The Investment Think Tank


Book Description

The best investment practitioners, the ones who get results, rely not just on their instincts and experience but on the insights of the trailblazers in their field—the people who interpret, challenge, and even devise the strategies and tools that shape investment management. But when you're in the trenches—serving clients and running a business—the voices at the front can have trouble getting through, and you may sometimes wonder if your methods are as current as your clients deserve. Strategies continue to be explored, and tactics can change almost as quickly as the markets. What's the story behind Peter Bernstein’s challenge to a fixed-asset-allocation mix? Did the financial-planning community take a wrong ideological turn in espousing it? What can behavioral finance tell you about serving your clients? What choices can you make to ensure tax efficiency in your clients' portfolios? Downside risk measures have come a long way since Markowitz brought them so much attention. But when's the last time you checked into your reward-to-semivariability ratios? How current is your understanding of the core-and-satellite approach to portfolio design? And how much do you know about putting one in place for your client? To get some answers to these and other questions, financial advisers Harold Evensky and Deena B. Katz invited some of the best minds in investment management to share their best thinking. The result is a gathering of eagles that will challenge your beliefs, reinforce your convictions, pique your curiosity, and maybe even improve some of those tried-and-true practices you put in place too long ago. So sit in on this remarkable think tank. Treat yourself to a compelling array of ideas—from the doggedly practical to the delightfully abstract—that will inform and stimulate your own thinking and reawaken the reasons you came to investment management in the first place.







The Investment Think Tank


Book Description

The best investment practitioners, the ones who get results, rely not just on their instincts and experience but on the insights of the trailblazers in their field the people who interpret, challenge, and even devise the strategies and tools that shape investment management. 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 gathering of eagles that will help financial planners and investors improve their investment practices.




The Investment Think Tank


Book Description

The best investment practitioners, the ones who get results, rely not just on their instincts and experience but on the insights of the trailblazers in their field the people who interpret, challenge, and even devise the strategies and tools that shape investment management. 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 gathering of eagles that will help financial planners and investors improve their investment practices.




Public Relations For Schools


Book Description

This handbook is for practitioners who lead public and private elementary schools, middle schools or high schools. While most school leaders are basically adept at public relations, this book serves as a reminder of the importance of good public relations and provides ready access to tools necessary to hone and refine public relations skills. In addition to important information about public relations, this handbook is replete with examples of good public relations practices.




Henry Reed's Think Tank


Book Description

When Henry and Midge set themselves up as consultants for the residents of Grover's Cornver, they get into a lot of trouble themselves before eventually solving the problems presented to them.




Managing Think Tanks


Book Description

Practical advice for policy institutes and consulting agencies.




International Investment Management


Book Description

International Investment Management: Theory, Practice, and Ethics synthesizes investment principles, Asian financial practice, and ethics reflecting the realities of modern international finance. These topics are studied within the Asian context, first through the medium of case studies and then via the particular conditions common in those markets including issues of religion and philosophy. This book has a three part structure beginning with the core principles behind the business of investments including securities analysis, asset allocation and a comprehensive analysis of modern finance theory. This gives students a comprehensive understanding of investment management by going through the theories, ethics and practice of investment management. This text provides a detailed overview of International Banking Law and International Securities Regulation, alongside legal and ethics case studies which are located in the practice section of the book. This book is an essential text for business and law school students who wish to have a thorough understanding of investment management. It is also perfect as a core text for undergraduate finance majors and graduate business students pursuing a finance, and/or business ethics concentration, with particular focus on Asia.




The Power of Ideas


Book Description

"In this fascinating study, leading American China scholar Cheng Li has written and compiled an unprecedented volume on China's rapidly growing community of think tanks. The study includes a thorough inventory of China's research institutions (government and private), and it offers compelling case studies of four leading public intellectuals. But the best part is Cheng Li's own deep insights into this community of thinkers and institutions, their relative strengths and weaknesses, and impact on China's domestic and foreign policies. This volume should be mandatory reading for all China specialists." David Shambaugh George Washington University and author of China's Future China's momentous socioeconomic transformation is not taking place in an intellectual vacuum: Chinese scholars and public intellectuals are actively engaged in fervent discussions about the country's domestic and foreign policies, demographic constraints, and ever-growing integration into the world community. This book focuses on China's major think tanks where policies are initiated, and on a few prominent thinkers who influence the way in which elites and the general public understand and deal with the various issues confronting the country. The book examines a number of factors contributing to the rapid rise of Chinese think tanks in the reform era. These include the leadership's call for "scientific decision-making," the need for specialized expertise in economics and finance as China becomes an economic powerhouse, the demand for opinion leaders in the wake of a telecommunication revolution driven by social media, the accumulation of human and financial capital, and the increasing utility of the "revolving door" nature of think tanks. It has been widely noted that think tanks and policy advisors have played an important role in influencing the strategic thinking of the top leadership, including the formation of ideas such as the "Three Represents," "China's peaceful rise," "One Belt, One Road," and the founding of the Asian Infrastructure Investment Bank (AIIB). In 2014, President Xi Jinping made think tank development a national strategy, and he claimed that "building a new type of think tank with Chinese characteristics is an important and pressing mission." Though the media outside China has often reported on this important development, it has all but escaped rigorous scholarly scrutiny. This book will categorize Chinese think tanks by their various forms, such as government agencies, university-based think tanks, private think tanks, business research centers or consultancies, and civil society groups. It will not only analyze the problems and challenges in China's think tank development, but also reveal the power of ideas.




Safety Net


Book Description

How can you construct a financial investment strategy to protect yourself … yet still get the growth to ensure a solid financial future and comfortable retirement during these turbulent times? By building an investing safety net that gives you the gains needed for growth – though more modest than those of past years – but protection against the downside. So when turbulence strikes again – and it will – you won’t re-live the financial nightmares of recent years when portfolios and 401Ks were devastated. Jim Glassman provides the specifics you need for shrewd asset allocation, specifically: Reduce stock ownership. For those stocks you do own, ensure they meet one of these criteria: pay dividends; are low-priced and from industries of the future; or companies based in aspiring nations such as India, Brazil and China. Make a substantial investment in bonds, especially US Treasury TIPS bonds and corporate bonds Hedge against decline by owning a bear fund that shorts the US economy. Own funds based on other currencies, thus protecting yourself against the potential declining value of the US dollar. And consider derivatives. Yes, derivatives! Specific stock, bond and fund recommendations and ample portfolios then provide the starter ideas for properly balancing a portfolio. And the 5 principles and 18 specific rules of “the new rule book” help keep “animal spirits” in check when fads and news flashes provide the temptation to make rash investing decisions that will be quickly regretted.