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The Handbook of Professionally Managed Assets

A Definitive Guide to Profiting from Alternative Investments

  • Book
  • © 2013

Overview

  • 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.

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Table of contents (17 chapters)

  1. An Overview of Professionally Managed Assets

  2. Mutual Funds

  3. Other Professionally Managed Assets under the 1940 Act

  4. Professionally Managed Assets for High-Net-Worth Investors

  5. Alternative Professionally Managed Assets

  6. Managed Assets and Life Insurance Companies

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 author

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.

Bibliographic Information

  • Book Title: The Handbook of Professionally Managed Assets

  • Book Subtitle: A Definitive Guide to Profiting from Alternative Investments

  • Authors: Keith R. Fevurly

  • DOI: https://doi.org/10.1007/978-1-4302-6020-2

  • Publisher: Apress Berkeley, CA

  • eBook Packages: Business and Economics, Business and Management (R0), Apress Access Books

  • Copyright Information: Keith Fevurly 2013

  • Softcover ISBN: 978-1-4302-6019-6Published: 27 November 2013

  • eBook ISBN: 978-1-4302-6020-2Published: 21 January 2014

  • Edition Number: 1

  • Number of Pages: XII, 368

  • Number of Illustrations: 2 b/w illustrations

  • Topics: Business and Management, general

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