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The Handbook of Professionally Managed Assets

A Definitive Guide to Profiting from Alternative Investments

Authors: Fevurly, Keith

  • In The Handbook of Professionally Managed Assets, an informative compendium on assets as far ranging as mutual funds and managed futures, Keith Fevurly provides sophisticated investors and investment advisors with the information they need to select the assets that will allow them to build prosperous financial futures for themselves and their clients.

Buy this book

eBook $44.99
price for USA
  • ISBN 978-1-4302-6020-2
  • Digitally watermarked, DRM-free
  • Included format: PDF, EPUB
  • ebooks can be used on all reading devices
  • Download immediately after purchase
Softcover $59.99
price for USA
  • ISBN 978-1-4302-6019-6
  • Free shipping for individuals worldwide
  • Usually dispatched within 3 to 5 business days.
About this book

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. 

About the authors

Keith R. Fevurly?is currently an investment advisor with Integra Financial, Inc., and a Senior Lecturer in Finance at Metropolitan State University of Denver. He also conducts a private practice in both estate planning and investment/financial planning. Previously, he served as the Vice President of Education at the College for Financial Planning in Denver, Co., and has assisted in the financial education of approximately 50,000 financial planners. Mr. Fevurly has authored over 20 referred articles in financial planning and currently is a member of the Editorial Review Board of the Journal of Financial Planning, which is the major academic and professional journal for personal financial planners. He also has written proprietary textbooks in investment planning, income tax planning, and estate planning for Kaplan University.

Table of contents (17 chapters)

  • Understanding Professionally Managed Assets

    Fevurly, Keith R.

    Pages 3-19

  • Why Professionally Managed Assets?

    Fevurly, Keith R.

    Pages 21-38

  • The Growth of Mutual Funds

    Fevurly, Keith R.

    Pages 41-61

  • Long-Term Investing in Mutual Funds

    Fevurly, Keith R.

    Pages 63-81

  • Mutual Fund Performance Measures and Selection Criteria

    Fevurly, Keith R.

    Pages 83-107

Buy this book

eBook $44.99
price for USA
  • ISBN 978-1-4302-6020-2
  • Digitally watermarked, DRM-free
  • Included format: PDF, EPUB
  • ebooks can be used on all reading devices
  • Download immediately after purchase
Softcover $59.99
price for USA
  • ISBN 978-1-4302-6019-6
  • Free shipping for individuals worldwide
  • Usually dispatched within 3 to 5 business days.

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Bibliographic Information

Bibliographic Information
Book Title
The Handbook of Professionally Managed Assets
Book Subtitle
A Definitive Guide to Profiting from Alternative Investments
Authors
Copyright
2013
Publisher
Apress
Copyright Holder
Keith Fevurly
eBook ISBN
978-1-4302-6020-2
DOI
10.1007/978-1-4302-6020-2
Softcover ISBN
978-1-4302-6019-6
Edition Number
1
Number of Pages
XII, 368
Number of Illustrations and Tables
2 b/w illustrations
Topics