Private wealth management is the investment management specialization focused on high-
net-worth individuals and families. Portfolio design and investment solutions in private …

Around the globe, women's income and wealth are increasing as never before. Prevailing
economic, demographic, and technological changes are growing women's financial strength …

In this article, the authors define a comprehensive, rigorous and intuitive portfolio
construction framework that accounts for the key aspects of private equity investing in multi …

The growing trend of sovereign wealth and pension funds to allocate more toward private
investments has made the management of asset allocation more complex. Traditional …

X iong| i dzorek or portfolio construction. We believe such a view fails to consider the true
risk of the products to investors, and makes meaningful comparisons between two rules …

财富规模的迅速膨胀, 投资更加多元化和直接化, 监管部门的逐步退出, 标志着中国大财富管理
时代的来临, 面向高净值客户的私人财富管理成为国内研究的热点问题. 本文在系统梳理国外 …

自2001 年中国加入WTO, 银行业已于2006 年结束5 年的过渡期. 此后5 年来,
中国经济继续保持平稳较快增长, 这为财富管理在中国发展提供了宏观保障 …

Striving for efficient asset allocation investors usually have limited risk bearing ability. This
results in an upper limit for their portfolio volatility that must not be exceeded. Ensuring …