Investment Analysis and Portfolio Management

by Frank K. Reilly

• ISBN13: 9780030135767
• ISBN10: 0030135761
• Format: Nonspecific Binding
• Copyright: 2010-01-25
• Publisher: Nelson Education

Summary

The purpose of this book is to help you learn how to manage your money to derive the maximum benefit from what you earn. Mixing investment instruments and capital markets with the theoretical detail on evaluating investments and opportunities to satisfy risk-return objectives along with how investment practice and theory is influenced by globalization leaves readers with the mindset on investments to serve them well. The material is intended to be rigorous and empirical yet not overly quantitative. We continue with unparalleled international coverage, newly rewritten and reorganized derivatives material to be more intuitive and clearer, three additional chapters on derivatives pricing for those who want more detail, rewritten material on multifactor models of risk and return, and new CFA problems for more practice on computations concerning investment decisions. To manage money and investments, one needs to learn about investment alternatives and develop a way of analyzing and thinking about investments that will be of benefit and allow a foundation as new tools and investment opportunities become available. Reilly/Brown provide the best foundation, used extensively by professionals, organizations, and schools across the country. A great source for those with both a theoretical and practical need for investment expertise.

Table of Contents

The investment background

The Investment Setting

The Asset Allocation Decision

Selecting Investments in a Global Market

Organization and Functioning of Securities Markets

Security-Market Indicator Series.

Developments in investment theory

Efficient Capital Markets

An Introduction to Portfolio Management

An Introduction to Asset Pricing Models

Extensions and Testing of Asset Pricing Theories

Analysis and management of bonds

Bond Fundamentals

The Analysis and Valuation of Bonds

Bond Portfolio Management Strategies

Valuation principles and practices

Analysis of Financial Statements

An Introduction to Security Valuation

The Analysis of Alternative Economies and Security Markets: The Global Asset Allocation Decision

Analysis of common stocks

Stock-Market Analysis

Industry Analysis

Company Analysis and Stock Selection

Technical Analysis

Equity Portfolio Management Strategies

Derivative security analysis

An Introduction to Derivative Markets and Securities

Forward and Futures Contracts.

Option Contracts

Swap Contracts, Convertible Securities, and Other Embedded Derivatives

Investment companies and evaluating portfolio performance

Professional Asset Management

Evaluation of Portfolio Performance

HOW TO BECOME AL CHARTERED FINANCIAL ANALYST

Code of ethics and standards of professional conduct

Interest tables

Standard normal probabilities

Table of Contents provided by Publisher. All Rights Reserved.