When investors tune in to any mainstream financial news channel, peruse almost any financial blog or news article, or even turn to their brokers for much-needed investment advice, they are inundated with misinformation about all the advantages-and yet never any of the downfalls-of the latest get-rich-quick investment scheme or breakout stock du jour. Some investors will follow the so-called investment gurus blindly (and lose their shirts in the process), while others know better than to take the bait. But the question remains: Where can serious investors turn to find the unbiased strategies they need to help them improve their overall investment results?
In Invest Like an Institution, Michael C. Schlachter tackles this perennial question head-on and reveals that investors looking to boost their returns without taking on added portfolio risk can do so if they turn their attention to one of the few categories of players in the investment arena that consistently outperforms the market: large institutional investors. Sure, average retail investors can't make the same types of blockbuster private deals in real estate, private equity, or hedge funds that institutional investors use to offset the negative impact of volatile markets. But as Schlachter demonstrates in this invaluable resource, what individual investors can do is replicate in their own portfolios the very same diversification strategies that larger funds employ to achieve outsized, long-term gains. To that end, Schlachter provides readers with the tools and road map they need to build a portfolio that is every bit as diversified and risk-controlled as a multi-billion-dollar institutional fund.
Filled with easy-to-implement guidelines that will put individual investors on the path to financial success without encouraging them to chase trends, take on unneeded risks, or spend unnecessary fees, Invest Like an Institution analyzes:
- The merits of a global portfolio versus those of a home country-biased portfolio;
- How newer investment trends, like fundamental indexation and enhanced indexation, are used by institutional investors to supplement a well-diversified portfolio;
- Why fixed income investments are not as safe as most investors think;
- The best alternative asset classes that are readily available to individual investors;
- And much more.
If you're looking to make a small fortune in the investment world, it's fairly easy to do so: Just start with a large fortune and start chasing the latest trends and "hot" advice. But if you'd rather grow your wealth in a risk-controlled manner over time, follow the proven investment advice in Invest Like an Institution, which will help insure that your investments are properly positioned for whatever befalls the market: bubbles and busts, growth and recession, war and peace, predictability and surprises.
All too often, when investors go in search of investment advice, they are met with television personalities and so-called investment "gurus" who do little more than push the latest and greatest scheme to retire rich. Your retirement funds-in the form of IRAs, 401(k)s, SEP or Simple IRAs, and other plans you can direct to some degree-are, however, far too precious to bet on the latest scheme, trend, or tip you heard at a party. In Invest Like an Institution: Professional Strategies for Funding a Successful Retirement, Michael Schlachter provides individual investors with the tools they need to build a portfolio that not only protects their wealth but helps it grow for the long term. Result? A comfortable retirement in which you can pursue your dreams and check "bucket list" items off at your leisure.
As an advisor to large pension funds and endowments, Michael Schlachter counts among his clients the elite. Institutional investors like the retirement systems of states and major companies, as well as the largest university endowments, are among the few that consistently outperform the market. Sure, average retail investors can't make the same types of private deals in real estate, private equity, or hedge funds that institutional investors use to reap large returns or offset market volatility. But as this book demonstrates, you can replicate in your own portfolio the very same diversification strategies that large funds employ to achieve long-term gains. To that end, Invest Like an Institution shows how to build a portfolio that is every bit as diversified and risk-controlled as a multi-billion-dollar institutional fund-and a portfolio more likely to result in a happy, financially secure retirement.
Filled with easy-to-implement guidelines that will put you on the path to financial success without encouraging you to chase trends, take on unneeded risks, or spend unnecessary fees, Invest Like anInstitution analyzes:
Why asset allocation and consistent retirement contributions are the single largest determinant of your success or failure The merits of a global portfolio versus those of a home country-biased portfolio How newer investment strategies are used by institutional investors to supplement a well-diversified portfolio Why fixed income investments are not as safe as most investors think and how to understand their role in your portfolio The best alternative asset classes that are readily available to individual investors
Invest Like an Institution will help ensure that your investments are positioned for long-term growth under any market conditions. Follow its advice, and you can better achieve a prime goal we all share: retiring with a substantial nest egg.
In Invest Like an Institution, Michael C. Schlachter tackles this perennial question head-on and reveals that investors looking to boost their returns without taking on added portfolio risk can do so if they turn their attention to one of the few categories of players in the investment arena that consistently outperforms the market: large institutional investors. Sure, average retail investors can't make the same types of blockbuster private deals in real estate, private equity, or hedge funds that institutional investors use to offset the negative impact of volatile markets. But as Schlachter demonstrates in this invaluable resource, what individual investors can do is replicate in their own portfolios the very same diversification strategies that larger funds employ to achieve outsized, long-term gains. To that end, Schlachter provides readers with the tools and road map they need to build a portfolio that is every bit as diversified and risk-controlled as a multi-billion-dollar institutional fund.
Filled with easy-to-implement guidelines that will put individual investors on the path to financial success without encouraging them to chase trends, take on unneeded risks, or spend unnecessary fees, Invest Like an Institution analyzes:
- The merits of a global portfolio versus those of a home country-biased portfolio;
- How newer investment trends, like fundamental indexation and enhanced indexation, are used by institutional investors to supplement a well-diversified portfolio;
- Why fixed income investments are not as safe as most investors think;
- The best alternative asset classes that are readily available to individual investors;
- And much more.
If you're looking to make a small fortune in the investment world, it's fairly easy to do so: Just start with a large fortune and start chasing the latest trends and "hot" advice. But if you'd rather grow your wealth in a risk-controlled manner over time, follow the proven investment advice in Invest Like an Institution, which will help insure that your investments are properly positioned for whatever befalls the market: bubbles and busts, growth and recession, war and peace, predictability and surprises.
All too often, when investors go in search of investment advice, they are met with television personalities and so-called investment "gurus" who do little more than push the latest and greatest scheme to retire rich. Your retirement funds-in the form of IRAs, 401(k)s, SEP or Simple IRAs, and other plans you can direct to some degree-are, however, far too precious to bet on the latest scheme, trend, or tip you heard at a party. In Invest Like an Institution: Professional Strategies for Funding a Successful Retirement, Michael Schlachter provides individual investors with the tools they need to build a portfolio that not only protects their wealth but helps it grow for the long term. Result? A comfortable retirement in which you can pursue your dreams and check "bucket list" items off at your leisure.
As an advisor to large pension funds and endowments, Michael Schlachter counts among his clients the elite. Institutional investors like the retirement systems of states and major companies, as well as the largest university endowments, are among the few that consistently outperform the market. Sure, average retail investors can't make the same types of private deals in real estate, private equity, or hedge funds that institutional investors use to reap large returns or offset market volatility. But as this book demonstrates, you can replicate in your own portfolio the very same diversification strategies that large funds employ to achieve long-term gains. To that end, Invest Like an Institution shows how to build a portfolio that is every bit as diversified and risk-controlled as a multi-billion-dollar institutional fund-and a portfolio more likely to result in a happy, financially secure retirement.
Filled with easy-to-implement guidelines that will put you on the path to financial success without encouraging you to chase trends, take on unneeded risks, or spend unnecessary fees, Invest Like anInstitution analyzes:
Why asset allocation and consistent retirement contributions are the single largest determinant of your success or failure The merits of a global portfolio versus those of a home country-biased portfolio How newer investment strategies are used by institutional investors to supplement a well-diversified portfolio Why fixed income investments are not as safe as most investors think and how to understand their role in your portfolio The best alternative asset classes that are readily available to individual investors
Invest Like an Institution will help ensure that your investments are positioned for long-term growth under any market conditions. Follow its advice, and you can better achieve a prime goal we all share: retiring with a substantial nest egg.