Description
Generate solid, long-term profits with a portfolio allocated for your investing needs Asset allocation is the key to investing performance. Unfortunately, no single approach works perfectly--developing the right balance requires a clear-eyed look at the many models available to you, various investing methodologies, and your or your client's level of risk tolerance. And that's where this important guide comes in. Written by a leading allocation expert from T. Rowe Price, Beyond Diversification provides the knowledge, insights, and approaches you need to make the best allocation decisions for your goals. This deep dive into the how's and why's of asset allocation is organized by the three decisive components of a successfully allocated portfolio:
Author: Sebastien Page
Publisher: McGraw-Hill Companies
Published: 11/04/2020
Pages: 336
Binding Type: Hardcover
Weight: 1.20lbs
Size: 9.10h x 5.90w x 1.30d
ISBN13: 9781260474879
ISBN10: 1260474879
BISAC Categories:
- Business & Economics | Investments & Securities | Analysis & Trading Strategies
- Business & Economics | Investments & Securities | Portfolio Management
- Business & Economics | Investments & Securities | Bonds
- Return Forecasting discusses the desired return investors seek.
- Risk Forecasting covers the level of risk investors are prepared to assume to achieve that return.
- Portfolio Construction calibrates the stock-bond mix that balances the risks and returns.
Author: Sebastien Page
Publisher: McGraw-Hill Companies
Published: 11/04/2020
Pages: 336
Binding Type: Hardcover
Weight: 1.20lbs
Size: 9.10h x 5.90w x 1.30d
ISBN13: 9781260474879
ISBN10: 1260474879
BISAC Categories:
- Business & Economics | Investments & Securities | Analysis & Trading Strategies
- Business & Economics | Investments & Securities | Portfolio Management
- Business & Economics | Investments & Securities | Bonds
About the Author
Sébastien Page is head of Global Multi-Asset at T. Rowe Price, overseeing a team of investment professionals dedicated to a broad set of multi-asset portfolios representing more than $350 billion in assets, including the firm's target date franchise. He is a member of the Asset Allocation Committee, which is responsible for tactical investment decisions across asset allocation portfolios. He is also a member of the Management Committee of T. Rowe Price Group, Inc.