财富管理 Private Wealth: Wealth Management In Practice

基本信息

Edited by:Stephen M. Horan

Series:CFA Institute Investment Perspectives

Format:Hardback 576 pages, Drawings: 59 B&W, 0 Color; Tables: 112 B&W, 0 Color

Publisher:John Wiley & Sons Inc

Imprint:John Wiley & Sons Inc

ISBN:9780470381137

Published:29 Jan 2009

Weight:1314g

Dimensions:186 x 261 x 41 (mm)

信息仅供参考，具体请以实物为准

书籍简介

深入探讨当今重要的财富管理问题

管理高净值个人的资产已成为全球投资和金融顾问的核心业务专长。及时了解该领域的新研究至关重要。这就是特许金融分析师协会投资观点系列作品《私人财富》诞生的原因。作为全球成功的特许金融分析师协会投资系列的姊妹系列，特许金融分析师协会和 John Wiley 很自豪地推出这个新系列。《私人财富》提供有关生命周期建模、资产配置、应税私人投资者投资管理等方面的新信息。本书由耶鲁大学的 Roger Ibbotson 和波士顿大学的 Zvi Bodie 等学者和从业者研究和撰写，涵盖了生命周期阶段的人力资本和死亡风险，并提出了生命转变的生命周期模型。它还解决了复杂的税务问题，并提供了针对应税投资者定制投资理论应用的详细信息。，这一可靠的资源分析了使用延税投资账户作为财富积累的手段，并为各种税收环境提供了有用的框架。

An in-depth examination of today's most important wealth management issues

Managing the assets of high-net-worth individuals has become a core business specialty for investment and financial advisors worldwide. Keeping abreast of the latest research in this field is paramount. That's why Private Wealth, the inaugural offering in the CFA Institute Investment Perspectives series has been created. As a sister series to the globally successful CFA Institute Investment Series, CFA Institute and John Wiley are proud to offer this new collection. Private Wealth presents the latest information on lifecycle modeling, asset allocation, investment management for taxable private investors, and much more. Researched and written by leading academics and practitioners, including Roger Ibbotson of Yale University and Zvi Bodie of Boston University, this volume covers human capital and mortality risk in life cycle stages and proposes a life-cycle model for life transitions. It also addresses complex tax matters and provides details on customizing investment theory applications to the taxable investor. Finally, this reliable resource analyzes the use of tax-deferred investment accounts as a means for wealth accumulation and presents a useful framework for various tax environments.

作者简介

STEPHEN M. HORAN，博士，CFA，负责管理 CFA 协会会员的专业教育和私人财富管理内容。Horan 博士曾担任 CFA 协会的《CFA Digest》编委会成员和摘要作者，以及《金融分析师期刊》的特约审稿人。他拥有纽约州立大学布法罗分校的金融学博士学位，经常在学术和专业期刊上发表文章，并撰写了多本书。在加入 CFA 协会之前，他曾担任圣博纳旺蒂尔大学的金融学教授、Alesco Advisors LLC 的负责人以及私人执业的金融分析师和法务经济学家，提供专家证人证词并准备经济影响研究。

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.

部分目录，仅供参考

Foreword ix

Introduction 1

Part I: Life-Cycle Investing Chapter 1

Chapter 1 The Future of Retirement Planning 7

Robert C. Merton

Reprinted from The Future of Life-Cycle Saving and Investing, The Research Foundation of CFA Institute (October 2007):5–18.

Chapter 2 Is Personal Finance a Science? 19

Paul A. Samuelson

Reprinted from The Future of Life-Cycle Saving and Investing, The Research Foundation of CFA Institute (October 2007):1–4.

Chapter 3 Lifetime Financial Advice: Human Capital, Asset Allocation, and Insurance 23

Roger G. Ibbotson; Moshe A. Milevsky; Peng Chen, CFA; and Kevin X. Zhu

Reprinted from The Research Foundation of CFA Institute (April 2007).

Chapter 4 The Theory of Optimal Life-Cycle Saving and Investing 99

Zvi Bodie, Jonathan Treussard, and Paul Willen

Reprinted from The Future of Life-Cycle Saving and Investing, The Research Foundation of CFA Institute (October 2007):19–37.

Chapter 5 Is Conventional Financial Planning Good for Your Financial Health? 117

Laurence J. Kotlikoff

Reprinted from The Future of Life-Cycle Saving and Investing, The Research Foundation of CFA Institute (October 2007):55–71.

Chapter 6 The Life Care Annuity 133

Mark J. Warshawsky

Reprinted from The Future of Life-Cycle Saving and Investing, The Research Foundation of CFA Institute (October 2007):103–106.

Chapter 7 The Longevity Annuity: An Annuity for Everyone? 137

Jason S. Scott