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082 0 4 _a332.024/014
_222
100 1 _aZwecher, Michael J.,
_d1957-
245 1 0 _aRetirement portfolios :
_btheory, construction, and management /
_cMichael J. Zwecher.
264 1 _aHoboken, N.J. :
_bWiley,
_c[2010]
264 4 _c©2010
300 _a1 online resource (xxi, 281 pages) :
_billustrations.
336 _atext
_btxt
_2rdacontent
337 _acomputer
_bc
_2rdamedia
338 _aonline resource
_bcr
_2rdacarrier
490 1 _a[Wiley finance]
504 _aIncludes bibliographical references and index.
505 0 _aRetirement Portfolios: Theory, Construction, and Management; Contents; Preface; PART ONE: FRAMING THE PROBLEM; PART TWO: ADAPTING PORTFOLIOS FOR RETIREMENT INCOME; PART THREE: MANAGING PORTFOLIOS FOR RETIREMENT INCOME; PART FOUR: MAKING IT HAPPEN; APPENDIXES; Acknowledgments; Part One: Framing the Problem; Chapter 1: Portfolio Focus and Stage of Life; A'BALANCED' PORTFOLIO APPROACH MAY NOT LAST THROUGH RETIREMENT; RETIREMENT SAVING VERSUS RETIREMENT INCOME: AN ILLUSTRATION; PRODUCTS VERSUS SOLUTIONS; SUMMARY; Chapter 2: The Top-Down View; AN OVERVIEW OF ECONOMIC MODELS OF RETIREMENT INCOME.
520 _aChapter 9: Active Risk Management for Retirement Income Portfolios; STATIC EXAMPLE; THE VIEW FROM THE CAPITAL MARKETS LINE; RISK MANAGEMENT AND EXPECTED RETURNS; SIMPLE RULES: FOR PASSIVE AND ACTIVE RISK MANAGEMENT; AN INELEGANT BUT SIMPLE PLAN; HIGH-WATER MARK FLOORING; THE CUSHION; RISK RULES--PERIODIC REBALANCING; RISK RULES--MORE ACTIVE REBALANCING; CPPI AND VOLATILITY; TAXATION AND ACTIVE MANAGEMENT; LOCKING IN FLOORING: LONG END VERSUS SHORT END; A QUICK NOTE ON USABILITY, SCALABILITY, AND APPROACHES OTHER THAN LIABILITY MATCHING; PLAYING WITH FIRE IN A RETIREMENT INCOME PORTFOLIO.
520 _aRetirement portfolio guidance for finance professionals. Retirement is one of the most important parts of the financial planning process. Yet only two percent of financial advisors describe themselves as competent in retirement planning. Constructing a retirement portfolio is viewed as a difficult endeavor, and the demands facing financial advisors responsible for this task continue to grow. The pressures are particularly intense due to events such as the financial crisis and oncoming rush of retiring baby boomers. It is imperative that financial advisors be equipped and ready to create approp.
588 0 _aPrint version record.
650 0 _aRetirement income
_xPlanning.
650 0 _aPortfolio management.
650 4 _aPortfolio management
_xProblems, exercises, etc.
650 4 _aPortfolio management.
650 4 _aRetirement income
_xPlanning
_xProblems, exercises, etc.
650 4 _aRetirement income.
655 4 _aElectronic books.
773 0 _tWiley e-books
776 0 8 _iPrint version:
_aZwecher, Michael J., 1957-
_tRetirement portfolios.
_dHoboken, N.J. : Wiley, ©2010
_z9780470556818
_w(DLC) 2009031706
_w(OCoLC)426813808
830 0 _aWiley finance series.
856 4 0 _uhttps://eresourcesptsl.ukm.remotexs.co/user/login?url=https://doi.org/10.1002/9781118268261
_zWiley Online Library
907 _a.b16667189
_b2022-10-04
_c2019-11-12
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