Adapted from Charlotte Beyer’s 2017 book, Wealth Management Unwrapped, Revised and Expanded, comes a new term—relationship alpha (α), a competitive advantage for firms serving private clients and more predictive and longer lasting than traditional measures like alpha or beta. While Beyer’s book is addressed to investors, the Appendix (reprinted here) is addressed to advisors. Each of the “10 Principles of Principal” Beyer presents for investors has a corollary that a firm can apply to its management processes, culture, marketing methods, and client service protocols. Expanding on these 10 best practices, the author explains how relationship a can be securely and successfully embedded into a firm’s everyday activities, earning the trust and loyalty of private clients.

Research Foundation Review 2019 presents the offerings from CFA Institute Research Foundation during 2019. We start with an overview, summarize the year's output, and end with other relevant material, such as awards and recognition.

You are the CEO of My Wealth, Inc. — so Take Charge! Wealth Management Unwrapped provides you with the tools and tips you need to take back control and more effectively manage your money. Wall Street veteran Charlotte Beyer conducts a tour of the wealth management industry, guiding you through the complexities and jargon with straightforward, no-nonsense expertise. From choosing an advisor and understanding the fine print, to fulfilling your responsibilities as CEO of My Wealth, Inc. this book offers all-in-one guidance for anyone ready to take charge of their finances. This revised and expanded version has been updated with NEW information, for women investors who seek the best advisor, older investors who confront investment choices, and a discussion on both robo-advisors and the impact of your wealth on your children. The companion website includes new interactive diagnostics to help you get started, assess your progress and then see how you compare to others who face similar challenges. By stripping away industry tech-speak and the all-too-common self-promotion, you will: Understand the difference between advisor and money manager Learn the best questions to ask when interviewing an advisor Dissect fee disclosure statements and conflicts of interest Find out if you might be a do-it-yourself investor and learn why that might make sense for your personality The wealth management industry has undergone massive change over the past 25 years. New services or products spring up, yet impenetrable language and marketing hype leave you with precious little practical information. In two or three hours of reading made easier thanks to the bold, often amusing illustrations, you will be a far smarter investor, not by learning the jargon but by applying common sense and insisting on clearer communications from your advisor. You and your advisor can create an even stronger and long lasting partnership by reading this book together. Wealth Management Unwrapped is like a powerful GPS, whether you're a novice or sophisticated investor, offering you a much clearer view of how to fully realize the dreams and goals your wealth now affords you.

"This book provides fresh ideas on how IT and modern management can contribute to societal and economic objectives and the significant role of IT for global challenges and international collaboration"--Provided by publisher.

Keeping up with constant changes and innovations puts a lot of pressure on information providers and users to continuously upgrade their knowledge and skill. This change means being flexible enough to recognize that the knowledge you receive today must be constantly updated. This book will provide readers with the latest research findings and managerial experiences on a variety of technological innovations of IT.

Raise your investing game to a new level with the latest investing strategies, methods, and products The wealth management industry has undergone a major transformation over the last decade, including increased concerns and skepticism from investors, the growth of robo-advisors, product evolution, and an evolving value proposition—in addition to geopolitical risks, increased correlation across asset classes, changing demographics, and social tensions. Concepts like “Modern Portfolio Theory” aren’t modern anymore, and even Post-Modern Portfolio Theory has become passé. To succeed in today’s complex, uncertain world of investing, you need go beyond plain vanilla stocks, bonds, and mutual funds and embrace the latest investing tools and techniques. Goals-Based Investing is an unparalleled guide to: The limitations of modern portfolio theory Behavioral finance–overcoming biases The role and use of alternative investments in building better portfolios The growth of exchange-traded funds (ETFs) from “cheap beta” to “smart beta” Sustainable investing, also known as environmental, social, and governance (ESG) investing Adopting a goals-based investing approach The future of wealth management Investing products have evolved significantly over the past two decades, making it easier than ever for advisors and investors to access various segments of the market and unique asset classes.Goals-Based Investing examines product evolution and discusses how to use these tools to achieve your goals. With this forward-looking, one-of-a-kind investing guide, you have everything you need to navigate the investing jungle, avoid landmines, and achieve your long-term goals and objectives.

Impact Investing for a Sustainable Planet guides investors in supporting entrepreneurs to scale business models which maximize positive impact outcomes, including climate- and nature-based solutions. EcoEnterprises Fund is a long-standing leader in the impact investing industry, which helps advance sustainable entrepreneurial ventures and promote environmental stewardship in Latin America. Following on from their previous book, Portfolio for the Planet, Tammy E. Newmark and Michele A. Pena take stock of EcoEnterprises Fund’s processes and partnerships over two decades and three impact funds. They detail the unique strategies employed by the Fund to invest in expanding sectors such as regenerative agriculture, agroforestry, bio-innovation, and climate tech. Close analysis of the investment processes and company engagements offers practical takeaways, ranging from tips on structuring transactions to guidance on enhancing companies’ environmental and social management systems and community partnerships. These case studies highlight how specific themes – including biodiversity investing, supply chain management, gender-smart investing, climate solutions, and successful exits – form the basis for sustainable growth and enduring powerful outcomes. This inspiring volume offers practical advice for veterans and newcomers in the field of impact investing. It will also be a valuable resource for students and scholars of sustainable investing and finance, social entrepreneurship, and sustainable business.

Learn about new strategies to improve service, quality, and profitability for quick service restaurants!Quick Service Restaurants, Franchising, and Multi-Unit Chain Management examines a variety of issues pertaining to quick service restaurants. Quick-service restaurants (QSR) are the dominant sector of the foodservice industry and a one-hundred-billion-dollar industry. Since their inception in the 1920s, quick-service restaurants have become one of the cultural icons of America. This informative book contains vital information on: growth, change and strategy in the international foodservice industry food safety as an international problem and the formation of outreach committees to combat the challenges faced globally food consumption patterns and the driving forces that influence consumer food preferences the differences between mature and younger customers’ expectations and experiences in QSRs, casual, and fine dining restaurants consumer attitudes toward airline food adding quick-service meals to airplane menus factors influencing parental patronage of QSRs a case study on how Billy Ingram, founder of White Castle restaurants, made the hamburger a staple on American menus

Make AI technology the backbone of your organization to compete in the Fintech era The rise of artificial intelligence is nothing short of a technological revolution. AI is poised to completely transform asset management and investment banking, yet its current application within the financial sector is limited and fragmented. Existing AI implementations tend to solve very narrow business issues, rather than serving as a powerful tech framework for next-generation finance. Artificial Intelligence for Asset Management and Investment provides a strategic viewpoint on how AI can be comprehensively integrated within investment finance, leading to evolved performance in compliance, management, customer service, and beyond. No other book on the market takes such a wide-ranging approach to using AI in asset management. With this guide, you’ll be able to build an asset management firm from the ground up—or revolutionize your existing firm—using artificial intelligence as the cornerstone and foundation. This is a must, because AI is quickly growing to be the single competitive factor for financial firms. With better AI comes better results. If you aren’t integrating AI in the strategic DNA of your firm, you’re at risk of being left behind. See how artificial intelligence can form the cornerstone of an integrated, strategic asset management framework Learn how to build AI into your organization to remain competitive in the world of Fintech Go beyond siloed AI implementations to reap even greater benefits Understand and overcome the governance and leadership challenges inherent in AI strategy Until now, it has been prohibitively difficult to map the high-tech world of AI onto complex and ever-changing financial markets. Artificial Intelligence for Asset Management and Investment makes this difficulty a thing of the past, providing you with a professional and accessible framework for setting up and running artificial intelligence in your financial operations.

"This book provides relevant theoretical frameworks and the latest empirical research findings relating to consumer confidence, marketing strategies, and the influence of trust during a time of economic crisis"--Provided by publisher.