Portfolio Management in Practice, Volume 1: Investment Management delivers a comprehensive overview of investment management for students and industry professionals.
As the first volume in the CFA Institute’s new Portfolio Management in Practice series, Investment Management offers professionals looking to enhance their skillsets and students building foundational knowledge an essential understanding of key investment management concepts. Designed to be an accessible resource for a wide range of learners, this volume explores the full portfolio management process.
Inside, readers will find detailed coverage of:
* Forming capital market expectations
* Principles of the asset allocation process
* Determining investment strategies within each asset class
* Integrating considerations specific to high net worth individuals or institutions into chosen strategies
* And more
To apply the concepts outlined in the Investment Management volume, explore the accompanying Portfolio Management in Practice, Volume 1: Investment Management Workbook. The perfect companion resource, this workbook aligns chapter-by-chapter with Investment Management for easy referencing so readers can draw connections between theoretical content and challenging practice problems.
Featuring contributions from the CFA Institute’s subject matter experts, Portfolio Management in Practice, Volume 1: Investment Management distills the knowledge forward-thinking professionals will need to succeed in today’s fast-paced financial world.
Mục lục
Chapter 1: Professionalism in the Investment Industry
Chapter 2: Fintech in Investment Management
Chapter 3: Capital Market Expectations, Part I: Framework and Macro Considerations
Chapter 4: Capital Market Expectations, Part II: Forecasting Asset Class Returns
Chapter 5: Overview of Asset Allocation
Chapter 6: Principles of Asset Allocation
Chapter 7: Asset Allocation with Real Constraints
Chapter 8: Currency Management: An Introduction
Chapter 9: Overview of Fixed Income Portfolio Management
Chapter 10: Liability-Driven and Index-Based Strategies
Chapter 11: Overview of Equity Portfolio Management
Chapter 12: Passive Equity Investing
Chapter 13: Active Equity Investing: Strategies
Chapter 14: Hedge Fund Strategies
Chapter 15: Overview of Private Wealth Management
Chapter 16: Topics in Private Wealth Management
Chapter 17: Portfolio Management for Institutional Investors
Chapter 18: Trade Strategy and Execution
Chapter 19: Portfolio Performance Evaluation
Chapter 20: Investment Manager Selection
Giới thiệu về tác giả
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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