Author: Russel Kinnel
Publisher: John Wiley & Sons
ISBN: 0470473495
Category : Business & Economics
Languages : en
Pages : 192
Book Description
Author Russel Kinnel walks readers through the handful of key factors they need to pick winning funds. Armed with the quantitative data and qualitative research, they will gain the confidence to pick great funds for the long-term. This book will be accompanied by a web-based tool created by Morningstar, which will enable readers to evaluate their own funds using Kinnel's criteria. Written in a fun and accessible manner, The Fund Spy offers Kinnel's unique insight as a 14-year Morningstar fund analyst. He speaks plainly about the conflicts that can go against investors' interests, explaining how to avoid traps and push out the slick sales pitches facing today's investors. He also offers several "10 lists," which provide quick answers to investors' most common questions (e.g., the Top 10 Funds to Recommend to Relatives, the 10 Best Contrarian Managers, the 10 Most Overrated Managers).
Fund Spy
Author: Russel Kinnel
Publisher: John Wiley & Sons
ISBN: 0470473495
Category : Business & Economics
Languages : en
Pages : 192
Book Description
Author Russel Kinnel walks readers through the handful of key factors they need to pick winning funds. Armed with the quantitative data and qualitative research, they will gain the confidence to pick great funds for the long-term. This book will be accompanied by a web-based tool created by Morningstar, which will enable readers to evaluate their own funds using Kinnel's criteria. Written in a fun and accessible manner, The Fund Spy offers Kinnel's unique insight as a 14-year Morningstar fund analyst. He speaks plainly about the conflicts that can go against investors' interests, explaining how to avoid traps and push out the slick sales pitches facing today's investors. He also offers several "10 lists," which provide quick answers to investors' most common questions (e.g., the Top 10 Funds to Recommend to Relatives, the 10 Best Contrarian Managers, the 10 Most Overrated Managers).
Publisher: John Wiley & Sons
ISBN: 0470473495
Category : Business & Economics
Languages : en
Pages : 192
Book Description
Author Russel Kinnel walks readers through the handful of key factors they need to pick winning funds. Armed with the quantitative data and qualitative research, they will gain the confidence to pick great funds for the long-term. This book will be accompanied by a web-based tool created by Morningstar, which will enable readers to evaluate their own funds using Kinnel's criteria. Written in a fun and accessible manner, The Fund Spy offers Kinnel's unique insight as a 14-year Morningstar fund analyst. He speaks plainly about the conflicts that can go against investors' interests, explaining how to avoid traps and push out the slick sales pitches facing today's investors. He also offers several "10 lists," which provide quick answers to investors' most common questions (e.g., the Top 10 Funds to Recommend to Relatives, the 10 Best Contrarian Managers, the 10 Most Overrated Managers).
The Fund Industry
Author: Robert Pozen
Publisher: John Wiley & Sons
ISBN: 1118929950
Category : Business & Economics
Languages : en
Pages : 549
Book Description
A guide to how your money is managed, with foreword by Nobel laureate Robert Shiller The Fund Industry offers a comprehensive look at mutual funds and the investment management industry, for fund investors, those working in the fund industry, service providers to the industry and students of financial institutions or capital markets. Industry experts Robert Pozen and Theresa Hamacher take readers on a tour of the business of asset management. Readers will learn how to research a fund and assess whether it's right for them; then they'll go behind the scenes to see how funds are invested, sold and regulated. This updated edition expands coverage of the segments of the industry where growth is hottest, including hedge funds, liquid alternatives, ETFs and target date funds—and adds an introduction to derivatives. Mutual funds are a key component of financial planning for 96 million Americans. Nearly a quarter of U.S. household savings are invested in funds, which give individual investors affordable access to professional management. This book provides a detailed look at how firms in the industry: Invest those savings in stocks and bonds Evaluate the risks and returns of funds Distribute funds directly to consumers or through financial advisors or retirement plans Handle the complex operational and regulatory requirements of mutual funds Vote proxies at the annual meetings of public companies Expand their operations across borders Along the way, the authors describe the latest trends and discuss the biggest controversies—all in straightforward and engaging prose. The Fund Industry is the essential guide to navigating the mutual fund industry.
Publisher: John Wiley & Sons
ISBN: 1118929950
Category : Business & Economics
Languages : en
Pages : 549
Book Description
A guide to how your money is managed, with foreword by Nobel laureate Robert Shiller The Fund Industry offers a comprehensive look at mutual funds and the investment management industry, for fund investors, those working in the fund industry, service providers to the industry and students of financial institutions or capital markets. Industry experts Robert Pozen and Theresa Hamacher take readers on a tour of the business of asset management. Readers will learn how to research a fund and assess whether it's right for them; then they'll go behind the scenes to see how funds are invested, sold and regulated. This updated edition expands coverage of the segments of the industry where growth is hottest, including hedge funds, liquid alternatives, ETFs and target date funds—and adds an introduction to derivatives. Mutual funds are a key component of financial planning for 96 million Americans. Nearly a quarter of U.S. household savings are invested in funds, which give individual investors affordable access to professional management. This book provides a detailed look at how firms in the industry: Invest those savings in stocks and bonds Evaluate the risks and returns of funds Distribute funds directly to consumers or through financial advisors or retirement plans Handle the complex operational and regulatory requirements of mutual funds Vote proxies at the annual meetings of public companies Expand their operations across borders Along the way, the authors describe the latest trends and discuss the biggest controversies—all in straightforward and engaging prose. The Fund Industry is the essential guide to navigating the mutual fund industry.
The Large-Cap Portfolio
Author: Thomas Villalta
Publisher: John Wiley & Sons
ISBN: 1118282752
Category : Business & Economics
Languages : en
Pages : 304
Book Description
The practical guide to finding value and opportunity in large-cap stocks using investor behavior Large-Cap is an abbreviation of the term "large market capitalization" and refers to the stock of publicly traded companies with market capitalization values of roughly more than $10 billion, like Walmart, Microsoft, and Ford. Because of their size, the conventional view is that these companies do not present investors with an ability to be opportunistic. The Large-Cap Portfolio + Website argues that, contrary to popular perceptions, significant opportunities exist in these stocks. Written with a fluency that both the savvy amateur and professional investor will understand, the book fills a void in the market by offering the practitioner a methodology to identify and approach the major assumptions that underlie valuation, with an emphasis on issues that are more relevant to the analysis of large-cap stocks. Full of useful information on how to reap the rewards of stocks that most investors avoid Presents essential insights into understanding stock valuation Includes an actionable chapter devoted to portfolio management Packed with timely instruction, Large-Cap Portfolio gives readers invaluable insights and examples of how to build portfolios that will out-perform broad market benchmarks.
Publisher: John Wiley & Sons
ISBN: 1118282752
Category : Business & Economics
Languages : en
Pages : 304
Book Description
The practical guide to finding value and opportunity in large-cap stocks using investor behavior Large-Cap is an abbreviation of the term "large market capitalization" and refers to the stock of publicly traded companies with market capitalization values of roughly more than $10 billion, like Walmart, Microsoft, and Ford. Because of their size, the conventional view is that these companies do not present investors with an ability to be opportunistic. The Large-Cap Portfolio + Website argues that, contrary to popular perceptions, significant opportunities exist in these stocks. Written with a fluency that both the savvy amateur and professional investor will understand, the book fills a void in the market by offering the practitioner a methodology to identify and approach the major assumptions that underlie valuation, with an emphasis on issues that are more relevant to the analysis of large-cap stocks. Full of useful information on how to reap the rewards of stocks that most investors avoid Presents essential insights into understanding stock valuation Includes an actionable chapter devoted to portfolio management Packed with timely instruction, Large-Cap Portfolio gives readers invaluable insights and examples of how to build portfolios that will out-perform broad market benchmarks.
Sleeper Spy
Author: William Safire
Publisher: Random House
ISBN: 0307799794
Category : Fiction
Languages : en
Pages : 584
Book Description
“An international insider’s feel for a story with a master’s touch for telling it. Pick it up and you won’t put it down.”—Dan Rather In the wake of an important KGB agent's disappearance, an event of international proportions, journalist Irving Fein teams up with a television anchorwoman and stumbles on the story of a lifetime. “Immensely entertaining . . . engaging and cunningly plotted—with a walth of diverting asides on the self-importance of journalists, the duplicity of officialdom, the venality of big-time literary agents and other of civilized society’s burdens.”—Kirkus Reviews “The spy novel thought dead at the end of the Cold War, is alive and well, rising to new heights in Bill Safire’s Sleeper Spy.”—Richard Helms, former head of the CIA
Publisher: Random House
ISBN: 0307799794
Category : Fiction
Languages : en
Pages : 584
Book Description
“An international insider’s feel for a story with a master’s touch for telling it. Pick it up and you won’t put it down.”—Dan Rather In the wake of an important KGB agent's disappearance, an event of international proportions, journalist Irving Fein teams up with a television anchorwoman and stumbles on the story of a lifetime. “Immensely entertaining . . . engaging and cunningly plotted—with a walth of diverting asides on the self-importance of journalists, the duplicity of officialdom, the venality of big-time literary agents and other of civilized society’s burdens.”—Kirkus Reviews “The spy novel thought dead at the end of the Cold War, is alive and well, rising to new heights in Bill Safire’s Sleeper Spy.”—Richard Helms, former head of the CIA
Federal Register
Author:
Publisher:
ISBN:
Category : Delegated legislation
Languages : en
Pages : 244
Book Description
Publisher:
ISBN:
Category : Delegated legislation
Languages : en
Pages : 244
Book Description
Unconventional Success
Author: David F. Swensen
Publisher: Simon and Schuster
ISBN: 074327461X
Category : Business & Economics
Languages : en
Pages : 417
Book Description
The bestselling author of Pioneering Portfolio Management, the definitive template for institutional fund management, returns with a book that shows individual investors how to manage their financial assets. In Unconventional Success, investment legend David F. Swensen offers incontrovertible evidence that the for-profit mutual fund industry consistently fails the average investor. From excessive management fees to the frequent "churning" of portfolios, the relentless pursuit of profits by mutual fund management companies harms individual clients. Perhaps most destructive of all are the hidden schemes that limit investor choice and reduce returns, including "pay-to-play" product-placement fees, stale-price trading scams, soft-dollar kickbacks, and 12b-1 distribution charges. Even if investors manage to emerge unscathed from an encounter with the profit-seeking mutual fund industry, individuals face the likelihood of self-inflicted pain. The common practice of selling losers and buying winners (and doing both too often) damages portfolio returns and increases tax liabilities, delivering a one-two punch to investor aspirations. In short: Nearly insurmountable hurdles confront ordinary investors. Swensen's solution? A contrarian investment alternative that promotes well-diversified, equity-oriented, "market-mimicking" portfolios that reward investors who exhibit the courage to stay the course. Swensen suggests implementing his nonconformist proposal with investor-friendly, not-for-profit investment companies such as Vanguard and TIAA-CREF. By avoiding actively managed funds and employing client-oriented mutual fund managers, investors create the preconditions for investment success. Bottom line? Unconventional Success provides the guidance and financial know-how for improving the personal investor's financial future.
Publisher: Simon and Schuster
ISBN: 074327461X
Category : Business & Economics
Languages : en
Pages : 417
Book Description
The bestselling author of Pioneering Portfolio Management, the definitive template for institutional fund management, returns with a book that shows individual investors how to manage their financial assets. In Unconventional Success, investment legend David F. Swensen offers incontrovertible evidence that the for-profit mutual fund industry consistently fails the average investor. From excessive management fees to the frequent "churning" of portfolios, the relentless pursuit of profits by mutual fund management companies harms individual clients. Perhaps most destructive of all are the hidden schemes that limit investor choice and reduce returns, including "pay-to-play" product-placement fees, stale-price trading scams, soft-dollar kickbacks, and 12b-1 distribution charges. Even if investors manage to emerge unscathed from an encounter with the profit-seeking mutual fund industry, individuals face the likelihood of self-inflicted pain. The common practice of selling losers and buying winners (and doing both too often) damages portfolio returns and increases tax liabilities, delivering a one-two punch to investor aspirations. In short: Nearly insurmountable hurdles confront ordinary investors. Swensen's solution? A contrarian investment alternative that promotes well-diversified, equity-oriented, "market-mimicking" portfolios that reward investors who exhibit the courage to stay the course. Swensen suggests implementing his nonconformist proposal with investor-friendly, not-for-profit investment companies such as Vanguard and TIAA-CREF. By avoiding actively managed funds and employing client-oriented mutual fund managers, investors create the preconditions for investment success. Bottom line? Unconventional Success provides the guidance and financial know-how for improving the personal investor's financial future.
Saving for Retirement (Without Living Like a Pauper or Winning the Lottery) Updated and Revised
Author: Gail MarksJarvis
Publisher: FT Press
ISBN: 0132963051
Category : Business & Economics
Languages : en
Pages : 402
Book Description
Saving for Retirement will relieve confusion and barriers to action for Americans who are increasingly worried about retirement. The book removes everything from the readers’ path that typically trips people up and hits the sweet spot for everyone aged 18 to 60. Using new figures (including troubling new projections of healthcare and long-term care costs), Gail MarkJarvis helps readers calculate exactly how much money they’ll need and how to get there. She presents easy, proven investing strategies for anyone at any age that will transform pocket change into hundreds of thousands of dollars. Packed with her readers’ personal stories, this book teaches powerful professional financial planning principles — but makes them simple enough for anyone to apply on their own.
Publisher: FT Press
ISBN: 0132963051
Category : Business & Economics
Languages : en
Pages : 402
Book Description
Saving for Retirement will relieve confusion and barriers to action for Americans who are increasingly worried about retirement. The book removes everything from the readers’ path that typically trips people up and hits the sweet spot for everyone aged 18 to 60. Using new figures (including troubling new projections of healthcare and long-term care costs), Gail MarkJarvis helps readers calculate exactly how much money they’ll need and how to get there. She presents easy, proven investing strategies for anyone at any age that will transform pocket change into hundreds of thousands of dollars. Packed with her readers’ personal stories, this book teaches powerful professional financial planning principles — but makes them simple enough for anyone to apply on their own.
Exchange-Traded Funds For Dummies
Author: Russell Wild
Publisher: John Wiley & Sons
ISBN: 1119828856
Category : Business & Economics
Languages : en
Pages : 448
Book Description
Become an ETF expert with this up-to-date investment guide Want to expand your portfolio beyond stocks and mutual funds? (Of course you do, you smart investor you.) Then take a look at exchange-traded funds (ETFs)! A cross between an index fund and a stock, they're transparent, easy to trade, and tax-efficient. They're also enticing because they consist of a bundle of assets (such as an index, sector, or commodity), so diversifying your portfolio is easy. You might have even seen them offered in your 401(k) or 529 college plan. Exchange-Traded Funds For Dummies is your primer on ETFs. It gives you an insider (the legal kind!) perspective on the investment process, starting with an overview of ETFs and how they differ from stocks and mutual funds. The book also helps you measure risk and add on to your portfolio, and offers advice on how to avoid the mistakes even professionals sometimes make. Throughout, you'll also find plenty of tips, tricks, and even sample portfolios to set you up on the right path for investment success. With Exchange-Traded Funds For Dummies, you will: Find out exactly what exchange-traded funds are and why they make good investments Mix and match stock portfolios to diversify yours Go beyond stocks for maximum diversification: bonds, real estate, and commodity ETFs Maintain your portfolio for future growth With the tricks of the trade in Exchange-Traded Funds For Dummies, you can easily apply the knowledge you gain to turn good investments into great ones. Happy earning!
Publisher: John Wiley & Sons
ISBN: 1119828856
Category : Business & Economics
Languages : en
Pages : 448
Book Description
Become an ETF expert with this up-to-date investment guide Want to expand your portfolio beyond stocks and mutual funds? (Of course you do, you smart investor you.) Then take a look at exchange-traded funds (ETFs)! A cross between an index fund and a stock, they're transparent, easy to trade, and tax-efficient. They're also enticing because they consist of a bundle of assets (such as an index, sector, or commodity), so diversifying your portfolio is easy. You might have even seen them offered in your 401(k) or 529 college plan. Exchange-Traded Funds For Dummies is your primer on ETFs. It gives you an insider (the legal kind!) perspective on the investment process, starting with an overview of ETFs and how they differ from stocks and mutual funds. The book also helps you measure risk and add on to your portfolio, and offers advice on how to avoid the mistakes even professionals sometimes make. Throughout, you'll also find plenty of tips, tricks, and even sample portfolios to set you up on the right path for investment success. With Exchange-Traded Funds For Dummies, you will: Find out exactly what exchange-traded funds are and why they make good investments Mix and match stock portfolios to diversify yours Go beyond stocks for maximum diversification: bonds, real estate, and commodity ETFs Maintain your portfolio for future growth With the tricks of the trade in Exchange-Traded Funds For Dummies, you can easily apply the knowledge you gain to turn good investments into great ones. Happy earning!
Scala for Machine Learning
Author: Patrick R. Nicolas
Publisher: Packt Publishing Ltd
ISBN: 178712620X
Category : Computers
Languages : en
Pages : 740
Book Description
Leverage Scala and Machine Learning to study and construct systems that can learn from data About This Book Explore a broad variety of data processing, machine learning, and genetic algorithms through diagrams, mathematical formulation, and updated source code in Scala Take your expertise in Scala programming to the next level by creating and customizing AI applications Experiment with different techniques and evaluate their benefits and limitations using real-world applications in a tutorial style Who This Book Is For If you're a data scientist or a data analyst with a fundamental knowledge of Scala who wants to learn and implement various Machine learning techniques, this book is for you. All you need is a good understanding of the Scala programming language, a basic knowledge of statistics, a keen interest in Big Data processing, and this book! What You Will Learn Build dynamic workflows for scientific computing Leverage open source libraries to extract patterns from time series Write your own classification, clustering, or evolutionary algorithm Perform relative performance tuning and evaluation of Spark Master probabilistic models for sequential data Experiment with advanced techniques such as regularization and kernelization Dive into neural networks and some deep learning architecture Apply some basic multiarm-bandit algorithms Solve big data problems with Scala parallel collections, Akka actors, and Apache Spark clusters Apply key learning strategies to a technical analysis of financial markets In Detail The discovery of information through data clustering and classification is becoming a key differentiator for competitive organizations. Machine learning applications are everywhere, from self-driving cars, engineering design, logistics, manufacturing, and trading strategies, to detection of genetic anomalies. The book is your one stop guide that introduces you to the functional capabilities of the Scala programming language that are critical to the creation of machine learning algorithms such as dependency injection and implicits. You start by learning data preprocessing and filtering techniques. Following this, you'll move on to unsupervised learning techniques such as clustering and dimension reduction, followed by probabilistic graphical models such as Naive Bayes, hidden Markov models and Monte Carlo inference. Further, it covers the discriminative algorithms such as linear, logistic regression with regularization, kernelization, support vector machines, neural networks, and deep learning. You'll move on to evolutionary computing, multibandit algorithms, and reinforcement learning. Finally, the book includes a comprehensive overview of parallel computing in Scala and Akka followed by a description of Apache Spark and its ML library. With updated codes based on the latest version of Scala and comprehensive examples, this book will ensure that you have more than just a solid fundamental knowledge in machine learning with Scala. Style and approach This book is designed as a tutorial with hands-on exercises using technical analysis of financial markets and corporate data. The approach of each chapter is such that it allows you to understand key concepts easily.
Publisher: Packt Publishing Ltd
ISBN: 178712620X
Category : Computers
Languages : en
Pages : 740
Book Description
Leverage Scala and Machine Learning to study and construct systems that can learn from data About This Book Explore a broad variety of data processing, machine learning, and genetic algorithms through diagrams, mathematical formulation, and updated source code in Scala Take your expertise in Scala programming to the next level by creating and customizing AI applications Experiment with different techniques and evaluate their benefits and limitations using real-world applications in a tutorial style Who This Book Is For If you're a data scientist or a data analyst with a fundamental knowledge of Scala who wants to learn and implement various Machine learning techniques, this book is for you. All you need is a good understanding of the Scala programming language, a basic knowledge of statistics, a keen interest in Big Data processing, and this book! What You Will Learn Build dynamic workflows for scientific computing Leverage open source libraries to extract patterns from time series Write your own classification, clustering, or evolutionary algorithm Perform relative performance tuning and evaluation of Spark Master probabilistic models for sequential data Experiment with advanced techniques such as regularization and kernelization Dive into neural networks and some deep learning architecture Apply some basic multiarm-bandit algorithms Solve big data problems with Scala parallel collections, Akka actors, and Apache Spark clusters Apply key learning strategies to a technical analysis of financial markets In Detail The discovery of information through data clustering and classification is becoming a key differentiator for competitive organizations. Machine learning applications are everywhere, from self-driving cars, engineering design, logistics, manufacturing, and trading strategies, to detection of genetic anomalies. The book is your one stop guide that introduces you to the functional capabilities of the Scala programming language that are critical to the creation of machine learning algorithms such as dependency injection and implicits. You start by learning data preprocessing and filtering techniques. Following this, you'll move on to unsupervised learning techniques such as clustering and dimension reduction, followed by probabilistic graphical models such as Naive Bayes, hidden Markov models and Monte Carlo inference. Further, it covers the discriminative algorithms such as linear, logistic regression with regularization, kernelization, support vector machines, neural networks, and deep learning. You'll move on to evolutionary computing, multibandit algorithms, and reinforcement learning. Finally, the book includes a comprehensive overview of parallel computing in Scala and Akka followed by a description of Apache Spark and its ML library. With updated codes based on the latest version of Scala and comprehensive examples, this book will ensure that you have more than just a solid fundamental knowledge in machine learning with Scala. Style and approach This book is designed as a tutorial with hands-on exercises using technical analysis of financial markets and corporate data. The approach of each chapter is such that it allows you to understand key concepts easily.
Summary of David Alan Carter's THE 12% SOLUTION
Author: Everest Media,
Publisher: Everest Media LLC
ISBN:
Category : Business & Economics
Languages : en
Pages : 18
Book Description
Please note: This is a companion version & not the original book. Sample Book Insights: #1 Warren Buffett is an American business magnate, investor, and philanthropist. He is the third wealthiest person on the planet, and his net worth is $82 billion. In 2017, he won a bet with one of his investment managers that he could outperform any professional money manager selecting a set of five or more hedge funds over a ten-year period. The winner donated a million dollars to charity. #2 Not everyone takes the advice to ignore rock-star money managers and stick to low-cost funds. Some do, but typically those with little money to spare. Those with the money to hire a high-fee manager or who are easily infatuated with gurus ignore the advice. #3 Sidebar: The first of many charts and tables in the book. For those unfamiliar with touchscreen tablets or e-readers, you can often enlarge the image by double tapping it, or by highlighting it and pressing the magnifying glass icon above it.
Publisher: Everest Media LLC
ISBN:
Category : Business & Economics
Languages : en
Pages : 18
Book Description
Please note: This is a companion version & not the original book. Sample Book Insights: #1 Warren Buffett is an American business magnate, investor, and philanthropist. He is the third wealthiest person on the planet, and his net worth is $82 billion. In 2017, he won a bet with one of his investment managers that he could outperform any professional money manager selecting a set of five or more hedge funds over a ten-year period. The winner donated a million dollars to charity. #2 Not everyone takes the advice to ignore rock-star money managers and stick to low-cost funds. Some do, but typically those with little money to spare. Those with the money to hire a high-fee manager or who are easily infatuated with gurus ignore the advice. #3 Sidebar: The first of many charts and tables in the book. For those unfamiliar with touchscreen tablets or e-readers, you can often enlarge the image by double tapping it, or by highlighting it and pressing the magnifying glass icon above it.