| Description |
1 online resource |
|
xxiii, 312 pages : illustrations ; 23 cm |
| Bibliography |
Includes bibliographical references and index. |
| Contents |
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. |
| Summary |
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. |
| Subject |
Investment advisors.
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Investment advisor-client relationships.
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Finance -- Psychological aspects.
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Portfolio management -- Psychological aspects.
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Conseillers en placements. |
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Relations conseiller en placements-client. |
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Finances -- Aspect psychologique. |
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Gestion de portefeuille -- Aspect psychologique. |
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investment counsels. |
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Finance -- Psychological aspects |
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Investment advisor-client relationships |
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Investment advisors |
| Added Author |
Crosby, Daniel, 1979- author.
|
| Other Form: |
Print version: Widger, Chuck. Personal benchmark. Hoboken, New Jersey : John Wiley & Sons, Inc., [2014] 9781118963326 (DLC) 2014020577 |
| ISBN |
9781119204190 (electronic bk.) |
|
1119204194 (electronic bk.) |
|
9781118963395 (pdf) |
|
1118963393 (pdf) |
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9781118963333 (epub) |
|
1118963334 (epub) |
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1322214824 (ebk) |
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9781322214825 (ebk) |
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(hardcover) |
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(hardcover) |
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