Intelligent Investing A Guide to the Practical and Behavioural Aspects of Investment Strategy

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Format: Hardcover
Pub. Date: 2013-07-29
Publisher(s): Palgrave Macmillan
List Price: $74.89

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Summary

Intelligent Investing is a one-stop-guide for investment professionals who need to better think though their investment rules, behaviour or procedures before allocating capital. History (and the collapse of several pension funds) has shown us that a high percentage of investments fail, and that more consideration needs to be put into key decisions such as passive vs. active management, dynamic vs. active asset allocation and manager selection and monitoring.

Written by a seasoned finance practitioner, this book will guide readers through everything they need to consider in the investment planning process, from identifying the risk/return profile (i.e. the type of investor you are), to understanding the key concepts - alpha, beta, liquidity and volatility, and rebalancing an investment portfolio. Readers will come away with clear and practical guidance on how to carry out a full strategic review of their investment plans, allowing them to better allocate their resources for maximum investment returns within their own defined risk parameters.

Author Biography

Guy Fraser-Sampson (London, UK) is a consultant, writer, and market commentator in the areas of investment management, private equity, alternative investments, and investment strategy. He has spent over 25 years in the investment management industry, including setting up and managing the European operations of the leading US fund of funds manager Horsley Bridge, as Investment Controller for the Abu Dhabi Investment Authority, and conducting a number of direct, secondary, and mezzanine transactions around the world. He also teaches MBA modules on private equity and investment strategy at Cass Business School in the City of London. In addition to various professional qualifications, Guy holds an LLB with honors from King's College London, and an MBA majoring in finance from Warwick Business School.

Table of Contents

1.What is Strategy? 2.3.Conducting the Process4.What sort of investor are we? Different perspectives on liquidity and volatility5.SWOT analysis for investors 6.What are we Trying to Achieve? 7.Asset Allocation: Theory and Practice 8.Asset Allocation in Practice 9.How to Access Asset Types: Selecting Passive and Active Managers10. New Developments: Trend and Risk Factor Investing 11. Ten 'Do' and 'Don't' Guidelines12. Concluding Thoughts: Where are we Going?

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