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Asset Allocation, 4th Ed »

Book cover image of Asset Allocation, 4th Ed by Roger C. Gibson

Authors: Roger C. Gibson, John M. Templeton
ISBN-13: 9780071478090, ISBN-10: 0071478094
Format: Hardcover
Publisher: McGraw-Hill Companies, The
Date Published: December 2007
Edition: (Non-applicable)

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Author Biography: Roger C. Gibson

Roger C. Gibson, CFA, CFP, is Chief Investment Officer of Gibson Capital Management, Ltd. (www.gibsoncapital.com), which advises high net worth individuals and institutional clients nationwide. An internationally recognized expert in asset allocation and investment portfolio design, Gibson speaks at conferences for financial professionals around the world and is quoted frequently in national media. He lives with his wife and business partner, Brenda, in a pre-Civil War farmhouse

north of Pittsburgh, Pennsylvania.

Book Synopsis

Financial experts agree: Asset allocation is the key strategies for maintaining a consistent yet superior rate of investment return. Now, Roger Gibson's Asset Allocation - the bestselling reference book on this popular subject for a decade has been updated to keep pace with the latest developments and findings. This Third Edition provides step-by-step strategies for implementing asset allocation in a high return/low risk portfolio, educating financial planning clients on the solid logic behind asset allocation, and more.

Table of Contents

Acknowledgments
Foreword
Introduction1
Ch. 1The Importance of Asset Allocation4
Ch. 2Historical Review of Capital Market Investment Performance18
Ch. 3Comparative Relationships among Capital Market Investment Alternatives52
Ch. 4Market Timing71
Ch. 5Time Horizon80
Ch. 6A Model for Determining Broad Portfolio Balance94
Ch. 7Diversification: The Third Dimension115
Appendix: A More Detailed Discussion of Diversification Concepts131
Ch. 8Traditional Portfolios versus More Broadly Diversified Approaches142
Ch. 9Portfolio Optimization169
Ch. 10Know Your Client188
Ch. 11Managing Client Expectations199
Ch. 12Money Management213
Ch. 13Resolving Problems Encountered During Implementation242
Conclusion250
Index255

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