How to select investment managers and evaluate performance [[electronic resource] ] : a guide for pension funds, endowments, foundations, and trusts / / G. Timothy Haight, Stephen Morrell, Glenn E. Ross |
Autore | Haight G. Timothy |
Pubbl/distr/stampa | Hoboken, N.J., : Wiley, c2007 |
Descrizione fisica | 1 online resource (274 p.) |
Disciplina | 332.620973 |
Altri autori (Persone) |
MorrellStephen Otis <1949->
RossGlenn E |
Collana | Frank J. Fabozzi Series |
Soggetto topico |
Investment advisors - Selection and appointment - United States
Investment advisors - Rating of - United States |
ISBN |
1-119-19675-2
1-280-97379-X 9786610973798 0-470-22579-3 |
Formato | Materiale a stampa |
Livello bibliografico | Monografia |
Lingua di pubblicazione | eng |
Nota di contenuto |
How to Select Investment Managers and Evaluate Performance; Contents; Preface; Acknowledgments; About the Authors; Chapter 1: Investment Sponsors; The Investment Committee; The Variety of Investment Sponsors; Taxable Investment Sponsors; Summary; Chapter 2: Investment Policy Statement; Investment Philosophy and Goals; Investment Return Objectives; Risk Tolerances; Constaints; Investment Strategy; In-House or Outside Manager; Investment Policy; Securities Types and Risk Characteristics; Asset Allocation Guidelines; Evaluation of Performance; Benchmark Portfolios; Periodic Review; Summary
Chapter 3: Investment OverviewCapital Appreciation Versus Current Income; Active Versus Passive Investment Approaches; Investment Styles-EquIty Managers; InternatIonal InvestIng; Investment Styles-FIxed Income Managers; Summary; Chapter 4: Alternative Investment Vehicles; Hybrid Securities; Derivative Contracts; International Investment Vehicles; Real Estate Investment Vehicles; Investment Vehicles for Accredited Investors; Commodities and Collectibles; Summary; Chapter 5: Return Measures and Reporting Techniques; Dollar-Weighted Rate of Return; Time-Weighted Rate of Return Annualized Rates of ReturnGeometric Mean; Total Return and Its Components; Compound Growth; Summary; Chapter 6: Return-Risk Measurement; Return Relative; Standard Deviation; Portfolio Risk Measure; Scatter Diagram; Coefficient of Variation; Regression Analysis; Portfolio Size and Diversification Levels; Regression Analysis of Fund I; Additional Performance Indexes; Summary; Chapter 7: Portfolio Performance Evaluation; Performance Results; Composite Index; Return-Risk Analysis; Universe Comparison; Evaluating the Asset Allocation Decision; Summary; Chapter 8: Equity Performance Evaluation Equity Performance CriteriaSector Analysis; Return-Risk Comparison; Market Characteristics; Attribution Analysis; Summary; Chapter 9: Fixed Income Performance Evaluation; Asset Allocation Ranges and Anticipated Contributions; Issuers of Fixed Income Securities; Bond Indexes; Bond Prices and Yields; Term Structure of Interest Rates; Quality of Fixed Income Securities; Credit Risk; Interest Rate Risk; Duration; Convexity; Maturity Characteristics; Return Analysis; CFA Institute Standards; Fixed Income Management Styles; Passive Fixed Income Management; Active Fixed Income Management Performance AnalysisSummary; Chapter 10: Investment Companies as Investment Vehicles; Investment Companies; Regulation of Investment Companies; Types of Investment Companies; Selecting Mutual Funds; Performance Evaluation; Summary; Chapter 11: Investment Manager Search Process; Search Committee; Establishing Goals; Number of Managers; Candidate Identification; Management and Related Fees; Firm Size and Ownership; Request for Proposals (RFP); Screening of Candidates; Candidates Presentations; Verification and Reference Checking; Cost of Switching; Administration of Change; Summary Chapter 12: Conducting Investment Committee Meetings |
Record Nr. | UNINA-9910143681203321 |
Haight G. Timothy | ||
Hoboken, N.J., : Wiley, c2007 | ||
Materiale a stampa | ||
Lo trovi qui: Univ. Federico II | ||
|
How to select investment managers and evaluate performance : a guide for pension funds, endowments, foundations, and trusts / / G. Timothy Haight, Stephen Morrell, Glenn E. Ross |
Autore | Haight G. Timothy |
Edizione | [1st ed.] |
Pubbl/distr/stampa | Hoboken, N.J., : Wiley, c2007 |
Descrizione fisica | 1 online resource (274 p.) |
Disciplina | 332.620973 |
Altri autori (Persone) |
MorrellStephen Otis <1949->
RossGlenn E |
Collana | Frank J. Fabozzi Series |
Soggetto topico |
Investment advisors - Selection and appointment - United States
Investment advisors - Rating of - United States |
ISBN |
1-119-19675-2
1-280-97379-X 9786610973798 0-470-22579-3 |
Formato | Materiale a stampa |
Livello bibliografico | Monografia |
Lingua di pubblicazione | eng |
Nota di contenuto |
How to Select Investment Managers and Evaluate Performance; Contents; Preface; Acknowledgments; About the Authors; Chapter 1: Investment Sponsors; The Investment Committee; The Variety of Investment Sponsors; Taxable Investment Sponsors; Summary; Chapter 2: Investment Policy Statement; Investment Philosophy and Goals; Investment Return Objectives; Risk Tolerances; Constaints; Investment Strategy; In-House or Outside Manager; Investment Policy; Securities Types and Risk Characteristics; Asset Allocation Guidelines; Evaluation of Performance; Benchmark Portfolios; Periodic Review; Summary
Chapter 3: Investment OverviewCapital Appreciation Versus Current Income; Active Versus Passive Investment Approaches; Investment Styles-EquIty Managers; InternatIonal InvestIng; Investment Styles-FIxed Income Managers; Summary; Chapter 4: Alternative Investment Vehicles; Hybrid Securities; Derivative Contracts; International Investment Vehicles; Real Estate Investment Vehicles; Investment Vehicles for Accredited Investors; Commodities and Collectibles; Summary; Chapter 5: Return Measures and Reporting Techniques; Dollar-Weighted Rate of Return; Time-Weighted Rate of Return Annualized Rates of ReturnGeometric Mean; Total Return and Its Components; Compound Growth; Summary; Chapter 6: Return-Risk Measurement; Return Relative; Standard Deviation; Portfolio Risk Measure; Scatter Diagram; Coefficient of Variation; Regression Analysis; Portfolio Size and Diversification Levels; Regression Analysis of Fund I; Additional Performance Indexes; Summary; Chapter 7: Portfolio Performance Evaluation; Performance Results; Composite Index; Return-Risk Analysis; Universe Comparison; Evaluating the Asset Allocation Decision; Summary; Chapter 8: Equity Performance Evaluation Equity Performance CriteriaSector Analysis; Return-Risk Comparison; Market Characteristics; Attribution Analysis; Summary; Chapter 9: Fixed Income Performance Evaluation; Asset Allocation Ranges and Anticipated Contributions; Issuers of Fixed Income Securities; Bond Indexes; Bond Prices and Yields; Term Structure of Interest Rates; Quality of Fixed Income Securities; Credit Risk; Interest Rate Risk; Duration; Convexity; Maturity Characteristics; Return Analysis; CFA Institute Standards; Fixed Income Management Styles; Passive Fixed Income Management; Active Fixed Income Management Performance AnalysisSummary; Chapter 10: Investment Companies as Investment Vehicles; Investment Companies; Regulation of Investment Companies; Types of Investment Companies; Selecting Mutual Funds; Performance Evaluation; Summary; Chapter 11: Investment Manager Search Process; Search Committee; Establishing Goals; Number of Managers; Candidate Identification; Management and Related Fees; Firm Size and Ownership; Request for Proposals (RFP); Screening of Candidates; Candidates Presentations; Verification and Reference Checking; Cost of Switching; Administration of Change; Summary Chapter 12: Conducting Investment Committee Meetings |
Record Nr. | UNINA-9910815902603321 |
Haight G. Timothy | ||
Hoboken, N.J., : Wiley, c2007 | ||
Materiale a stampa | ||
Lo trovi qui: Univ. Federico II | ||
|
The real estate investment handbook [[electronic resource] /] / G. Timothy Haight, Daniel Singer |
Autore | Haight G. Timothy |
Pubbl/distr/stampa | Hoboken, NJ, : John Wiley & Sons, c2005 |
Descrizione fisica | 1 online resource (558 p.) |
Disciplina | 332.632 |
Altri autori (Persone) | SingerDaniel <1942-> |
Collana |
Frank J. Fabozzi series
Wiley finance |
Soggetto topico |
Real estate investment
Investments |
Soggetto genere / forma | Electronic books. |
ISBN |
1-280-27326-7
9786610273263 0-471-71668-5 |
Formato | Materiale a stampa |
Livello bibliografico | Monografia |
Lingua di pubblicazione | eng |
Nota di contenuto |
The Real Estate Investment Handbook; Contents; Preface; About the Authors; Chapter 1: A Portfolio Approach to Investing in Commercial Real Estate; Chapter 2: Interpreting Financial Statements for Successful Real Estate Investing; Chapter 3: Depreciation; Chapter 4: Business Organizational Forms; Chapter 5: Buying versus Leasing; Chapter 6: Residential Real Estate; Chapter 7: Apartments; Chapter 8: Condominiums; Chapter 9: Timeshares; Chapter 10: Undeveloped Land; Chapter 11: Self-Storage Facilities; Chapter 12: Restaurant Real Estate; Chapter 13: Shopping Centers
Chapter 14: Athletic Clubs, Physical Fitness Centers, and Family Entertainment CentersChapter 15: Office Buildings; Chapter 16: Industrial Properties; Chapter 17: Parking Lots; Chapter 18: Hotels and Motels as Commercial Real Estate Investments; Index; |
Record Nr. | UNINA-9910449907903321 |
Haight G. Timothy | ||
Hoboken, NJ, : John Wiley & Sons, c2005 | ||
Materiale a stampa | ||
Lo trovi qui: Univ. Federico II | ||
|
The real estate investment handbook [[electronic resource] /] / G. Timothy Haight, Daniel Singer |
Autore | Haight G. Timothy |
Pubbl/distr/stampa | Hoboken, NJ, : John Wiley & Sons, c2005 |
Descrizione fisica | 1 online resource (558 p.) |
Disciplina | 332.632 |
Altri autori (Persone) | SingerDaniel <1942-> |
Collana |
Frank J. Fabozzi series
Wiley finance |
Soggetto topico |
Real estate investment
Investments |
ISBN |
1-280-27326-7
9786610273263 0-471-71668-5 |
Formato | Materiale a stampa |
Livello bibliografico | Monografia |
Lingua di pubblicazione | eng |
Nota di contenuto |
The Real Estate Investment Handbook; Contents; Preface; About the Authors; Chapter 1: A Portfolio Approach to Investing in Commercial Real Estate; Chapter 2: Interpreting Financial Statements for Successful Real Estate Investing; Chapter 3: Depreciation; Chapter 4: Business Organizational Forms; Chapter 5: Buying versus Leasing; Chapter 6: Residential Real Estate; Chapter 7: Apartments; Chapter 8: Condominiums; Chapter 9: Timeshares; Chapter 10: Undeveloped Land; Chapter 11: Self-Storage Facilities; Chapter 12: Restaurant Real Estate; Chapter 13: Shopping Centers
Chapter 14: Athletic Clubs, Physical Fitness Centers, and Family Entertainment CentersChapter 15: Office Buildings; Chapter 16: Industrial Properties; Chapter 17: Parking Lots; Chapter 18: Hotels and Motels as Commercial Real Estate Investments; Index; |
Record Nr. | UNINA-9910783514803321 |
Haight G. Timothy | ||
Hoboken, NJ, : John Wiley & Sons, c2005 | ||
Materiale a stampa | ||
Lo trovi qui: Univ. Federico II | ||
|
The real estate investment handbook / / G. Timothy Haight, Daniel Singer |
Autore | Haight G. Timothy |
Edizione | [1st ed.] |
Pubbl/distr/stampa | Hoboken, NJ, : John Wiley & Sons, c2005 |
Descrizione fisica | 1 online resource (558 p.) |
Disciplina | 332.632 |
Altri autori (Persone) | SingerDaniel <1942-> |
Collana |
Frank J. Fabozzi series
Wiley finance |
Soggetto topico |
Real estate investment
Investments |
ISBN |
1-280-27326-7
9786610273263 0-471-71668-5 |
Formato | Materiale a stampa |
Livello bibliografico | Monografia |
Lingua di pubblicazione | eng |
Nota di contenuto |
The Real Estate Investment Handbook; Contents; Preface; About the Authors; Chapter 1: A Portfolio Approach to Investing in Commercial Real Estate; Chapter 2: Interpreting Financial Statements for Successful Real Estate Investing; Chapter 3: Depreciation; Chapter 4: Business Organizational Forms; Chapter 5: Buying versus Leasing; Chapter 6: Residential Real Estate; Chapter 7: Apartments; Chapter 8: Condominiums; Chapter 9: Timeshares; Chapter 10: Undeveloped Land; Chapter 11: Self-Storage Facilities; Chapter 12: Restaurant Real Estate; Chapter 13: Shopping Centers
Chapter 14: Athletic Clubs, Physical Fitness Centers, and Family Entertainment CentersChapter 15: Office Buildings; Chapter 16: Industrial Properties; Chapter 17: Parking Lots; Chapter 18: Hotels and Motels as Commercial Real Estate Investments; Index; |
Record Nr. | UNINA-9910823975203321 |
Haight G. Timothy | ||
Hoboken, NJ, : John Wiley & Sons, c2005 | ||
Materiale a stampa | ||
Lo trovi qui: Univ. Federico II | ||
|