Personal Benchmark : integrating Behavioral Finance and Investment Management

Why do you need to look at investing differently: freedom in the market and advisor responsibility, investor emotions and financial decisions, risk, this time it;s personal; What is the personal benchmark approach: brinker capital's multi-asset class investment philosophy, the power of buckets, selection of an active investment manager; How can we execute a purpose-driven investment strategy: using a goals-based approach; pursuing your personal benchmark; providing an easy-to-understand explanation; leveraging a scalable offering for investors an advisors
Thông tin trích dẫn: Personal Benchmark : integrating Behavioral Finance and Investment Management. Chuck Widger#Dr. Daniel Crosby. NXB Wiley, 2014.
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