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 …
net-worth individuals and families. Portfolio design and investment solutions in private …
Asset allocation in private wealth management: Theory versus practice
D Schröder - Journal of Asset Management, 2013 - Springer
This study analyzes the responses to a representative survey of wealth advisors on private
wealth management practices, and compares the advisors' views with academic research in …
wealth management practices, and compares the advisors' views with academic research in …
[BOOK][B] A correlational study examining the relationship between social responsibility and financial performance
S Stanley - 2011 - search.proquest.com
This quantitative study examines a major concern among investors, stakeholders, and
business organizations, which is the lack of understanding of the relationship between …
business organizations, which is the lack of understanding of the relationship between …
Knowing the score: wealth planning for professional athletes
CM Dowell, GD Singer - The Journal of Wealth Management, 2011 - search.proquest.com
Professional athletes may suddenly find themselves well off, but often their spending,
saving, and gifting goals pull them in many directions simultaneously. Systematic …
saving, and gifting goals pull them in many directions simultaneously. Systematic …
Multi-objective private wealth allocation without subportfolios
J Cai, C Ge - Economic Modelling, 2012 - Elsevier
As opposed to institutional investors, individual investors typically have several investment
objectives in mind. The traditional utility maximization approach is not only oversimplified but …
objectives in mind. The traditional utility maximization approach is not only oversimplified but …
Fixed-income style analysis and optimal manager structure
FE Dopfel - The Journal of fixed income, 2004 - search.proquest.com
Most institutional investors do not have a scientific way to assemble a portfolio of fixed-
income investment managers. And because the effective exposures of investment managers …
income investment managers. And because the effective exposures of investment managers …
Integrated Asset Allocation Strategies: Application to Institutional Investors
C Lin - 2016 - search.proquest.com
Investors with incomes from businesses need to make investment decisions in face of
business decisions. Prominent examples include: sovereign wealth funds with state …
business decisions. Prominent examples include: sovereign wealth funds with state …
Private bankers on private banking: financial risks and asset/liability management
N Amenc, F Goltz, D Schröder - The Journal of Wealth …, 2009 - jwm.pm-research.com
The authors analyze private bankers' views on the raison d'être of their profession, their
clients' main financial risks, and the professionals' opinions on introducing asset liability …
clients' main financial risks, and the professionals' opinions on introducing asset liability …
[PDF][PDF] OPTIMAL PAIN INDEX PORTFOLIOS
L Van den Berghe - libstore.ugent.be
The pain index is a risk measure defined as the sum of the drawdowns divided by the length
of the time period under consideration. In this paper, we study its properties as well a …
of the time period under consideration. In this paper, we study its properties as well a …
Project Portfolio Management & Strategic Alignment: Governance as the Missing Link
V Hristova, C Müller - 2009 - diva-portal.org
Purpose–The purpose of this study is two-fold. First, we attempt to fill a gap in the current
PPM literature by proposing a portfolio governance framework that could enhance project …
PPM literature by proposing a portfolio governance framework that could enhance project …