Perspectives from the literature of private wealth management

WW Jennings, SM Horan… - The Journal of …, 2011 - search.proquest.com
Private wealth management is the investment management specialization focused on high-
net-worth individuals and families. Portfolio design and investment solutions in private …

Tax-aware investment management practice

SM Horan, D Adler - The Journal of Wealth Management, 2009 - search.proquest.com
The authors examine the tax-aware investment practices of investment managers managing
taxable accounts. Their sample of mostly well-experienced CFA charter holders exhibits a …

[PDF][PDF] THE RENAISSANCE OF SINGLE-STOCK CONCENTRATION RISK MANAGEMENT

T Boczar - naepcjournal.org
Thanks to the support of the Federal Reserve and other global central banks, the stock
market has performed notably in recent years, and many investors and trusts own stock …

[PDF][PDF] The Inverse of Exchange Funds

TJ Boczar - 2015 - stockshield.com
Protection funds allow investors to retain ownership of single-stock positions to benefit from
continued price appreciation and dividend growth, yet simultaneously attain the benefit of …

After the Ball

GM Frankfurter - The Journal of Investing, 2005 - pm-research.com
Academics have argued for decades about whether markets are efficient. This has been a
great waste of intellectual resources with no discernible reason other than to funnel research …