Investment pros know: skyrocket stocks and high-flying money managers come and go, but you only achieve superior long-term results by sticking with a sound, prudent, well-conceived investment plan. In The Management of Investment Decisions, pioneering financial consultant Donal Trone, along with William R. Allbright and Philip R. Traylor, presents the proper ways to: Analyze your client's current position and potential; Develop an Investment Policy Statement that all involved will read and, more importantly, understand; Approach, understand and build the portfolios of high net worth families.
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5 of 6 people found the following review helpful:
4.0 out of 5 stars
Sound Advice on Prudent Asset Allocation,
By A Customer
This review is from: The Management of Investment Decisions (Hardcover)
The text was clear, concise, and provided valuable practical insight into the role of an investment advisor with respect to a well-developed investment policy statement and asset allocation methodology. The reading will be of great value to any portfolio consultant looking to manage funds prudently and with success.
4 of 5 people found the following review helpful:
5.0 out of 5 stars
What Fiduciaries, Trustees, and Professionals need to know,
By A Customer
This review is from: The Management of Investment Decisions (Hardcover)
This book is excellent. If you are responsible for investing other people's money as a professional, on the board of a foundation or endowment or are someone who is a trustee on an account, this book is for you. This book goes over important guidelines that should be followed to protect the funds and yourself.
2 of 3 people found the following review helpful:
5.0 out of 5 stars
An Excellent Resource for Investment Consultants,
By
This review is from: The Management of Investment Decisions (Hardcover)
This book helps an investment consultant to develop a disciplined approach to investment management. The concepts addressed in this book provide the investment professional with guidance in the development of prudent investment practices.
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Front Cover | Front Flap | Table of Contents | First Pages | Index | Back Flap | Back Cover | Surprise Me!
Inside This Book
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First Sentence:
There is certainly no shortage of books, brokers, barkers, or barbers who are willing to share with you the secrets of making money. Read the first page Key Phrases - Statistically Improbable Phrases (SIPs): (learn more)
equilibrium spending rate, rebalancing limits, prudent investment process, selecting money managers, hired money managers, prudent process, subasset classes, appropriate money managers, money manager fees, investment consulting services, investment policy statement, separate account managers, public retirement funds, fiduciary status, investment management process, adjacent chart, ending market values, fiduciary conduct, balanced manager, interim fluctuations, investment consulting firms, strategic asset allocation, broad asset classes, comparing managers, portfolio characteristics Key Phrases - Capitalized Phrases (CAPs): (learn more)
Third Restatement, Restatement Third, Callan Associates Inc, New York, Investment Management Council, Wall Street, Five-Year Time Horizon, Calendar Years, Expected Asset Growth Assuming, Range of Projected Rates of Returns, Time Periods Ended December, Last Last Last Last Last, Lehman Government, Current Position, Diversified Portfolio Alternative, Burr Ridge, Department of Labor, Sample Global Mix, The Procedurally Prudent Process, Average Participant, Harvard College, International Foundation of Employee Benefit Plans, Portfolio Selection, San Francisco, Aggressive Investor Profile Investment Time Horizon New!
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Front Cover | Front Flap | Table of Contents | First Pages | Index | Back Flap | Back Cover | Surprise Me!
There is certainly no shortage of books, brokers, barkers, or barbers who are willing to share with you the secrets of making money. Read the first page Key Phrases - Statistically Improbable Phrases (SIPs): (learn more)
equilibrium spending rate, rebalancing limits, prudent investment process, selecting money managers, hired money managers, prudent process, subasset classes, appropriate money managers, money manager fees, investment consulting services, investment policy statement, separate account managers, public retirement funds, fiduciary status, investment management process, adjacent chart, ending market values, fiduciary conduct, balanced manager, interim fluctuations, investment consulting firms, strategic asset allocation, broad asset classes, comparing managers, portfolio characteristics Key Phrases - Capitalized Phrases (CAPs): (learn more)
Third Restatement, Restatement Third, Callan Associates Inc, New York, Investment Management Council, Wall Street, Five-Year Time Horizon, Calendar Years, Expected Asset Growth Assuming, Range of Projected Rates of Returns, Time Periods Ended December, Last Last Last Last Last, Lehman Government, Current Position, Diversified Portfolio Alternative, Burr Ridge, Department of Labor, Sample Global Mix, The Procedurally Prudent Process, Average Participant, Harvard College, International Foundation of Employee Benefit Plans, Portfolio Selection, San Francisco, Aggressive Investor Profile Investment Time Horizon New!
Books on Related Topics | Concordance | Text Stats Browse Sample Pages:
Front Cover | Front Flap | Table of Contents | First Pages | Index | Back Flap | Back Cover | Surprise Me!
Citations (learn more)
This book cites 13
books:
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20
books
cite this book:
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- The Effective Executive: The Definitive Guide to Getting the Right Things Done (Harperbusiness Essentials) by Peter F. Drucker on 4 pages
- Investment Management (2nd Edition) by Frank J. Fabozzi on page 39, page 89, and page 147
- Pension Fund Investment Management: A Handbook for Sponsors and Their Advisors by Frank J. Fabozzi on page 39, page 89, and page 147
- Art of the Long View, The by Peter Schwartz on page 30
- Your Money Personality by Kathleen Gurney on page 302
See all 13 books this book cites
- Asset Management Standards: Corporate Governance for Asset Management by Otto Loistl in Back Matter (1), Back Matter (2), and Back Matter (3)
- Wealth Management: The Financial Advisor's Guide to Investing and Managing Client Assets by Harold Evensky on page 126, page 178, and page 281
- The Successful Investor Today: 14 Simple Truths You Must Know When You Invest by Larry E. Swedroe on page 23, and page 54
- Someone Will Make Money on Your Funds - Why Not You: A Better Way to Pick Mutual and Exchange-Traded Funds by Gary L. Gastineau on page 38, and Back Matter
- Best Practices for Financial Advisors (Bloomberg Professional Library) by Mary Rowland on page 75, and Back Matter
See all 20 books citing this book
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