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.
Cuprins
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
Despre autor
MICHAEL G. MCMILLAN, CFA, is Director of Ethics and Professional Standards in the Education Division of CFA Institute. Dr. Mc Millan joined CFA Institute in 2008 after more than a decade as a professor of accounting and finance at Johns Hopkins University’s Carey School of Business and The George Washington University’s School of Business. He has a doctorate in accounting and finance from The George Washington University, an MBA from Stanford University, and a BA from the University of Pennsylvania. Dr. Mc Millan is a member of the CFA Society of Washington, D.C., and the East African Society of Investment Professionals.
JERALD E. PINTO, CFA, is Director of Curriculum Projects in the Education Division of CFA Institute. Before coming to CFA Institute in 2002, he consulted to corporations, foundations, and partnerships in investment planning, portfolio analysis, and quantitative analysis. He has also worked in the investment and banking industries in New York City and taught finance at New York University’s Stern School of Business. He holds an MBA from Baruch College, a Ph D in finance from the Stern School, and earned his CFA charter in 1992.
WENDY L. PIRIE, CFA, is Director of Curriculum Projects in the Education Division of CFA Institute. Prior to joining CFA Institute in 2008, she taught finance, accounting, statistics, taxation, business law, and marketing for over twenty years at both large and small, public and private universities, religious colleges, and military academies. Her work has been published in the Journal of Financial Research and Journal of Economics and Finance. She holds a Ph D from Queen’s University at Kingston and MBAs from the Universities of Toronto and Calgary.
GERHARD VAN DE VENTER, CFA, is Deputy Head of the School of Finance and Economics at University of Technology, Sydney. He was previously Director of Curriculum Projects in the Education Division of CFA Institute. He began his career in South Africa as a financial analyst and later as a dealer on the Bond Exchange, where he traded fixed income securities. He holds a Ph D in finance from the University of Technology, Sydney. He is a member of CFA Institute and the New York Society of Security Analysts.
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