Asset Allocation: Balancing Financial Risk / Edition 3

Asset Allocation: Balancing Financial Risk / Edition 3

by Roger C. Gibson, Roger Gibson
     
 

ISBN-10: 0071357246

ISBN-13: 9780071357241

Pub. Date: 08/01/2000

Publisher: McGraw-Hill Companies, The

Financial experts agree: Asset allocation is the key strategies for maintaining a consistent yet superior rate of investment return. Now, Roger Gibson's Asset Allocation - the bestselling reference book on this popular subject for a decade has been updated to keep pace with the latest developments and findings. This Third Edition provides step-by-step strategies…  See more details below

Overview

Financial experts agree: Asset allocation is the key strategies for maintaining a consistent yet superior rate of investment return. Now, Roger Gibson's Asset Allocation - the bestselling reference book on this popular subject for a decade has been updated to keep pace with the latest developments and findings. This Third Edition provides step-by-step strategies for implementing asset allocation in a high return/low risk portfolio, educating financial planning clients on the solid logic behind asset allocation, and more.

Roger Gibson, Charted Financial Analyst (CFA) and Certified Financial Planner (CFP) is President of Gibson Capital Management, Ltd. located in Pittsburgh, Pennsylvania. The firm is a Registered Investment Adviser providing money management services for high net worth individuals and institutional clients nationwide. Gibson is internationally recognized as an expert in asset allocation and investment portfolio design. He is a frequent speaker at national educational conferences sponsored by such organizations as the American Law Institute-American Bar Association, The American Institute of Certified Public Accountants, The International Association for Financial Planning, the Institute of Certified Financial Planners, and the National Endowment for Financial Education. He also serves on the Advisory Board and is a regular columnist on asset allocation for the Journal of Retirement Planning and is a member of the Editorial Advisory Board of the Journal of Financial Planning. He is frequently interviewed by financial publications, including The Wall Street Journal, Forbes, Money, Fortune, The New York Times, and U.S. News and World Report.

Read More

Product Details

ISBN-13:
9780071357241
Publisher:
McGraw-Hill Companies, The
Publication date:
08/01/2000
Series:
McGraw-Hill Library of Investment and Finance
Edition description:
REV
Pages:
317
Product dimensions:
6.24(w) x 9.40(h) x 1.18(d)

Table of Contents

Acknowledgments
Foreword
Introduction1
Ch. 1The Importance of Asset Allocation4
Ch. 2Historical Review of Capital Market Investment Performance18
Ch. 3Comparative Relationships among Capital Market Investment Alternatives52
Ch. 4Market Timing71
Ch. 5Time Horizon80
Ch. 6A Model for Determining Broad Portfolio Balance94
Ch. 7Diversification: The Third Dimension115
Appendix: A More Detailed Discussion of Diversification Concepts131
Ch. 8Traditional Portfolios versus More Broadly Diversified Approaches142
Ch. 9Portfolio Optimization169
Ch. 10Know Your Client188
Ch. 11Managing Client Expectations199
Ch. 12Money Management213
Ch. 13Resolving Problems Encountered During Implementation242
Conclusion250
Index255

Read More

Customer Reviews

Average Review:

Write a Review

and post it to your social network

     

Most Helpful Customer Reviews

See all customer reviews >