The Psychology of Money

Jim Ware 지음

Wiley 2012년 01월 19일 출간

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Discover the Ideal Investment Strategy for Yourself and Your Clientsquot;To enhance investment results and boost creativity, Jim Ware replaces the maxim know your investments with know yourself. And he gives us specific testing tools to do the job.quot;-Dean LeBaron, Founder, Batterymarch Financial Management, Chairman, Virtualquest.company, and investment author and commentatorquot;Many investment firms fail, even though they are run by intelligent, qualified professionals, because they lack creativity. This book can rescue you. Jim Ware explains how to organize your business to encourage creative thinking. In five years, your customers will be working with an advisor who read this book, so make sure you are the one who did.quot;Ralph Wanger, President, Acorn Investment Trust, CFA and author of A Zebra in Lion Country: Ralph Wanger's Guide to Investment Survivalquot;Jim Ware has a great knack for understanding people and successful investing. This unusual combination of skills creates a rare find: useful insights to improve investment performance through helping people work together better. Jim-s wit and humor make this a fun read as well!quot;-Dee Even, Senior Investment Officer, Allstate Insurance Company, Property Casualtyquot;The Psychology of Money represents a major step toward development of a portfolio theory that recognizes human dynamics and differences among people. Jim's content is solid, and his presentation is engaging. This book ought to be on every practitioner-s bookshelf.quot;-Kenneth O. Doyle, University of Minnesota, Author, The Social Meanings of Money and Property: In Search of a Talismanquot;Finally, an insightful look at the human side of investing. A s

목차

PART ONE The Investor: Psychological Traits of the MastersCHAPTER 1 Investment Masters: The Quintet 3CHAPTER 2 The Eight Great Traits 91. Breadth: Taking in Information 92. Observation: Retaining Details 103. Objectivity: Thinking Clearly 104. Discipline: Being Consistent and Organized 125. Depth: Thinking in Focus and Independently 136. Creativity: Seeing the Big Picture and Using Metaphors 147. Passion: Maintaining Deep Devotion to the Subject 158. Flexibility: Being Open to Change, Going with the Flow 15CHAPTER 3 Secrets of the Masters: Complexity 17CHAPTER 4 Self-Diagnosis 23Extravert (Breadth)/Introvert (Depth): The Energy Source 24Sensing (Observation)/Intuiting (Creativity): What People Pay Attention To 26Thinking (Objectivity)/Feeling (Passion): How People Make Decisions 28Judging (Discipline)/Perceiving (Flexibility): How People Choose to Live 30Self-Testing 33CHAPTER 5 Strengthening One&-s Abilities: Drop and Give Me 50 35Extraverts and Introverts: Stretching Exercises 36Sensing and Intuition: Stretching Exercises 39Thinking and Feeling: Stretching Exercises 42Judging and Perceiving: Stretching Exercises 44Striking a Balance 46CHAPTER 6 The Ideal Investment Personality 47CHAPTER 7 The Typical Investment Personality 51PART TWO The Investment Team: Collaborative TechniquesCHAPTER 8 Teamwork Today? 67CHAPTER 9 Golden Gloves or Golden Rule? 75CHAPTER 10 Tools for Investment Teams 81Identifying Preferences 82Getting a Team Working Together 84CHAPTER 11 Case History: Collaboration for a Money Management Team 89CHAPTER 12 Temperaments and Teams: Implications for the Markets 97The Guardian (SJ): Lions Rule the Kingdom 100The Rationalist (NT): The Wise Old Owl 102The Adventurist(SP): The Wily Fox 103The Idealist(NF): The Compassionate Dolphin 105CHAPTER 13 Temperament and Client Service 109PART THREE The Creative Investment Team

출판사 서평

"The Psychology of Money is a well-written and entertaining book that challenges money managers and individual investors to rethink their view of the investment decision-making process."(Financial Analysts Journal)"This book should be read by everyone!" (Mimi Lord, Morningstar Senior Editor)

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저자(글) Jim Ware

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JIM WARE is a chartered financial analyst who has been a research analyst and portfolio manager for Allstate Insurance Company. He has also delivered speeches on the connection between creativity and business for audiences around the world, including the Association for Investment Management and Research. A dynamic speaker, he incorporates his knowledge of Jungian psychology into his substantial business background. He has a degree in philosophy and an MBA in finance from the University of Chicago.