Handbook of Professionally Managed Assets (eBook)
XII, 368 Seiten
Apress (Verlag)
978-1-4302-6020-2 (ISBN)
There is a considerable lack of knowledge among the investing public about how to properly construct a well-diversified portfolio of investments that includes a selection of professionally managed assets. As a long-standing financial planner, attorney, and educator, Keith Fevurly remedies this issue in The Handbook of Professionally Managed Assets by clearly presenting the major categories of professionally managed assets and revealing the best tactics for investing in these vehicles. Along the way, he reveals each asset's risks and rewards, and he also provides the in-depth knowledge and information investors need to confidently select the right assets for their portfolios.
Filled with valuable insights for everyone from financial professionals to individual investors, The Handbook of Professionally Managed Assets stands alone in its ability to shed light on the many investment vehicles that fall under the larger umbrella of professionally managed assets. With topics as wide-ranging as mutual funds, closed-end funds, unit investment trusts, exchange traded funds, hedge funds, managed futures, and more, this invaluable resource will give you the information you need to build a prosperous financial future for yourself and your clients.
Keith R. Fevurly?is currently an investment advisor with Integra Financial, Inc., and a Senior Lecturer in Finance at Metropolitan State University of Denver. He also conducts a private practice in both estate planning and investment/financial planning. Previously, he served as the Vice President of Education at the College for Financial Planning in Denver, Co., and has assisted in the financial education of approximately 50,000 financial planners. Mr. Fevurly has authored over 20 referred articles in financial planning and currently is a member of the Editorial Review Board of the Journal of Financial Planning, which is the major academic and professional journal for personal financial planners. He also has written proprietary textbooks in investment planning, income tax planning, and estate planning for Kaplan University.
This practical guide provides a comprehensive overview of professionally managed assets, or investments in which all portfolio decisions and rebalancing are delegated to a fund manager or third-party advice service. Savvy investors looking to achieve a better understanding of the nuances, benefits, and drawbacks of using these products will find the answers they are looking for in The Handbook of Professionally Managed Assets, no matter whether they would like to learn more about mutual funds or hedge funds.There is a considerable lack of knowledge among the investing public about how to properly construct a well-diversified portfolio of investments that includes a selection of professionally managed assets. As a long-standing financial planner, attorney, and educator, Keith Fevurly remedies this issue in The Handbook of Professionally Managed Assets by clearly presenting the major categories of professionally managed assets and revealing the best tactics for investing in these vehicles. Along the way, he reveals each asset's risks and rewards, and he also provides the in-depth knowledge and information investors need to confidently select the right assets for their portfolios.Filled with valuable insights for everyone from financial professionals to individual investors, The Handbook of Professionally Managed Assets stands alone in its ability to shed light on the many investment vehicles that fall under the larger umbrella of professionally managed assets. With topics as wide-ranging as mutual funds, closed-end funds, unit investment trusts, exchange traded funds, hedge funds, managed futures, and more, this invaluable resource will give you the information you need to build a prosperous financial future for yourself and your clients.
Keith R. Fevurly?is currently an investment advisor with Integra Financial, Inc., and a Senior Lecturer in Finance at Metropolitan State University of Denver. He also conducts a private practice in both estate planning and investment/financial planning. Previously, he served as the Vice President of Education at the College for Financial Planning in Denver, Co., and has assisted in the financial education of approximately 50,000 financial planners. Mr. Fevurly has authored over 20 referred articles in financial planning and currently is a member of the Editorial Review Board of the Journal of Financial Planning, which is the major academic and professional journal for personal financial planners. He also has written proprietary textbooks in investment planning, income tax planning, and estate planning for Kaplan University.
Understanding Professionally Managed AssetsWhy Professionally Managed Assets?The Growth of Mutual FundsLong-Term Investing in Mutual FundsMutual Fund Performance Measures and Selection CriteriaClosed-End FundsUnit Investment TrustsExchange-Traded FundsHedge FundsManaged FuturesPrivate Equity FundsLimited Partnerships and Real Estate Investment TrustsIndividually and Separately Managed AccountsVariable and Variable Universal Life InsuranceVariable AnnuitiesSummary of the Present and Future of Professionally Managed AssetsGlossary
Erscheint lt. Verlag | 21.1.2014 |
---|---|
Zusatzinfo | XII, 368 p. 2 illus. |
Verlagsort | Berkeley |
Sprache | englisch |
Themenwelt | Recht / Steuern ► Wirtschaftsrecht |
Wirtschaft ► Betriebswirtschaft / Management ► Finanzierung | |
Wirtschaft ► Betriebswirtschaft / Management ► Unternehmensführung / Management | |
ISBN-10 | 1-4302-6020-3 / 1430260203 |
ISBN-13 | 978-1-4302-6020-2 / 9781430260202 |
Haben Sie eine Frage zum Produkt? |
Größe: 4,6 MB
DRM: Digitales Wasserzeichen
Dieses eBook enthält ein digitales Wasserzeichen und ist damit für Sie personalisiert. Bei einer missbräuchlichen Weitergabe des eBooks an Dritte ist eine Rückverfolgung an die Quelle möglich.
Dateiformat: PDF (Portable Document Format)
Mit einem festen Seitenlayout eignet sich die PDF besonders für Fachbücher mit Spalten, Tabellen und Abbildungen. Eine PDF kann auf fast allen Geräten angezeigt werden, ist aber für kleine Displays (Smartphone, eReader) nur eingeschränkt geeignet.
Systemvoraussetzungen:
PC/Mac: Mit einem PC oder Mac können Sie dieses eBook lesen. Sie benötigen dafür einen PDF-Viewer - z.B. den Adobe Reader oder Adobe Digital Editions.
eReader: Dieses eBook kann mit (fast) allen eBook-Readern gelesen werden. Mit dem amazon-Kindle ist es aber nicht kompatibel.
Smartphone/Tablet: Egal ob Apple oder Android, dieses eBook können Sie lesen. Sie benötigen dafür einen PDF-Viewer - z.B. die kostenlose Adobe Digital Editions-App.
Buying eBooks from abroad
For tax law reasons we can sell eBooks just within Germany and Switzerland. Regrettably we cannot fulfill eBook-orders from other countries.
aus dem Bereich