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Goal-based Investing: Theory and Practice Deguest, Romain (IESEG School of Management, France)
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Goal-based Investing: Theory and Practice
Deguest, Romain (IESEG School of Management, France)
Goal-based investing is a new paradigm that is expected to have a profound and long-lasting impact on the wealth management industry. This book presents the concept in detail and introduces a general operational framework that can be used by financial advisors to help individual investors optimally allocate their wealth by identifying performance-seeking assets and hedging assets. Grounded in the principles of asset pricing and portfolio optimisation, the goal-based investing approach leads to the design of investment solutions that truly respond to investors' problems, which can most often be summarized as follows: secure essential goals with the highest confidence level and maximize the chances to reach aspirational goals. A series of case studies guides the reader through the implementation of goal-based investing, illustrates the efficiency of this paradigm and explains how one can accommodate a variety of implementation features such as taxes, short-sales constraints, parameter estimation risk, as well as limited customisation.
324 pages
| Mídia | Livros Hardcover Book (Livro com lombada e capa dura) |
| Lançado | 27 de julho de 2021 |
| ISBN13 | 9789811240942 |
| Editoras | World Scientific Publishing Co Pte Ltd |
| Páginas | 324 |
| Dimensões | 152 × 229 × 19 mm · 603 g |
| Idioma | Inglês |
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