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"The collection of material in Stephen Horan's Private Wealth assembles in one, organized tome a critical core treatment of ideas upon which most aspects of modern private wealth management are founded. It is sure to be a useful reference for those who deal with the challenging task of balancing the myriad needs and preferences of individuals and families alike in the single or multigenerational management of their wealth. I am confident that advisors will find Private Wealth as useful in their practices as we will in wealth management coursework at Wharton."
-Professor Christopher C. Geczy, PhD, Academic Director, Wharton Wealth Management Initiative, The Wharton School
"Private Wealth is an excellent compilation of the best research in private wealth management published by the CFA Institute. Stephen Horan has done a superb job not only at selecting articles that reflect the most forward thinking about the theory and practice of private wealth management, but also at organizing them around the topics that matter the most to today's wealth managers. Private wealth management is undoubtedly one of the most complex areas in investment management for the many dimensions involved in the process of selecting and implementing the appropriate asset allocation for private taxable investors. Wealth managers can find in Private Wealth a helpful reference when confronting today's complex challenges."
-Luis M. Viceira, PhD, Professor of Business Administration, Harvard Business School
"The collection of material in Stephen Horan's Private Wealth assembles in one, organized tome a critical core treatment of ideas upon which most aspects of modern private wealth management are founded. It is sure to be a useful reference for those who deal with the challenging task of balancing the myriad needs and preferences of individuals and families alike in the single or multigenerational management of their wealth. I am confident that advisors will find Private Wealth as useful in their practices as we will in wealth management coursework at Wharton."
-Professor Christopher C. Geczy, PhD, Academic Director, Wharton Wealth Management Initiative, The Wharton School
"Private Wealth is an excellent compilation of the best research in private wealth management published by the CFA Institute. Stephen Horan has done a superb job not only at selecting articles that reflect the most forward thinking about the theory and practice of private wealth management, but also at organizing them around the topics that matter the most to today's wealth managers. Private wealth management is undoubtedly one of the most complex areas in investment management for the many dimensions involved in the process of selecting and implementing the appropriate asset allocation for private taxable investors. Wealth managers can find in Private Wealth a helpful reference when confronting today's complex challenges."
-Luis M. Viceira, PhD, Professor of Business Administration, Harvard Business School
STEPHEN M. HORAN, PhD, CFA, manages professional education and private wealth management content for CFA Institute members. Dr. Horan has served CFA Institute as both an editorial board member and abstractor for the CFA Digest and as an ad-hoc reviewer for the Financial Analysts Journal. He holds a PhD in finance from the State University of New York at Buffalo, publishes frequently in academic and professional journals, and has authored several books. Prior to joining CFA Institute, he was a professor of finance at St. Bonaventure University, principal of Alesco Advisors LLC, and a financial analyst and forensic economist in private practice, providing expert witness testimony and preparing economic impact studies.
Reprinted from the Financial Analysts Journal (November/December 2005): 89-100. Chapter 9 Asset Allocation without Unobservable Parameters 169Michael Stutzer Reprinted from the Financial Analysts Journal (September/October 2004):38-51. Part II: Investment Management for Taxable Private Clients Chapter 10 Investment Management for Taxable Private Investors 191Jarrod Wilcox, CFA; Jeffrey E. Horvitz; and Dan diBartolomeo Reprinted from The Research Foundation of CFA Institute (January 2006). Chapter 11 Core/Satellite Strategies for the High-Net-Worth Investor 299Clifford H. Quisenberry, CFA Reprinted from CFA Institute Conference Proceedings Quarterly (December 2006):38-45. Chapter 12 The Higher Equity Risk Premium Created by Taxation 311 Martin L. Leibowitz Modified from the Financial Analysts Journal (September/October 2003):28-31. Chapter 13 Tax Deferral and Tax-Loss Harvesting 317Jeffrey E. Horvitz Reprinted from CFA Institute Conference Proceedings: Wealth Management (October 2005):24-30. Chapter 14 Tax Management, Loss Harvesting, and HIFO Accounting 327Andrew L. Berkin and Jia Ye Reprinted from the Financial Analysts Journal (July/August 2003):91-102. Chapter 15 Investing with a Tax-Effi cient Eye 345Robert N. Gordon Reprinted from CFA Institute Conference Proceedings: Wealth Management (October 2005):31-40. Chapter 16 Diversifying Concentrated Holdings 361Scott D. Welch Reprinted from AIMR Conference Proceedings: Investment Counseling for Private Clients III (August 2001):30-35. Chapter 17 Hedging Low-Cost-Basis Stock 373Robert N. Gordon Reprinted from AIMR Conference Proceedings: Investment Counseling for Private Clients III (August 2001):36-43. Part III: Tax-Efficient Wealth Accumulation Chapter 18 Tax-Advantaged Savings Accounts and Tax-Efficient Wealth Accumulation 387Stephen M. Horan, CFA Reprinted from The Research Foundation of CFA Institute (June 2005). Chapter 19 After-Tax Asset Allocation 475William Reichenstein, CFA Reprinted from the Financial Analysts Journal (July/August 2006):14-19. Chapter 20 Withdrawal Location with Progressive Tax Rates 485Stephen M. Horan, CFA Reprinted from the Financial Analysts Journal (November/December 2006):77-87. Part IV: After-Tax Performance Measurement Chapter 21 After-Tax Performance Evaluation 507James M. Poterba Reprinted from AIMR Conference Proceedings: Investment Counseling for Private Clients II (August 2000):58-67. Chapter 22 Taxable Benchmarks: The Complexity Increases 521Lee N. Price, CFA Reprinted from AIMR Conference Proceedings: Investment Counseling for Private Clients III (August 2001):54-64. Chapter 23 Explaining After-Tax Mutual Fund Performance 535James D. Peterson; Paul A. Pietranico, CFA; Mark W. Riepe, CFA; and Fran Xu, CFA Reprinted from the Financial Analysts Journal (January/February 2002):75-86. About the Contributors 553 Index 555
| Erscheinungsjahr: | 2009 |
|---|---|
| Fachbereich: | Betriebswirtschaft |
| Genre: | Importe, Wirtschaft |
| Rubrik: | Recht & Wirtschaft |
| Medium: | Buch |
| Inhalt: | 576 S. |
| ISBN-13: | 9780470381137 |
| ISBN-10: | 0470381132 |
| Sprache: | Englisch |
| Einband: | Gebunden |
| Autor: | Horan, Stephen M |
| Redaktion: | Horan, Stephen M |
| Hersteller: |
Wiley
John Wiley & Sons |
| Verantwortliche Person für die EU: | Wiley-VCH GmbH, Boschstr. 12, D-69469 Weinheim, product-safety@wiley.com |
| Maße: | 259 x 187 x 38 mm |
| Von/Mit: | Stephen M Horan |
| Erscheinungsdatum: | 09.01.2009 |
| Gewicht: | 1,15 kg |
STEPHEN M. HORAN, PhD, CFA, manages professional education and private wealth management content for CFA Institute members. Dr. Horan has served CFA Institute as both an editorial board member and abstractor for the CFA Digest and as an ad-hoc reviewer for the Financial Analysts Journal. He holds a PhD in finance from the State University of New York at Buffalo, publishes frequently in academic and professional journals, and has authored several books. Prior to joining CFA Institute, he was a professor of finance at St. Bonaventure University, principal of Alesco Advisors LLC, and a financial analyst and forensic economist in private practice, providing expert witness testimony and preparing economic impact studies.
Reprinted from the Financial Analysts Journal (November/December 2005): 89-100. Chapter 9 Asset Allocation without Unobservable Parameters 169Michael Stutzer Reprinted from the Financial Analysts Journal (September/October 2004):38-51. Part II: Investment Management for Taxable Private Clients Chapter 10 Investment Management for Taxable Private Investors 191Jarrod Wilcox, CFA; Jeffrey E. Horvitz; and Dan diBartolomeo Reprinted from The Research Foundation of CFA Institute (January 2006). Chapter 11 Core/Satellite Strategies for the High-Net-Worth Investor 299Clifford H. Quisenberry, CFA Reprinted from CFA Institute Conference Proceedings Quarterly (December 2006):38-45. Chapter 12 The Higher Equity Risk Premium Created by Taxation 311 Martin L. Leibowitz Modified from the Financial Analysts Journal (September/October 2003):28-31. Chapter 13 Tax Deferral and Tax-Loss Harvesting 317Jeffrey E. Horvitz Reprinted from CFA Institute Conference Proceedings: Wealth Management (October 2005):24-30. Chapter 14 Tax Management, Loss Harvesting, and HIFO Accounting 327Andrew L. Berkin and Jia Ye Reprinted from the Financial Analysts Journal (July/August 2003):91-102. Chapter 15 Investing with a Tax-Effi cient Eye 345Robert N. Gordon Reprinted from CFA Institute Conference Proceedings: Wealth Management (October 2005):31-40. Chapter 16 Diversifying Concentrated Holdings 361Scott D. Welch Reprinted from AIMR Conference Proceedings: Investment Counseling for Private Clients III (August 2001):30-35. Chapter 17 Hedging Low-Cost-Basis Stock 373Robert N. Gordon Reprinted from AIMR Conference Proceedings: Investment Counseling for Private Clients III (August 2001):36-43. Part III: Tax-Efficient Wealth Accumulation Chapter 18 Tax-Advantaged Savings Accounts and Tax-Efficient Wealth Accumulation 387Stephen M. Horan, CFA Reprinted from The Research Foundation of CFA Institute (June 2005). Chapter 19 After-Tax Asset Allocation 475William Reichenstein, CFA Reprinted from the Financial Analysts Journal (July/August 2006):14-19. Chapter 20 Withdrawal Location with Progressive Tax Rates 485Stephen M. Horan, CFA Reprinted from the Financial Analysts Journal (November/December 2006):77-87. Part IV: After-Tax Performance Measurement Chapter 21 After-Tax Performance Evaluation 507James M. Poterba Reprinted from AIMR Conference Proceedings: Investment Counseling for Private Clients II (August 2000):58-67. Chapter 22 Taxable Benchmarks: The Complexity Increases 521Lee N. Price, CFA Reprinted from AIMR Conference Proceedings: Investment Counseling for Private Clients III (August 2001):54-64. Chapter 23 Explaining After-Tax Mutual Fund Performance 535James D. Peterson; Paul A. Pietranico, CFA; Mark W. Riepe, CFA; and Fran Xu, CFA Reprinted from the Financial Analysts Journal (January/February 2002):75-86. About the Contributors 553 Index 555
| Erscheinungsjahr: | 2009 |
|---|---|
| Fachbereich: | Betriebswirtschaft |
| Genre: | Importe, Wirtschaft |
| Rubrik: | Recht & Wirtschaft |
| Medium: | Buch |
| Inhalt: | 576 S. |
| ISBN-13: | 9780470381137 |
| ISBN-10: | 0470381132 |
| Sprache: | Englisch |
| Einband: | Gebunden |
| Autor: | Horan, Stephen M |
| Redaktion: | Horan, Stephen M |
| Hersteller: |
Wiley
John Wiley & Sons |
| Verantwortliche Person für die EU: | Wiley-VCH GmbH, Boschstr. 12, D-69469 Weinheim, product-safety@wiley.com |
| Maße: | 259 x 187 x 38 mm |
| Von/Mit: | Stephen M Horan |
| Erscheinungsdatum: | 09.01.2009 |
| Gewicht: | 1,15 kg |
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