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082 00 332.601/9 
082 00 332.601/9|223 
099    eBook O'Reilly for Public Libraries 
100 1  Widger, Chuck,|eauthor. 
245 10 Personal benchmark :|bintegrating behavioral finance and 
       investment management /|cChuck Widger, Dr. Daniel Crosby.
       |h[O'Reilly electronic resource] 
264  1 Hoboken, New Jersey :|bWiley, Inc.,|c[2014] 
264  4 |c©2014 
300    1 online resource 
300    xxiii, 312 pages :|billustrations ;|c23 cm 
336    text|btxt|2rdacontent 
337    computer|bn|2rdamedia 
338    online resource|bnc|2rdacarrier 
504    Includes bibliographical references and index. 
505 0  Why Do We Need to Look at Investing Differently?. Freedom 
       in the Market and Advisor Responsibility / Chuck Widger --
       Investor Emotions and Financial Decisions / Daniel Crosby 
       -- Risk, This Time It's Personal / Daniel Crosby -- What 
       Is the Personal Benchmark Approach?. Brinker Capital's 
       Multi-Asset Class Investment Philosophy / Chuck Widger -- 
       The Power of Buckets / Daniel Crosby -- Selection of an 
       Active Investment Manager / Chuck Widger -- How Can We 
       Execute a Purpose-Driven Investment Strategy?. Using a 
       Goals-Based Approach / Daniel Crosby -- Pursuing Your 
       Personal Benchmark / Daniel Crosby -- Providing an Easy-to
       -Understand Explanation / Chuck Widger -- Leveraging a 
       Scalable Offering for Investors and Advisors / Chuck 
       Widger. 
520    The authors ... outline an elegant, simple to grasp, yet 
       sophisticated solution for advisors to use in designing 
       and communicating investment strategies. The book will: 
       help advisors frame the discussion with the investor with 
       an easy to grasp model; infuse behavioral finance 
       fundamentals to help advisors explain, and investors 
       understand, the investment strategy; create purchasing 
       power and manage the investment and behavioral conflicts 
       which surface while advising; showcase how to meet the 
       investor's objectives - even in volatile markets; the 
       approach outlined in Personal Benchmark helps create a 
       more positive investor experience, enabling investors to 
       ignore the ups and downs of the market and focus on what 
       really matters"--Publisher's description. 
590    O'Reilly|bO'Reilly Online Learning: Academic/Public 
       Library Edition 
650  0 Investment advisors. 
650  0 Investment advisor-client relationships. 
650  0 Finance|xPsychological aspects. 
650  0 Portfolio management|xPsychological aspects. 
650  6 Conseillers en placements. 
650  6 Relations conseiller en placements-client. 
650  6 Finances|xAspect psychologique. 
650  6 Gestion de portefeuille|xAspect psychologique. 
650  7 investment counsels.|2aat 
650  7 Finance|xPsychological aspects|2fast 
650  7 Investment advisor-client relationships|2fast 
650  7 Investment advisors|2fast 
700 1  Crosby, Daniel,|d1979-|eauthor. 
776 08 |iPrint version:|aWidger, Chuck.|tPersonal benchmark.
       |dHoboken, New Jersey : John Wiley & Sons, Inc., [2014]
       |z9781118963326|w(DLC)  2014020577 
856 40 |uhttps://ezproxy.naperville-lib.org/login?url=https://
       learning.oreilly.com/library/view/~/9781118963333/?ar
       |zAvailable on O'Reilly for Public Libraries 
938    EBL - Ebook Library|bEBLB|nEBL4040205 
938    EBL - Ebook Library|bEBLB|nEBL1813820 
938    EBSCOhost|bEBSC|n867538 
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       |ncis29987700 
938    Recorded Books, LLC|bRECE|nrbeEB00591972 
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938    YBP Library Services|bYANK|n12118815 
938    Askews and Holts Library Services|bASKH|nAH27109997 
938    Internet Archive|bINAR|npersonalbenchmar0000widg 
994    92|bJFN