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October 20-23, 2019
San Diego, California
November 24-27, 2019
San Francisco, California
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Created for the investment professional as well as the novice, this reference book is organized by asset classes. It provides practical insights into the strengths and weaknesses of various investment approaches and asset classes. The book contains an introductory chapter that emphasizes a process orientation to investment planning. A new chapter also has been added on the net investment income tax (NIIT), including its applicability to trusts and estates. Examples offer detailed information about real-world investment scenarios to help readers understand how investment performance is achieved and monitored. Appendixes provide time value charts, an investment characteristics matrix and other helpful tools. There also is a glossary of investment terms.
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