Advertisement

The Handbook of Professionally Managed Assets

A Definitive Guide to Profiting from Pooled Investments

  • Authors
  • Keith¬†R.¬†Fevurly

Table of contents

  1. Front Matter
    Pages i-xvii
  2. An Overview of Professionally Managed Assets

    1. Front Matter
      Pages 1-1
    2. Keith R. Fevurly
      Pages 3-19
    3. Keith R. Fevurly
      Pages 21-38
  3. Mutual Funds

    1. Front Matter
      Pages 39-39
    2. Keith R. Fevurly
      Pages 41-61
    3. Keith R. Fevurly
      Pages 63-81
  4. Other Professionally Managed Assets under the 1940 Act

    1. Front Matter
      Pages 109-109
    2. Keith R. Fevurly
      Pages 111-128
    3. Keith R. Fevurly
      Pages 129-143
    4. Keith R. Fevurly
      Pages 145-161
  5. Professionally Managed Assets for High-Net-Worth Investors

    1. Front Matter
      Pages 163-163
    2. Keith R. Fevurly
      Pages 165-187
    3. Keith R. Fevurly
      Pages 189-208
    4. Keith R. Fevurly
      Pages 209-228
  6. Alternative Professionally Managed Assets

    1. Front Matter
      Pages 229-229
    2. Keith R. Fevurly
      Pages 257-271
  7. Managed Assets and Life Insurance Companies

    1. Front Matter
      Pages 273-273
    2. Keith R. Fevurly
      Pages 275-290
    3. Keith R. Fevurly
      Pages 291-311
  8. Summary

    1. Front Matter
      Pages 313-313
    2. Keith R. Fevurly
      Pages 323-335
  9. Back Matter
    Pages 337-346

About this book

Introduction

This practical guide provides a comprehensive overview of professionally managed assets, or investments in which all portfolio decisions and rebalancing are delegated to a fund manager or third-party advice service. Savvy investors looking to achieve a better understanding of the nuances, benefits, and drawbacks of using these products will find the answers they are looking for in The Handbook of Professionally Managed Assets, no matter whether they would like to learn more about mutual funds or hedge funds.

There is a considerable lack of knowledge among the investing public about how to properly construct a well-diversified portfolio of investments that includes a selection of professionally managed assets. As a long-standing financial planner, attorney, and educator, Keith Fevurly remedies this issue in The Handbook of Professionally Managed Assets by clearly presenting the major categories of professionally managed assets and revealing the best tactics for investing in these vehicles. Along the way, he reveals each asset's risks and rewards, and he also provides the in-depth knowledge and information investors need to confidently select the right assets for their portfolios.

Filled with valuable insights for everyone from financial professionals to individual investors, The Handbook of Professionally Managed Assets stands alone in its ability to shed light on the many investment vehicles that fall under the larger umbrella of professionally managed assets. With topics as wide-ranging as mutual funds, closed-end funds, unit investment trusts, exchange traded funds, hedge funds, managed futures, and more, this invaluable resource will give you the information you need to build a prosperous financial future for yourself and your clients. 

Bibliographic information

Industry Sectors
Pharma
Automotive
Chemical Manufacturing
Biotechnology
Finance, Business & Banking
Consumer Packaged Goods