John Wiley & Sons Portfolio Management in Practice, Volume 2 Cover Discover the latest essential resource on asset allocation for students and investment professionals.. Product #: 978-1-119-78796-9 Regular price: $95.33 $95.33 Auf Lager

Portfolio Management in Practice, Volume 2

Asset Allocation

CFA Institute

The CFA Institute Series (Band Nr. 2)


1. Auflage Januar 2021
640 Seiten, Hardcover
Wiley & Sons Ltd

ISBN: 978-1-119-78796-9
John Wiley & Sons

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Discover the latest essential resource on asset allocation for students and investment professionals.

Part of the CFA Institute's three-volume Portfolio Management in Practice series, Asset Allocation offers a deep, comprehensive -treatment of the asset allocation process and the underlying theories and markets that support it. As the second volume in the series, Asset Allocation meets the needs of both graduate-level students focused on finance and industry professionals looking to become more dynamic investors.

Filled with the insights and industry knowledge of the CFA Institute's subject matter experts, Asset Allocation effectively blends theory and practice while helping the reader expand their skillsets in key areas of interest.

This volume provides complete coverage on the following topics:
* Setting capital market expectations to support the asset allocation process
* Principles and processes in the asset allocation process, including handling ESG-integration and client-specific constraints
* Allocation beyond the traditional asset classes to include allocation to alternative investments
* The role of exchange-traded funds can play in implementing investment strategies
* An integrative case study in portfolio management involving a university endowment

To further enhance your understanding of tools and techniques explored in Asset Allocation, don't forget to pick up the Portfolio Management in Practice, Volume 2: Asset Allocation Workbook. The workbook is the perfect companion resource containing learning outcomes, summary overview sections, and challenging practice questions that align chapter-by-chapter with the main text.

Chapter 1: Basics of Portfolio Planning and Construction

Chapter 2: Security Market Indexes

Chapter 3: Capital Market Expectations, Part I: Framework and Macro Considerations

Chapter 4: Capital Market Expectations, Part II: Forecasting Asset Class Returns

Chapter 5: Overview of Asset Allocation

Chapter 6: Principles of Asset Allocation

Chapter 7: Asset Allocation with Real Constraints

Chapter 8: Asset Allocation to Alternative Investments

Chapter 9: Exchange Traded Funds: Mechanics and Applications

Chapter 10: Case Study in Portfolio Management: Institutional
CFA Institute is the global association of investment professionals that sets the standard for professional excellence and credentials. The organization is a champion for ethical behavior in investment markets and a respected source of knowledge in the global financial community. The end goal: to create an environment where investors' interests come first, markets function at their best, and economies grow. CFA Institute has more than 155,000 members in 165 countries and territories, including 150,000 CFA® charterholders, and 148 member societies. For more information, visit