Portfolio Management in Practice, Volume 1
eBook - ePub

Portfolio Management in Practice, Volume 1

Investment Management

,
  1. English
  2. ePUB (mobile friendly)
  3. Available on iOS & Android
eBook - ePub

Portfolio Management in Practice, Volume 1

Investment Management

,

About this book

Portfolio Management in Practice, Volume 1: Investment Management delivers a comprehensive overview of investment management for students and industry professionals.

As the first volume in the CFA Institute's new Portfolio Management in Practice series, Investment Management offers professionals looking to enhance their skillsets and students building foundational knowledge an essential understanding of key investment management concepts. Designed to be an accessible resource for a wide range of learners, this volume explores the full portfolio management process.

Inside, readers will find detailed coverage of:

  • Forming capital market expectations
  • Principles of the asset allocation process
  • Determining investment strategies within each asset class
  • Integrating considerations specific to high net worth individuals or institutions into chosen strategies
  • And more

To apply the concepts outlined in the Investment Management volume, explore the accompanying Portfolio Management in Practice, Volume 1: Investment Management Workbook. The perfect companion resource, this workbook aligns chapter-by-chapter with Investment Management for easy referencing so readers can draw connections between theoretical content and challenging practice problems.

Featuring contributions from the CFA Institute's subject matter experts, Portfolio Management in Practice, Volume 1: Investment Management distills the knowledge forward-thinking professionals will need to succeed in today's fast-paced financial world.

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Information

Publisher
Wiley
Year
2020
Print ISBN
9781119743699
eBook ISBN
9781119743729
Edition
1
Topic
Business
Subtopic
Investments & Securities
Index
Business

Table of contents

  1. Cover
  2. Title Page
  3. Copyright
  4. PREFACE
  5. ACKNOWLEDGMENTS
  6. ABOUT THE CFA INSTITUTE INVESTMENT SERIES
  7. CHAPTER 1: PROFESSIONALISM IN THE INVESTMENT INDUSTRY
  8. CHAPTER 2: FINTECH IN INVESTMENT MANAGEMENT
  9. CHAPTER 3: CAPITAL MARKET EXPECTATIONS, PART 1: FRAMEWORK AND MACRO CONSIDERATIONS
  10. CHAPTER 4: CAPITAL MARKET EXPECTATIONS, PART 2: FORECASTING ASSET CLASS RETURNS
  11. CHAPTER 5: OVERVIEW OF ASSET ALLOCATION
  12. CHAPTER 6: PRINCIPLES OF ASSET ALLOCATION
  13. CHAPTER 7: ASSET ALLOCATION WITH REAL-WORLD CONSTRAINTS
  14. CHAPTER 8: CURRENCY MANAGEMENT: AN INTRODUCTION
  15. CHAPTER 9: OVERVIEW OF FIXED-INCOME PORTFOLIO MANAGEMENT
  16. CHAPTER 10: LIABILITY-DRIVEN AND INDEX-BASED STRATEGIES
  17. CHAPTER 11: OVERVIEW OF EQUITY PORTFOLIO MANAGEMENT
  18. CHAPTER 12: PASSIVE EQUITY INVESTING
  19. CHAPTER 13: ACTIVE EQUITY INVESTING: STRATEGIES
  20. CHAPTER 14: HEDGE FUND STRATEGIES
  21. CHAPTER 15: OVERVIEW OF PRIVATE WEALTH MANAGEMENT
  22. CHAPTER 16: TOPICS IN PRIVATE WEALTH MANAGEMENT
  23. CHAPTER 17: PORTFOLIO MANAGEMENT FOR INSTITUTIONAL INVESTORS
  24. CHAPTER 18: TRADE STRATEGY AND EXECUTION
  25. CHAPTER 19: PORTFOLIO PERFORMANCE EVALUATION
  26. CHAPTER 20: INVESTMENT MANAGER SELECTION
  27. GLOSSARY
  28. ABOUT THE AUTHORS
  29. ABOUT THE CFA PROGRAM
  30. INDEX
  31. END USER LICENSE AGREEMENT