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Investments Workbook: Principles of Portfolio and Equity Analysis (CFA Institute Investment Series)

توضیحات

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.


MICHAEL G. McMILLAN, CFA, is Director of Ethics and Professional Standards in the Education Division of CFA Institute. Dr. McMillan joined CFA Institute in 2008 after more than a decade as a professor of accounting and finance at Johns Hopkins University's Carey School of Business and The George Washington University's School of Business. He has a doctorate in accounting and finance from The George Washington University, an MBA from Stanford University, and a BA from the University of Pennsylvania. Dr. McMillan is a member of the CFA Society of Washington, D.C., and the East African Society of Investment Professionals.

JERALD E. PINTO, CFA, is Director of Curriculum Projects in the Education Division of CFA Institute. Before coming to CFA Institute in 2002, he consulted to corporations, foundations, and partnerships in investment planning, portfolio analysis, and quantitative analysis. He has also worked in the investment and banking industries in New York City and taught finance at New York University's Stern School of Business. He holds an MBA from Baruch College, a PhD in finance from the Stern School, and earned his CFA charter in 1992.

WENDY L. PIRIE, CFA, is Director of Curriculum Projects in the Education Division of CFA Institute. Prior to joining CFA Institute in 2008, she taught finance, accounting, statistics, taxation, business law, and marketing for over twenty years at both large and small, public and private universities, religious colleges, and military academies. Her work has been published in the Journal of Financial Research and Journal of Economics and Finance. She holds a PhD from Queen's University at Kingston and MBAs from the Universities of Toronto and Calgary.

GERHARD VAN de VENTER, CFA, is Deputy Head of the School of Finance and Economics at University of Technology, Sydney. He was previously Director of Curriculum Projects in the Education Division of CFA Institute. He began his career in South Africa as a financial analyst and later as a dealer on the Bond Exchange, where he traded fixed income securities. He holds a PhD in finance from the University of Technology, Sydney. He is a member of CFA Institute and the New York Society of Security Analysts.

PART I Learning Outcomes, Summary Overview, and Problems.

CHAPTER 1 Market Organization and Structure.

Learning Outcomes.

Summary Overview.

Problems.  

CHAPTER 2 Security Market Indices.

Learning Outcomes.

Summary Overview.

Problems.

CHAPTER 3 Market Efficiency.

Learning Outcomes.

Summary Overview.

Problems.

CHAPTER 4 Portfolio Management: An Overview.

Learning Outcomes.

Summary Overview.

Problems.

CHAPTER 5 Portfolio Risk and Return: Part I.

Learning Outcomes.

Summary Overview.

Problems.

CHAPTER 6 Portfolio Risk and Return: Part II.

Learning Outcomes.

Summary Overview.

Problems.

CHAPTER 7 Basics of Portfolio Planning and Construction.

Learning Outcomes.

Summary Overview.

Problems.

CHAPTER 8 Overview of Equity Securities.

Learning Outcomes.

Summary Overview.

Problems.

CHAPTER 9 Introduction to Industry and Company Analysis.

Learning Outcomes.

Summary Overview.

Problems.

CHAPTER 10 Equity Valuation: Concepts and Basic Tools.

Learning Outcomes.

Summary Overview.

Problems.

CHAPTER 11 Equity Market Valuation.

Learning Outcomes.

Summary Overview.

Problems.

CHAPTER 12 Technical Analysis.

 Learning Outcomes.

Summary Overview.

Problems.

PART II Solutions.

CHAPTER 1 Market Organization and Structure.

Solutions.

CHAPTER 2 Security Market Indices.

Solutions.

CHAPTER 3 Market Efficiency.

Solutions.

CHAPTER 4 Portfolio Management: An Overview.

Solutions.

CHAPTER 5 Portfolio Risk and Return: Part I.

Solutions.

CHAPTER 6 Portfolio Risk and Return: Part II.

Solutions.

CHAPTER 7 Basics of Portfolio Planning and Construction.

Solutions.

CHAPTER 8 Overview of Equity Securities.

Solutions.

CHAPTER 9 Introduction to Industry and Company Analysis.

Solutions.

CHAPTER 10 Equity Valuation: Concepts and Basic Tools.

Solutions.

CHAPTER 11 Equity Market Valuation.

Solutions.

CHAPTER 12 Technical Analysis.

Solutions.

About the CFA Program.