LEADER 00000pam  2200289 i 4500 
003    DLC 
005    20211215135340.5 
008    210510s2022    nyua     b    001 0 eng   
010      2021021210 
020    9781264268207|q(hardback) 
040    DLC|beng|erda|cDLC|dGCmBT|dUtOrBLW 
042    pcc 
092    332.6|bDAV 
100 1  Davidow, Tony,|eauthor. 
245 10 Goals-based investing :|ba visionary framework for wealth 
       management /|cTony Davidow, CIMA. 
264  1 New York :|bMcGraw Hill,|c[2022] 
300    xvi, 219 pages :|billustrations ;|c24 cm 
336    text|btxt|2rdacontent 
337    unmediated|bn|2rdamedia 
338    volume|bnc|2rdacarrier 
504    Includes bibliographical references (pages 207-209) and 
       index. 
505 00 |tThe State of the Financial Services Industry --|tThe 
       Evolution of Wealth Management --|tBecoming a Behavioral 
       Coach --|tChallenging Modern Portfolio Theory --
       |tIncorporating Active and Passive Strategies --|tThe Role
       and Use of Alternative Investments --|tInnovations in 
       Private Markets --|tSustainable Investing --|tGoals-Based 
       Investing --|tThe Future of Wealth Management. 
520    "Get up to speed on the latest investing strategies, 
       techniques, and products-and raise your game to a whole 
       new level The financial services industry has undergone a 
       major transformation over the last decade, including 
       increased concerns from investors, the growth of the 
       independent model, the growth of Robo-advisors, product 
       evolution, increased market correlations-in addition to 
       geopolitical risks, population growth, technological 
       advances, and social tensions. Concepts like "Modern 
       Portfolio Theory" aren't modern anymore, and even Post-
       Modern Portfolio Theory has become passé. To succeed in 
       today's complex, uncertain world of investing, you need go
       beyond plain vanilla stocks, bonds, and mutual funds and 
       embrace the latest investing tools and techniques-and 
       that's exactly what Goals-Based Investing helps you do. 
       This unparalleled guide covers: The limitations with 
       modern portfolio theory Behavioral Finance-overcoming 
       biases The role and use of alternative investments (hedge 
       funds, private equity, private credit, and real assets) in
       building better portfolios The growth of exchange-traded 
       funds (ETFs) from "cheap beta" to "smart beta" Sustainable
       investing, also known as Environmental, Social, and 
       Governance (ESG) investing Adopting a goals-based 
       investing approach The future of wealth management 
       Investing products have evolved significantly over the 
       past two decades, making it easier than ever for you to 
       access various segments of the market and unique asset 
       classes. Goals-Based Investing examines product evolution 
       and discusses how to use these tools to achieve your 
       goals. With this forward-looking, one-of-a-kind investing 
       guide, you have everything you need to navigate the 
       investing jungle, avoid landmines, and generate solid, 
       steady returns"--|cProvided by publisher. 
650  0 Portfolio management. 
650  0 Investments.