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Retirement portfolios [[electronic resource] ] : theory, construction, and management / / Michael J. Zwecher
| Retirement portfolios [[electronic resource] ] : theory, construction, and management / / Michael J. Zwecher |
| Autore | Zwecher Michael J. <1957-> |
| Pubbl/distr/stampa | Hoboken, NJ, : Wiley, c2010 |
| Descrizione fisica | 1 online resource (306 p.) |
| Disciplina |
332.024/014
332.024014 |
| Collana | Wiley finance series |
| Soggetto topico |
Retirement income - Planning
Portfolio management |
| ISBN |
1-282-68973-8
9786612689734 1-118-26826-1 0-470-58559-5 |
| Formato | Materiale a stampa  |
| Livello bibliografico | Monografia |
| Lingua di pubblicazione | eng |
| Nota di contenuto |
Retirement Portfolios: Theory, Construction, and Management; Contents; Preface; PART ONE: FRAMING THE PROBLEM; PART THREE: MANAGING PORTFOLIOS FOR RETIREMENT INCOME; PART FOUR: MAKING IT HAPPEN; APPENDIXES; Acknowledgments; Part One: Framing the Problem; Chapter 1: Portfolio Focus and Stage of Life; Chapter 2: The Top-Down View; Chapter 3: The Importance of Lifestyle Flooring; Chapter 4: Monetizing Mortality; Chapter 5: Flooring with Capital Markets Products; Part Two: Adapting Portfolios for Retirement Income; Chapter 6: Building Retirement Income Portfolios
Chapter 7: Creating Allocations for Constructing Practical Portfolios by Age and Lifestyle Needs Part Three: Managing Portfolios for Retirement Income; Chapter 8: Rebalancing Retirement Income Portfolios; Chapter 9: Active Risk Management for Retirement Income Portfolios; Part Four: Making It Happen; Chapter 10: The Transition Phase; Chapter 11: Putting Together the Proposal; Chapter 12: Market Segmentation; Chapter 13: Products and Example Portfolios; Chapter 14: Preparing Your Client for a Retirement Income Portfolio; Chapter 15: Salvage Operations, Mistakes, and Fallacies Appendix A: History of Theoretical Developments in Life-Cycle Planning THE MODEL; RISING LIFESTYLES AND HABIT FORMATION; EMPIRICAL STUDIES OF LIFE-CYCLE BEHAVIOR; Appendix B: How Professionals Can Maximize the Usefulness of this Book; TRANSACTION-ORIENTED SALESPEOPLE; ASSET GATHERERS; INSURANCE PLANNERS; FINANCIAL PLANNERS; PORTFOLIO MANAGERS; Notes; Glossary; References; Index |
| Record Nr. | UNINA-9910139513703321 |
Zwecher Michael J. <1957->
|
||
| Hoboken, NJ, : Wiley, c2010 | ||
| Materiale a stampa | ||
| Lo trovi qui: Univ. Federico II | ||
| ||
Retirement portfolios : theory, construction, and management / / Michael J. Zwecher
| Retirement portfolios : theory, construction, and management / / Michael J. Zwecher |
| Autore | Zwecher Michael J. <1957-> |
| Edizione | [1st ed.] |
| Pubbl/distr/stampa | Hoboken, NJ, : Wiley, c2010 |
| Descrizione fisica | 1 online resource (306 p.) |
| Disciplina |
332.024/014
332.024014 |
| Collana | Wiley finance series |
| Soggetto topico |
Retirement income - Planning
Portfolio management |
| ISBN |
1-282-68973-8
9786612689734 1-118-26826-1 0-470-58559-5 |
| Formato | Materiale a stampa |
| Livello bibliografico | Monografia |
| Lingua di pubblicazione | eng |
| Nota di contenuto |
Retirement Portfolios: Theory, Construction, and Management; Contents; Preface; PART ONE: FRAMING THE PROBLEM; PART THREE: MANAGING PORTFOLIOS FOR RETIREMENT INCOME; PART FOUR: MAKING IT HAPPEN; APPENDIXES; Acknowledgments; Part One: Framing the Problem; Chapter 1: Portfolio Focus and Stage of Life; Chapter 2: The Top-Down View; Chapter 3: The Importance of Lifestyle Flooring; Chapter 4: Monetizing Mortality; Chapter 5: Flooring with Capital Markets Products; Part Two: Adapting Portfolios for Retirement Income; Chapter 6: Building Retirement Income Portfolios
Chapter 7: Creating Allocations for Constructing Practical Portfolios by Age and Lifestyle Needs Part Three: Managing Portfolios for Retirement Income; Chapter 8: Rebalancing Retirement Income Portfolios; Chapter 9: Active Risk Management for Retirement Income Portfolios; Part Four: Making It Happen; Chapter 10: The Transition Phase; Chapter 11: Putting Together the Proposal; Chapter 12: Market Segmentation; Chapter 13: Products and Example Portfolios; Chapter 14: Preparing Your Client for a Retirement Income Portfolio; Chapter 15: Salvage Operations, Mistakes, and Fallacies Appendix A: History of Theoretical Developments in Life-Cycle Planning THE MODEL; RISING LIFESTYLES AND HABIT FORMATION; EMPIRICAL STUDIES OF LIFE-CYCLE BEHAVIOR; Appendix B: How Professionals Can Maximize the Usefulness of this Book; TRANSACTION-ORIENTED SALESPEOPLE; ASSET GATHERERS; INSURANCE PLANNERS; FINANCIAL PLANNERS; PORTFOLIO MANAGERS; Notes; Glossary; References; Index |
| Record Nr. | UNINA-9910816127203321 |
|
Zwecher Michael J. <1957->
|
||
| Hoboken, NJ, : Wiley, c2010 | ||
| Materiale a stampa | ||
| Lo trovi qui: Univ. Federico II | ||
| ||
Retirement portfolios workbook [[electronic resource] ] : theory, construction, and management / / Michael J. Zwecher
| Retirement portfolios workbook [[electronic resource] ] : theory, construction, and management / / Michael J. Zwecher |
| Autore | Zwecher Michael J. <1957-> |
| Pubbl/distr/stampa | Hoboken, NJ, : John Wiley & Sons, Ltd., c2010 |
| Descrizione fisica | 1 online resource (210 p.) |
| Disciplina |
332.024/014
332.024014 |
| Collana | Wiley finance series |
| Soggetto topico |
Retirement income - Planning
Portfolio management |
| ISBN |
1-282-68972-X
9786612689727 1-118-26818-0 0-470-58620-6 |
| Formato | Materiale a stampa |
| Livello bibliografico | Monografia |
| Lingua di pubblicazione | eng |
| Nota di contenuto |
Retirement Portfolios Workbook: Theory, Construction, and Management; Contents; Preface; BEFORE YOU GET STARTED: TOOLS YOU'LL NEED TO COMPLETE THE EXERCISES; Part One: Questions; Chapter 1: Portfolio Focus and Stage of Life; Chapter 2: The Top-Down View: A Short Primer on Economic Models of Retirement Income; Chapter 3: The Importance of Lifestyle Flooring; Chapter 4: Monetizing Mortality: Annuities and Longevity Insurance; Chapter 5: Flooring with Capital Markets Products; Chapter 6: Building Retirement Income Portfolios
Chapter 7: Creating Allocations for Constructing Practical Portfolios by Age and Lifestyle Needs Chapter 8: Rebalancing Retirement Income Portfolios; Chapter 9: Active Risk Management for Retirement Income Portfolios; Chapter 10: The Transition Phase; Chapter 11: Putting Together the Proposal; Chapter 12: Market Segmentation; Chapter 13: Products and Example Portfolios; Chapter 14: Preparing Your Client for a Retirement Income Portfolio; Chapter 15: Salvage Operations, Mistakes, and Fallacies; Part Two: Solutions; Chapter 1: Portfolio Focus and Stage of Life Chapter 2: The Top-Down View: A Short Primer on Economic Models of Retirement Income Chapter 3: The Importance of Lifestyle Flooring; Chapter 4: Monetizing Mortality: Annuities and Longevity Insurance; Chapter 5: Flooring with Capital Markets Products; Chapter 6: Building Retirement Income Portfolios; Chapter 7: Creating Allocations for Constructing Practical Portfolios by Age and Lifestyle Needs; Chapter 8: Rebalancing Retirement Income Portfolios; Chapter 9: Active Risk Management for Retirement Income Portfolios; Chapter 10: The Transition Phase; Chapter 11: Putting Together the Proposal Chapter 12: Market Segmentation Chapter 13: Products and Example Portfolios; Chapter 14: Preparing Your Client for a Retirement Income Portfolio; Chapter 15: Salvage Operations, Mistakes, and Fallacies |
| Record Nr. | UNINA-9910139512803321 |
|
Zwecher Michael J. <1957->
|
||
| Hoboken, NJ, : John Wiley & Sons, Ltd., c2010 | ||
| Materiale a stampa | ||
| Lo trovi qui: Univ. Federico II | ||
| ||
Retirement portfolios workbook : theory, construction, and management / / Michael J. Zwecher
| Retirement portfolios workbook : theory, construction, and management / / Michael J. Zwecher |
| Autore | Zwecher Michael J. <1957-> |
| Edizione | [1st ed.] |
| Pubbl/distr/stampa | Hoboken, NJ, : John Wiley & Sons, Ltd., c2010 |
| Descrizione fisica | 1 online resource (210 p.) |
| Disciplina |
332.024/014
332.024014 |
| Collana | Wiley finance series |
| Soggetto topico |
Retirement income - Planning
Portfolio management |
| ISBN |
1-282-68972-X
9786612689727 1-118-26818-0 0-470-58620-6 |
| Formato | Materiale a stampa |
| Livello bibliografico | Monografia |
| Lingua di pubblicazione | eng |
| Nota di contenuto |
Retirement Portfolios Workbook: Theory, Construction, and Management; Contents; Preface; BEFORE YOU GET STARTED: TOOLS YOU'LL NEED TO COMPLETE THE EXERCISES; Part One: Questions; Chapter 1: Portfolio Focus and Stage of Life; Chapter 2: The Top-Down View: A Short Primer on Economic Models of Retirement Income; Chapter 3: The Importance of Lifestyle Flooring; Chapter 4: Monetizing Mortality: Annuities and Longevity Insurance; Chapter 5: Flooring with Capital Markets Products; Chapter 6: Building Retirement Income Portfolios
Chapter 7: Creating Allocations for Constructing Practical Portfolios by Age and Lifestyle Needs Chapter 8: Rebalancing Retirement Income Portfolios; Chapter 9: Active Risk Management for Retirement Income Portfolios; Chapter 10: The Transition Phase; Chapter 11: Putting Together the Proposal; Chapter 12: Market Segmentation; Chapter 13: Products and Example Portfolios; Chapter 14: Preparing Your Client for a Retirement Income Portfolio; Chapter 15: Salvage Operations, Mistakes, and Fallacies; Part Two: Solutions; Chapter 1: Portfolio Focus and Stage of Life Chapter 2: The Top-Down View: A Short Primer on Economic Models of Retirement Income Chapter 3: The Importance of Lifestyle Flooring; Chapter 4: Monetizing Mortality: Annuities and Longevity Insurance; Chapter 5: Flooring with Capital Markets Products; Chapter 6: Building Retirement Income Portfolios; Chapter 7: Creating Allocations for Constructing Practical Portfolios by Age and Lifestyle Needs; Chapter 8: Rebalancing Retirement Income Portfolios; Chapter 9: Active Risk Management for Retirement Income Portfolios; Chapter 10: The Transition Phase; Chapter 11: Putting Together the Proposal Chapter 12: Market Segmentation Chapter 13: Products and Example Portfolios; Chapter 14: Preparing Your Client for a Retirement Income Portfolio; Chapter 15: Salvage Operations, Mistakes, and Fallacies |
| Record Nr. | UNINA-9910825928903321 |
|
Zwecher Michael J. <1957->
|
||
| Hoboken, NJ, : John Wiley & Sons, Ltd., c2010 | ||
| Materiale a stampa | ||
| Lo trovi qui: Univ. Federico II | ||
| ||