Textbook
Portfolio Design: A Modern Approach to Asset AllocationISBN: 978-0-470-93123-3
Hardcover
368 pages
March 2011, ©2011
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—Charlotte Beyer, founder and CEO, Institute for Private Investors
"Richard Marston's tremendous insight into building
well-diversified and successful investment portfolios has benefited
a generation of financial advisors and individual and institutional
investors. Marston offers a dynamic and cutting-edge understanding
of the asset allocation process."
—Phil C. Shaffer, CIMA, Managing Director, Graystone
Consulting, Morgan Stanley Smith Barney
"After taking a bruising the past couple of years, many advisors
who only learned the basics of asset allocation have too quickly
dismissed the science of effective portfolio design. Many of these
advisors have turned their back on the essential knowledge, tools,
and skills for a new age of sophisticated investors. For more than
twenty-three years, the best and brightest financial advisors in
the world have learned asset allocation and portfolio design
strategies from Dr. Marston on their path to become Certified
Investment Management AnalystSM (CIMA®) practitioners, the
premier credential for investment consultants. Advisors who are
serious about serving their clients' investment objectives will
consume this book from cover to cover."
—Sean R. Walters, CEO/Executive Director, Investment
Management Consultants Association®, the credentialing body
for CIMA® certification
"Dick has done it again! He has synthesized a vast body of
knowledge into an incisive foundational tome for financial
advisers. He uses the prism of historical returns to make sense of
recent downturns and dispels common myths in various asset classes.
For financial advisers seeking a solid foundation on which to base
their advice, Portfolio Design is a must-read."
—Stephen M. Horan, PhD, CFA, Head, Professional Education
Content and Private Wealth, CFA Institute