Written by a veteran financial planner, this guide uniquely covers the statistical and non-statistical issues involved in selecting and managing a balanced portfolio of mutual funds. It explains investment policy development techniques, explores all asset classes of mutual funds, and covers the critical issues of style analysis, data interpretation and style management.
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Editorial Reviews
From the Back Cover
solid Strategies for Strengthening Your Clients' Accounts and Your Practice! "Ron Rutherford's book...sets the stage for people who want to achieve investment success through hard work and dilligence. This book offers the framework for investors and consultants to follow, namely, the investment policy. Most importantly, as a Certified Investment Management Analyst, Mr. Rutherford believes the investment policy statement is to the consultant as the blueprint is to the contractor." Evelyn L. Brust, CAE, Executive Director, Investment Managment, Consultatnts Association. "This is must reading for everyone offering financial advice. Ron combines a thorough undertanding of financial theory with years of experience in helping clients accomplish their goals. a rare combination...an excellent treatise." Dr. Frank A. Sortino, Professor Emeritus, San Francisco State University. "Our company provides asset allocation software to about 15,000 investment advisors. This makes us very aware of the kinds of questions that practitioners have about portfolio design for private clients. Mr. Rutherford's book hits the nail on the head...It's the unavoidable stuff that advisors must know if they are going to provide the highest quality of investment advice." Randal J. Moore, President, Frontier analytics, Inc. "Most of what has been written on investment management has been for the institutional investor. Ron Rutherford has effectively selected and translated these ivory tower missives to demonstrate how principles can be used by the advisor who implements strategy with mutual funds." Donal B. Trone, Executive Director, Investment Management Council, Callan Associates. "Ron Rutherford's The Complete Guide to Managing a Portfolio of Mutual Funds offers the first comprehensive overview of both the risks and the rewards pf ,utual fund portfolio assembly. As such, it may be the best guide yet for the way Americans invest today." Don Phillips, President, Morningstar.
About the Author
Ron Rutherford, MS, MBA, CFP, CIMA, is Chairman and CEO of Rutherford Asset Planning, Inc., a fee-only financial planning and investment consulting service based in New York City. He started the firm in 1986 after rising through the management ranks of IBM, managing strategic and financial planning activities for software products around the world. Consistently listed by Worth as one of the top financial advisors in the U.S., Rutherford has appeared to discuss financial topics on national television, including CNN, Headline News, CNNfn, and Fox News Network. The financial press regularly quotes his opinions. He has taught courses at The New School— Department of Finance and CFP-in-training courses at New York University. Rutherford is a member of a number of professional societies, including Investment Management Consultants Association, National Association of Personal Financial Planners, and the Institute for Certified Financial Planners.
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Most Helpful Customer Reviews
6 of 6 people found the following review helpful:
5.0 out of 5 stars
Excellent Book For Beginners And Gurus,
By Paul & Liz Smith (Albuquerque, NM USA) - See all my reviews
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This review is from: The Complete Guide to Managing A Portfolio of Mutual Funds (Hardcover)
Managing a Portfolio of Mutual Funds is a well written, entertaining, book that will help anyone better understand money management using Mutual Funds. The book starts with an excellent section on goals and planning, in which Rutherford makes a compelling argument about why this is a critical step towards effective financial management and explains how to best complete and document the plan. He follows this with a discussion of Asset Class Portfolio Design, which is the foundation for the rest of the book. Once this introductory material is finished, Rutherford discusses various investment strategies and how to implement and monitor each of them, starting from the more basic ideas of Passive Investing and Index Funds and moving to the more complex areas of Active Investing and Manager Style Analysis. Although the amount of detail gets a bit thin once he begins the chapter on Passive Investing and the book never regains the tight, lucid arguments and explanations of the first sections, it's a first-rate book on investing with Mutual Funds and should be read by every serious investor AND portfolio manager.
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