{"product_id":"goalsbased-portfolio-theory-9781119906100","title":"GoalsBased Portfolio Theory","description":"\u003cb\u003eBook Synopsis\u003c\/b\u003e\u003cbr\u003e\u003cp\u003e\u003cb\u003eAn in-depth overview of investing in the real world \u003c\/b\u003e \u003c\/p\u003e\u003cp\u003eIn \u003ci\u003eGoals-Based Portfolio Theory\u003c\/i\u003e, award-winning Chartered Financial Analyst 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. \u003c\/p\u003e\u003cp\u003eIn the book, you'll find: \u003c\/p\u003e\u003cul\u003e \u003cli\u003eStrategies for incorporating taxation and rebalancing into a goals-based portfolio\u003c\/li\u003e \u003cli\u003eA discussion of the major non-financial risks faced by people engaged in private wealth management\u003c\/li\u003e \u003cli\u003eAn incisive prediction of what the future of wealth management and inve\u003cbr\u003e\u003cbr\u003e\u003cb\u003eTable of Contents\u003c\/b\u003e\u003cbr\u003e\u003cp\u003eForeword by \u003ci\u003eJean LP Brunel\u003c\/i\u003e, CFA ix\u003c\/p\u003e \u003cp\u003ePreface: Goals-Based Investors and the Need for Better Theory xv\u003c\/p\u003e \u003cp\u003eAcknowledgments xxvii\u003c\/p\u003e \u003cp\u003eChapter 1 The Story of the Idea: How Goals- Based Portfolio Theory Came to Be 1\u003c\/p\u003e \u003cp\u003eChapter 2 A Theoretical Foundation 11\u003c\/p\u003e \u003cp\u003eChapter 3 Allocating Wealth Across Goals and Across Investments 31\u003c\/p\u003e \u003cp\u003eChapter 4 Allocating Wealth Through Time 45\u003c\/p\u003e \u003cp\u003eChapter 5 Real Markets, Real Risk, Real Portfolios 65\u003c\/p\u003e \u003cp\u003eChapter 6 Insurance Through a Goals- Based Lens 85\u003c\/p\u003e \u003cp\u003eChapter 7 Impact Investing 97\u003c\/p\u003e \u003cp\u003eChapter 8 Taxes and Rebalancing 109\u003c\/p\u003e \u003cp\u003eChapter 9 Goals- Based Reporting 125\u003c\/p\u003e \u003cp\u003eChapter 10 Fragility Analysis of Goals- Based Inputs 137\u003c\/p\u003e \u003cp\u003eChapter 11 Human Risks 147\u003c\/p\u003e \u003cp\u003eChapter 12 Prudent Investing with High- Variance Assets: An Experimental Chapter 161\u003c\/p\u003e \u003cp\u003eChapter 13 As a Bridge Between Normative and Behavioral Finance 173\u003c\/p\u003e \u003cp\u003eChapter 14 The Future Structure of Wealth Management Firms 199\u003c\/p\u003e \u003cp\u003eSome Final Thoughts 209\u003c\/p\u003e \u003cp\u003eIndex 219\u003c\/p\u003e\n\u003c\/li\u003e\n\u003c\/ul\u003e","brand":"John Wiley \u0026 Sons Inc","offers":[{"title":"Default Title","offer_id":49407188271447,"sku":"9781119906100","price":30.39,"currency_code":"GBP","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0817\/1739\/5799\/files\/9781119906100.jpg?v=1730498487","url":"https:\/\/bookcurl.com\/products\/goalsbased-portfolio-theory-9781119906100","provider":"Book Curl","version":"1.0","type":"link"}