The Management Index
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| 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.
| 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.
| Author | : Helaine Olen |
| Publisher | : Penguin |
| Total Pages | : 163 |
| Release | : 2016-01-05 |
| Genre | : Business & Economics |
| ISBN | : 0698186656 |
“The newbie investor will not find a better guide to personal finance.” —Burton Malkiel, author of A RANDOM WALK DOWN WALL STREET TV analysts and money managers would have you believe your finances are enormously complicated, and if you don’t follow their guidance, you’ll end up in the poorhouse. They’re wrong. When University of Chicago professor Harold Pollack interviewed Helaine Olen, an award-winning financial journalist and the author of the bestselling Pound Foolish, he made an offhand suggestion: everything you need to know about managing your money could fit on an index card. To prove his point, he grabbed a 4" x 6" card, scribbled down a list of rules, and posted a picture of the card online. The post went viral. Now, Pollack teams up with Olen to explain why the ten simple rules of the index card outperform more complicated financial strategies. Inside is an easy-to-follow action plan that works in good times and bad, giving you the tools, knowledge, and confidence to seize control of your financial life.
| 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.
| 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
| Author | : Dean Myburgh |
| Publisher | : Lulu.com |
| Total Pages | : 72 |
| Release | : |
| Genre | : |
| ISBN | : 1446683257 |
| Author | : Ross Levin |
| Publisher | : McGraw-Hill Companies |
| Total Pages | : 224 |
| Release | : 1997 |
| Genre | : Business & Economics |
| ISBN | : |
Because wealth management encompasses a variety of disciplines--the management of personal risks, prudent investing, reduction of income taxes, and ensuring appropriate estate distribution--traditional performance measures are misleading and ineffective. In this landmark book, Ross Levin presents the Wealth Management Index T M, an innovative tool for financial advisors to quantify their clients' success in financial planning. The index helps financial advisors establish rational goals with their clients and measure their progress toward achieving goals. Wealth Management Index includes: Guidelines and strategies for determining your clients' unique needs; A detailed discussion of each section of the index--asset protection, disability and income protection, debt management, investment and cash flow planning, and estate distribution; Step-by-step procedures on how to implement The Wealth Management Index TuM in a financial planning practice.
| 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.
| Author | : Dave Ulrich |
| Publisher | : Berrett-Koehler Publishers |
| Total Pages | : 277 |
| Release | : 2015-10-19 |
| Genre | : Business & Economics |
| ISBN | : 1626566011 |
When it comes to evaluating a firm, leadership matters. We know that financial outcomes can predict about 50 percent of a firm's market value. Intangibles like strategy, brand, talent, R&D, innovation, risk, and so on account for the rest. But leadership underlies them all. And despite how important we know it is, we've been forced to rely on subjective and unreliable ways to measure its impact—until now. In this landmark book, leadership scholar, author, and consultant Dave Ulrich proposes a “leadership capital index”—a Moody's or Standard and Poor's rating for leadership. Drawing on research from investors and business leaders, and synthesizing the work of dozens of consulting firms and leadership experts, Ulrich analyzes two broad domains, each comprising five factors. The individual domain includes personal qualities, strategic prowess, execution proficiency, interpersonal skills, and fit between the leader's style and the organization's market promises. The organizational domain encompasses a leader's ability to create customer-focused cultures, manage talent, demand accountability, use information to gain competitive advantage, and set up work processes to deal with change. Ulrich details rigorous metrics and methods for evaluating leaders on each of these factors. The result is a groundbreaking book that will be of vital interest not only to equity and debt investors but also to boards of directors, executive teams, human resource and leadership development professionals, government and ratings agencies—and of course to leaders themselves.
| Author | : Simon Grima |
| Publisher | : Emerald Group Publishing |
| Total Pages | : 235 |
| Release | : 2022-01-24 |
| Genre | : Business & Economics |
| ISBN | : 1801171416 |
Insurance and Risk Management for Disruptions in Social, Economic and Environmental Systems is a collection of 13 chapters and studies about Insurance and Risk management in response to disruptions caused by social, economic, and environmental challenges to try and stabilize the economy in an effort to ensure sustainability.
