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.
Table of Contents:
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
