The Equity Portfolio Management Workbook provides learners with real-world problems based on key concepts explored in Portfolio Management in Practice, Volume 3: Equity Portfolio Management. Part of the reputable CFA Institute Investment Series, the workbook is designed to further students’ and professionals’ hands-on experience with a variety of Learning Outcomes, Summary Overview sections, and challenging exercises and solutions.Created with modern perspective, the workbook presents the necessary tools for understanding equity portfolio management and applying it in the workplace. This essential companion resource mirrors the main text, making it easy for readers to follow. Inside, users will find information and exercises about: The difference between passive and active equity strategiesMarket efficiency underpinnings of passive equity strategiesActive equity strategies and constructing portfolios to reflect active strategiesTechnical analysis as an additional consideration in executing active equity strategiesWhile the Equity Portfolio Management volume and its companion workbook can be used in conjunction with the other volumes in the series, the pair also functions well as a standalone focus on equity investing. With each contributor bringing his own unique experiences and perspectives to the portfolio management process, the Equity Portfolio Management Workbook distills the knowledge, skills, and abilities readers need to succeed in today’s fast-paced financial world.

Produktinformation

Utgivningsdatum:2021-04-08
Mått:175 x 252 x 10 mm
Vikt:227 g
Format:Häftad
Språk:Engelska
Serie:CFA Institute Investment Series
Antal sidor:128
Förlag:John Wiley & Sons Inc
ISBN:9781119789291

Utforska kategorier

Finansiering inom Ekonomi och Ledarskap

Mer om författaren

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.

Innehållsförteckning

Part I Learning Objectives, Summary Overview, and Problems 1Chapter 1 Overview of Equity Securities 3Learning Outcomes 3Summary 3Practice Problems 5Chapter 2 Market Efficiency 9Learning Outcomes 9Summary 9Practice Problems 10Chapter 3 Overview of Equity Portfolio Management 15Learning Outcomes 15Summary 15Practice Problem 16Chapter 4 Passive Equity Investing 19Learning Outcomes 19Summary 19Practice Problems 21Chapter 5 Analysis of Active Portfolio Management 27Learning Outcomes 27Summary 27Practice Problems 29Chapter 6 Active Equity Investing: Strategies 39Learning Outcomes 39Summary 39Practice Problems 41Chapter 7 Active Equity Investing: Portfolio Construction 47Learning Outcomes 47Summary 47Practice Problems 50Chapter 8 Technical Analysis 55Learning Outcomes 55Summary 55Practice Problems 58Part II Solutions 65Chapter 1 Overview of Equity Securities 67Solutions 67Chapter 2 Market Efficiency 69Solutions 69Chapter 3 Overview of Equity Portfolio Management 73Solutions 73Chapter 4 Passive Equity Investing 77Solutions 77Chapter 5 Analysis of Active Portfolio Management 81Solutions 81Chapter 6 Active Equity Investing: Strategies 89Solutions 89Chapter 7 Active Equity Investing: Portfolio Construction 95Solutions 95Chapter 8 Technical Analysis 101Solutions 101About the CFA Program 107