Planning, constructing and managing 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. This 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.

"A solid framework for businesses to create a market-developing strategyBusiness transformation is a key executive management initiative that attempts to align people, process, and technology initiatives of an organization more closely with its business strategy and vision to support and help innovate new business strategies and meet long-term objectives. Strategic Business Transformation reveals how you can predict if your market is transforming, linking and aligning ten key strategic variables under a common strategic dashboard. Provides a tested framework of this strategic invention and transformation that the author has applied to several companies Includes case studies of the entrepreneurial and large multi-billion revenue institutions that have used this method?and succeeded Shows how internal and external factors drive should drive strategic transformation Filled with case studies and practical examples, this book gives readers a proven framework from which to create a transformative business strategy"--

A hands-on, practical guide that shows you how to find an online broker, pick a winning strategy, and construct a successful portfolio.

CD-ROM included : SAM Strategic Analysis Model-that workd built with Microsoft Excel interactive workbooks.