
Managing Investment Portfolios
A Dynamic Process
- English
- ePUB (mobile friendly)
- Available on iOS & Android
Managing Investment Portfolios
A Dynamic Process
About this book
"A rare blend of a well-organized, comprehensive guide to portfolio management and a deep, cutting-edge treatment of the key topics by distinguished authors who have all practiced what they preach. The subtitle, A Dynamic Process, points to the fresh, modern ideas that sparkle throughout this new edition. Just reading Peter Bernstein's thoughtful Foreword can move you forward in your thinking about this critical subject."
—Martin L. Leibowitz, Morgan Stanley
" Managing Investment Portfolios remains the definitive volume in explaining investment management as a process, providing organization and structure to a complex, multipart set of concepts and procedures. Anyone involved in the management of portfolios will benefit from a careful reading of this new edition."
—Charles P. Jones, CFA, Edwin Gill Professor of Finance, College of Management, North Carolina State University
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Information
Table of contents
- Cover
- Table of Contents
- Title
- Copyright
- FOREWORD: NICE PORTFOLIOS AND THE UNKNOWN FUTURE
- PREFACE
- ACKNOWLEDGMENTS
- INTRODUCTION
- CHAPTER 1: THE PORTFOLIO MANAGEMENT PROCESS AND THE INVESTMENT POLICY STATEMENT
- CHAPTER 2: MANAGING INDIVIDUAL INVESTOR PORTFOLIOS
- CHAPTER 3: MANAGING INSTITUTIONAL INVESTOR PORTFOLIOS
- CHAPTER 4: CAPITAL MARKET EXPECTATIONS
- CHAPTER 5: ASSET ALLOCATION
- CHAPTER 6: FIXED-INCOME PORTFOLIO MANAGEMENT
- CHAPTER 7: EQUITY PORTFOLIO MANAGEMENT
- CHAPTER 8: ALTERNATIVE INVESTMENTS PORTFOLIO MANAGEMENT
- CHAPTER 9: RISK MANAGEMENT
- CHAPTER 10: EXECUTION OF PORTFOLIO DECISIONS
- CHAPTER 11: MONITORING AND REBALANCING
- CHAPTER 12: EVALUATING PORTFOLIO PERFORMANCE
- CHAPTER 13: GLOBAL INVESTMENT PERFORMANCE STANDARDS
- APPENDIX: GIPS GLOSSARY
- GLOSSARY
- REFERENCES
- ABOUT THE CFA PROGRAM
- ABOUT THE AUTHORS
- Index
- End User License Agreement