The Investment Think Tank
The Investment Think Tank brings together some of the biggest names in investment management, who share their thoughts and ideas on the best strategies to follow.
Financial advisers Harold Evensky and Deena Katz invited some of the best minds in investment management to share their best thinking. The result is a book that will challenge beliefs, reinforce convictions, pique the curiosity, and could even improve tried-and-trusted practices.
This remarkable think tank offers a compelling array of ideas—from the doggedly practical to the delightfully abstract—that will inform and stimulate.
REVIEWS :“To help stay in tune with strategies that continue to be
explored, and tactics that change ‘almost as quickly as the markets,’
here is Bloomberg’s The Investment Think Tank, edited by Harold Evensky
and Deena B. Katz.”
The Hindu Business Line
“A book that will challenge beliefs…This remarkable think tank
offers a compelling array of ideas”
Network Magazine
"All serious practitioners should take the time to read The
Investment Think Tank.”
Charlie Haines, MBA, CFP, President and CEO, Charles D. Haines, LLC
"There's something here for even the most seasoned in the
business. And if you're new at the game, pay close attention."
Jessica M. Bibliowicz, President and CEO, National Financial Partners
"Packed with valuable information."
J. Thomas Bradley, Jr. President, TD Waterhouse Institutional Services
Hardback, 432 Pages, Dimensions 234 x 156 MM Language English.
Part One: The Portfolio: 1. The Tax-Efficient Portfolio. 2. Death to the Policy Portfolio. 3. A Holistic Approach to Asset Allocation. 4. Professional Portfolio Design.
Part Two: Strategy: 5. Managing Concentrated Stock Positions. 6. Managing the Taxable Equity Portfolio. 7. Tax-Efficient Investing. 8. A Different Approach to Asset Location.
Part Three: Investments: 9. Reinventing the Investment Fund. 10. The Cost and Consequences of Insurance Wrappers. 11. Alternative Investments.
Part Four: Practice and Theory: 12. Human Capital and Asset Allocation: Is That Client a Bond or a Stock? 13. Downside Risk Measures: A Brief History. 14. Fundamental Fund Analysis. 15. Controlling Longevity Risk in a Retirement Portfolio. 16. Monetary Policy and Investment Returns. 17. Defining Investment Advice.
Part Five: Clients: 18. Financial Gerontology and Employee Benefits. 19. Assessing Risk Tolerance: A Micro-Behavioral Finance Case Study. 20. The Why of Wealth Management. 21. Lessons in Behavioral Finance. 22. Missing Persons: Black Investors and the Stock Market. Continuing Education Exam.
Harold Evensky is chairman of Evensky & Katz, a financial-advisory firm in Coral Gables, Florida. Their innovation and skill have earned them the loyalty of clients; their daring and dedication have won them the respect of their peers. Evensky is the co-editor of The Investment Think Tank: Theory, Strategy, and Practice for Advisers (Bloomberg Press, 2004).
He is the author of Wealth Management: The Financial Advisor's Guide to Investing and Managing Client Assets (McGraw-Hill, 1997). He is a featured speaker at national and international legal, accounting, investment, and financial-planning conferences, and both are published widely and quoted extensively in financial journals and in newspapers.
Deena B. Katz is president of Evensky & Katz, a financial-advisory firm in Coral Gables, Florida. Their innovation and skill have earned them the loyalty of clients; their daring and dedication have won them the respect of their peers.
Katz is co-editor of The Investment Think Tank: Theory, Strategy, and Practice for Advisers. She is the author of Deena Katz on Practice Management and Deena Katz's Tools and Templates for Your Practice (all Bloomberg Press).
She is a featured speaker at national and international legal, accounting, investment, and financial-planning conferences, and both are published widely and quoted extensively in financial journals and in newspapers.