An in-depth examination of today''s most important wealth
management issues Managing the assets of high-net-worth individuals
has become a core business specialty for investment and financial
advisors worldwide. Keeping abreast of the latest research in this
field is paramount. That''s why Private Wealth, the inaugural
offering in the CFA Institute Investment Perspectives series has
been created. As a sister series to the globally successful CFA
Institute Investment Series, CFA Institute and John Wiley are proud
to offer this new collection. Private Wealth presents the latest
information on lifecycle modeling, asset allocation, investment
management for taxable private investors, and much more. Researched
and written by leading academics and practitioners, including Roger
Ibbotson of Yale University and Zvi Bodie of Boston University,
this volume covers human capital and mortality risk in life cycle
stages and proposes a life-cycle model for life transitions. It
also addresses complex tax matters and provides details on
customizing investment theory applications to the taxable investor.
Finally, this reliable resource analyzes the use of tax-deferred
investment accounts as a means for wealth accumulation and presents
a useful framework for various tax environments.
目錄：
Foreword
Introduction
PART I: LIFE-CYCLE INVESTING
CHAPTER 1
The Future of Retirement Planning
Robert C. Merton
ReprintedCram The Future of Life-Cycle Saving and
Investing, The Research
Foundation of CFA Institute October 2007:5-18.
CHAPTER 2
Is Personal Finance a Science?
Paul A. Samuelson
Reprinted from The Future of Life-Cycle Saving and
Investing, The Research
Foundation of CFA Institute October 2007:1-4.
CHAPTER 3
Lifetime Financial Advice: Human Capital,
Asset Allocation, and Insurance
Roger G. Ibbotson; Moshe A. Milevsky; Peng Chen, CFA;
and Kevin X. Zhu
Reprinted from The Research Foundation of CFA
Institute April 2007.
CHAPTER 4
The Theory of Optimal Life-Cycle Saving and
Investing
Zvi Bodie, Jonathan Treussard, and Paul Willen
Reprinted from The Future of Life-Cycle Saving and
Investing, The Research
Foundation of CFA Institute October 2007:19-3Z
CHAPTER 5
Is Conventional Financial Planning Good for Your
Financial Health?
Laurence J. Kotlikoff
Reprinted from The Future of Life-Cycle Saving and
Investing, The Research
Foundation of CFA Institute October
2007:55-7i.
CHAPTER 6
The Life Care Annuity
Mark J. Warshawsky
Reprintedom The Future of Life-Cycle Saving and
Investing, The Research
Foundation of CFA Institute October
2007:103-106.
……
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