[
  {
    "abstract": "In the context of portfolio management, the terms private client, high-net-worth investor, and\nindividual investor are used virtually interchangeably to reference the unique challenges of\nmanaging personal or family assets. Although a more precise definition of the individual\ninvestor is elusive, the basic need to properly manage one’s financial affairs is self-evident, and\nthe precedent for seeking professional management is well established.",
    "asin": "",
    "awards": [],
    "coAuthors": [
      {
        "name": "Matthew H. Scanlan",
        "sameAs": [
          "https://www.wikidata.org/wiki/Q140309225"
        ]
      }
    ],
    "coverImageUrl": "https://m.media-amazon.com/images/I/510BoBvxdfL._SY445_SX342_FMwebp_.jpg",
    "datePublished": "2007-03-07",
    "description": "In the context of portfolio management, the terms private client, high-net-worth investor, and\nindividual investor are used virtually interchangeably to reference the unique challenges of\nmanaging personal or family assets. Although a more precise definition of the individual\ninvestor is elusive, the basic need to properly manage one’s financial affairs is self-evident, and\nthe precedent for seeking professional management is well established.",
    "edition": "3rd",
    "editors": [],
    "genres": [],
    "isbn10": "0470080140",
    "isbn13": "978-0470080146",
    "kgmid": "/g/12bn1v107",
    "language": "English",
    "numberOfPages": "960",
    "primaryAuthors": [],
    "publisher": "Wiley",
    "publisherKgmid": "/m/02mwrv",
    "publisherUrl": "https://www.wiley.com/en-us/",
    "sameAs": [
      "https://www.google.com/search?kgmid=/g/12bn1v107",
      "https://www.amazon.com/Managing-Investment-Portfolios-Dynamic-Process/dp/0470080140"
    ],
    "subjects": [],
    "subtitle": "Chapter 2: Managing Individual Investor Portfolios",
    "title": "Managing Investment Portfolios: A Dynamic Process",
    "translators": [],
    "url": "https://matthewscanlan.com/publications/managing-investment-portfolios-a-dynamic-process/"
  },
  {
    "abstract": "",
    "asin": "",
    "awards": [],
    "coAuthors": [
      {
        "kgmid": "/g/11ftckmxvh",
        "name": "Matthew H. Scanlan"
      }
    ],
    "coverImageUrl": "https://m.media-amazon.com/images/I/51Mvf0CiR-L._SY466_.jpg",
    "datePublished": "2004-01-01",
    "description": "This chapter covers the growth of indexing from its humble beginnings, which were described in Chapter 2. We highlight the debate over indexing’s appropriateness for different market environments and various asset classes, discuss the advantages of index products, and describe the factors that have contributed to their meteoric growth. We examine indexing’s performance in both rising and falling markets and explore the claims that while indexing may be appropriate for U.S. large-cap equity investing, it somehow isn’t appropriate for U.S. small-cap or international equities. The myths and conventional wisdom about the latter are discussed in detail. While there is a brief discussion of index derivatives and ETFs, these subjects receive more thorough analysis in Parts Three, Four, and Five. The focus in this chapter is on how investors use indexing in increasingly sophisticated and creative ways, and how indexing should be a key part of an overall investment strategy. We stress that the active versus index debate is (or certainly should be) over. Instead, indexing needs to be part of a mosaic in a holistic investment strategy",
    "edition": "1",
    "editors": [],
    "genres": [],
    "isbn10": "0471257079",
    "isbn13": "978-0471257073",
    "kgmid": "/g/12bm6684j",
    "language": "English",
    "numberOfPages": "720",
    "primaryAuthors": [],
    "publisher": "Wiley Finance",
    "publisherKgmid": "/m/02mwrv",
    "publisherUrl": "https://wiley.com",
    "sameAs": [
      "https://www.google.com/search?kgmid=/g/12bm6684j",
      "https://www.amazon.com/Active-Index-Investing-Maximizing-Performance/dp/0471257079"
    ],
    "subjects": [],
    "subtitle": "Chapter 3 The Ever-Evolving Uses of Indexing: Why the Active versus Index Debate Is Over",
    "title": "Active Index Investing: Maximizing Portfolio Performance and Minimizing Risk Through Global Index Strategies",
    "translators": [],
    "url": "https://matthewscanlan.com/publications/active-index-investing/"
  }
]