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Managing Investment Portfolios Workbook: A Dynamic Process, 3rd Edition

John L. Maginn (Editor), Donald L. Tuttle (Editor), Dennis W. McLeavey (Editor), Jerald E. Pinto (Editor)
ISBN: 978-0-470-10493-4
240 pages
March 2007, ©2007
Managing Investment Portfolios Workbook: A Dynamic Process, 3rd Edition (0470104937) cover image
In the Third Edition of Managing Investment Portfolios, financial experts John Maginn, Donald Tuttle, Jerald Pinto, and Dennis McLeavey provide complete coverage of the most important issues surrounding modern portfolio management.

Now, in Managing Investment Portfolios Workbook, Third Edition, they offer you a wealth of practical information and exercises that will solidify your understanding of the tools and techniques associated with this discipline. This comprehensive study guide--which parallels the main book chapter by chapter--contains challenging problems and a complete set of solutions as well as concise learning outcome statements and summary overviews.

Topics reviewed include:

  • The portfolio management process and the investment policy statement
  • Managing individual and institutional investor portfolios
  • Capital market expectations, fixed income, equity, and alternative investment portfolio management
  • Monitoring and rebalancing a portfolio
  • Global investment performance standards
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PART I Learning Outcomes, Summary Overview, and Problems

CHAPTER 1 The Portfolio Management Process and the Investment Policy Statement 3

Learning Outcomes 4

Summary Overview 4

Problems 6

CHAPTER 2 Managing Individual Investor Portfolios 12

Learning Outcomes 12

Summary Overview 13

Problems 15

CHAPTER 3 Managing Institutional Investor Portfolios 25

Learning Outcomes 25

Summary Overview 26

Problems 28

CHAPTER 4 CapitalMarket Expectations 35

Learning Outcomes 35

Summary Overview 36

Problems 38

CHAPTER 5 Asset Allocation 47

Learning Outcomes 47

Summary Overview 48

Problems 50

CHAPTER 6 Fixed-Income Portfolio Management 60

Learning Outcomes 60

Summary Overview 61

Problems 64

CHAPTER 7 Equity Portfolio Management 69

Learning Outcomes 69

Summary Overview 70

Problems 72

CHAPTER 8 Alternative Investments Portfolio Management 76

Learning Outcomes 77

Summary Overview 78

Problems 79

CHAPTER 9 Risk Management 86

Learning Outcomes 86

Summary Overview 87

Problems 89

CHAPTER 10 Execution of Portfolio Decisions 95

Learning Outcomes 95

Summary Overview 96

Problems 97

CHAPTER 11 Monitoring and Rebalancing 102

Learning Outcomes 102

Summary Overview 103

Problems 104

CHAPTER 12 Evaluating Portfolio Performance 112

Learning Outcomes 112

Summary Overview 113

Problems 116

CHAPTER 13 Global Investment Performance Standards 121

Learning Outcomes 121

Summary Overview 122

Problems 125

PART II Solutions

CHAPTER 1 The Portfolio Management Process and the Investment Policy Statement 135

Solutions 135

CHAPTER 2 Managing Individual Investor Portfolios 140

Solutions 140

CHAPTER 3 Managing Institutional Investor Portfolios 152

Solutions 152

CHAPTER 4 CapitalMarket Expectations 160

Solutions 160

CHAPTER 5 Asset Allocation 170

Solutions 170

CHAPTER 6 Fixed-Income Portfolio Management 177

Solutions 177

CHAPTER 7 Equity Portfolio Management 183

Solutions 183

CHAPTER 8 Alternative Investments Portfolio Management 186

Solutions 186

CHAPTER 9 Risk Management 194

Solutions 194

CHAPTER 10 Execution of Portfolio Decisions 199

Solutions 199

CHAPTER 11 Monitoring and Rebalancing 205

Solutions 205

CHAPTER 12 Evaluating Portfolio Performance 210

Solutions 210

CHAPTER 13 Global Investment Performance Standards 218

Solutions 218

About the CFA Program 231

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JOHN L. MAGINN, CFA, is President of Maginn Associates, Inc. He is an adjunct professor at Creighton University.

DONALD L. TUTTLE, PHD, CFA, was vice president of CFA Institute in its Curriculum and Examinations Department from 1992 to 2004. He received his PhD from the University of North Carolina at Chapel Hill.

JERALD E. PINTO, PHD, CFA, is Director in the CFA and CIPM Programs Division at CFA Institute. He holds an MBA from Baruch College and a PhD in finance from the Stern School, and earned his CFA charter in 1992.

DENNIS W. MCLEAVEY, CFA, is Head of Professional Development Products at CFA Institute. He holds a doctorate from Indiana University and earned his CFA charter in 1990.

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  • PART OF WILEY'S EXCITING NEW CFA ALLIANCE.  CFA Institute has over 83K members in 129 countries around the world, and developed and administered the renowned Chartered Financial Analyst® Program.  This book gives readers access to the best in professional quality information on managing their investment portfolios. 
  • COMPREHENSIVE GUIDE.  This Workbook offers students problems and solutions to the rich text in Managing Investment Portfolios, 3e.
  • EDITED BY AN AUTHORITATIVE TEAM OF EXPERTS.  Maginn, Tuttle, McLeavey, and Pinto all carry the prestigious CFA distinction and use their expertise to update this authoritative text for both professionals and learners of all backgrounds.
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