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Behavioral Finance and Wealth Management: How to Build Optimal Portfolios That Account for Investor Biases (Wiley Finance Book 318) by [Michael M. Pompian]

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Behavioral Finance and Wealth Management: How to Build Optimal Portfolios That Account for Investor Biases (Wiley Finance Book 318) 1st Edition, Kindle Edition

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From the Inside Flap

Although fear and greed have always driven the markets—— as well as good and bad investment decision-making—— behavioral finance as a discipline has only recently attracted serious attention from both financial professionals and investors. Given the run up in stock prices during the late 1990s, and the subsequent popping of the technology bubble, understanding investor behavior is now more important than ever.

As a wealth manager and practitioner at the forefront of the practical application of behavioral finance, Michael Pompian understands the behavioral biases that investors have. Through his experiences, he has discovered specific ways to adjust investment programs for these biases, and now he shares these findings in Behavioral Finance and Wealth Management.

Comprising four distinct parts, Behavioral Finance and Wealth Management is a comprehensive guide to both understanding irrational investor behavior and creating portfolios for individual investors that account for these behaviors.

Part One provides a straightforward introduction to the practical application of behavioral finance. These chapters include an overview of what behavioral finance is on an individual level, a history of behavioral finance, and an introduction to incorporating investor behavior into the asset allocation process.

Part Two contains a detailed review of some of the most commonly found biases, complete with general and technical descriptions, practical applications, research reviews, implications for investors, diagnostic tests, and advice on managing the effects of each bias.

Part Three takes the concepts presented in the first two parts and pulls them together in the form of case studies, which clearly demonstrate how practitioners and investors can use behavioral finance in real-world settings.

Part Four explores some special topics in the practical application of behavioral finance, with an eye toward the future of what might lie ahead for the next phase of this discipline.

--This text refers to an out of print or unavailable edition of this title.

About the Author

MICHAEL M. POMPIAN, CFA, CFP, is the Director of the Private Wealth Practice at Hammond Associates, an investment consulting firm serving institutional and private wealth clients. Prior to joining Hammond Associates, he was a wealth management advisor with Merrill Lynch and PNC Private Bank, and served as an investment advisor to a family office. Pompian holds the Chartered Financial Analyst (CFA) designation, is a Certified Financial Planner (CFP), and a Certified Trust Financial Advisor (CTFA). He is also a member of the CFA Institute (formerly AIMR) and the New York Society of Securities Analysts (NYSSA). He holds a BS in management from the University of New Hampshire and an MBA in finance from Tulane University. Pompian is a regular speaker on the subject of behavioral finance and has published several articles on the subject. He is married with two sons. He can be reached at mpompian@hammondassociates.com --This text refers to an out of print or unavailable edition of this title.

Product details

  • ASIN ‏ : ‎ B000YIVNK4
  • Publisher ‏ : ‎ Wiley; 1st edition (March 11 2008)
  • Language ‏ : ‎ English
  • File size ‏ : ‎ 3319 KB
  • Text-to-Speech ‏ : ‎ Enabled
  • Enhanced typesetting ‏ : ‎ Not Enabled
  • X-Ray ‏ : ‎ Not Enabled
  • Word Wise ‏ : ‎ Not Enabled
  • Print length ‏ : ‎ 336 pages
  • Customer Reviews:
    4.0 out of 5 stars 5 ratings

About the author

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Michael M. Pompian, CFA, CAIA, CFP, is the Founder and Chief Investment Officer of Sunpointe Investments, an investment advisor to entrepreneurs, corporate executives and multi-generational wealth, based in St. Louis, Missouri. He is the author of five books on behavioral finance, including his latest Behavioral Finance and Your Portfolio (Wiley, 2021).

As an experienced advisor, author, and pioneering researcher on the topics of behavioral finance and emotional investing, Michael has lectured on the practical application of behavioral finance world-wide. Recognized as a global authority, he has authored the CFA Exam Level III course curriculum in Behavioral Finance, has been published in journals such as The Journal of Wealth Management and Journal of Financial Planning, and wrote a monthly columns on investing for Morningstar for 12 years. His work currently features in the curricula at Harvard, Duke and Dartmouth, among many other colleges and Universities.

His books have helped thousands of financial advisors across the globe build better relationships with their clients. His newest work is designed to help individual investors recognize and better manage their investing biases, either independently or with their financial advisors.

Michael earned his MBA in Finance from Tulane University and a B.S. in Management from the University of New Hampshire. Outside work Michael loves everything sports related: from watching and coaching youth sports to playing competitive tennis. Along with a family of three teenagers, he has two actively managed poodles and 3 passively managed guitars.

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owl
4.0 out of 5 stars Pretty good, but some mistakes.
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2.0 out of 5 stars Schoolbook
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5.0 out of 5 stars Great Practical Book on Behavioral Finance
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Ashwani Tiwari
5.0 out of 5 stars Excellent book!
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