Portfolio Planner PDF Download

Author: Julia Jasmine
Publisher: Teacher Created Resources
ISBN: 1557345465
Category : Education
Languages : en
Pages : 146

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Book Description
Provides teachers with a user-tested, prepackaged, step-by-step portfolio assessment method.

Author: Ben Carlson
Publisher: John Wiley & Sons
ISBN: 1119024927
Category : Business & Economics
Languages : en
Pages : 231

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Book Description
A simple guide to a smarter strategy for the individual investor A Wealth of Common Sense sheds a refreshing light on investing, and shows you how a simplicity-based framework can lead to better investment decisions. The financial market is a complex system, but that doesn't mean it requires a complex strategy; in fact, this false premise is the driving force behind many investors' market "mistakes." Information is important, but understanding and perspective are the keys to better decision-making. This book describes the proper way to view the markets and your portfolio, and show you the simple strategies that make investing more profitable, less confusing, and less time-consuming. Without the burden of short-term performance benchmarks, individual investors have the advantage of focusing on the long view, and the freedom to construct the kind of portfolio that will serve their investment goals best. This book proves how complex strategies essentially waste these advantages, and provides an alternative game plan for those ready to simplify. Complexity is often used as a mechanism for talking investors into unnecessary purchases, when all most need is a deeper understanding of conventional options. This book explains which issues you actually should pay attention to, and which ones are simply used for an illusion of intelligence and control. Keep up with—or beat—professional money managers Exploit stock market volatility to your utmost advantage Learn where advisors and consultants fit into smart strategy Build a portfolio that makes sense for your particular situation You don't have to outsmart the market if you can simply outperform it. Cut through the confusion and noise and focus on what actually matters. A Wealth of Common Sense clears the air, and gives you the insight you need to become a smarter, more successful investor.

Author: Craig L. Israelsen
Publisher: John Wiley & Sons
ISBN: 0470649879
Category : Business & Economics
Languages : en
Pages : 164

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Book Description
A proven way to put together a portfolio that enhances performance and reduces risk Professor Craig Israelsen of Brigham Young University is an important voice in the area of asset allocation. The reason? He keeps things simple. Now, in 7Twelve, he shows you how to do the same, and demonstrates how his approach to investing can help you grow your money as well as protect it. 7Twelve outlines a multi-asset balanced portfolio that is a logical starting point when assembling a portfolio-either as the blueprint for the entire portfolio or as a significant building block. Page by page, he will show you how to create a balanced portfolio utilizing multiple asset classes to enhance performance and reduce risk. Discusses how the 7Twelve portfolio includes seven core asset classes and utilizes twelve specific mutual funds or exchange traded funds Details the tax efficiency of this specific investment approach Shows you how to use the 7Twelve portfolio as a pre-retirement accumulation portfolio or a post-retirement distribution portfolio If you want to build a well-balanced, multi-asset portfolio, 7Twelve is the book for you.

Author: Frank J. Travers
Publisher: John Wiley & Sons
ISBN: 1118160894
Category : Business & Economics
Languages : en
Pages : 321

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Book Description
Praise for Investment Manager Analysis "This is a book that should have been written years ago. It provides a practical, thorough, and completely objective method to analyze and select an investment manager. It takes the mystery (and the consultants) out of the equation. Without question, this book belongs on every Plan Sponsor's desk." —Dave Davenport, Assistant Treasurer, Lord Corporation, author of The Equity Manager Search "An insightful compendium of the issues that challenge those responsible for hiring and firing investment managers. Frank Travers does a good job of taking complicated analytical tools and methodologies and explaining them in a simple, yet practical manner. Anyone responsible for conducting investment manager due diligence should have a copy on their bookshelf." —Leon G. Cooperman, Chairman and CEO, Omega Advisors, Inc. "Investment Manager Analysis provides a good overview of the important areas that purchasers of institutional investment management services need to consider. It is a good instructional guide, from which search policies and procedures can be developed, as well as a handy reference guide." —David Spaulding, President, The Spaulding Group, Inc. "This book is the definitive work on the investment manager selection process. It is comprehensive in scope and well organized for both the layman and the professional. It should be required reading for any organization or individual seeking talent to manage their assets." —Scott Johnston, Chairman and Chief Investment Officer, Sterling Johnston Capital Management, LP "Investment Manager Analysis is a much-needed, comprehensive review of the manager selection process. While the industry is riddled with information about selecting individual stocks, comparatively little has been written on the important subject of manager selection for fund sponsors. This is a particularly useful guide for the less experienced practitioner and offers considerable value to the veteran decisionmaker as well." —Dennis J. Trittin, CFA, Portfolio Manager, Russell Investment Group

Author: Kenneth S. Rubin
Publisher: Addison-Wesley Professional
ISBN: 0137043295
Category : Business & Economics
Languages : en
Pages : 501

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Book Description
This is a comprehensive guide to Scrum for all (team members, managers, and executives). If you want to use Scrum to develop innovative products and services that delight your customers, this is the complete, single-source reference you've been searching for. This book provides a common understanding of Scrum, a shared vocabulary that can be used in applying it, and practical knowledge for deriving maximum value from it.

Author: Jist Publishing
Publisher: Jist Publishing
ISBN:
Category : Business & Economics
Languages : en
Pages : 156

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Book Description
A complete workbook for planning your career and future, with interactive pullout pages to help you develop an action plan, set a clear career direction, explore and document your skills and values, review and organize your experiences and abilities, and plan an effective job search campaign.

Author: Simon Moore
Publisher: John Wiley & Sons
ISBN: 0470481951
Category : Business & Economics
Languages : en
Pages : 196

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Book Description
Lead change through strategic alignment of project and process performance Practical and filled with expert advice, Strategic Project Portfolio Management: Enabling a Productive Organization presents a clear framework for your organization to complete impactful strategic projects. Providing executive-level guidance to build a powerful and efficient process from initial adoption to portfolio alignment, this essential resource contains case studies from small to global multinational organizations, arming you with the insights to ensure your strategic projects are given the resources they need to deliver business impact. This important guide Shows executives how to align their projects and processes with their business strategy for compelling competitive advantage Provides cases from best in class organizations, showing how they were able to achieve results by using processes outlined in the book Reveals how technology is the key to developing new collaborative platforms and innovative work management environments that have not been possible until now Defines a framework for assessing project portfolio management competence within your organization and driving momentum for compelling improvements Explores how to go beyond project portfolio management to a holistic work management system Strategic Project Portfolio Management: Enabling a Productive Organization offers the practical recommendations, guidance, and real world insights you need to immediately begin driving better project management strategy.

Author: Victoria Bernhardt
Publisher: Routledge
ISBN: 1317922611
Category : Education
Languages : en
Pages : 337

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Book Description
The School Portfolio Toolkit is a book that includes over 300 tools, strategies, templates, and examples for use in building school portfolios and for planning, implementing, and evaluating continuous school improvement. The Toolkit was written to support school personnel with the mechanics of putting together a school portfolio, as well as to offer processes and strategies to move whole school staffs into and through continuous improvement. The tools in the Toolkit will help staffs create, implement, and maintain school portfolios and begin the journey of continuous improvement. Each chapter deals with one topic related to the school portfolio and comprehensive school improvement, with related documents and tools. The School Portfolio Toolkit book provides templates, tools, examples, and strategies that will help you analyze your school's data, create a vision that is truly shared by the school staff, build a continuous school improvement plan to implement the school vision, formulate a leadership structure to implement the vision, involve parents, community, and business in implementing the vision, embed up to forty different powerful professional development designs into your school plan, evaluate your continuous school improvement work, and create a School Portfolio that will organize and serve as a framework for the continuation of this work

Author: Michael Hyatt & Co
Publisher:
ISBN: 9781732189690
Category :
Languages : en
Pages :

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Book Description

Author: Vassilios Ziakas
Publisher: Routledge
ISBN: 1136314911
Category : Business & Economics
Languages : en
Pages : 263

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Book Description
Cities and regions around the world increasingly capitalize on a series of events aimed at optimizing their reach and outcomes. How then can a series of different events be developed and harnessed? What are the conditions and the means by which synergies and collaboration among different events and their stakeholders can be fostered? This book for the first time explores how managers and host communities can synergize sport, cultural and other planned events in a portfolio in order to attain, magnify and sustain their outcomes. The incorporation of different events into a portfolio requires an integrative way of viewing the different community purposes that they serve in unison. This book elaborates on this holistic approach by developing an integrative theoretical framework for conceptualizing event portfolios, and examining their challenges and prospects as well as potential as tools for sustainable development. It therefore presents the foundations of event portfolio planning, the patterns of inter-organizational relationships within collaborative events networks that foster the conditions for community capacity-building and the requirements for the design and development of event portfolios. Topics are considered from varying perspectives and examples of emerging event portfolios from a range of geographical regions are integrated throughout. Uniquely providing a holistic framework for planning and managing a series of events this is essential reading for all those interested in Events Policy, Planning and Management.