The Art of ASSET ALLOCATION 资产配置的艺术 下载 pdf 百度网盘 epub 免费 2025 电子版 mobi 在线

A global leader and preeminent expert in asset allocation, David Darst delivers his masterwork on the topic. In a fully updated and expanded second edition of The Art of Asset Allocation, Morgan Stanley's Chief Investment Strategist covers the historic market events, instruments, asset classes, and economic forces that investors need to be aware of as they create asset-building portfolios. He then explains how to use modern asset allocation concepts and tools to augment returns and control risks in a wide range of financial market environments. This completely revised edition shows how to achieve asset balance with the author's proven methods, decades of expertise, relevant charts, practical tools, and astute analyses.

Known as the king of asset allocation, Darst brings his expertise to bear to provide complete asset class de*ions, identifying historical risk, return, and correlation characteristics for all major asset classes. Using actual data, he explains the differences between tactical and strategic asset allocation, outlines clear rebalancing guidelines, and includes an annotated guide to both traditional and Internet-based information sources.

作者简介：David M. Darst is a Managing Director and the Chief Investment Strategist for Morgan Stanley's Global Wealth Management division, as well as a CFA charterholder and a member of the New York Society of Security Analysts. A highly sought-after international speaker, Darst is the author of Mastering the Art of Asset Allocation, The Complete Bond Book, and The Handbook of the Bond and Money Markets.

FOREWORD

PREFACE

SECTION 1 UNDERSTANDING ASSET ALLOCATION

　Chapter 1 Essentials of Asset Allocation

　　Overview

　　Meanings of Asset Allocation

　　Foundations of Asset Allocation

　　The Risks and Rewards of Asset Allocation

　　Principal-Protection Assets and Principal-Growth Assets

　　The Effects of Inflation on Purchasing Power

　Chapter 2 The Asset-Allocation Process

　Overview

　 Matching Asset Classes with Wealth Levels and Income Needs

　　Types of Asset Allocation

　　Intersections of Asset Allocation with Other Disciplines

SECTION 2 THE MECHANICS OF ASSET ALLOCATION

　Chapter 3 Asset-Allocation Tools and Concepts

　　Overview

　　Modem Portfolio Theory/Efficient Market Theory

　Asset and Portfolio Returns

　 Asset and Portfolio Risk

　Risk and Return

　 Assets' Returns and Correlations Caveats

　Asset-Allocation Optimization Models

　　Asset-Allocation Optimization Software

　Chapter 4 Asset-Allocation Rebalancing

　　Overview

　　Rebalancing Principles

　　Advantages and Disadvantages of Rebalancing

　　Origins and Implications of Asset-Allocation Overweighting

　　Scope of Rebalancing

　　Special Considerations Involving Concentrated Positions

　　Rebalancing Methods

　　Asset-Allocation Drift--No Rebalancing

　　Rebalancing Sensitivity Analysis

　　Critical Success Factors in Rebalancing

SECTION 3 UNDERPINNINGS OF ASSET ALLOCATION

　Chapter 5 Individual Investor Behavior

　　Overview

　　Factors Affecting Individual Investors' Asset-Allocation Decisions

　……

SECTION 4 ASSET CLASS CHARACTERISTICS

SECTION 5 FINANCIAL MARKETS ANALYSIS AND INVESTMENT INSIGHTS

SECTION 6 TACTICS AND STRATEGIES

INDEX

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