Book Details


Modern Asset Allocation for Wealth Management / David M. Berns

Publication year: 2020

ISBN: 1119566940

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This book provides a complete taxonomy of modern methods for constructing investment portfolios. It goes beyond the simplest models and heuristics that are commonly used today and brings advances that are otherwise buried in Ph.D.-level mathematics to the financial advisor community. It covers all aspects of creating client portfolios, including choosing asset classes to invest in, selecting securities within asset classes, client risk preference assessment, portfolio construction, and portfolio rebalancing.

Subject: Finance, Investment, Finance & Investments, Asset allocation, Investments, Portfolio management