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Investments Workbook: Principles of Portfolio and Equity Analysis

Investments Workbook: Principles of Portfolio and Equity Analysis

Michael McMillan , Jerald E. Pinto , Wendy L. Pirie , Gerhard Van de Venter

ISBN: 978-1-118-00119-6

Jan 2011

224 pages

$29.99

Description

Companion workbook to the CFA Institute's Investments: Principles of Portfolio and Equity Analysis Workbook

In a world of specialization, no other profession likely requires such broad, yet in-depth knowledge than that of financial analyst. Investments: Principles of Portfolio and Equity Analysis provides the broad-based knowledge professionals and students of the markets need to manage money and maximize return. This companion Workbook, also edited by experts from the CFA Institute, allows busy professionals to gain a stronger understanding of core investment topics. The Workbook

  • Includes learning outcomes, summaries, and problems and solutions sections for each chapter in the main book
  • Blends theory and practice
  • Provides access to the highest quality information on investment analysis and portfolio management

With Investments: Analysis and Portfolio Management Workbook, busy professionals can reinforce what they've learned in reading Investments, while doing so at their own pace.

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PART I: Learning Outcomes, Summary Overview, and Problems

CHAPTER 1: Market Organization and Structure 3

Learning Outcomes 3

Summary Overview 3

Problems 5

CHAPTER 2: Security Market Indices 13

Learning Outcomes 13

Summary Overview 13

Problems 14

CHAPTER 3: Market Efficiency 21

Learning Outcomes 21

Summary Overview 21

Problems 22

CHAPTER 4: Portfolio Management: An Overview 27

Learning Outcomes 27

Summary Overview 27

Problems 28

CHAPTER 5: Portfolio Risk and Return: Part I 31

Learning Outcomes 31

Summary Overview 31

Problems 32

CHAPTER 6: Portfolio Risk and Return: Part II 39

Learning Outcomes 39

Summary Overview 39

Problems 40

CHAPTER 7: Basics of Portfolio Planning and Construction 47

Learning Outcomes 47

Summary Overview 47

Problems 48

CHAPTER 8: Overview of Equity Securities 53

Learning Outcomes 53

Summary Overview 53

Problems 54

CHAPTER 9: Introduction to Industry and Company Analysis 59

Learning Outcomes 59

Summary Overview 59

Problems 62

CHAPTER 10: Equity Valuation: Concepts and Basic Tools 67

Learning Outcomes 67

Summary Overview 67

Problems 68

CHAPTER 11: Equity Market Valuation 75

Learning Outcomes 75

Summary Overview 75

Problems 77

CHAPTER 12: Technical Analysis 85

Learning Outcomes 85

Summary Overview 85

Problems 87

PART II: Solutions

CHAPTER 1: Market Organization and Structure 95

Solutions 95

CHAPTER 2: Security Market Indices 99

Solutions 99

CHAPTER 3: Market Efficiency 103

Solutions 103

CHAPTER 4: Portfolio Management: An Overview 105

Solutions 105

CHAPTER 5: Portfolio Risk and Return: Part I 107

Solutions 107

CHAPTER 6: Portfolio Risk and Return: Part II 111

Solutions 111

CHAPTER 7: Basics of Portfolio Planning and Construction 115

Solutions 115

CHAPTER 8: Overview of Equity Securities 119

Solutions 119

CHAPTER 9: Introduction to Industry and Company Analysis 121

Solutions 121

CHAPTER 10: Equity Valuation: Concepts and Basic Tools 123

Solutions 123

CHAPTER 11: Equity Market Valuation 127

Solutions 127

CHAPTER 12: Technical Analysis 131

Solutions 131

About the CFA Program 134