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Portfolio Management
Financial Advice and Investment Decisions: A Manifesto for Change

Authors: Jarrod W. Wilcox, Frank J. Fabozzi
Editions: Wiley
Pages: 352 pages
Date: November 2013
 
 
 
Summary
There's no room for "business as usual" in today's investment management environment. Following the recent financial crisis, retail and institutional investors are now searching for new ways to oversee their client portfolios with a hearty focus on wealth preservation. This book offers you a fresh perspective on the tools and strategies needed to effectively achieve this goal.

Financial Advice and Investment Decisions provides today's investment professionals with the conceptual framework and practical tools they need to successfully invest in and manage an investment portfolio with wealth preservation as the key concern. While there are many qualitative discussions, the authors present strong quantitative theory and practice in the form of simulation and statistical research drawn from extensive finance databases.
  • A complete guide to properly managing investments with a strict focus on security and steadily increasing portfolio gains
  • Blends insights gleaned from portfolio management practices used prior to the market mayhem of 2007-2009 with cutting-edge academic and professional investment research
  • Includes comprehensive treatment of subjects such as augmented balance sheets, the efficiency of markets, saving, spending, and investing habits, and dealing with uncertainty
Managing investments in a post-crisis environment is difficult, but not impossible. This book will put you in a better position to excel at such a demanding endeavor.

Frank J. Fabozzi, PhD, CFA, is Professor of Finance at EDHEC Business School and a member of the EDHEC-Risk Institute. Prior to joining EDHEC in August 2011, he held various professorial positions in finance at Yale University's School of Management from 1994 to 2011 and was a visiting professor of finance and accounting at MIT's Sloan School of Management from 1986 to 1992. He is also Editor of the Journal of Portfolio Management.