John Wiley & Sons Portfolio Management in Practice, Volume 2 Cover The Asset Allocation Workbook offers a range of practical information and exercises that reinforce t.. Product #: 978-1-119-78808-9 Regular price: $41.96 $41.96 Auf Lager

Portfolio Management in Practice, Volume 2

Asset Allocation Workbook

CFA Institute

The CFA Institute Series (Band Nr. 2)

Cover

1. Auflage Januar 2021
176 Seiten, Softcover
Wiley & Sons Ltd

ISBN: 978-1-119-78808-9
John Wiley & Sons

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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.

Chapter 1: Basics of Portfolio Planning and Construction

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
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 www.cfainstitute.org.