Lyt når som helst, hvor som helst

Dyk ned i over 1 million e- og lydbøger samt podcasts.

  • Over 1 million titler
  • Eksklusive titler + Mofibo Originals
  • Download og nyd titler offline
  • Opsig når som helst
Prøv nu
Cover for Goals-Based Investing: A Visionary Framework for Wealth Management

Goals-Based Investing: A Visionary Framework for Wealth Management

Længde
7T 19M
Sprog
Engelsk
Format
Kategori

Økonomi & Business

Raise your investing game to a new level with the latest investing strategies, methods, and products

The wealth management industry has undergone a major transformation over the last decade, including increased concerns and skepticism from investors, the growth of robo-advisors, product evolution, and an evolving value proposition—in addition to geopolitical risks, increased correlation across asset classes, changing demographics, and social tensions. Concepts like "Modern Portfolio Theory" aren't modern anymore, and even Post-Modern Portfolio Theory has become passé.

To succeed in today's complex, uncertain world of investing, you need go beyond plain vanilla stocks, bonds, and mutual funds and embrace the latest investing tools and techniques. Goals-Based Investing is an unparalleled guide to: the limitations of modern portfolio theory; behavioral finance—overcoming biases; the role and use of alternative investments in building better portfolios; the growth of exchange-traded funds (ETFs) from "cheap beta" to "smart beta"; sustainable investing, also known as environmental, social, and governance (ESG) investing; adopting a goals-based investing approach; and the future of wealth management.

© 2021 McGraw Hill-Ascent Audio (Lydbog): 9781638411185

Udgivelsesdato

Lydbog: 26. oktober 2021

Bøger, der ligner Goals-Based Investing: A Visionary Framework for Wealth Management

  1. The Spanx Story: What's Underneath the Incredible success of Sara Blakely's Billion Dollar Empire
    The Spanx Story: What's Underneath the Incredible success of Sara Blakely's Billion Dollar Empire Charlie Wetzel, Stephanie Wetzel
  2. Better than Alpha: Three Steps to Capturing Excess Returns in a Changing World
    Better than Alpha: Three Steps to Capturing Excess Returns in a Changing World Christopher M. Schelling
  3. The Italian Kid Did It: How I Turned $3K into $44B and Achieved the American Dream
    The Italian Kid Did It: How I Turned $3K into $44B and Achieved the American Dream Tom Golisano
  4. Commit and Deliver: On the Frontlines of Management Consulting
    Commit and Deliver: On the Frontlines of Management Consulting Cyrus Freidheim
  5. The Promise of Bitcoin: The Future of Money and How It Can Work for You
    The Promise of Bitcoin: The Future of Money and How It Can Work for You Bobby C. Lee
  6. The Automation Advantage: Embrace the Future of Productivity and Improve Speed, Quality, and Customer Experience Through AI
    The Automation Advantage: Embrace the Future of Productivity and Improve Speed, Quality, and Customer Experience Through AI Bhaskar Ghosh, PhD, Rajendra Prasad, Gayathri Pallail
  7. Leading Growth: The Proven Formula for Consistently Increasing Revenue, 1st Edition
    Leading Growth: The Proven Formula for Consistently Increasing Revenue, 1st Edition Anthony Iannarino
  8. The Live Enterprise: Create a Continuously Evolving and Learning Organization
    The Live Enterprise: Create a Continuously Evolving and Learning Organization Jeff Kavanaugh, Rafee Tarafdar
  9. Win from Within: Build Organizational Culture for Competitive Advantage
    Win from Within: Build Organizational Culture for Competitive Advantage James Heskett
  10. Outbounding: Win New Customers with Outbound Sales and End Your Dependence on Inbound Leads
    Outbounding: Win New Customers with Outbound Sales and End Your Dependence on Inbound Leads William Miller
  11. Selling Above and Below the Line: Convince the C-Suite. Win Over Management. Secure the Sale.
    Selling Above and Below the Line: Convince the C-Suite. Win Over Management. Secure the Sale. William Miller
  12. The Risk-Driven Business Model: Four Questions That Will Define Your Company
    The Risk-Driven Business Model: Four Questions That Will Define Your Company Karan Girotra, Serguei Netessine
  13. Crack the Funding Code: How Investors Think and What They Need to Hear to Fund Your Startup
    Crack the Funding Code: How Investors Think and What They Need to Hear to Fund Your Startup Judy Robinett
  14. Corporate Canaries: Avoid Business Disasters with a Coal Miner's Secrets
    Corporate Canaries: Avoid Business Disasters with a Coal Miner's Secrets Gary Sutton
  15. Beating the Odds: Eddie Brown's Investing and Life Strategies
    Beating the Odds: Eddie Brown's Investing and Life Strategies Eddie Brown, Blair S. Walker
  16. Find. Build. Sell.: How I Turned a $100 Backyard Bar into a $100 Million Pub Empire
    Find. Build. Sell.: How I Turned a $100 Backyard Bar into a $100 Million Pub Empire Stephen J. Hunt
  17. The Man's Guide to Corporate Culture: A Practical Guide to the New Normal and Relating to Female Coworkers in the Modern Workplace
    The Man's Guide to Corporate Culture: A Practical Guide to the New Normal and Relating to Female Coworkers in the Modern Workplace Heather Zumarraga
  18. The Ultimate Guide to Power and Influence
    The Ultimate Guide to Power and Influence Robert L. Dilenschneider
  19. The MECE Muse: 100+ Selected Practices, Unwritten Rules, and Habits of Great Consultants
    The MECE Muse: 100+ Selected Practices, Unwritten Rules, and Habits of Great Consultants Christie Lindor
  20. What Your Customer Wants and Can’t Tell You: Unlocking Consumer Decisions with the Science of Behavioral Economics
    What Your Customer Wants and Can’t Tell You: Unlocking Consumer Decisions with the Science of Behavioral Economics Melina Palmer
  21. Even the Odds: Sensible Risk-Taking in Business, Investing, and Life
    Even the Odds: Sensible Risk-Taking in Business, Investing, and Life Karen Firestone
  22. Mavericks At Work: Why the Most Original Minds in Business Win
    Mavericks At Work: Why the Most Original Minds in Business Win William C. Taylor, Polly G. LaBarre
  23. Reboot: Probably More Than You Ever Wanted to Know About Starting a Global Business
    Reboot: Probably More Than You Ever Wanted to Know About Starting a Global Business Jodie Fox
  24. The Practical Drucker: Applying the Wisdom of the World's Greatest Management Thinker
    The Practical Drucker: Applying the Wisdom of the World's Greatest Management Thinker William A. Cohen
  25. Ignore Your Customers (and They'll Go Away): The Simple Playbook for Delivering the Ultimate Customer Service Experience
    Ignore Your Customers (and They'll Go Away): The Simple Playbook for Delivering the Ultimate Customer Service Experience Micah Solomon
  26. Your invisible Network
    Your invisible Network Michael Urtuzuástegu Melcher
  27. Disruptive Leadership: 8 Counterintuitive Secrets to Running a Successful Business
    Disruptive Leadership: 8 Counterintuitive Secrets to Running a Successful Business Christopher Catranis
  28. Decision Intelligence: Transform Your Team and Organization with AI-Driven Decision-Making
    Decision Intelligence: Transform Your Team and Organization with AI-Driven Decision-Making Thorsten Heilig, Ilhan Scheer
  29. Building and Managing High-Performance Distributed Teams: Navigating the Future of Work
    Building and Managing High-Performance Distributed Teams: Navigating the Future of Work Alberto S. Silveira, Jr.
  30. The Blueprint: 6 Practical Steps to Lift Your Leadership to New Heights
    The Blueprint: 6 Practical Steps to Lift Your Leadership to New Heights Douglas R. Conant, Amy Federman
  31. Outsizing: Strategies to Grow Your Business, Profits, and Potential
    Outsizing: Strategies to Grow Your Business, Profits, and Potential Steve Coughran
  32. Who Do You Want Your Customers to Become
    Who Do You Want Your Customers to Become Michael Schrage
  33. Cost Estimation: Methods and Tools (Wiley Series in Operations Research and Management Science)
    Cost Estimation: Methods and Tools (Wiley Series in Operations Research and Management Science) Gregory K. Mislick, Daniel A. Nussbaum
  34. The Phoenix Encounter Method: Lead Like Your Business Is on Fire!
    The Phoenix Encounter Method: Lead Like Your Business Is on Fire! Ram Charan, Ian C. Woodward, V. "Paddy" Padmanabhan, Sameer Hasija
  35. Quantum Negotiation: The Art of Getting What You Need
    Quantum Negotiation: The Art of Getting What You Need Stephan M. Mardyks, Joerg Schmitz, Karen S. Walch
  36. The Service Culture Handbook: A Step-by-Step Guide to Getting Your Employees Obsessed with Customer Service
    The Service Culture Handbook: A Step-by-Step Guide to Getting Your Employees Obsessed with Customer Service Jeff Toister
  37. The Customer Loyalty Loop: The Science Behind Creating Great Experiences and Lasting Impressions
    The Customer Loyalty Loop: The Science Behind Creating Great Experiences and Lasting Impressions Noah Fleming
  38. The AI Factor: How to Apply Artificial Intelligence and Use Big Data to Grow Your Business Exponentially
    The AI Factor: How to Apply Artificial Intelligence and Use Big Data to Grow Your Business Exponentially Asha Saxena
  39. Persuade: The 4-Step Process to Influence People and Decisions
    Persuade: The 4-Step Process to Influence People and Decisions Shaun Digan, Andres Lares, Jeff Cochran
  40. The Fundable Startup: How Disruptive Companies Attract Capital
    The Fundable Startup: How Disruptive Companies Attract Capital Fred M. Haney PhD
  41. Rules for Investment Success: How to Make Money in Stocks
    Rules for Investment Success: How to Make Money in Stocks Sir John Templeton
  42. Youtility: Why Smart Marketing Is about Help Not Hype
    Youtility: Why Smart Marketing Is about Help Not Hype Jay Baer

Vælg dit abonnement

  • Over 1 million titler

  • Download og nyd titler offline

  • Eksklusive titler + Mofibo Originals

  • Børnevenligt miljø (Kids Mode)

  • Det er nemt at opsige når som helst

Den mest populære

Premium

For dig som lytter og læser ofte.

129 kr. /måned

  • 1 konto

  • 100 timer/måned

  • Eksklusivt indhold hver uge

  • Fri lytning til podcasts

  • Ingen binding

Start tilbuddet

Unlimited

For dig som lytter og læser ubegrænset.

159 kr. /måned

  • 1 konto

  • Ubegrænset timer

  • Eksklusivt indhold hver uge

  • Fri lytning til podcasts

  • Ingen binding

Start tilbuddet

Family

For dig som ønsker at dele historier med familien.

Fra 179 kr. /måned

  • 2-6 konti

  • 100 timer/måned pr. konto

  • Fri lytning til podcasts

  • Kun 39 kr. pr. ekstra konto

  • Ingen binding

Dig + 1 familiemedlem

2 konti

179 kr. /måned

Prøv gratis

Flex

For dig som vil prøve Mofibo.

89 kr. /måned

  • 1 konto

  • 20 timer/måned

  • Gem op til 100 ubrugte timer

  • Eksklusivt indhold hver uge

  • Fri lytning til podcasts

  • Ingen binding

Prøv gratis