Portfolio Management in Practice, Volume 3: Equity Portfolio Management (CFA Institute Investment Series) - Hardcover

Über die Autorin bzw. 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.

Von der hinteren Coverseite

As part of the CFA Institute Investment Series, Portfolio Management in Practice has been designed as a three-volume series that meets the needs of a wide range of individuals, from graduate-level students focused on finance to practicing investment professionals. Blending theory with practice, the contributors skillfully outline the flow of the portfolio management process, detailing the most important issues surrounding this multifaceted topic. Throughout the texts, special attention is paid to ensure the evenness of subject matter, consistency of mathematical notation, and continuity of topic coverage that is so critical to the learning process.

Equity Portfolio Management, the third volume in the Portfolio Management in Practice series, offers a fuller treatment of active versus passive equity investment strategies. Building on content in the Investment Management and Equity Valuation volumes in the CFA Institute Investment Series, Equity Portfolio Management serves as an in-depth technical examination on building and evaluating active equity methods.

This volume explores:

• An overview of passive versus active equity strategies
• Market efficiency underpinnings of passive equity strategies
• Active equity strategies and constructing portfolios to reflect active strategies
• Technical analysis as an additional consideration in executing active equity strategies

To further enhance readers' understanding of the tools and techniques explored here, don't forget to pick up the Portfolio Management in Practice, Volume 3: Equity Portfolio Management Workbook, the companion study guide containing Learning Outcomes, Summary Overview sections, challenging practice questions, and solutions.

Aus dem Klappentext

CFA INSTITUTE INVESTMENT SERIES

Filled with the insights and industry knowledge of the CFA Institute's most prominent subject matter experts, Equity Portfolio Management helps readers expand their skillsets to become more dynamic investment professionals. Designed to be accessible to both students and those already in the industry, the text explores key topics such as market efficiency and technical analysis with clear, concise language.

The Equity Portfolio Management Workbook is the perfect companion resource that provides hands-on practice for mastering the concepts introduced in this volume. The workbook aligns chapter-by-chapter with the main text so readers can easily pair exercises with the appropriate content.

While Equity Portfolio Management and its accompanying workbook are part of a larger series, this pair also serves as an independent resource for those who wish to focus solely on this aspect of portfolio management.

For extensive coverage of the portfolio management process, explore the other two titles in this series, Investment Management and Asset Allocation. Together, all three volumes afford a wholistic approach to portfolio management, including detailed discussion on the following elements:

• Capital market expectations
• Asset allocation
• Fixed income and equity
• Evaluating portfolio performance
• Currencies and alternative investments
• Global investment performance standards

With each contributor bringing his own unique experiences and perspectives to the portfolio management process, Portfolio Management in Practice distills the knowledge, skills, and abilities readers need to succeed in today's fast-paced financial world.