Mastering the Art of Asset Allocation, Chapter 8 - Structural Considerations in Asset Allocation PDF Download

Author: CFA Darst, David M.
Publisher: McGraw Hill Professional
ISBN: 0071719601
Category : Business & Economics
Languages : en
Pages : 24

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Book Description
The following chapter comes from Mastering the Art of Asset Allocation, which focuses on the knowledge and nuances that will help you achieve asset allocation success. Asset allocation authority David Darst builds upon his bestselling The Art of Asset Allocation to explore every aspect of asset allocation from foundations through correlations, providing you with detailed techniques for understanding and implementing asset allocation in any portfolio.

Author: CFA Darst, David M.
Publisher: McGraw Hill Professional
ISBN: 0071719539
Category : Business & Economics
Languages : en
Pages : 554

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Book Description
The following chapter comes from Mastering the Art of Asset Allocation, which focuses on the knowledge and nuances that will help you achieve asset allocation success. Asset allocation authority David Darst builds upon his bestselling The Art of Asset Allocation to explore every aspect of asset allocation from foundations through correlations, providing you with detailed techniques for understanding and implementing asset allocation in any portfolio.

Author: CFA David M. Darst
Publisher: McGraw Hill Professional
ISBN: 0071463348
Category : Business & Economics
Languages : en
Pages : 554

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Book Description
Gain new insights into why asset allocation works and learn advanced investing strategies You know that asset allocation requires much more than cookie-cutter analysis. You want precise, detailed techniques for analyzing and applying asset allocation principles. The high-level, applications-oriented Mastering the Art of Asset Allocation examines the inner working of numerous asset allocation strategies and covers everything from ways to determine the portfolio value of various asset classes to insights into changing patterns of investment returns and standard deviations in different time periods and market environments.

Author: Lasse Heje Pedersen
Publisher: Princeton University Press
ISBN: 0691196095
Category : Business & Economics
Languages : en
Pages : 368

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Book Description
Efficiently Inefficient describes the key trading strategies used by hedge funds and demystifies the secret world of active investing. Leading financial economist Lasse Heje Pedersen combines the latest research with real-world examples and interviews with top hedge fund managers to show how certain trading strategies make money - and why they sometimes don't. -- from back cover.

Author: John L. Maginn
Publisher: John Wiley & Sons
ISBN: 0470080140
Category : Business & Economics
Languages : en
Pages : 960

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Book Description
"A rare blend of a well-organized, comprehensive guide to portfolio management and a deep, cutting-edge treatment of the key topics by distinguished authors who have all practiced what they preach. The subtitle, A Dynamic Process, points to the fresh, modern ideas that sparkle throughout this new edition. Just reading Peter Bernstein's thoughtful Foreword can move you forward in your thinking about this critical subject." —Martin L. Leibowitz, Morgan Stanley "Managing Investment Portfolios remains the definitive volume in explaining investment management as a process, providing organization and structure to a complex, multipart set of concepts and procedures. Anyone involved in the management of portfolios will benefit from a careful reading of this new edition." —Charles P. Jones, CFA, Edwin Gill Professor of Finance, College of Management, North Carolina State University

Author: Mebane T. Faber
Publisher: John Wiley and Sons
ISBN: 0470442808
Category : Business & Economics
Languages : en
Pages : 243

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Book Description
A do-it-yourself guide to investing like the renowned Harvard and Yale endowments. The Ivy Portfolio shows step-by-step how to track and mimic the investment strategies of the highly successful Harvard and Yale endowments. Using the endowment Policy Portfolios as a guide, the authors illustrate how an investor can develop a strategic asset allocation using an ETF-based investment approach. The Ivy Portfolio also reveals a novel method for investors to reduce their risk through a tactical asset allocation strategy to protect them from bear markets. The book will also showcase a method to follow the smart money and piggyback the top hedge funds and their stock-picking abilities. With readable, straightforward advice, The Ivy Portfolio will show investors exactly how this can be accomplished—and allow them to achieve an unparalleled level of investment success in the process. With all of the uncertainty in the markets today, The Ivy Portfolio helps the reader answer the most often asked question in investing today - "What do I do"?

Author: MR Mebane T Faber
Publisher: Mebane Faber
ISBN: 9780988679924
Category :
Languages : en
Pages : 132

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Book Description
With all of our focus on assets - and how much and when to allocate them - are we missing the bigger picture? Our book begins by reviewing the historical performance record of popular assets like stocks, bonds, and cash. We look at the impact inflation has on our money. We then start to examine how diversification through combining assets, in this case a simple stock and bond mix, works to mitigate the extreme drawdowns of risky asset classes. But we go beyond a limited stock/bond portfolio to consider a more global allocation that also takes into account real assets. We track 13 assets and their returns since 1973, with particular attention to a number of well-known portfolios, like Ray Dalio's All Weather portfolio, the Endowment portfolio, Warren Buffett's suggestion, and others. And what we find is that, with a few notable exceptions, many of the allocations have similar exposures. And yet, while we are all busy paying close attention to our portfolio's particular allocation of assets, the greatest impact on our portfolios may be something we fail to notice altogether...

Author: Andrew Metrick
Publisher: John Wiley and Sons
ISBN: 1118137884
Category : Business & Economics
Languages : en
Pages : 1153

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Book Description
This useful guide walks venture capitalists through the principles of finance and the financial models that underlie venture capital decisions. It presents a new unified treatment of investment decision making and mark-to-market valuation. The discussions of risk-return and cost-of-capital calculations have been updated with the latest information. The most current industry data is included to demonstrate large changes in venture capital investments since 1999. The coverage of the real-options methodology has also been streamlined and includes new connections to venture capital valuation. In addition, venture capitalists will find revised information on the reality-check valuation model to allow for greater flexibility in growth assumptions.

Author: Darren Wilmshurst
Publisher: Packt Publishing Ltd
ISBN: 1839214120
Category : Computers
Languages : en
Pages : 332

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Book Description
Written by experienced Agile coaches, SPCTs, and a SAFe® Fellow, this guide is packed with real-world examples, use cases, and anecdotes, and offers valuable guidance to help you avoid common pitfalls and successfully implement SAFe® Key Features Understand how to tailor SAFe® practices to meet your organization’s needs Avoid common mistakes encountered while adopting SAFe® at team, ART, and portfolio levels Discover practical tips and best practices to plan teams, ARTs, events, and Lean Portfolio Management Book DescriptionThe Scaled Agile Framework (SAFe®) is widely recognized as an eff ective methodology for implementing Agile practices at the Enterprise level. However, the complexity of SAFe® can make it challenging for Teams and organizations to determine which practices can be safely adapted to their unique needs. Although SAFe® is a framework rather than a set of rules, promoting adaptation, it’s crucial to understand why SAFe® practices are designed the way they are along with the consequences of modifying them. The SAFe® Coaches Handbook is a comprehensive resource that goes beyond a how-to guide, providing a deep understanding of SAFe® principles and practices. The chapters are designed in a way to teach you how to successfully implement SAFe® in your organization and eff ectively manage the Team’s Backlog while avoiding common pitfalls. You’ll discover optimal ways to create SAFe® Teams and run successful Events. You’ll also learn how to plan Agile Release Trains (ARTs), manage the ART Backlog, conduct PI Planning, and grasp the importance of Value Stream Identifi cation in driving value delivery. By the end of this book, you’ll be armed with practical tips and advice to help you successfully customize the Scaled Agile Framework to your Enterprise’s needs while preserving the aspects that make it work successfully.What you will learn Discover how to set up Agile Teams to attain maximum effectiveness Avoid common mistakes organizations make with SAFe® Find out how to set up the Agile Release Train Discover common mistakes enterprises make that affect the success of the ART Understand the importance of Value Streams and learn how to work with them successfully Start using the best ways to measure the progress of Teams and ARTs at an Enterprise level Recognize the impact of successful SAFe® adoption on Enterprise strategy and organizational structure Who this book is for If you're a SAFe® Practice Consultant (SPCT), Scrum Master/Team Coach, or Release Train Engineer tasked with implementing SAFe® within an organization, you'll find this book indispensable. It offers valuable insights into aspects of SAFe® and helps ensure success in delivery and execution with practical uses you can adopt. Product owners and product managers will also benefit from this book by gaining a deeper understanding of how to function effectively within a SAFe® environment. A basic understanding of SAFe®, agile, and DevOps is recommended to get the most out of this book.

Author: National Research Council
Publisher: National Academies Press
ISBN: 0309324882
Category : Social Science
Languages : en
Pages : 587

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Book Description
Children are already learning at birth, and they develop and learn at a rapid pace in their early years. This provides a critical foundation for lifelong progress, and the adults who provide for the care and the education of young children bear a great responsibility for their health, development, and learning. Despite the fact that they share the same objective - to nurture young children and secure their future success - the various practitioners who contribute to the care and the education of children from birth through age 8 are not acknowledged as a workforce unified by the common knowledge and competencies needed to do their jobs well. Transforming the Workforce for Children Birth Through Age 8 explores the science of child development, particularly looking at implications for the professionals who work with children. This report examines the current capacities and practices of the workforce, the settings in which they work, the policies and infrastructure that set qualifications and provide professional learning, and the government agencies and other funders who support and oversee these systems. This book then makes recommendations to improve the quality of professional practice and the practice environment for care and education professionals. These detailed recommendations create a blueprint for action that builds on a unifying foundation of child development and early learning, shared knowledge and competencies for care and education professionals, and principles for effective professional learning. Young children thrive and learn best when they have secure, positive relationships with adults who are knowledgeable about how to support their development and learning and are responsive to their individual progress. Transforming the Workforce for Children Birth Through Age 8 offers guidance on system changes to improve the quality of professional practice, specific actions to improve professional learning systems and workforce development, and research to continue to build the knowledge base in ways that will directly advance and inform future actions. The recommendations of this book provide an opportunity to improve the quality of the care and the education that children receive, and ultimately improve outcomes for children.