Investments Workbook. Principles of Portfolio and Equity Analysis. CFA Institute Investment Series

  • ID: 1812110
  • Book
  • 224 Pages
  • John Wiley and Sons Ltd
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INVESTMENTS WORKBOOK

In the book Investments: Principles of Portfolio and Equity Analysis, experts Michael McMillan, Jerald Pinto, Wendy Pirie, and Gerhard Van de Venter—together with experienced contributors—provide a detailed look at how to effectively and efficiently manage money and maximize return in today′s volatile markets and uncertain global economy.

Now, with Investments Workbook, you can test your understanding of the tools and techniques associated with this discipline, before putting them to use in real–world situations. This informative study guide—which parallels Investments: Principles of Portfolio and Equity Analysis chapter by chapter—contains carefully constructed problems with detailed solutions, as well as concise learning outcome statements and summary chapter overviews.

Topics reviewed include:

  • The functions of the financial system, index definition and calculations of value and returns, and uses of market indices
  • Forms of market efficiency and market pricing anomalies
  • Steps in the portfolio management process, including planning, execution, and feedback
  • Capital market theory, industry classification systems, equity valuation concepts and tools, and technical and fundamental analysis
  • And much more

With this workbook, you can reinforce what you have learned in reading Investments: Principles of Portfolio and Equity Analysis, while doing so at your own pace.

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PART I: Learning Outcomes, Summary Overview, and Problems

CHAPTER 1: Market Organization and Structure 3

Learning Outcomes 3

Summary Overview 3

Problems 5

CHAPTER 2: Security Market Indices 13

Learning Outcomes 13

Summary Overview 13

Problems 14

CHAPTER 3: Market Efficiency 21

Learning Outcomes 21

Summary Overview 21

Problems 22

CHAPTER 4: Portfolio Management: An Overview 27

Learning Outcomes 27

Summary Overview 27

Problems 28

CHAPTER 5: Portfolio Risk and Return: Part I 31

Learning Outcomes 31

Summary Overview 31

Problems 32

CHAPTER 6: Portfolio Risk and Return: Part II 39

Learning Outcomes 39

Summary Overview 39

Problems 40

CHAPTER 7: Basics of Portfolio Planning and Construction 47

Learning Outcomes 47

Summary Overview 47

Problems 48

CHAPTER 8: Overview of Equity Securities 53

Learning Outcomes 53

Summary Overview 53

Problems 54

CHAPTER 9: Introduction to Industry and Company Analysis 59

Learning Outcomes 59

Summary Overview 59

Problems 62

CHAPTER 10: Equity Valuation: Concepts and Basic Tools 67

Learning Outcomes 67

Summary Overview 67

Problems 68

CHAPTER 11: Equity Market Valuation 75

Learning Outcomes 75

Summary Overview 75

Problems 77

CHAPTER 12: Technical Analysis 85

Learning Outcomes 85

Summary Overview 85

Problems 87

PART II: Solutions

CHAPTER 1: Market Organization and Structure 95

Solutions 95

CHAPTER 2: Security Market Indices 99

Solutions 99

CHAPTER 3: Market Efficiency 103

Solutions 103

CHAPTER 4: Portfolio Management: An Overview 105

Solutions 105

CHAPTER 5: Portfolio Risk and Return: Part I 107

Solutions 107

CHAPTER 6: Portfolio Risk and Return: Part II 111

Solutions 111

CHAPTER 7: Basics of Portfolio Planning and Construction 115

Solutions 115

CHAPTER 8: Overview of Equity Securities 119

Solutions 119

CHAPTER 9: Introduction to Industry and Company Analysis 121

Solutions 121

CHAPTER 10: Equity Valuation: Concepts and Basic Tools 123

Solutions 123

CHAPTER 11: Equity Market Valuation 127

Solutions 127

CHAPTER 12: Technical Analysis 131

Solutions 131

About the CFA Program 134

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Michael McMillan
Jerald E. Pinto
Wendy L. Pirie
Gerhard Van de Venter
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