The Investment Think Tank: Theory, Strategy, And Practice For Advisers,New

The Best Investment Practitioners, The Ones Who Get Results, Rely Not Just On Their Instincts And Experience But On The Insights Of The Trailblazers In Their Fieldthe People Who Interpret, Challenge, And Even Devise The Strategies And Tools That Shape Investment Management. But When You'Re In The Trenchesserving Clients And Running A Businessthe Voices At The Front Can Have Trouble Getting Through, And You May Sometimes Wonder If Your Methods Are As Current As Your Clients Deserve.Strategies Continue To Be Explored, And Tactics Can Change Almost As Quickly As The Markets. What'S The Story Behind Peter Bernsteins Challenge To A Fixedassetallocation Mix? Did The Financialplanning Community Take A Wrong Ideological Turn In Espousing It? What Can Behavioral Finance Tell You About Serving Your Clients? What Choices Can You Make To Ensure Tax Efficiency In Your Clients' Portfolios? Downside Risk Measures Have Come A Long Way Since Markowitz Brought Them So Much Attention. But When'S The Last Time You Checked Into Your Rewardtosemivariability Ratios? How Current Is Your Understanding Of The Coreandsatellite Approach To Portfolio Design? And How Much Do You Know About Putting One In Place For Your Client?To Get Some Answers To These And Other Questions, Financial Advisers Harold Evensky And Deena B. Katz Invited Some Of The Best Minds In Investment Management To Share Their Best Thinking. The Result Is A Gathering Of Eagles That Will Challenge Your Beliefs, Reinforce Your Convictions, Pique Your Curiosity, And Maybe Even Improve Some Of Those Triedandtrue Practices You Put In Place Too Long Ago.So Sit In On This Remarkable Think Tank. Treat Yourself To A Compelling Array Of Ideasfrom The Doggedly Practical To The Delightfully Abstractthat Will Inform And Stimulate Your Own Thinking And Reawaken The Reasons You Came To Investment Management In The First Place.