Index Fund Management
Index Fund Management

Author: Fadi Zaher

Publisher: Springer Nature

Published: 2019-08-28

Total Pages: 258

ISBN-13: 3030194000

DOWNLOAD EBOOK

This book brings simplicity to passive investing, smart beta, and factor investing, which is the fastest growing type of investment in the asset management industry. The subject has a strong academic foundation but often taught and presented in a quite complex and unorganized way. In recent years, index and factor investing solutions have been bestsellers. But factor investing success is not a foregone conclusion, and there are plenty of quirks and misprints in the literature. Do investors need a novel approach? The book provides answers to some of these questions in an open and objective fashion. Index fund management is increasingly taught in finance courses at universities. For market practitioners including trustees and investors, this book facilitates an increased understanding of how to invest in index and smart beta strategies, how to implement them, and what to be aware of with concrete and practical real-world examples.

Active Index Investing
Active Index Investing

Author: Steven A. Schoenfeld

Publisher: John Wiley & Sons

Published: 2011-08-04

Total Pages: 535

ISBN-13: 1118160800

DOWNLOAD EBOOK

For over three decades, indexing has become increasingly accepted by both institutional and individual investors. Index benchmarks and investment products that track them have been a driving force in the transformation of investment strategy from art to science. Yet investors’ understanding of the sophistication of this burgeoning field has lagged the growing use of index products. Active Index Investing is the definitive guide to how indexes are constructed, how index-based portfolios are managed, and how the world’s most sophisticated investors use index-based strategies to enhance performance, reduce costs and minimize the risks of investing. Active Index Investing provides a comprehensive overview of (1) the investment theories that are the foundation of index based investing, (2) best practices in benchmark construction, (3) the growing world of index-based investment vehicles, (4) cutting-edge index portfolio management techniq ues and (5) the myriad ways investors can and do capture the benefits of indexing. Active Index Investing has a unique format that captures the views and perspectives of over 40 of the investment industry’s leading experts and practitioners, while maintaining a holistic view of this complex subject matter. In addition to the Appendix and Glossary within the book, it features an E-ppendix, available at www.IndexUniverse.com

Implementing the Wealth Management Index
Implementing the Wealth Management Index

Author: Ross Levin

Publisher: John Wiley & Sons

Published: 2011-10-11

Total Pages: 294

ISBN-13: 1118027647

DOWNLOAD EBOOK

The gold standard for measuring financial progress, updated for today's market From Ross Levin, a trusted financial planner, comes Implementing the Wealth Management Index. The new edition of the book Investment Advisor called a "landmark opus," this revised and updated volume expands upon his legendary Wealth Management Index tool. A benchmark system that, through a series of questions and evaluations, enables advisors to score their performance for individual clients, the tool is used by firms around the world. In this new edition, the index looks at asset protection, disability and income protection, debt management, investment planning, and estate planning. The new edition adds more how-to information, as well as actual client examples and case studies to show how Levin's firm successfully uses the index as a daily strategy. Asks the important questions, like "Did you use all reasonable means to reduce your taxes?" and "Have you established and funded all the necessary trusts? Have you made your desired gifts for this year? Newly revised and expanded for the first time since 1997 Essential guidance from a top man in the game, Implementing the Wealth Management Index is the one-stop resource for measuring client financial progress.

Analysis of Senior Management Teams that Have Demonstrated a Proclivity for Growth
Analysis of Senior Management Teams that Have Demonstrated a Proclivity for Growth

Author: David Thomas

Publisher: Lulu.com

Published: 2010-04-20

Total Pages: 388

ISBN-13: 1445742330

DOWNLOAD EBOOK

This book is a PhD thesis that is highly relevant to anyone involved in management. It identifies and analyses in depth the key constructs of leadership, teamwork and enterprise that are vital for a successful 'growth' business. The focus is on leadership, enterprise and the make-up of senior management teams, but the research outcomes can equally be applied to any management team environment, such as committees, working groups, panels, or administrative bodies. Critically, an unsuitable leader will almost guarantee failure, so having the ability to recognise leaders that are capable of delivering success is crucial. This book is invaluable for those people who need to understand how leadership, teamwork and enterprise interact to create dynamic and highly successful management teams.