Invest Like an Institution

Professional Strategies for Funding a Successful Retirement

Authors: Schlachter, Michael C.

  • In Invest Like an Institution, Michael C. Schlachter reveals that investors looking to boost the returns on their retirement funds without taking on added portfolio risk can do so if they adapt the strategies of one of the few categories of players in the investment arena that consistently outperforms the market: large institutional investors.

Buy this book

eBook $19.99
price for USA
  • ISBN 978-1-4302-5060-9
  • Digitally watermarked, DRM-free
  • Included format: PDF, EPUB
  • ebooks can be used on all reading devices
  • Download immediately after purchase
Softcover $29.99
price for USA
  • ISBN 978-1-4302-5059-3
  • Free shipping for individuals worldwide
  • Usually dispatched within 3 to 5 business days.
About this book

All too often, when investors go in search of investment advice, they are met with television personalities and so-called investment “gurus” who do little more than push the latest and greatest scheme to retire rich. Your retirement funds—in the form of IRAs, 401(k)s, SEP or Simple IRAs, and other plans you can direct to some degree—are, however, far too precious to bet on the latest scheme, trend, or tip you heard at a party. In Invest Like an Institution: Professional Strategies for Funding a Successful Retirement, Michael Schlachter provides individual investors with the tools they need to build a portfolio that not only protects their wealth but helps it grow for the long term. Result? A comfortable retirement in which you can pursue your dreams and check “bucket list” items off at your leisure.

As an advisor to large pension funds and endowments, Michael Schlachter counts among his clients the elite. Institutional investors like the retirement systems of states and major companies, as well as the largest university endowments, are among the few that consistently outperform the market. Sure, average retail investors can't make the same types of private deals in real estate, private equity, or hedge funds that institutional investors use to reap large returns or offset market volatility. But as this book demonstrates, you can replicate in your own portfolio the very same diversification strategies that large funds employ to achieve long-term gains. To that end, Invest Like an Institution shows how to build a portfolio that is every bit as diversified and risk-controlled as a multi-billion-dollar institutional fund—and a portfolio more likely to result in a happy, financially secure retirement.  

Filled with easy-to-implement guidelines that will put you on the path to financial success without encouraging you to chase trends, take on unneeded risks, or spend unnecessary fees, Invest Like an Institution analyzes: 

  • Why asset allocation and consistent retirement contributions are the single largest determinant of your success or failure
  • The merits of a global portfolio versus those of a home country–biased portfolio
  • How newer investment strategies are used by institutional investors to supplement a well-diversified portfolio
  • Why fixed income investments are not as safe as most investors think and how to understand their role in your portfolio
  • The best alternative asset classes that are readily available to individual investors

Invest Like an Institution will help ensure that your investments are positioned for long-term growth under any market conditions. Follow its advice, and you can better achieve a prime goal we all share: retiring with a substantial nest egg.  

About the authors

Michael C. Schlachter is a Managing Director and Principal at Wilshire Associates, a diversified financial services company, and the lead investment consultant to many of the largest pension plans in the United States. Previously, he worked for several years as an equity analyst and trader at Goldman Sachs. Schlachter's experience working as both a hands-on securities analyst/trader and a high-level investment consultant has given him an understanding of the investment industry that ranges from the 40,000-foot view right down to the weeds. He earned an MBA at the University of Chicago's Graduate School of Business and an undergraduate degree from Princeton University.

Table of contents (11 chapters)

  • How You Compare to the Big Funds

    Schlachter, Michael C.

    Pages 1-14

  • Asset Allocation

    Schlachter, Michael C.

    Pages 15-40

  • Investment Structure for Stocks, Part I

    Schlachter, Michael C.

    Pages 41-61

  • Investment Structure for Stocks, Part II

    Schlachter, Michael C.

    Pages 63-75

  • Investment Structure for Fixed Income, Part I

    Schlachter, Michael C.

    Pages 77-92

Buy this book

eBook $19.99
price for USA
  • ISBN 978-1-4302-5060-9
  • Digitally watermarked, DRM-free
  • Included format: PDF, EPUB
  • ebooks can be used on all reading devices
  • Download immediately after purchase
Softcover $29.99
price for USA
  • ISBN 978-1-4302-5059-3
  • Free shipping for individuals worldwide
  • Usually dispatched within 3 to 5 business days.

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Bibliographic Information

Bibliographic Information
Book Title
Invest Like an Institution
Book Subtitle
Professional Strategies for Funding a Successful Retirement
Authors
Copyright
2013
Publisher
Apress
Copyright Holder
Michael C. Schlachter
eBook ISBN
978-1-4302-5060-9
DOI
10.1007/978-1-4302-5060-9
Softcover ISBN
978-1-4302-5059-3
Edition Number
1
Number of Pages
XV, 228
Number of Illustrations and Tables
60 b/w illustrations
Topics