The dutch triangle

FA Sortino, R Van Der Meer… - The Journal of Portfolio …, 1999 - pm-research.com
This article looks at the developing role of the integrated advisor, their common
characteristics, and the opportunities and challenges of providing integrated management to …

Looking Back at the Past 25 Years and Forward to the Next 25

JLP Brunel - The Journal of Wealth Management, 2023 - jwm.pm-research.com
Earlier in the second half of the 20th century, asset management evolved dramatically as it
became common practice to revisit certain principles which had underpinned the …

Non-Separable Digital Objects as an Alternative Investment

B Faye, E Le Fur - The Journal of Alternative Investments, 2023 - pm-research.com
This article investigates digital objects in video games as an alternative investment from
2015 to 2020. The authors use the Steam Community Market of the Counter-Strike Global …

Goals-Based Investing and JWM: Where They Have Been, Where They Are Headed

FJ Parker - The Journal of Wealth Management, 2023 - pm-research.com
The Journal of Wealth Management has played a key role in supporting research that
benefits individual investors. What began as concern over taxes, has grown into its own …

Toward a Literature of Wealth Management

WW Jennings - The Journal of Wealth Management, 2023 - pm-research.com
I characterize the wealth management literature that The Journal of Wealth Management
helped define over the last quarter century and then assess its impact. Eight key areas of …

Wealth Management: Is It an Academic Discipline and Should Wealth Managers Care?

JM Hearl Jr - The Journal of Wealth Management, 2022 - pm-research.com
This article seeks to address the question of whether wealth management is an academic
discipline and to encourage the wealth management practitioner community to appreciate …

The Rise of the Integrated Advisor

T McCullough - The Journal of Wealth Management, 2023 - pm-research.com
This article looks at the developing role of the integrated advisor, their common
characteristics, and the opportunities and challenges of providing integrated management to …

Efficient Routines for CDO Loss Calculations

JM Pimbley - The Journal of Structured Finance, 2020 - pm-research.com
We revive, discuss, and improve upon the excellent earlier work of Hull and White in
efficiently building iterative loss distributions for debt portfolios of structured finance …