Asset Allocation: Balancing Financial Risk

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McGraw Hill Professional, Aug 22, 2000 - Business & Economics - 317 pages
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Financial experts agree: Asset allocation is the key strategies for maintaining a consistent yet superior rate of investment return. Now, Roger Gibson's Asset Allocation - the bestselling reference book on this popular subject for a decade has been updated to keep pace with the latest developments and findings. This Third Edition provides step-by-step strategies for implementing asset allocation in a high return/low risk portfolio, educating financial planning clients on the solid logic behind asset allocation, and more.
 

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Contents

Chapter
1
Chapter
10
Chapter 2
19
IntermediateTerm Government Bonds
37
Chapter 5
46
Chapter 3
50
Statistical Concepts
65
Time Horizon
85
MultipleAssetClass Investing
158
Why Isnt Everyone Doing MultipleAssetClass Investing?
169
Chapter 9
177
Additional Observations Regarding Optimization
192
Know Your Client
199
Develop a Frame of Reference Regarding Investment
222
Chapter 12
247
Prepare an Investment Policy Statement
263

Chapter 6
99
The Portfolio Balance Model
107
Chapter 7
123
A More Detailed Discussion of Diversification
140
Chapter 8
151
Investment Policy Statement
280
Chapter 13
293
Index
309
Copyright

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Page 83 - Remember that money is of a prolific generating nature. Money can beget money, and its offspring can beget more, and so on.
Page 81 - In investment management, the real opportunity to achieve superior results is not in scrambling to outperform the market, but in establishing and adhering to appropriate investment policies over the long term — policies that position the portfolio to benefit from riding with the main long-term forces in the market.
Page 53 - THE best way to suppose what may come, is to remember what is past.
Page 99 - Everything should be made as simple as possible, but not simpler.
Page 286 - Ph.D. candidate in the Katz Graduate School of Business at the University of Pittsburgh. He holds an MBA from the University of Hawaii, and has seven years of experience in the computer industry.
Page 5 - But farther, not only is there but one way of doing things rightly, but there is only one way of seeing them, and that is, seeing the whole of them, without any choice, or more intense perception of one point than another, owing to our special idiosyncrasies.
Page 83 - He who wishes to be rich in a day will be hanged in a year.
Page 106 - Ibbotson Associates, Inc. All rights reserved. [Certain portions of this work were derived from copyrighted works of Roger G. Ibbotson and Rex Sinquefield...
Page 1 - Let every man divide his money into three parts and invest a third in land, a third in business and a third let him keep in reserve.
Page 206 - A full discussion of these issues is beyond the scope of this chapter, but the implications are important for the interpretation of quantitative indicators. Providing additional resources for disabled students also raises the question of "bottomless pit

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About the author (2000)

Roger Gibson, Charted Financial Analyst (CFA) and Certified Financial Planner (CFP) is President of Gibson Capital Management, Ltd. located in Pittsburgh, Pennsylvania. The firm is a Registered Investment Adviser providing money management services for high net worth individuals and institutional clients nationwide. Gibson is internationally recognized as an expert in asset allocation and investment portfolio design. He is a frequent speaker at national educational conferences sponsored by such organizations as the American Law Institute-American Bar Association, The American Institute of Certified Public Accountants, The International Association for Financial Planning, the Institute of Certified Financial Planners, and the National Endowment for Financial Education. He also serves on the Advisory Board and is a regular columnist on asset allocation for the Journal of Retirement Planning and is a member of the Editorial Advisory Board of the Journal of Financial Planning. He is frequently interviewed by financial publications, including The Wall Street Journal, Forbes, Money, Fortune, The New York Times, and U.S. News and World Report.

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