Janet J. Mangano, formerly a senior portfolio manager with PNC Wealth, is in Short Hills, New Jersey.
This comprehensive study of the structure, price dynamics, and valuation of exchange-traded funds (ETFs) addresses their current uses in various investment settings. It attributes the rapid growth of ETFs to factor-based investing and the rise of robo-advisers. The book is a fascinating deep dive into all categories of ETFs, including equity, fixed income, foreign currencies, and alternative investments, with a particular focus on issues of tracking and liquidity.
Drawing on his extensive economics expertise, Robert Guttmann dives deeply into the topic of innovation as it relates to economic growth. The book is impressive in scope and groundbreaking in addressing both the positive and negative effects of financial innovation on society. The author discusses the global financial crisis as well as other historical financial crises to explore the ways innovation has enriched and endangered society.
This book provides overwhelming evidence that heeding the Fed’s signals can enhance portfolio performance. The authors provide backtested proof of success in investing in equities side by side with the Fed. Their insightful, analytical discussions will inspire readers to begin implementing the recommended strategies, which can make a huge, positive difference in portfolio performance over long periods, across economic cycles, and under a variety of monetary conditions.
Gregory Curtis investigates the aspects of stewardship of the wealth of prosperous families, but the book is intended not only for wealthy investors and their advisors but also for family office executives, portfolio strategists, wealth relationship managers, and even less wealthy private investors.
On the strength of its timeliness and clarity, Wealth Management Unwrapped joins the ranks of distinguished writing on private wealth. Although the book is intended primarily for people of means and family foundations, it should be mandatory reading for wealth advisers who seek to grow their businesses while developing trusted relationships with clients.
Famous among CFA societies for her effective-writing workshops, Susan Weiner has produced a powerful resource that provides on-point guidance for mastering the blog as a short form of communication and also functions as an excellent tool for sharpening longer forms of investment writing. It will benefit novice and senior advisers alike.
Analysts, equity portfolio managers, students, and even traders will savor this book. Word about it is already getting around graduate business schools and CFA Program study groups. What stands out more than any other factor is how current it is. And yet it is classically fundamental in its approach — and immediately useful.