The Art of Investing and Portfolio Management

Hardcover | January 2, 2008

byRonald Cordes, Brian O'Toole, Richard Steiny

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[back cover]

The six-step program used by top institutional investors-tailored to drive any size portfolio

The Art of Investing and Portfolio Management concentrates the collected skill sets and strategies of today's top financial minds into an actionable, six-step process that can improve the performance of any portfolio. Three founders of a major investment management and consulting firm clearly outline how to capitalize in today's markets by using a time-tested approach to investing that has helped the rich get richer for decades.

Dedicating a full chapter to each step, this thorough guide explains how to:

  • Conduct a personal financial analysis
  • Assemble a top-performing portfolio
  • Hire the proper investment strategist
  • Seamlessly implement your plan
  • Balance your portfolio
  • Efficiently monitor your progress

    This new Second Edition offers an updated look at how the same techniques used to build today's multibillion-dollar portfolios for institutional investment plans can be applied to your portfolio in order to achieve your long-term financial goals. This revised edition also includes a cutting-edge chapter dedicated to helping Baby Boomers create a prosperous retirement portfolio that will provide them with a source of income throughout their golden years.

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[back cover]The six-step program used by top institutional investors-tailored to drive any size portfolioThe Art of Investing and Portfolio Management concentrates the collected skill sets and strategies of today's top financial minds into an actionable, six-step process that can improve the performance of any portfolio. Three founders...

Ronald Cordes, Brian O'Toole, and Richard Steiny are the co-founder and President, Head of Product Development, and Head of Strategic Accounts for Assetmark Investment Services, respectively.
Format:HardcoverDimensions:256 pages, 9.1 × 6.2 × 0.82 inPublished:January 2, 2008Publisher:McGraw-Hill EducationLanguage:English

The following ISBNs are associated with this title:

ISBN - 10:0071498303

ISBN - 13:9780071498302

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Extra Content

Table of Contents

Chapter 1: A Better Path to Investment Success

Chapter 2: Investors Gone Bad: The Lessons of Behavioral Finance

Chapter 3: Financial Analysis: Your First Step to Investment Success

Chapter 4: Asset Allocation: Getting the Right Mix

Chapter 5: The Portfolio Strategist: Your Investment Plan's Coach

Chapter 6: Implementing Your Plan

Chapter 7: Staying in Balance

Chapter 8: Assessing Your Progress

Chapter 9: Picking the Right Funds

Chapter 10: Using Exchange-Traded Funds

Chapter 11: Privately-Managed Accounts: What's Old is New Again

Chapter 12: Hedging Your Bets Through Alternative Investments

Chapter 13: Putting It All Together

Chapter 14: Building a Retirement Income Portfolio

Chapter 15: The Changing Investment Landscape

Chapter 16: Selecting a Financial Advisor

Appendix: Advisor Interview Questionnaire