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.
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
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.
256 pages, Hardback
