Implementing the Wealth Management Index

Implementing the Wealth Management Index
Author: Ross Levin
Publisher: John Wiley & Sons
Total Pages: 294
Release: 2011-09-13
Genre: Business & Economics
ISBN: 1118159780

The gold standard for measuring financial progress, updated for today's market From Ross Levin, a trusted financial planner, comes Implementing the Wealth Management Index. The new edition of the book Investment Advisor called a "landmark opus," this revised and updated volume expands upon his legendary Wealth Management Index tool. A benchmark system that, through a series of questions and evaluations, enables advisors to score their performance for individual clients, the tool is used by firms around the world. In this new edition, the index looks at asset protection, disability and income protection, debt management, investment planning, and estate planning. The new edition adds more how-to information, as well as actual client examples and case studies to show how Levin's firm successfully uses the index as a daily strategy. Asks the important questions, like "Did you use all reasonable means to reduce your taxes?" and "Have you established and funded all the necessary trusts? Have you made your desired gifts for this year? Newly revised and expanded for the first time since 1997 Essential guidance from a top man in the game, Implementing the Wealth Management Index is the one-stop resource for measuring client financial progress.

Active Index Investing

Active Index Investing
Author: Steven A. Schoenfeld
Publisher: John Wiley & Sons
Total Pages: 535
Release: 2011-08-04
Genre: Business & Economics
ISBN: 1118160800

For over three decades, indexing has become increasingly accepted by both institutional and individual investors. Index benchmarks and investment products that track them have been a driving force in the transformation of investment strategy from art to science. Yet investors’ understanding of the sophistication of this burgeoning field has lagged the growing use of index products. Active Index Investing is the definitive guide to how indexes are constructed, how index-based portfolios are managed, and how the world’s most sophisticated investors use index-based strategies to enhance performance, reduce costs and minimize the risks of investing. Active Index Investing provides a comprehensive overview of (1) the investment theories that are the foundation of index based investing, (2) best practices in benchmark construction, (3) the growing world of index-based investment vehicles, (4) cutting-edge index portfolio management techniq ues and (5) the myriad ways investors can and do capture the benefits of indexing. Active Index Investing has a unique format that captures the views and perspectives of over 40 of the investment industry’s leading experts and practitioners, while maintaining a holistic view of this complex subject matter. In addition to the Appendix and Glossary within the book, it features an E-ppendix, available at www.IndexUniverse.com

Index Fund Management

Index Fund Management
Author: Fadi Zaher
Publisher: Springer Nature
Total Pages: 258
Release: 2019-08-28
Genre: Business & Economics
ISBN: 3030194000

This book brings simplicity to passive investing, smart beta, and factor investing, which is the fastest growing type of investment in the asset management industry. The subject has a strong academic foundation but often taught and presented in a quite complex and unorganized way. In recent years, index and factor investing solutions have been bestsellers. But factor investing success is not a foregone conclusion, and there are plenty of quirks and misprints in the literature. Do investors need a novel approach? The book provides answers to some of these questions in an open and objective fashion. Index fund management is increasingly taught in finance courses at universities. For market practitioners including trustees and investors, this book facilitates an increased understanding of how to invest in index and smart beta strategies, how to implement them, and what to be aware of with concrete and practical real-world examples.

Implementing the Wealth Management Index

Implementing the Wealth Management Index
Author: Ross Levin
Publisher: John Wiley & Sons
Total Pages: 294
Release: 2011-10-11
Genre: Business & Economics
ISBN: 1118027647

The gold standard for measuring financial progress, updated for today's market From Ross Levin, a trusted financial planner, comes Implementing the Wealth Management Index. The new edition of the book Investment Advisor called a "landmark opus," this revised and updated volume expands upon his legendary Wealth Management Index tool. A benchmark system that, through a series of questions and evaluations, enables advisors to score their performance for individual clients, the tool is used by firms around the world. In this new edition, the index looks at asset protection, disability and income protection, debt management, investment planning, and estate planning. The new edition adds more how-to information, as well as actual client examples and case studies to show how Levin's firm successfully uses the index as a daily strategy. Asks the important questions, like "Did you use all reasonable means to reduce your taxes?" and "Have you established and funded all the necessary trusts? Have you made your desired gifts for this year? Newly revised and expanded for the first time since 1997 Essential guidance from a top man in the game, Implementing the Wealth Management Index is the one-stop resource for measuring client financial progress.

The Management Index

The Management Index
Author: American Management Association
Publisher:
Total Pages: 42
Release: 1955
Genre: Industrial management
ISBN:

A Project Manager's Book of Forms

A Project Manager's Book of Forms
Author: Cynthia Snyder Dionisio
Publisher: John Wiley & Sons
Total Pages: 272
Release: 2017-11-21
Genre: Technology & Engineering
ISBN: 1119393981

Essential project management forms aligned to the PMBOK® Guide—Sixth Edition A Project Manager's Book of Forms is an essential companion to the Project Management Institute's A Guide to the Project Management Body of Knowledge. Packed with ready-made forms for managing every stage in any project, this book offers both new and experienced project managers an invaluable resource for thorough documentation and repeatable processes. Endorsed by PMI and aligned with the PMBOK® Guide, these forms cover all aspects of initiating, planning, executing, monitoring and controlling, and closing; each form can be used as-is directly from the book, or downloaded from the companion website and tailored to your project's unique needs. This new third edition has been updated to align with the newest PMBOK® Guide, and includes forms for agile, the PMI Talent Triangle, technical project management, leadership, strategic and business management, and more. The PMBOK® Guide is the primary reference for project management, and the final authority on best practices—but implementation can quickly become complex for new managers on large projects, or even experienced managers juggling multiple projects with multiple demands. This book helps you stay organized and on-track, helping you ensure thorough documentation throughout the project life cycle. Adopt PMI-endorsed forms for documenting every process group Customize each form to suit each project's specific needs Organize project data and implement a repeatable management process Streamline PMBOK® Guide implementation at any level of project management experience Instead of wasting time interpreting and translating the PMBOK® Guide to real-world application, allow PMI to do the work for you: A Project Manager's Book of Forms provides the PMBOK®-aligned forms you need to quickly and easily implement project management concepts and practices.

Mastering Kibana 6.x

Mastering Kibana 6.x
Author: Anurag Srivastava
Publisher: Packt Publishing Ltd
Total Pages: 365
Release: 2018-07-31
Genre: Computers
ISBN: 1788834038

Get to grips with Kibana and its advanced functions to create interactive visualizations and dashboards Key Features Explore visualizations and perform histograms, stats, and map analytics Unleash X-Pack and Timelion, and learn alerting, monitoring, and reporting features Manage dashboards with Beats and create machine learning jobs for faster analytics Book Description Kibana is one of the popular tools among data enthusiasts for slicing and dicing large datasets and uncovering Business Intelligence (BI) with the help of its rich and powerful visualizations. To begin with, Mastering Kibana 6.x quickly introduces you to the features of Kibana 6.x, before teaching you how to create smart dashboards in no time. You will explore metric analytics and graph exploration, followed by understanding how to quickly customize Kibana dashboards. In addition to this, you will learn advanced analytics such as maps, hits, and list analytics. All this will help you enhance your skills in running and comparing multiple queries and filters, influencing your data visualization skills at scale. With Kibana’s Timelion feature, you can analyze time series data with histograms and stats analytics. By the end of this book, you will have created a speedy machine learning job using X-Pack capabilities. What you will learn Create unique dashboards with various intuitive data visualizations Visualize Timelion expressions with added histograms and stats analytics Integrate X-Pack with your Elastic Stack in simple steps Extract data from Elasticsearch for advanced analysis and anomaly detection using dashboards Build dashboards from web applications for application logs Create monitoring and alerting dashboards using Beats Who this book is for Mastering Kibana 6.x is for you if you are a big data engineer, DevOps engineer, or data scientist aspiring to go beyond data visualization at scale and gain maximum insights from their large datasets. Basic knowledge of Elasticstack will be an added advantage, although not mandatory.