MULTI-ASSET INVESTING: A PRACTICAL GUIDE TO MODERN PORTFOLIO MANAGEMENT
Book ID/图书代码： 05930012B59393
English Summary/英文概要： Planning, building and reviewing a multi-asset portfolio A multi-asset investment management approach provides diversification benefits, enhances risk-adjusted returns and enables a portfolio to be tailored to a wide range of investing objectives, whether these are generating returns or income, or matching liabilities. The book is divided into four parts that follow the four stages of the multi-asset investment management process: 1. Establishing objectives: Defining the return objectives, risk objectives and investment constraints of a portfolio 2. Setting an investment strategy: Setting a plan to achieve investment objectives by thinking about long-term strategic asset allocation, combining asset classes and optimisation to derive the most efficient asset allocation 3. Implementing a solution: Turning the investment strategy into a portfolio using short-term tactical asset allocation, investment selection and risk management. This section includes examples of investment strategies. 4. Reviewing: Evaluating the performance of a portfolio by examining results, risk, portfolio positioning and the economic environment. By dividing the multi-asset investment process into these well-defined stages, Yoram Lustig guides the reader through the various decisions that have to be made and actions that have to be taken. He builds carefully from defining investment objectives, formulating an investment strategy and the steps of selecting investments, leading to constructing and managing multi-asset portfolios. At each stage the considerations and strategies to be undertaken are detailed, and the description of the process is supported with relevant financial theory as well as practical, real-life examples. ’Multi-asset Investing’ is an essential handbook for the modern approach to investment portfolio management.
Chinese Summary/中文概要： 规划、组建和评估一个多资产组合，无论这些是否正在产生的回报或收入,或匹配的负债，多资产投资管理方法提供了多样化的好处,提高风险调整报酬率,使投资组合调整为范围广泛的投资目标成为可能。这本书分为四个部分, 多资产投资管理的这四个阶段过程如下:
1. 建立目标:定义投资组合的收益目标、风险目标和投资限制
2. 设置一个投资策略:设定一个计划通过考虑长期战略资产配置，整合资产类别和最优化来实现投资目标，获得最有效的资产配置
3. 实施一个解决方案:通过使用短期战术资产配置、投资选择和风险管理将投资策略组合变成证券投资组合。本节包括投资战略的例子。
4. 评估: 通过检查结果、风险、投资组合定位和经济环境评估投资组合的性能。
通过把多资产投资过程分为这些定义良好的阶段,约拉姆•拉斯帝格引导读者做出各种必须做的决策, ,采取必要的行动。他从定义投资目标,到制定一个投资策略和再到选择投资的步骤以及引导组建和管理多资产投资组合仔细的构建。在每个阶段的注意事项和策略都非常详细的和过程的描述都有相关金融理论及实践和现实生活中的例子作为支持。“多资产投资”是投资组合管理的一个重要的现代方法手册。(LNL)
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About the Author/作者介绍： 约拉姆•拉斯帝格管理多资产投资组合超过十年。他在美林证券公司的七年间，担任投资组合构建EMEA主管,他负责管理多资产可自由支配投资组合并选择投资项目，设定投资策略、管理投资组合的风险和生产性能分析。在他目前的岗位,担任多资产基金Aviva Investors的主管,约拉姆领导多资产基金团队，负责监督超过120个多资产基金管理下的资产超过700亿英镑。
约拉姆拥有从股票、债券、房地产到各种投资基金的所有资产类别的不同的经验和丰富的知识。
在转向资产管理之前约拉姆从事商业和金融法律。他对商业动机和有关基金管理法律以及投资者需求（如：税收）方面深刻的见解是独一无二的，同时在涉及多资产投资话题时给了他广阔的视野。他拥有下列称号和和凭证:——伦敦商学院MBA(伦敦大学)- L.LB. (法律)特拉维夫大学特许金融分析师(CFA)- - -职业风险经理(人口、难民和移民事务局)——慈善事业特许顾问 (CAP)——纽约州和以色列律师Yoram Lustig has been managing multi-asset portfolios for over a decade. During his seven years at Merrill Lynch, as Head of Portfolio Construction EMEA, he was responsible for managing multi-asset discretionary portfolios, selecting investments, setting investment strategy, managing portfolio risk and producing performance analytics. In his current role, as Head of Multi-Asset Funds at Aviva Investors, Yoram leads the multi-asset fund team, overseeing over 120 multi-asset funds with assets under management of over GBP70 billion. Yoram has diverse experience and vast knowledge of all the types of asset classes ranging across equities, bonds, real estate and the full spectrum of alternative investments. Before turning to asset management, Yoram practised commercial and finance law. His deep and profound understanding of the business motivations and legal aspects related to fund management, as well as to the requirements of investors (e.g., taxation), are unique and give him a broad perspective on the subject of multi-asset investing. He holds the following designations and credentials: - MBA from London Business School (University of London) - L.LB. (law) from Tel-Aviv University Chartered Financial Analyst (CFA) - Professional Risk Manager (PRM) - Chartered Advisor in Philanthropy (CAP) - Attorney in New York State and advocate in Israel
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Rights Status/版权销售情况：Simplified Chinese/简体中文：SOLD(非我们代理）
Complex/Traditional Chinese/繁体中文：AVAILABLE
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