Cover image for Pension Strategy : The Ultimate Guide to Personal Investing.
Pension Strategy : The Ultimate Guide to Personal Investing.
Title:
Pension Strategy : The Ultimate Guide to Personal Investing.
Author:
Springett, Andrew.
ISBN:
9781897415856
Personal Author:
Physical Description:
1 online resource (192 pages)
Contents:
TABLE OF CONTENTS -- CHAPTER ONE: My Quest for a Solution -- CHAPTER Two: What Is a Pension Plan? -- CHAPTER THREE: Modern Portfolio Theory -- The Efficient Frontier -- A Note About Possibilities -- CHAPTER FOUR: Risk -- Currency Risk -- Interest Rate Risk -- Inflation Risk -- Manager (Specific) Risk -- Market (Systematic) Risk -- Measuring and Eliminating Risk -- How Do the Great Pension Plans Measure Risk? -- CHAPTER FIVE: Diversification -- CHAPTER SIX: Asset Allocation -- Cash and Asset Allocation -- Asset Allocation and Fixed-Income -- The Owner and the Loaner -- Government Bonds -- Certificates of Deposit -- Corporate Bonds -- Preferred Shares -- Foreign Bonds -- Asset Allocation and Equities -- Inflation-Proofing Equities -- Why Do Equities Work? -- The Real Value of Companies -- Asset Allocation and Real Estate -- Absolute Return Investments and Asset Allocation -- CHAPTER SEVEN: What Does the Ideal Pension Plan Look Like? -- Adjusting Asset Allocation to Your Risk Tolerance (Comfort Level) -- CHAPTER EIGHT: Portfolio Rebalancing: The Art of Dynamic Asset Allocation -- CHAPTER NINE: Bringing Professional Help to Your Retirement Plan -- Working with an Investment Advisor -- CHAPTER TEN: Getting Started -- Appendix: A Note on Standard Deviation -- Glossary -- A -- B -- C -- D -- E -- F -- G -- I -- M -- O -- P -- R -- S -- T -- V -- W -- Y -- Index -- A -- B -- C -- D -- E -- F -- G -- I -- L -- M -- N -- O -- P -- R -- S -- T -- U -- V -- W -- Y.
Abstract:
Studies show that 90% of institutional investors, such as pension funds, reach their investment goals. However, only 11% of individual investors achieve their goals. Over the past twenty years we have witnessed both the greatest bull market of all time and one of the most devastating crashes in history. During this period, pension funds posted returns of more than double those realized by individual investors. At the same time, the institutional pensions were exposed to less than half of the risk and volatility that individual investors were forced to endure.
Local Note:
Electronic reproduction. Ann Arbor, Michigan : ProQuest Ebook Central, 2017. Available via World Wide Web. Access may be limited to ProQuest Ebook Central affiliated libraries.
Electronic Access:
Click to View
Holds: Copies: