The Complete Guide to Managing A Portfolio of Mutual Funds
Editorial Reviews
Book Description
Written by a veteran financial planner, this guide uniquely covers the statistical and non-statistical issues involved in selecting and managing a balanced portfolio of mutual funds. It explains investment policy development techniques, explores all asset classes of mutual funds, and covers the critical issues of style analysis, data interpretation and style management.
From the Back Cover
solid Strategies for Strengthening Your Clients' Accounts and Your Practice! "Ron Rutherford's book...sets the stage for people who want to achieve investment success through hard work and dilligence. This book offers the framework for investors and consultants to follow, namely, the investment policy. Most importantly, as a Certified Investment Management Analyst, Mr. Rutherford believes the investment policy statement is to the consultant as the blueprint is to the contractor." Evelyn L. Brust, CAE, Executive Director, Investment Managment, Consultatnts Association. "This is must reading for everyone offering financial advice. Ron combines a thorough undertanding of financial theory with years of experience in helping clients accomplish their goals. a rare combination...an excellent treatise." Dr. Frank A. Sortino, Professor Emeritus, San Francisco State University. "Our company provides asset allocation software to about 15,000 investment advisors. This makes us very aware of the kinds of questions that practitioners have about portfolio design for private clients. Mr. Rutherford's book hits the nail on the head...It's the unavoidable stuff that advisors must know if they are going to provide the highest quality of investment advice." Randal J. Moore, President, Frontier analytics, Inc. "Most of what has been written on investment management has been for the institutional investor. Ron Rutherford has effectively selected and translated these ivory tower missives to demonstrate how principles can be used by the advisor who implements strategy with mutual funds." Donal B. Trone, Executive Director, Investment Management Council, Callan Associates. "Ron Rutherford's The Complete Guide to Managing a Portfolio of Mutual Funds offers the first comprehensive overview of both the risks and the rewards pf ,utual fund portfolio assembly. As such, it may be the best guide yet for the way Americans invest today." Don Phillips, President, Morningstar.
The Complete Guide to Managing A Portfolio of Mutual Funds
The Complete Guide to Managing A Portfolio of Mutual Funds,Ronald K. Rutherford,McGraw-Hill,078631138X,Business & Economics,Business / Economics / Finance,Business/Economics,Finance,Investments & Securities - General,Investments & Securities - Mutual Funds,Mutual Funds,Portfolio Management,Business & Economics / Investments & Securities
Book Details:
Recommended Books