Retirement portfolios: theory, construction, and management
Chapter 9: Active Risk Management for Retirement Income Portfolios; STATIC EXAMPLE; THE VIEW FROM THE CAPITAL MARKETS LINE; RISK MANAGEMENT AND EXPECTED RETURNS; SIMPLE RULES: FOR PASSIVE AND ACTIVE RISK MANAGEMENT; AN INELEGANT BUT SIMPLE PLAN; HIGH-WATER MARK FLOORING; THE CUSHION; RISK RULES--PER...
Gespeichert in:
1. Verfasser: | |
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Format: | Elektronisch E-Book |
Sprache: | English |
Veröffentlicht: |
Hoboken, NJ
Wiley
c2010
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Schriftenreihe: | Wiley finance series
|
Schlagworte: | |
Online-Zugang: | UBG01 Volltext |
Zusammenfassung: | Chapter 9: Active Risk Management for Retirement Income Portfolios; STATIC EXAMPLE; THE VIEW FROM THE CAPITAL MARKETS LINE; RISK MANAGEMENT AND EXPECTED RETURNS; SIMPLE RULES: FOR PASSIVE AND ACTIVE RISK MANAGEMENT; AN INELEGANT BUT SIMPLE PLAN; HIGH-WATER MARK FLOORING; THE CUSHION; RISK RULES--PERIODIC REBALANCING; RISK RULES--MORE ACTIVE REBALANCING; CPPI AND VOLATILITY; TAXATION AND ACTIVE MANAGEMENT; LOCKING IN FLOORING: LONG END VERSUS SHORT END; A QUICK NOTE ON USABILITY, SCALABILITY, AND APPROACHES OTHER THAN LIABILITY MATCHING; PLAYING WITH FIRE IN A RETIREMENT INCOME PORTFOLIO. Retirement portfolio guidance for finance professionals. Retirement is one of the most important parts of the financial planning process. Yet only two percent of financial advisors describe themselves as competent in retirement planning. Constructing a retirement portfolio is viewed as a difficult endeavor, and the demands facing financial advisors responsible for this task continue to grow. The pressures are particularly intense due to events such as the financial crisis and oncoming rush of retiring baby boomers. It is imperative that financial advisors be equipped and ready to create approp |
Beschreibung: | Includes bibliographical references and index Retirement Portfolios: Theory, Construction, and Management; Contents; Preface; PART ONE: FRAMING THE PROBLEM; PART TWO: ADAPTING PORTFOLIOS FOR RETIREMENT INCOME; PART THREE: MANAGING PORTFOLIOS FOR RETIREMENT INCOME; PART FOUR: MAKING IT HAPPEN; APPENDIXES; Acknowledgments; Part One: Framing the Problem; Chapter 1: Portfolio Focus and Stage of Life; A "BALANCED" PORTFOLIO APPROACH MAY NOT LAST THROUGH RETIREMENT; RETIREMENT SAVING VERSUS RETIREMENT INCOME: AN ILLUSTRATION; PRODUCTS VERSUS SOLUTIONS; SUMMARY; Chapter 2: The Top-Down View; AN OVERVIEW OF ECONOMIC MODELS OF RETIREMENT INCOME. |
Beschreibung: | 1 Online-Ressource (xxi, 281 S.) Ill. |
ISBN: | 9781118268261 1118268261 9780470585597 0470585595 9780470561126 0470561122 |
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490 | 0 | |a Wiley finance series | |
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500 | |a Retirement Portfolios: Theory, Construction, and Management; Contents; Preface; PART ONE: FRAMING THE PROBLEM; PART TWO: ADAPTING PORTFOLIOS FOR RETIREMENT INCOME; PART THREE: MANAGING PORTFOLIOS FOR RETIREMENT INCOME; PART FOUR: MAKING IT HAPPEN; APPENDIXES; Acknowledgments; Part One: Framing the Problem; Chapter 1: Portfolio Focus and Stage of Life; A "BALANCED" PORTFOLIO APPROACH MAY NOT LAST THROUGH RETIREMENT; RETIREMENT SAVING VERSUS RETIREMENT INCOME: AN ILLUSTRATION; PRODUCTS VERSUS SOLUTIONS; SUMMARY; Chapter 2: The Top-Down View; AN OVERVIEW OF ECONOMIC MODELS OF RETIREMENT INCOME. | ||
520 | |a Chapter 9: Active Risk Management for Retirement Income Portfolios; STATIC EXAMPLE; THE VIEW FROM THE CAPITAL MARKETS LINE; RISK MANAGEMENT AND EXPECTED RETURNS; SIMPLE RULES: FOR PASSIVE AND ACTIVE RISK MANAGEMENT; AN INELEGANT BUT SIMPLE PLAN; HIGH-WATER MARK FLOORING; THE CUSHION; RISK RULES--PERIODIC REBALANCING; RISK RULES--MORE ACTIVE REBALANCING; CPPI AND VOLATILITY; TAXATION AND ACTIVE MANAGEMENT; LOCKING IN FLOORING: LONG END VERSUS SHORT END; A QUICK NOTE ON USABILITY, SCALABILITY, AND APPROACHES OTHER THAN LIABILITY MATCHING; PLAYING WITH FIRE IN A RETIREMENT INCOME PORTFOLIO. Retirement portfolio guidance for finance professionals. Retirement is one of the most important parts of the financial planning process. Yet only two percent of financial advisors describe themselves as competent in retirement planning. Constructing a retirement portfolio is viewed as a difficult endeavor, and the demands facing financial advisors responsible for this task continue to grow. The pressures are particularly intense due to events such as the financial crisis and oncoming rush of retiring baby boomers. It is imperative that financial advisors be equipped and ready to create approp | ||
650 | 7 | |a BUSINESS & ECONOMICS / Personal Finance / Retirement Planning |2 bisacsh | |
650 | 4 | |a Wirtschaft | |
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650 | 4 | |a Portfolio management | |
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Datensatz im Suchindex
_version_ | 1804149675812454400 |
---|---|
any_adam_object | |
author | Zwecher, Michael J. 1957- |
author_GND | (DE-588)140625100 |
author_facet | Zwecher, Michael J. 1957- |
author_role | aut |
author_sort | Zwecher, Michael J. 1957- |
author_variant | m j z mj mjz |
building | Verbundindex |
bvnumber | BV040590558 |
collection | ZDB-35-WCE ZDB-35-WIC |
ctrlnum | (OCoLC)593259560 (DE-599)BVBBV040590558 |
dewey-full | 332.024/014 |
dewey-hundreds | 300 - Social sciences |
dewey-ones | 332 - Financial economics |
dewey-raw | 332.024/014 |
dewey-search | 332.024/014 |
dewey-sort | 3332.024 214 |
dewey-tens | 330 - Economics |
discipline | Wirtschaftswissenschaften |
format | Electronic eBook |
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id | DE-604.BV040590558 |
illustrated | Illustrated |
indexdate | 2024-07-10T00:26:48Z |
institution | BVB |
isbn | 9781118268261 1118268261 9780470585597 0470585595 9780470561126 0470561122 |
language | English |
oai_aleph_id | oai:aleph.bib-bvb.de:BVB01-025418509 |
oclc_num | 593259560 |
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owner_facet | DE-1043 DE-473 DE-BY-UBG DE-861 |
physical | 1 Online-Ressource (xxi, 281 S.) Ill. |
psigel | ZDB-35-WCE ZDB-35-WIC FAB_B&E_2011/12 FRO_PDA_WIC FHR_PDA_WIC |
publishDate | 2010 |
publishDateSearch | 2010 |
publishDateSort | 2010 |
publisher | Wiley |
record_format | marc |
series2 | Wiley finance series |
spelling | Zwecher, Michael J. 1957- Verfasser (DE-588)140625100 aut Retirement portfolios theory, construction, and management Michael J. Zwecher Hoboken, NJ Wiley c2010 1 Online-Ressource (xxi, 281 S.) Ill. txt rdacontent c rdamedia cr rdacarrier Wiley finance series Includes bibliographical references and index Retirement Portfolios: Theory, Construction, and Management; Contents; Preface; PART ONE: FRAMING THE PROBLEM; PART TWO: ADAPTING PORTFOLIOS FOR RETIREMENT INCOME; PART THREE: MANAGING PORTFOLIOS FOR RETIREMENT INCOME; PART FOUR: MAKING IT HAPPEN; APPENDIXES; Acknowledgments; Part One: Framing the Problem; Chapter 1: Portfolio Focus and Stage of Life; A "BALANCED" PORTFOLIO APPROACH MAY NOT LAST THROUGH RETIREMENT; RETIREMENT SAVING VERSUS RETIREMENT INCOME: AN ILLUSTRATION; PRODUCTS VERSUS SOLUTIONS; SUMMARY; Chapter 2: The Top-Down View; AN OVERVIEW OF ECONOMIC MODELS OF RETIREMENT INCOME. Chapter 9: Active Risk Management for Retirement Income Portfolios; STATIC EXAMPLE; THE VIEW FROM THE CAPITAL MARKETS LINE; RISK MANAGEMENT AND EXPECTED RETURNS; SIMPLE RULES: FOR PASSIVE AND ACTIVE RISK MANAGEMENT; AN INELEGANT BUT SIMPLE PLAN; HIGH-WATER MARK FLOORING; THE CUSHION; RISK RULES--PERIODIC REBALANCING; RISK RULES--MORE ACTIVE REBALANCING; CPPI AND VOLATILITY; TAXATION AND ACTIVE MANAGEMENT; LOCKING IN FLOORING: LONG END VERSUS SHORT END; A QUICK NOTE ON USABILITY, SCALABILITY, AND APPROACHES OTHER THAN LIABILITY MATCHING; PLAYING WITH FIRE IN A RETIREMENT INCOME PORTFOLIO. Retirement portfolio guidance for finance professionals. Retirement is one of the most important parts of the financial planning process. Yet only two percent of financial advisors describe themselves as competent in retirement planning. Constructing a retirement portfolio is viewed as a difficult endeavor, and the demands facing financial advisors responsible for this task continue to grow. The pressures are particularly intense due to events such as the financial crisis and oncoming rush of retiring baby boomers. It is imperative that financial advisors be equipped and ready to create approp BUSINESS & ECONOMICS / Personal Finance / Retirement Planning bisacsh Wirtschaft Retirement income / Planning Portfolio management Ruhestand (DE-588)4050918-7 gnd rswk-swf Portfoliomanagement (DE-588)4115601-8 gnd rswk-swf Altersversorgung (DE-588)4001479-4 gnd rswk-swf Portfolio Selection (DE-588)4046834-3 gnd rswk-swf Portfoliomanagement (DE-588)4115601-8 s Ruhestand (DE-588)4050918-7 s DE-604 Portfolio Selection (DE-588)4046834-3 s Altersversorgung (DE-588)4001479-4 s 1\p DE-604 https://onlinelibrary.wiley.com/doi/book/10.1002/9781118268261 Verlag Volltext 1\p cgwrk 20201028 DE-101 https://d-nb.info/provenance/plan#cgwrk |
spellingShingle | Zwecher, Michael J. 1957- Retirement portfolios theory, construction, and management BUSINESS & ECONOMICS / Personal Finance / Retirement Planning bisacsh Wirtschaft Retirement income / Planning Portfolio management Ruhestand (DE-588)4050918-7 gnd Portfoliomanagement (DE-588)4115601-8 gnd Altersversorgung (DE-588)4001479-4 gnd Portfolio Selection (DE-588)4046834-3 gnd |
subject_GND | (DE-588)4050918-7 (DE-588)4115601-8 (DE-588)4001479-4 (DE-588)4046834-3 |
title | Retirement portfolios theory, construction, and management |
title_auth | Retirement portfolios theory, construction, and management |
title_exact_search | Retirement portfolios theory, construction, and management |
title_full | Retirement portfolios theory, construction, and management Michael J. Zwecher |
title_fullStr | Retirement portfolios theory, construction, and management Michael J. Zwecher |
title_full_unstemmed | Retirement portfolios theory, construction, and management Michael J. Zwecher |
title_short | Retirement portfolios |
title_sort | retirement portfolios theory construction and management |
title_sub | theory, construction, and management |
topic | BUSINESS & ECONOMICS / Personal Finance / Retirement Planning bisacsh Wirtschaft Retirement income / Planning Portfolio management Ruhestand (DE-588)4050918-7 gnd Portfoliomanagement (DE-588)4115601-8 gnd Altersversorgung (DE-588)4001479-4 gnd Portfolio Selection (DE-588)4046834-3 gnd |
topic_facet | BUSINESS & ECONOMICS / Personal Finance / Retirement Planning Wirtschaft Retirement income / Planning Portfolio management Ruhestand Portfoliomanagement Altersversorgung Portfolio Selection |
url | https://onlinelibrary.wiley.com/doi/book/10.1002/9781118268261 |
work_keys_str_mv | AT zwechermichaelj retirementportfoliostheoryconstructionandmanagement |