Portfolio Management in Practice, Volume 2
Asset Allocation Workbook
The CFA Institute Series (Band Nr. 2)
1. Auflage Januar 2021
176 Seiten, Softcover
Wiley & Sons Ltd
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The Asset Allocation Workbook offers a range of practical information and exercises that reinforce the key concepts explored in Portfolio Management in Practice, Volume 2: Asset Allocation. Part of the reputable CFA Institute Investment Series, the workbook is designed to further students' and professionals' hands-on experience with a variety of learning outcomes, summary overview sections, and challenging problems and solutions.
The workbook provides the necessary tools and latest information to help learners advance their skills in this critical facet of portfolio management. Aligning chapter-by-chapter with the main text so readers can easily pair exercises with the appropriate content, this workbook covers:
* 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
The Asset Allocation Workbook has been compiled by experienced CFA members to give learners world-class examples based on scenarios faced by finance professionals every day. For practice on additional aspects of portfolio management, explore Volume 1: Investment Management, Volume 3: Equity Portfolio Management, and their accompanying workbooks to complete the Portfolio Management in Practice series.
Learning Outcomes
Summary Overview
Problems
Chapter 2: Security Market Indexes
Learning Outcomes
Summary Overview
Problems
Chapter 3: Capital Market Expectations, Part I: Framework and Macro Considerations
Learning Outcomes
Summary Overview
Problems
Chapter 4: Capital Market Expectations, Part II: Forecasting Asset Class Returns
Learning Outcomes
Summary Overview
Problems
Chapter 5: Overview of Asset Allocation
Learning Outcomes
Summary Overview
Problems
Chapter 6: Principles of Asset Allocation
Learning Outcomes
Summary Overview
Problems
Chapter 7: Asset Allocation with Real Constraints
Learning Outcomes
Summary Overview
Problems
Chapter 8: Asset Allocation to Alternative Investments
Learning Outcomes
Summary Overview
Problems
Chapter 9: Exchange Traded Funds: Mechanics and Applications
Learning Outcomes
Summary Overview
Problems
Chapter 10: Case Study in Portfolio Management: Institutional
Learning Outcomes
Summary Overview
Problems
