In 2013 he joined AXA Investment Managers as Head of Multi-Asset Investments UK and has been managing AXA IM Smart Diversified Growth Fund since its launch in April 2014. From 2009 to 2012, Yoram was Head of Multi-Asset Funds at Aviva Investors, leading the multi-asset team and managing a range of multi-billion pound, multi-asset portfolios, focusing on institutional investors. From 2002 to 2009 he was head of portfolio construction at Merrill Lynch, managing multi-asset discretionary portfolios, focusing on wealthy individuals.
Table of Contents
- 1. Why should you save for retirement?
- 2. Saving for your retirement
- 3. Investment outcomes
- 4. Investment risk
- 5. Investment constraints
- 6. Investment strategy
- 7. Lifecycle investing
- 8. Asset classes
- 9. Traditional investments
- 10. Alternative investments
- 11. Residential real estate
- 12. Investment historic performance
- 13. Diversification
- 14. Expected return and risk
- 15. Strategic Asset Allocation
- 16. Behavioural finance
- 17. The economic cycle
- 18. Tactical Asset Allocation
- 19. Choosing investments
- 20. Investment vehicles
- 21. Managing your portfolio
- 22. Managing risks
- 23. Reviewing
- 24. Your financial life plan
- Acknowledgements
- About the author
