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Book Cover
Author Widger, Chuck, author.

Title Personal benchmark : integrating behavioral finance and investment management / Chuck Widger, Dr. Daniel Crosby
Published ©2014
Hoboken, New Jersey : Wiley, Inc., [2014]


Description 1 online resource
xxiii, 312 pages : illustrations ; 23 cm
Contents Why Do We Need to Look at Investing Differently?. Freedom in the Market and Advisor Responsibility / Chuck Widger -- Investor Emotions and Financial Decisions / Daniel Crosby -- Risk, This Time It's Personal / Daniel Crosby -- What Is the Personal Benchmark Approach?. Brinker Capital's Multi-Asset Class Investment Philosophy / Chuck Widger -- The Power of Buckets / Daniel Crosby -- Selection of an Active Investment Manager / Chuck Widger -- How Can We Execute a Purpose-Driven Investment Strategy?. Using a Goals-Based Approach / Daniel Crosby -- Pursuing Your Personal Benchmark / Daniel Crosby -- Providing an Easy-to-Understand Explanation / Chuck Widger -- Leveraging a Scalable Offering for Investors and Advisors / Chuck Widger
Summary The authors ... outline an elegant, simple to grasp, yet sophisticated solution for advisors to use in designing and communicating investment strategies. The book will: help advisors frame the discussion with the investor with an easy to grasp model; infuse behavioral finance fundamentals to help advisors explain, and investors understand, the investment strategy; create purchasing power and manage the investment and behavioral conflicts which surface while advising; showcase how to meet the investor's objectives - even in volatile markets; the approach outlined in Personal Benchmark helps create a more positive investor experience, enabling investors to ignore the ups and downs of the market and focus on what really matters"--Publisher's description
Bibliography Includes bibliographical references and index
Subject Investment advisors.
Investment advisor-client relationships.
Finance -- Psychological aspects
Portfolio management -- Psychological aspects
investment counsels.
Finance -- Psychological aspects
Investment advisor-client relationships
Investment advisors
Form Electronic book
Author Crosby, Daniel, 1979- author.
LC no. 2014022942
ISBN 9781119204190