John Wiley & Sons Portfolio Management in Practice, Volume 1 Cover The companion workbook to the Investment Management volume in the CFA Institute's Portfolio Manageme.. Product #: 978-1-119-74375-0 Regular price: $42.90 $42.90 In Stock

Portfolio Management in Practice, Volume 1

Investment Management Workbook

CFA Institute

The CFA Institute Series (Series Nr. 1)

Cover

1. Edition December 2020
352 Pages, Softcover
Wiley & Sons Ltd

ISBN: 978-1-119-74375-0
John Wiley & Sons

Buy now

Price: 45,90 €

Price incl. VAT, excl. Shipping

Further versions

epubmobipdf

The companion workbook to the Investment Management volume in the CFA Institute's Portfolio Management in Practice series provides students and professionals with essential practice regarding key concepts in the portfolio management process. Filled with stimulating exercises, this text is designed to help learners explore the multifaceted topic of investment management in a meaningful and productive way.

The Investment Management Workbook is structured to further readers' hands-on experience with a variety of learning outcomes, summary overview sections, challenging practice questions, and solutions. Featuring the latest tools and information to help users become confident and knowledgeable investors, this workbook includes sections on professionalism in the industry, fintech, hedge fund strategies, and more.

With the workbook, readers will learn to:
* Form capital market expectations
* Understand the principles of the asset allocation process
* Determine comprehensive investment strategies within each asset class
* Integrate considerations specific to high net worth individuals or institutions into the selection of strategies
* Execute and evaluate chosen strategies and investment managers

Well suited for individuals who learn on their own, this companion resource delivers an example-driven method for practicing the tools and techniques covered in the primary Investment Management volume, incorporating world-class exercises based on actual scenarios faced by finance professionals every day.

Chapter 1: Professionalism in the Investment Industry

Learning Outcomes

Summary Overview

Problems



Chapter 2: Fintech in Investment Management

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: Currency Management: An Introduction

Learning Outcomes

Summary Overview

Problems



Chapter 9: Overview of Fixed Income Portfolio Management

Learning Outcomes

Summary Overview

Problems



Chapter 10: Liability-Driven and Index-Based Strategies

Learning Outcomes

Summary Overview

Problems



Chapter 11: Overview of Equity Portfolio Management

Learning Outcomes

Summary Overview

Problems



Chapter 12: Passive Equity Investing

Learning Outcomes

Summary Overview

Problems



Chapter 13: Active Equity Investing: Strategies

Learning Outcomes

Summary Overview

Problems



Chapter 14: Hedge Fund Strategies

Learning Outcomes

Summary Overview

Problems



Chapter 15: Overview of Private Wealth Management

Learning Outcomes

Summary Overview

Problems



Chapter 16: Topics in Private Wealth Management

Learning Outcomes

Summary Overview

Problems



Chapter 17: Portfolio Management for Institutional Investors

Learning Outcomes

Summary Overview

Problems



Chapter 18: Trade Strategy and Execution

Learning Outcomes

Summary Overview

Problems



Chapter 19: Portfolio Performance Evaluation

Learning Outcomes

Summary Overview

Problems



Chapter 20: Investment Manager Selection

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.