IMPORTANT COVID-19 UPDATES

9781119743750

Portfolio Management in Practice, print workbook Investment Management

by Unknown
  • ISBN13:

    9781119743750

  • ISBN10:

    1119743753

  • Edition: 1st
  • Format: Paperback
  • Copyright: 2020-11-03
  • Publisher: Wiley

Note: Supplemental materials are not guaranteed with Rental or Used book purchases.

Purchase Benefits

  • Free Shipping On Orders Over $35!
    Your order must be $35 or more to qualify for free economy shipping. Bulk sales, PO's, Marketplace items, eBooks and apparel do not qualify for this offer.
  • Get Rewarded for Ordering Your Textbooks! Enroll Now
List Price: $50.00 Save up to $7.25
  • Rent Book $42.75
    Add to Cart Free Shipping

    TERM
    PRICE
    DUE
    USUALLY SHIPS IN 3-4 BUSINESS DAYS
    *This item is part of an exclusive publisher rental program and requires an additional convenience fee. This fee will be reflected in the shopping cart.

Supplemental Materials

What is included with this book?

Summary

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. 

Author Biography

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.

Table of Contents

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 

 

Rewards Program

Write a Review