New Approach to Goals Based Wealth Management (Record no. 35849)
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| 000 -LEADER | |
|---|---|
| fixed length control field | 01379nam a2200205Ia 4500 |
| 008 - FIXED-LENGTH DATA ELEMENTS--GENERAL INFORMATION | |
| fixed length control field | 210223s9999 xx 00 und d |
| 100 ## - MAIN ENTRY--PERSONAL NAME | |
| Personal name | Sanjiv R Das |
| 9 (RLIN) | 181 |
| 245 ## - TITLE STATEMENT | |
| Title | New Approach to Goals Based Wealth Management |
| 260 ## - PUBLICATION, DISTRIBUTION, ETC. | |
| Date of publication, distribution, etc. | 2018-07-25 |
| 300 ## - PHYSICAL DESCRIPTION | |
| Extent | 27 |
| 440 ## - SERIES STATEMENT/ADDED ENTRY--TITLE | |
| Name of part/section of a work | 3 |
| Volume/sequential designation | 16 |
| 9 (RLIN) | 183 |
| 520 ## - SUMMARY, ETC. | |
| Summary, etc. | "We introduce a novel framework for goals based wealth management where risk is understood as the probability of investors not attaining their goals, not just the standard deviation of investors portfolios. Our framework is based on a foundation of development in behavioral economics and finance and its consistent with modern portfolio theory. using a simple geometric analysis we determine specific portfolio that matches each individual investors stated goals. Our approach requires information from the investors about their goals elicited in a clear manner that market research shows is superior to common current practices. This new approach can improve the communication between advisors and clients and produce better advice for enabling clients to attain their goals with high probability through the use of efficient portfolios." |
| 650 ## - SUBJECT ADDED ENTRY--TOPICAL TERM | |
| Topical term or geographic name entry element | Management |
| 9 (RLIN) | 182 |
| 654 ## - SUBJECT ADDED ENTRY--FACETED TOPICAL TERMS | |
| Focus term | Framework |
| 654 ## - SUBJECT ADDED ENTRY--FACETED TOPICAL TERMS | |
| Focus term | Portfolios |
| 654 ## - SUBJECT ADDED ENTRY--FACETED TOPICAL TERMS | |
| Focus term | Wealth Management |
| 773 ## - HOST ITEM ENTRY | |
| Title | JOURNAL OF INVESTMENT MANAGEMENT |
| 700 ## - ADDED ENTRY--PERSONAL NAME | |
| Personal name | Anand Radhakrishnan |
| -- | Daniel Ostroy |
| 9 (RLIN) | 184 |
| 942 ## - ADDED ENTRY ELEMENTS (KOHA) | |
| Koha item type | Article |
| Withdrawn status | Lost status | Damaged status | Not for loan | Home library | Current library | Date acquired | Total Checkouts | Barcode | Date last seen | Price effective from | Koha item type |
|---|---|---|---|---|---|---|---|---|---|---|---|
| St. Francis Institute of Management and Research | St. Francis Institute of Management and Research | 02/24/2021 | AR0745 | 02/24/2021 | 02/24/2021 | Article |