Investments Workbook: Principles of Portfolio and Equity Analysis - Softcover

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

Softcover

ISBN 10: 047091582X ISBN 13: 9780470915820

Publisher: Wiley, 2011

Synopsis

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.

About this title

From the Back Cover

INVESTMENTS WORKBOOK

In the book Investments: Principles of Portfolio and Equity Analysis, experts Michael McMillan, Jerald Pinto, Wendy Pirie, and Gerhard Van de Venter—together with experienced contributors—provide a detailed look at how to effectively and efficiently manage money and maximize return in today's volatile markets and uncertain global economy.

Now, with Investments Workbook, you can test your understanding of the tools and techniques associated with this discipline, before putting them to use in real-world situations. This informative study guide—which parallels Investments: Principles of Portfolio and Equity Analysis chapter by chapter—contains carefully constructed problems with detailed solutions, as well as concise learning outcome statements and summary chapter overviews.

Topics reviewed include:

• The functions of the financial system, index definition and calculations of value and returns, and uses of market indices
• Forms of market efficiency and market pricing anomalies
• Steps in the portfolio management process, including planning, execution, and feedback
• Capital market theory, industry classification systems, equity valuation concepts and tools, and technical and fundamental analysis
• And much more

With this workbook, you can reinforce what you have learned in reading Investments: Principles of Portfolio and Equity Analysis, while doing so at your own pace.

About the Author

MICHAEL G. MCMILLAN, CFA, is Director of Ethics and Professional Standards in the Education Division of CFA Institute. Dr. McMillan 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. McMillan 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 PhD 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 PhD 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 PhD in finance from the University of Technology, Sydney. He is a member of CFA Institute and the New York Society of Security Analysts.

Edition details

• Publisher: Wiley
• Publication date: 2011
• ISBN 10: 047091582X
• ISBN 13: 9780470915820
• Binding: Paperback
• Language: English
• Edition number: 1
• Number of pages: 144