Asset Allocation : The Easy Way to Get Started

by Ferri, Richard A.

• ISBN13: 9780071429580
• ISBN10: 0071429581
• Edition: 1st
• Format: Paperback
• Copyright: 2005-09-09
• Publisher: McGraw-Hill

Summary

All About Asset Allocation goes beyond sound-bite financial columns and TV programs to explain asset allocation in terms that anyone can under- stand. Using a concise style, it features straight- forward explanations of asset allocation, a review of the asset allocation process, and guidelines for implementing strategies and programs.

Author Biography

Richard A. Ferri, CFA, is president and senior portfolio manager of Portfolio Solutions, LLC, and an adjunct professor of finance at Walsh College in Michigan. He is the author of Protecting Your Wealth in Good Times and Bad, All About Index Funds, and Serious Money: Straight Talk About Investing for Retirement.

Table of Contents

Foreword by William Bernstein	vii
Preface	ix
Acknowledgments	xv
PART ONE: ASSET ALLOCATION BASICS
Chapter 1 Planning for Investment Success	3	(16)
Chapter 2 Understanding Investment Risk	19	(14)
Chapter 3 Asset Allocation Explained	33	(20)
Chapter 4 Multi-Asset-Class Investing	53	(18)
PART TWO: ASSET-CLASS SELECTION
Chapter 5 A Framework for Investment Selection	71	(12)
Chapter 6 U.S. Equity Investments	83	(26)
Chapter 7 International Equity Investments	109	(22)
Chapter 8 Fixed-Income Investments	131	(24)
Chapter 9 Real Estate Investments	155	(16)
Chapter 10 Alternative Investments	171	(26)
PART THREE: MANAGING YOUR PORTFOLIO
Chapter 11 Realistic Market Expectations	197	(24)
Chapter 12 Building Your Portfolio	221	(22)
Chapter 13 How Behavior Affects Asset Allocation Decisions	243	(18)
Chapter 14 Investment Expenses and Professional Advice	261	(18)
Appendix A Low-Cost Mutual Fund Providers	279	(2)
Appendix B Research Web Sites	281	(2)
Appendix C Recommended Reading	283	(2)
GLOSSARY	285	(10)
INDEX	295