000 03697cam a2200505 a 4500
001 ocm37518861
003 OCoLC
005 20241003131211.0
008 970819s1997 nyua b 001 0 eng
010 _a 97036926
015 _aGB9946177
_2bnb
020 _a078631138X
020 _a9780786311385
029 1 _aAU@
_b000013397206
029 1 _aAU@
_b000026695795
029 1 _aYDXCP
_b1393268
035 _a(OCoLC)37518861
_z(OCoLC)41621076
040 _cGAFCSC LIBRARY
050 0 0 _aHG4530
_b.R82
100 1 _aRutherford, Ronald K.
245 1 4 _aThe complete guide to managing a portfolio of mutual funds /
_cRonald K. Rutherford.
246 3 0 _aGuide to managing a portfolio of mutual funds
260 _aNew York :
_bMcGraw-Hill,
_c1998.
300 _axvii, 250 pages :
_billustrations ;
_c24 cm
336 _atext
_btxt
_2rdacontent
337 _aunmediated
_bn
_2rdamedia
338 _avolume
_bnc
_2rdacarrier
504 _aIncludes bibliographical references and index.
520 _aThe Complete Guide to Managing a Portfolio of Mutual Funds makes the case that, when chosen with skill and knowledge, mutual funds continue to be an excellent base upon which to build portfolios.
520 8 _aAuthor Ron Rutherford illustrates investment strategies he used to become one of the country's foremost financial planners. His book, complete with more than 100 charts, graphs, and figures, provides ideas that advisors can use to help their clients, as it details: The Investment Policy Statement - Use Rutherford's proven approach to construct an IPS that is not only a decision-making aid but a tool for communicating with your client; Asset Class Investing - The book discusses not only traditional mean variance optimization, but also other techniques such as benchmark optimization and downside risk with minimum acceptable return. These are approaches about the management of risk designed to raise the comfort level of the client; and Passive vs.
520 8 _aActive Investing - As the debate rages, Rutherford explains how the two terms are often misunderstood, may even be obsolete, and how you should view mutual fund investing in this context.
520 8 _aRutherford supplies hard information, research, and immediately serviceable tips, including a review of some of today's best mutual fund managers, based on the consistency of their long-term records; critical statistics to look for in finding quality managers and their funds; how to use the portfolio method and the returns method as complementary tools to identify and monitor manager style; when and how to fire a manager; the appropriate positioning of index funds and the relatively new "enhanced index funds" in a client portfolio; and demonstration of some of the best software titles to design portfolios and to select mutual fund managers.
650 0 _aMutual funds.
650 0 _aPortfolio management.
650 6 _aGestion de portefeuille.
650 7 _aMutual funds.
_2fast
_0(OCoLC)fst01031190
650 7 _aPortfolio management.
_2fast
_0(OCoLC)fst01072072
653 _aIndex funds
758 _ihas work:
_aThe complete guide to managing a portfolio of mutual funds (Text)
_1https://id.oclc.org/worldcat/entity/E39PCXPVc8KV4rT4CQmh4VFmgq
_4https://id.oclc.org/worldcat/ontology/hasWork
856 4 1 _3Table of contents
_uhttp://catdir.loc.gov/catdir/toc/mh022/97036926.html
856 4 2 _3Contributor biographical information
_uhttp://catdir.loc.gov/catdir/bios/mh042/97036926.html
856 4 2 _3Publisher description
_uhttp://catdir.loc.gov/catdir/description/mh023/97036926.html
942 _2lcc
_cBK
_kHG4530
_m.R82
_n0
948 _hNO HOLDINGS IN GHUCC - 170 OTHER HOLDINGS
999 _c1341
_d1341