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)
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.
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.
Acknowledgments | ||
Foreword | ||
Introduction | 1 | |
Ch. 1 | The Importance of Asset Allocation | 4 |
Ch. 2 | Historical Review of Capital Market Investment Performance | 18 |
Ch. 3 | Comparative Relationships among Capital Market Investment Alternatives | 52 |
Ch. 4 | Market Timing | 71 |
Ch. 5 | Time Horizon | 80 |
Ch. 6 | A Model for Determining Broad Portfolio Balance | 94 |
Ch. 7 | Diversification: The Third Dimension | 115 |
Appendix: A More Detailed Discussion of Diversification Concepts | 131 | |
Ch. 8 | Traditional Portfolios versus More Broadly Diversified Approaches | 142 |
Ch. 9 | Portfolio Optimization | 169 |
Ch. 10 | Know Your Client | 188 |
Ch. 11 | Managing Client Expectations | 199 |
Ch. 12 | Money Management | 213 |
Ch. 13 | Resolving Problems Encountered During Implementation | 242 |
Conclusion | 250 | |
Index | 255 |