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Personal Benchmark : Integrating Behavioral Finance and Investment Management by Daniel Crosby and Charles Widger (2014, Hardcover)

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Product Information

In Personal Benchmark: Integrating Behavioral Finance and Investment Management , Chuck Widger and Dr. Daniel Crosby outline the ways in which a program of embedded behavioral finance, fueled by what matters most to you, can be your protection against irrational financial behavior. Along the way, you'll learn how to improve your investment experience, increase returns formerly sacrificed to misbehavior, and worry less about "The Economy" as you become increasingly focused on "My Economy." Welcome to a new way of investing, a new paradigm for conceptualizing wealth, and a system of turning emotion from your portfolio's worst enemy into its best friend! In this new model, risk is simply the likelihood that we will underperform our dreams. Irrationality is acting in ways that thwart our ability to reach those dreams. And the optimal portfolio is not the one that generates the highest return in abstraction, it is the one that helps us meet our goals without killing our nerves before we get there. This book gives advisors the tools needed to effectively communicate the design and execution of the Personal Benchmark solution.

Product Identifiers

Publisher
Wiley & Sons, Incorporated, John
ISBN-10
1118963326
ISBN-13
9781118963326
eBay Product ID (ePID)
201635055

Product Key Features

Book Title
Personal Benchmark : Integrating Behavioral Finance and Investment Management
Author
Charles Widger, Daniel Crosby
Format
Hardcover
Language
English
Topic
Investments & Securities / Portfolio Management, Finance / General, Finance / Wealth Management, Investments & Securities / General
Publication Year
2014
Genre
Business & Economics
Number of Pages
336 Pages

Dimensions

Item Length
9.1in
Item Height
1.1in
Item Width
6.3in
Item Weight
17.6 Oz

Additional Product Features

Lc Classification Number
Hg4621.W46 2014
Table of Content
Preface xi Introduction 1 PART 1 WHY DO WE NEED TO LOOK AT INVESTING DIFFERENTLY? 7 Chapter 1 Freedom in the Market and Advisor Responsibility 9 Chuck Widger The Financial Markets 10 What We've Been Up to as Advisors 15 What Investors Really Want and Need 18 A New Investment Advice Delivery System 26 Brinker Capital and Personal Benchmark 29 Summary 45 References 46 Chapter 2 Investor Emotions and Financial Decisions 49 Dr. Daniel Crosby The Origins and Evolution of Behavioral Finance 50 The Myths of Efficiency and Rationality 52 A Definition and Framework for Behavioral Finance 57 Summary 77 References 79 Chapter 3 Risk, This Time It's Personal 83 Dr. Daniel Crosby Fallacy 1: Risk and Return Are Systematically Correlated 85 Fallacy 2: Investors Have a Single, Static Level of Risk Tolerance 90 Fallacy 3: One Man's Risk Is Another Man's Reasonable Probability 96 Behavioral Risk and You 102 Summary 104 References 105 PART 2 WHAT IS THE PERSONAL BENCHMARK APPROACH? 107 Chapter 4 Brinker Capital's Multi-Asset Class Investment Philosophy 109 Chuck Widger A Brief History of Investing 110 Our Multi-Asset Class Investment Philosophy 119 Applying Our Philosophy 122 Implementing Our Philosophy 137 Summary 151 References 152 Chapter 5 The Power of Buckets 153 Dr. Daniel Crosby Intentional Framing 158 Framing with Purpose 160 Mental Accounting for Increased Rationality 161 Goals-Based Mental Accounts: A Case Study 164 Summary 166 References 166 Chapter 6 Selection of an Active Investment Manager 169 Chuck Widger Passive versus Active Management 170 The Successful Investment Firm 172 The Successful Investment Manager 175 An Effective Investment Management Process 176 Monitoring and Assessing Performance 179 Summary 187 References 187 PART 3 HOW CAN WE EXECUTE A PURPOSE-DRIVEN INVESTMENT STRATEGY? 189 Chapter 7 Using a Goals-Based Approach 191 Dr. Daniel Crosby The Allure of Determinism in Economics and Psychology 193 The Economy of One 200 Our Inner Demons: A Field Guide 202 Let Your "Why" Teach You "How" 209 Summary 211 References 212 Chapter 8 Pursuing Your Personal Benchmark 215 Dr. Daniel Crosby The Difference a Frame Makes 217 Limitations in Our Decision Making 219 The Joneses, Jealousy, and Missteps 221 The Anatomy of Better Decisions 226 Summary 235 References 235 Chapter 9 Providing an Easy-to-Understand Explanation 237 Chuck Widger Your Best Investment 238 Once More, with Feeling 240 Changing the Conversation 247 The Brinker Capital Personal Benchmark Solution 251 Summary 258 References 258 Chapter 10 Leveraging a Scalable Offering for Investors and Advisors 259 Chuck Widger Using Personal Benchmark 259 Reaping Benefits for Advisors 280 Summary 282 Conclusion 283 The Centrality of Purpose 288 Finding Meaning in the Mundane 292 References 293 About the Authors 295 About the Companion Website 297 Index 299
Copyright Date
2014
Lccn
2014-020577
Dewey Decimal
332.601/9
Intended Audience
Trade
Dewey Edition
23
Illustrated
Yes

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Personal Benchmark : Integrating Behavioral Finance and Investment Management by Daniel Crosby and Charles Widger (2014, Hardcover)

About this product

Product Information

Product Identifiers

Product Key Features

Dimensions

Additional Product Features

All listings for this product

item 1 Personal Benchmark + Website [ Widger, Charles ] Used - Very Good

item 2 Personal Benchmark: Integrating Behavioral Finance and Investme - ACCEPTABLE

item 3 Personal Benchmark + Website

item 4 Personal Benchmark: Integrating Behavioral Finance and Investment Management

item 5 Personal Benchmark + Website by Widger, Charles; Crosby, Daniel

item 6 Personal Benchmark + Website by Widger, Charles; Crosby, Daniel

item 7 Personal Benchmark : Integrating Behavioral Finance and Investment Management by

Best Selling in Books

Crescent City Ser.: House of Flame and Shadow by Sarah J. Maas (2024, Hardcover)

Save on Books

Sick Fux Paperback

The Lost Book Of Medical Remedies Discover The Healing Power Of Herbal Remedies

The Women : A Novel by Kristin Hannah (2024, Hardcover)

Fourth Wing (Special Edition) by Rebecca Yarros (English) Hardcover Book

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