Investments Set (Book + Workbook)ISBN: 978-1-118-02757-8
Hardcover
648 pages
February 2011
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Acknowledgments.
Introduction.
Chapter 1 Market Organization and Structure.
Learning Outcomes.
1 Introduction.
2 The Functions of the Financial System.
3 Assets and Contracts.
4 Financial Intermediaries.
5 Positions.
6 Orders.
7 Primary Security Markets.
8 Secondary Security Market and Contract Market Structures.
9 Well-Functioning Financial Systems.
10 Market Regulation.
11 Summary.
Problems.
Chapter 2 Security Market Indices.
Learning Outcomes.
1 Introduction.
2 Index Definition and Calculations of Value and Returns.
3 Index Construction and Management.
4 Uses of Market Indices.
5 Equity Indices.
6 Fixed-Income Indices.
7 Indices for Alternative Investments.
8 Summary.
Problems.
Chapter 3 Market Efficiency.
Learning Outcomes.
1 Introduction.
2 The Concept of Market Efficiency.
3 Forms of Market Efficiency.
4 Market Pricing Anomalies.
5 Behavioral Finance.
6 Summary.
Problems.
Chapter 4 Portfolio Management: An Overview.
Learning Outcomes.
1 Introduction.
2 A Portfolio Perspective on Investing.
3 Investment Clients.
4 Steps in the Portfolio Management Process.
5 Pooled Investments.
6 Summary.
Problems.
Chapter 5 Portfolio Risk and Return: Part I.
Learning Outcomes.
1 Introduction.
2 Investment Characteristics of Assets.
3 Risk Aversion and Portfolio Selection.
4 Portfolio Risk.
5 Efficient Frontier and Investor's Optimal Portfolio.
6 Summary.
Problems.
Chapter 6 Portfolio Risk and Return: Part II.
Learning Outcomes.
1 Introduction.
2 Capital Market Theory.
3 Pricing of Risk and Computation of Expected Return.
4 The Capital Asset Pricing Model.
5 Beyond the Capital Asset Pricing Model.
6 Summary.
Problems.
Chapter 7 Basics of Portfolio Planning and Construction.
Learning Outcomes.
1 Introduction.
2 Portfolio Planning.
3 Portfolio Construction.
4 Summary.
Problems.
Chapter 8 Overview of Equity Securities.
Learning Outcomes.
1 Introduction.
2 Equity Securities in Global Financial Markets.
3 Types and Characteristics of Equity Securities.
4 Private versus Public Equity Securities.
5 Investing in Non-Domestic Equity Securities.
6 Risk and Return Characteristics of Equity Securities.
7 Equity Securities and Company Value.
8 Summary.
Problems.
Chapter 9 Introduction to Industry and Company Analysis.
Learning Outcomes.
1 Introduction.
2 Uses of Industry Analysis.
3 Approaches to Identifying Similar Companies.
4 Industry Classification Systems.
5 Describing and Analyzing an Industry.
6 Company Analysis.
7 Summary.
Problems.
Chapter 10 Equity Valuation: Concepts and Basic Tools.
Learning Outcomes.
1 Introduction.
2 Estimated Value and Market Price.
3 Major Categories of Equity Valuation Models.
4 Present Value Models: The Dividend Discount Model.
5 Multiplier Models.
6 Asset-Based Valuation.
7 Summary.
Problems.
Chapter 11 Equity Market Valuation.
Learning Outcomes.
1 Introduction.
2 Estimating a Justified P/E Ratio.
3 Top-down and Bottom-up Forecasting.
4 Relative Value Models.
5 Summary.
Problems.
Chapter 12 Technical Analysis.
Learning Outcomes.
1 Introduction.
2 Technical Analysis: Definition and Scope.
3 Technical Analysis Tools.
4 Elliott Wave Theory.
5 Intermarket Analysis.
6 Summary.
Problems.
Glossary.
References.
About the Authors.
About the CFA Program.
Index.
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Investments Set (Book + Workbook) (US $134.95)
-and- International Financial Statement Analysis (CFA Institute Investment Series), 2nd Edition (US $95.00)
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