- Home Page /
- Books /
- Business & Money Books /
- Business Finance Books /
- Wealth Management /
- Modern Asset Allocation for Wealth Management...
Item #:
86251556
Modern Asset Allocation for Wealth Management (Wiley Finance) 1st Edition
Item #:
86251556
STD 738000
Price Details
Excluding Shipping & Custom charges ( Shipping and custom charges will be calculated on checkout )
*All items will import from US
0 ratings
Write a review
In stock
Imported from USA store
Order now and get it around Wednesday, August 12
Secured transaction
Ubuy works hard to protect your security and privacy. Our advanced payment security system ensures confidentiality by encrypting your information during transmission using AES (Advanced Encryption Standards) and SSL (Secure Socket Layer) protocols. Your payment details are 100% secure as we do not share your payment details with third party sellers.
Our Top Logistics Partners
An authoritative resource for the wealth management industry that bridges the gap between modern perspectives on asset allocation and practical implementation
Fast
Shipping
Free
Return*
Secure Packaging
100% Original Products
PCI DSS Compliance
ISO 27001 Certified
Note: Step Down Voltage Transformer required for using electronics products of US store (110-120). Recommended power converters Buy Now.
What Stands Out
Comprehensive Strategies
Offers in-depth asset allocation strategies tailored for wealth management, addressing diverse investment needs and client goals through modern financial theories.
Expert Insights
Written by finance professionals, providing reliable insights and proven methodologies, ensuring that readers gain practical knowledge applicable to real-world scenarios.
Accessible Approach
Structured for both novice and experienced investors, breaking down complex concepts into understandable segments, making investment strategies accessible to a broader audience.
Product Details
| Publisher | Wiley |
| Publication date | June 3, 2020 |
| Edition | 1st |
| Language | English |
| Print length | 144 pages |
| ISBN-10 | 1119566940 |
| ISBN-13 | 978-1119566946 |
| Item Weight | 2.31 pounds (1.05 kg) |
| Dimensions | 6.2 x 0.6 x 9.1 inches (15.7 x 1.5 x 23.1 cm) |
Who Should Buy?
-
Wealth Managers
Wealth managers seeking advanced strategies for portfolio diversification and asset allocation in a modern context.
-
Financial Analysts
Financial analysts looking for comprehensive insights into asset allocation models and investment strategies in wealth management.
-
Investment Students
Students studying finance or investment seeking practical applications and theoretical knowledge in asset allocation techniques.
-
Novice Investors
Beginner investors may find the concepts and jargon too complex without prior knowledge of finance and investment.
Product Description
Modern Asset Allocation for Wealth Management (Wiley Finance) 1st Edition
Have any Query? Chat with us
Customer Questions & Answers
-
Question:
Who is the target audience for this book?
Answer: Practicing financial advisors, researchers in traditional and robo-advisor settings, as well as students in advanced asset allocation courses. -
Question:
What sets this book apart from other resources on asset allocation?
Answer: It provides a comprehensive and implementable toolset for managing client portfolios, incorporating both theoretical advancements and practical applications. -
Question:
What key benefits does this book offer to wealth management practitioners?
Answer: It enables them to establish a robust asset allocation framework, understand client preferences, incorporate financial goals, and optimize portfolios effectively.
Wealth Management Editorial Review
**** "Modern Asset Allocation for Wealth Management" offers a deep dive into contemporary investment theories, presenting both psychological and quantitative frameworks for building robust portfolios. The book has received a mixed yet predominantly positive reception from financial practitioners who appreciate its coherent and evidence-based approach to asset management. It sets itself apart by challenging conventional wisdom, notably advocating for a systemic approach that integrates risk assessment, goal setting, asset selection, and portfolio management. This holistic view resonates particularly well with those looking for Consistency in their investment strategies. Some readers found the book’s academic nature a bit overwhelming, feeling that the content could be Considerably condensed. Critics argue that its elaborate explanations may not cater to all investment professionals, especially those who prefer straightforward guides. Nonetheless, many applaud the author’s ability to demystify complex concepts, making modern asset allocation accessible to a wider audience, including those without extensive mathematical backgrounds. The book's emphasis on client-centered strategies has sparked meaningful discussions and inspired advisors to rethink their methods, focusing on risk tolerance as a foundational element of portfolio design. Overall, "Modern Asset Allocation for Wealth Management" is highly recommended for serious finance professionals eager to elevate their understanding of asset allocation and risk management, while also providing valuable insights into real-world applications. **
Customer Reviews & Ratings
1 customers ratings
-
5 Star
100%
-
4 Star
0%
-
3 Star
0%
-
2 Star
0%
-
1 Star
0%
Review this product
Share your thoughts with other customers
Pros
- Evidence-based approach to asset management.
- Integrates risk assessment and goal setting effectively.
- Challenges conventional portfolio Construction methods.
- Makes complex concepts more accessible for practitioners.
- Stimulates meaningful discussions among financial colleagues.
Cons
- Somewhat dense and academic, potentially overwhelming for some readers.
Platform Trust & Buyer Confidence
MT
Mohd
Verified buyer
“The product received very good packaging & safe…Thank You”
16 June 2026 · via Trustpilot
SJ
Shawati
Verified buyer
“Accurate delivery timing given”
16 June 2026 · via Trustpilot
YB
Youcef
Verified buyer
“Not madly expensive like I thought, and much quicker than promised.”
15 June 2026 · via Trustpilot
LM
Leila
Verified buyer
“Never dealt with Ubuy before, but everything worked out great. Seamless cross border purchasing and shipping. Thanks!”
6/7/2026 · via Trustpilot
KA
Kwame
Verified buyer
“The process was smooth, with clear communication and timelines. This was my 1st purchase and I am really impressed. I will definitely be coming back.”
12 June 2026 · via Trustpilot
Secure Checkout
Global Delivery
Easy Returns
Genuine Products
Product Price History
Important information
- Limitations : For products shipped internationally, please note that any manufacturer warranty may not be valid; manufacturer service options may not be available; product manuals, instructions, and safety warnings may not be in destination country languages; the products (and accompanying materials) may not be designed in accordance with destination country standards, specifications, and labeling requirements; and the products may not conform to destination country voltage and other electrical standards (requiring use of an adapter or converter if appropriate). The recipient is responsible for assuring that the product can be lawfully imported to the destination country. When ordering from Ubuy or its affiliates, the recipient is the importer of record and must comply with all laws and regulations of the destination country.
- Not all the products listed on Ubuy are for sale, as Ubuy is a global search engine. Products are subject to export/trade regulations.
STD 738000
Order now and get it around Wednesday, August 12
This item is not restrict in my country.(Please click on above link if this item is not restrict in your country, So our team will review and allow.)
QTY:
Secured transaction
PCI DSS compliant and ISO 27001:2022 certified, with encrypted payments and full buyer protection on every order.
Our Top Logistics Partners
Fastest cross-border delivery
Features & Benefits
- Bridges the gap between modern perspectives on asset allocation and practical implementation
- Provides a rigorous yet streamlined asset allocation framework
- Incorporates both neo-classical and behavioral elements of client preferences
- Enables systematic inclusion of client financial goals in the asset allocation process
- Utilizes historical data for building capital market assumptions
- Ideal for financial advisors and researchers in traditional and robo-advisor settings
Ubuy Assurance
Experience worry-free shopping with 100% original products, PCI DSS-compliant payment security, ISO 27001-certified data protection, the fastest cross-border delivery, free returns *, and secure packaging on every order.