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Informationen zum Autor STEPHEN M. HORAN, PhD, CFA, manages professional education and private wealth management content for CFA Institute members. Dr. Horan has served CFA Institute as both an editorial board member and abstractor for the CFA Digest and as an ad-hoc reviewer for the Financial Analysts Journal. He holds a PhD in finance from the State University of New York at Buffalo, publishes frequently in academic and professional journals, and has authored several books. Prior to joining CFA Institute, he was a professor of finance at St. Bonaventure University, principal of Alesco Advisors LLC, and a financial analyst and forensic economist in private practice, providing expert witness testimony and preparing economic impact studies. Klappentext Praise for Private Wealth"The collection of material in Stephen Horan's Private Wealth assembles in one, organized tome a critical core treatment of ideas upon which most aspects of modern private wealth management are founded. It is sure to be a useful reference for those who deal with the challenging task of balancing the myriad needs and preferences of individuals and families alike in the single or multigenerational management of their wealth. I am confident that advisors will find Private Wealth as useful in their practices as we will in wealth management coursework at Wharton."-Professor Christopher C. Geczy, PhD, Academic Director, Wharton Wealth Management Initiative, The Wharton School"Private Wealth is an excellent compilation of the best research in private wealth management published by the CFA Institute. Stephen Horan has done a superb job not only at selecting articles that reflect the most forward thinking about the theory and practice of private wealth management, but also at organizing them around the topics that matter the most to today's wealth managers. Private wealth management is undoubtedly one of the most complex areas in investment management for the many dimensions involved in the process of selecting and implementing the appropriate asset allocation for private taxable investors. Wealth managers can find in Private Wealth a helpful reference when confronting today's complex challenges."-Luis M. Viceira, PhD, Professor of Business Administration, Harvard Business School Zusammenfassung Praise for Private Wealth"The collection of material in Stephen Horan's Private Wealth assembles in one, organized tome a critical core treatment of ideas upon which most aspects of modern private wealth management are founded. It is sure to be a useful reference for those who deal with the challenging task of balancing the myriad needs and preferences of individuals and families alike in the single or multigenerational management of their wealth. I am confident that advisors will find Private Wealth as useful in their practices as we will in wealth management coursework at Wharton."-Professor Christopher C. Geczy, PhD, Academic Director, Wharton Wealth Management Initiative, The Wharton School"Private Wealth is an excellent compilation of the best research in private wealth management published by the CFA Institute. Stephen Horan has done a superb job not only at selecting articles that reflect the most forward thinking about the theory and practice of private wealth management, but also at organizing them around the topics that matter the most to today's wealth managers. Private wealth management is undoubtedly one of the most complex areas in investment management for the many dimensions involved in the process of selecting and implementing the appropriate asset allocation for private taxable investors. Wealth managers can find in Private Wealth a helpful reference when confronting today's complex challenges."-Luis M. Viceira, PhD, Professor of Business Administration, Harvard Business School Inhaltsverzeichnis Foreword ix Introduction 1 Part I: Life-Cycle Investing Chapter 1
