The companion workbook to the Investment Management volume in the CFA Institute’s Portfolio Management in Practice series provides students and professionals with essential practice regarding key concepts in the portfolio management process. Filled with stimulating exercises, this text is designed to help learners explore the multifaceted topic of investment management in a meaningful and productive way.
The Investment Management Workbook is structured to further readers‘ hands-on experience with a variety of learning outcomes, summary overview sections, challenging practice questions, and solutions. Featuring the latest tools and information to help users become confident and knowledgeable investors, this workbook includes sections on professionalism in the industry, fintech, hedge fund strategies, and more.
With the workbook, readers will learn to:
* Form capital market expectations
* Understand the principles of the asset allocation process
* Determine comprehensive investment strategies within each asset class
* Integrate considerations specific to high net worth individuals or institutions into the selection of strategies
* Execute and evaluate chosen strategies and investment managers
Well suited for individuals who learn on their own, this companion resource delivers an example-driven method for practicing the tools and techniques covered in the primary Investment Management volume, incorporating world-class exercises based on actual scenarios faced by finance professionals every day.
Inhaltsverzeichnis
Chapter 1: Professionalism in the Investment Industry
Learning Outcomes
Summary Overview
Problems
Chapter 2: Fintech in Investment Management
Learning Outcomes
Summary Overview
Problems
Chapter 3: Capital Market Expectations, Part I: Framework and Macro Considerations
Learning Outcomes
Summary Overview
Problems
Chapter 4: Capital Market Expectations, Part II: Forecasting Asset Class Returns
Learning Outcomes
Summary Overview
Problems
Chapter 5: Overview of Asset Allocation
Learning Outcomes
Summary Overview
Problems
Chapter 6: Principles of Asset Allocation
Learning Outcomes
Summary Overview
Problems
Chapter 7: Asset Allocation with Real Constraints
Learning Outcomes
Summary Overview
Problems
Chapter 8: Currency Management: An Introduction
Learning Outcomes
Summary Overview
Problems
Chapter 9: Overview of Fixed Income Portfolio Management
Learning Outcomes
Summary Overview
Problems
Chapter 10: Liability-Driven and Index-Based Strategies
Learning Outcomes
Summary Overview
Problems
Chapter 11: Overview of Equity Portfolio Management
Learning Outcomes
Summary Overview
Problems
Chapter 12: Passive Equity Investing
Learning Outcomes
Summary Overview
Problems
Chapter 13: Active Equity Investing: Strategies
Learning Outcomes
Summary Overview
Problems
Chapter 14: Hedge Fund Strategies
Learning Outcomes
Summary Overview
Problems
Chapter 15: Overview of Private Wealth Management
Learning Outcomes
Summary Overview
Problems
Chapter 16: Topics in Private Wealth Management
Learning Outcomes
Summary Overview
Problems
Chapter 17: Portfolio Management for Institutional Investors
Learning Outcomes
Summary Overview
Problems
Chapter 18: Trade Strategy and Execution
Learning Outcomes
Summary Overview
Problems
Chapter 19: Portfolio Performance Evaluation
Learning Outcomes
Summary Overview
Problems
Chapter 20: Investment Manager Selection
Learning Outcomes
Summary Overview
Problems
Über den Autor
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.
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