Details

Portfolio Management


Portfolio Management

Theory and Practice
1. Aufl.

von: Scott D. Stewart, Christopher D. Piros, Jeffrey C. Heisler

CHF 84.00

Verlag: Wiley
Format: PDF
Veröffentl.: 19.03.2019
ISBN/EAN: 9781119397441
Sprache: englisch
Anzahl Seiten: 720

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Beschreibungen

<p><b>A career’s worth of portfolio management knowledge </b><b>in one thorough, efficient guide</b></p> <p><i>Portfolio Management </i>is an authoritative guide for those who wish to manage money professionally. This invaluable resource presents effective portfolio management practices supported by their underlying theory, providing the tools and instruction required to meet investor objectives and deliver superior performance. Highlighting a practitioner’s view of portfolio management, this guide offers real-world perspective on investment processes, portfolio decision making, and the business of managing money for real clients. Real world examples and detailed test cases—supported by sophisticated Excel templates and true client situations—illustrate real investment scenarios and provide insight into the factors separating success from failure. The book is an ideal textbook for courses in advanced investments, portfolio management or applied capital markets finance. It is also a useful tool for practitioners who seek hands-on learning of advanced portfolio techniques.</p> <p>Managing other people’s money is a challenging and ever-evolving business. Investment professionals must keep pace with the current market environment to effectively manage their client’s assets while students require a foundation built on the most relevant, up-to-date information and techniques. This invaluable resource allows readers to:</p> <ul> <li>Learn and apply advanced multi-period portfolio methods to all major asset classes.</li> <li>Design, test, and implement investment processes.</li> <li>Win and keep client mandates.</li> <li>Grasp the theoretical foundations of major investment tools</li> </ul> <p>Teaching and learning aids include:</p> <ul> <li>Easy-to-use Excel templates with immediately accessible tools.</li> <li>Accessible PowerPoint slides, sample exam and quiz questions and sample syllabi</li> <li>Video lectures</li> </ul> <p>Proliferation of mathematics in economics, growing sophistication of investors, and rising competition in the industry requires advanced training of investment professionals. <i>Portfolio Management</i> provides expert guidance to this increasingly complex field, covering the important advancements in theory and intricacies of practice.</p>
<p>About the Authors ix</p> <p>Acknowledgments xi</p> <p>Preface xiii</p> <p>Chapter 1 Introduction 1</p> <p>Chapter 2 Client Objectives for Diversified Portfolios 13</p> <p>Chapter 3 Asset Allocation: The Mean - Variance Framework 59</p> <p>Chapter 4 Asset Allocation Inputs 117</p> <p>Chapter 5 Advanced Topics in Asset Allocation 161</p> <p>Chapter 6 The Investment Management Process 219</p> <p>Chapter 7 Introduction to Equity Portfolio Investing: The Investor’s View 255</p> <p>Chapter 8 Equity Portfolio Construction 285</p> <p>Chapter 9 Fixed-Income Management 323</p> <p>Chapter 10 Global Investing 385</p> <p>Chapter 11 Alternative Investment Classes 427</p> <p>Chapter 12 Portfolio Management Through Time: Taxes and Transaction Costs 467</p> <p>Chapter 13 Performance Measurement and Attribution 503</p> <p>Chapter 14 Incentives, Ethics, and Policy 541</p> <p>Chapter 15 Investor and Client Behavior 569</p> <p>Chapter 16 Managing Client Relations 593</p> <p>Sample Cases 617</p> <p>Jerry W. 619</p> <p>MSSI 625</p> <p>McClain Capital 631</p> <p>The Fairbanks Fund 639</p> <p>Glossary 645</p> <p>References 661</p> <p>Index 671</p>
<p><b>SCOTT D. STEWART, P<small>H</small>D, CFA,</b>is Clinical Professor of Finance and Accounting and Faculty Co-Director of the Parker Center for Investment Research at the SC Johnson College of Business, Cornell University. <p><b>CHRISTOPHER D. PIROS, P<small>H</small>D, CFA,</b> was Managing Director of Investment Strategy and Chairman of the Investment Policy Committees for Hawthorn, PNC Family Wealth<sup>®</sup> and PNC Institutional Asset Management. <p><b>JEFFREY C. HEISLER, P<small>H</small>D, CFA,</b> is Managing Director of the Investment Research Group for TwinFocus Capital Partners.
<p><b>EFFECTIVE PORTFOLIO MANAGEMENT ESSENTIALS FOR ANYONE WHO WANTS TO "RUN" MONEY PROFESSIONALLY</b> <p>Written in accessible terms, <i>Portfolio Management: Theory and Practice</i> contains the information that a serious portfolio manager would learn over a 20-year career. Well-grounded in academic rigor and reflecting real business practice, the book offers an authoritative guide for those who wish to manage money professionally. <p>The expert authors explore the theory and practices of effective portfolio management and provide the tools and strategies needed to deliver excellent performance. Filled with real-world examples and test cases, the book provides keen insight into the key factors that separate success from failure. The step-by-step instructions and online Excel templates provide hands-on experience building portfolio management tools. <p><i>Portfolio Management</i> offers a clear understanding of advanced investments, portfolio management and applied capital markets finance. It also provides a useful tool for practitioners who seek information on recent advances to the theory and intricacies of the practice.

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