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The New Wealth Management

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Table of Contents

Acknowledgments ix Foreword xi Preface xiii CHAPTER 1 The Wealth Management Process 1 CHAPTER 2 Fiduciary and Professional Standards 13 CHAPTER 3 Client Goals and Constraints 33 CHAPTER 4 Risk Is a Four-Letter Word 55 CHAPTER 5 Data Gathering and Analysis 75 CHAPTER 6 Client Education 103 CHAPTER 7 Mathematics of Investing 121 CHAPTER 8 Investment Theory 149 CHAPTER 9 Asset Allocation 179 CHAPTER 10 Portfolio Optimization 193 CHAPTER 11 Taxes 233 CHAPTER 12 Retirement Planning 267 CHAPTER 13 Investment Policy Statement 313 CHAPTER 14 Portfolio Management 341 CHAPTER 15 Performance Appraisal and Evaluation 373 CHAPTER 16 Selecting Investment Managers 393 CHAPTER 17 Philosophy, Process, and People 421 About the Authors 439 About the CFA Institute Investment Series 441 About the CFA Program 445 Index 447

About the Author

Harold Evensky CFP, is President of Evensky & Katz, anationally recognized wealth management firm. Acknowledged by Financial Planning, Financial Planning Professional, InvestmentNews, and Worth as an industry leader, he served aschair of the TIAA-CREF Institute Advisory Board and is a member ofthe American Bar Association. In 1999, he was awarded the Dow JonesInvestment Advisor Portfolio Management Award for LifetimeAchievement. Stephen M. Horan, PhD, CFA, manages professionaleducation and private wealth management content for CFA Institutemembers. He has served as both an editorial board member andabstractor for the CFA Digest and as an ad-hoc reviewer for theFinancial Analysts Journal. He holds a PhD in finance,publishes frequently in academic and professional journals, and hasauthored several books. Prior to joining the CFA Institute, he wasa professor of finance at St. Bonaventure University and principalof Alesco Advisors LLC. Thomas R. Robinson, CFA, CFP, is Managing Director in theEducation Division of the CFA Institute, where he leads anddevelops the teams responsible for producing and deliveringeducational content and examinations to candidates, members, andother investment professionals, including those affiliated with theCFA Program, CIPM Program, and Lifelong Learning.

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