Activebeta Indexes
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Activebeta Indexes
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Author : Khalid Ghayur
language : en
Publisher: John Wiley & Sons
Release Date : 2010-02-19
Activebeta Indexes written by Khalid Ghayur and has been published by John Wiley & Sons this book supported file pdf, txt, epub, kindle and other format this book has been release on 2010-02-19 with Business & Economics categories.
An informative guide offering new and innovative ways to think about active management and investing ActiveBeta Indexes presents exciting new research that shows how above-market returns can be achieved in a low-cost, transparent, and efficient fashion. Active Betas reflect fundamental investment principles that have long been the foundation of active equity returns, but are commonly masqueraded as investment skill, or alpha. This groundbreaking book lifts the veil to uncover the common sources of active returns and reveals their beta-like properties. Developed by leading investment practitioners at Westpeak Global Advisors, ActiveBeta Indexes introduces Active Beta sources and explains how the behavior of short- and long-term earnings growth gives rise to systematic sources of active equity returns. Details a new index framework and research findings that could change the face of active portfolio management Presents patent-pending innovations for constructing style indexes and informationally-efficient active portfolios Explores the historical performance of ActiveBeta Indexes Wealth advisers, consultants, pensions and endowments, and other institutional investors will find the intellectual honesty of ActiveBeta Indexes a refreshing perspective on the active management industry. They will also find it a useful guide to a more strategic allocation of their risk and management fee budgets – a growing necessity in these challenging times.
Equity Smart Beta And Factor Investing For Practitioners
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Author : Khalid Ghayur
language : en
Publisher: John Wiley & Sons
Release Date : 2019-05-29
Equity Smart Beta And Factor Investing For Practitioners written by Khalid Ghayur and has been published by John Wiley & Sons this book supported file pdf, txt, epub, kindle and other format this book has been release on 2019-05-29 with Business & Economics categories.
A guide to the popular and fast growing investment opportunities of smart beta Equity Smart Beta and Factor Investing for Practitioners offers a hands-on guide to the popular investment opportunities of smart beta, which is one of the fastest growing areas within the global equity asset class. This well-balanced book is written in accessible and understandable terms and contains an in-depth manual filled with analytical information and new ideas. The authors—noted experts in the field—include a definition of smart beta investing and detail its history. They also explore the distinguishing characteristics of smart beta strategies, offer an overview of factor investing, and reveal the implementation of smart beta approaches. Comprehensive in scope, the book contains helpful examples of applications, real-life illustrative case studies, and contributions from leading and respected practitioners that explain how they approach smart beta investing. This important book: Contains an in-depth exploration of smart beta investing Includes the information written in clear and accessible language Presents helpful case studies, illustrative examples, and contributions from leading and respected experts Offers a must have resource coauthored by the Head of Goldman Sachs’ equity smart beta business Written for investors who want to tap into the opportunities that smart beta offers, Equity Smart Beta and Factor Investing for Practitioners is the comprehensive resource for learning how to create more efficient overall equity portfolios.
The Investment Advisor Body Of Knowledge Test Bank
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Author : IMCA
language : en
Publisher: John Wiley & Sons
Release Date : 2015-03-16
The Investment Advisor Body Of Knowledge Test Bank written by IMCA and has been published by John Wiley & Sons this book supported file pdf, txt, epub, kindle and other format this book has been release on 2015-03-16 with Business & Economics categories.
The complete body of knowledge for CIMA candidates and professionals The 2015 Certified Investment Management Analyst Body of Knowledge + Test Bank will help any financial advisor prepare for and pass the CIMA exam, and includes key information and preparation for those preparing to take the test. CIMA professionals integrate a complex body of investment knowledge, ethically contributing to prudent investment decisions by providing objective advice and guidance to individual and institutional investors. The CIMA certification program is the only credential designed specifically for financial professionals who want to attain a level of competency as an advanced investment consultant. Having the CIMA designation has led to more satisfied careers, better compensation, and management of more assets for higher-net-worth clients than other advisors. The book is laid out based on the six domains covered on the exam: I. Governance II. Fundamentals (statistics, finance, economics) III. Portfolio Performance and Risk Measurements IV. Traditional and Alternative Investments V. Portfolio Theory and Behavioral Finance VI. Investment Consulting Process
Caia Level I
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Author : CAIA Association
language : en
Publisher: John Wiley & Sons
Release Date : 2009-10-02
Caia Level I written by CAIA Association and has been published by John Wiley & Sons this book supported file pdf, txt, epub, kindle and other format this book has been release on 2009-10-02 with Business & Economics categories.
Not to be used after March, 2012 Exams – CAIA Level I, 2nd Edition should be used to prepare for September 2012 Exam. The official study text for the Level I Chartered Alternative Investment Analyst (CAIA) exam The Chartered Alternative Investment Analyst (CAIA) designation is the financial industry's first and only globally recognized program that prepares professionals to deal with the ever-growing field of alternative investments. The CAIA Level I: An Introduction to Core Topics in Alternative Investments contains all material on alternative investments that a potential Level I candidate would need to know as they prepare for the exam. The information found here will help you build a solid foundation in both traditional and alternative investment markets-for example, the range of statistics that are used to define investment performance as well as the many types of hedge fund strategies. It will also inform CAIA candidates on how to identify and describe aspects of financial markets, develop reasoning skills, and in some cases, make computations necessary to solve business problems. Contains "need to know" material for Level I candidates and for alternative investment specialists Addresses all of the unique attributes associated with the alternative investments space Organized with a study guide outline and learning objectives with key terms, available for free at www.caia.org/program/studyguides Focuses on alternative investments and quantitative techniques used by investment professionals This book is a must-have resource for anyone contemplating taking the CAIA Level I exam.
Guide To Investing In Stocks Bonds Etfs And Mutual Funds
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Author : Shyam Bahadur Ph.D.
language : en
Publisher: LifeRich Publishing
Release Date : 2018-02-13
Guide To Investing In Stocks Bonds Etfs And Mutual Funds written by Shyam Bahadur Ph.D. and has been published by LifeRich Publishing this book supported file pdf, txt, epub, kindle and other format this book has been release on 2018-02-13 with Reference categories.
Where to invest for growth can be a daunting decision for even an experienced investor. For a beginner, it can seem downright impossible. The author covers in this investment guide all kinds of investments including the stocks, treasury securities, municipal and corporate bonds, mutual funds and exchange traded funds and introduces even the master limited partnerships and real estate investment trusts. Some of the highlights of coverage are the concept of compounding and dollar cost averaging selection and analysis of stocks using the fundamental approach to stock evaluation supplemented with technical analysis selection and analysis of mutual funds and ETFs asset allocation, diversification and rebalancing guidelines for buying and selling the securities evaluating market levels and the discussion of market volatility and crash economic and tax considerations in investing
Factor Investing For Dummies
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Author : James Maendel
language : en
Publisher: John Wiley & Sons
Release Date : 2022-12-01
Factor Investing For Dummies written by James Maendel and has been published by John Wiley & Sons this book supported file pdf, txt, epub, kindle and other format this book has been release on 2022-12-01 with Business & Economics categories.
Systematically secure your financial future—Dummies makes it easy Factor Investing For Dummies helps you go beyond the investment basics, with proven techniques for making informed and sophisticated investment decisions. Using factor investing, you’ll select stocks based on some predetermined, well, factors. Momentum, value, interest rates, economic growth, credit risk, liquidity—all these things can help you identify killer stocks and improve your returns. This book explains it all, and helps you implement a strategic factor investing plan, so you can boost your portfolio’s performance, reduce volatility, and enhance diversification. You’ll also learn what not to do, with coverage of the factors that have failed to deliver consistent returns over time. We explore factor-based ETFS and loads of other ideas for injecting some factors into your investment game. Learn what factor investing is and how you can use it to level up your portfolio Understand the various types of factors and how to use them to select winning stocks Choose from a bunch of factor investing strategies, or build one of your own Generate wealth in a more sophisticated, more effective way This is the perfect Dummies guide for beginner to seasoned investors who want to explore more consistent outperformance potential. Factor Investing For Dummies can also help portfolio managers, consultants, academics, and students who want to understand more about the science of factor investing.
A Random Walk Down Wall Street The Time Tested Strategy For Successful Investing Twelfth Edition
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Author : Burton G. Malkiel
language : en
Publisher: W. W. Norton & Company
Release Date : 2019-01-01
A Random Walk Down Wall Street The Time Tested Strategy For Successful Investing Twelfth Edition written by Burton G. Malkiel and has been published by W. W. Norton & Company this book supported file pdf, txt, epub, kindle and other format this book has been release on 2019-01-01 with Business & Economics categories.
A Best Book For Investors Pick by the Wall Street Journal’s “Weekend Investor” Whether you’re considering your first 401k contribution, contemplating retirement, or anywhere in between, A Random Walk Down Wall Street is the best investment guide money can buy. In this new edition, Burton G. Malkiel shares authoritative insights spanning the full range of investment opportunities—including valuable new material on cryptocurrencies like bitcoin, and “tax-loss harvesting”—to help you chart a calm course through the turbulent waters of today’s financial markets.
50
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Author : 墨基爾
language : zh-CN
Publisher: 遠見天下文化出版股份有限公司
Release Date : 2023-04-28
50 written by 墨基爾 and has been published by 遠見天下文化出版股份有限公司 this book supported file pdf, txt, epub, kindle and other format this book has been release on 2023-04-28 with Business & Economics categories.
★全球暢銷200萬冊，50週年增訂版 ★專業推薦─ 政治大學財務管理系名譽教授 周行一 暢銷財經作家 綠角 投資指數型基金的不敗經典 理財專家一讀再讀的投資金律 提供各年齡層最完整、多元分散的投資組合建議 識破流行投資商品、各種花俏投資術語的陷阱 綜合最新學術研究與投資實務 幫助讀者找出最能長期累積財富的最佳策略 墨基爾擁有華爾街專業投資人、經濟學者與個人投資者的三重身分， 他以個人豐富的經驗，加入產學界全新看法，提供堅實可靠的理財建議。 在此次50 週年增訂版中，他全面更新案例、數據、標的， 並加入上萬字全新內容，幫助讀者與時俱進，辨別最新金融商品的優劣： ★大家都在討論加密貨幣、NFT，可以跟進嗎？ 請小心，話題愈熱烈愈有可能是投機泡沫。 ★利用因子投資策略增加風險就能增加報酬嗎？ 不一定，理論上看似可行的策略，實務操作上可能有困難或成本高昂。 ★對環境、社會、企業都好的ESG 投資報酬穩定嗎？ 要注意，各組織的ESG 衡量指標落差很大，購買前先查詢基金成分股、做好盡職調查，才能降低風險。 在這個資訊飛速傳播的新時代，投資界天天都有新商品，但是別忘了華 倫．巴菲特的忠告：「懶惰是最佳的投資模式。」 簡單的買進並持有指數型基金， 任何時候、任何年齡開始都不嫌晚！ 【好評推薦】 《華爾街日報》：「提供常識建議，幫助投資人選擇標的的實用書。」 《金融時報》：「散戶進入市場前的必讀指南。」 《經濟學人》：「當之無愧的長青暢銷書。」 本書對投資人最有用的訊息，在於將作者建議的投資原則應用在實務上是非常簡易的， 只要願意有紀律的執行，任何人都可以輕而易舉的投資。 ──周行一，政治大學財務管理系名譽教授 想要在股市裡有很好的表現嗎？這裡有個很好的建議，那就是存一點錢， 然後買下墨基爾的書，接著把剩下的錢拿去買指數型基金。 ──《洛杉磯時報》（Los Angeles Times） 你可以想像正在上一堂長達一週的投資課， 教課的人擁有班傑明‧富蘭克林（Benjamin Franklin）的常識、 米爾頓‧傅利曼（Milton Friedman）的學術知識， 以及華倫‧巴菲特（Warren Buffett）的實務經驗。 不用多說，墨基爾這本最新版的作品一定要讀。 ──《霸榮》（Barron’s） 訪問十位投資專家，你會聽到十個人都推薦墨基爾這本經典的投資書。 ──《華爾街日報》（Wall Street Journal） 過去五十年來，真正好的投資書不超過六本，而這本就是其中的經典。 ──《富比士》（Forbes） 如果你的新年願望是要改善個人財務狀況，建議你不用到書店找新書， 只要重讀經典，尤其是《漫步華爾街》。 ──《紐約時報》（New York Times） 本書自1973年初版上市後，已經協助成千上萬名投資人走向正道。 不管你多久前曾讀過本書，都應該再次複習。 本書結合學術理論與實務操作，條理清晰。 ──《芝加哥論壇報》（Chicago Tribune） 引人入勝、條理分明的巨作。 ──《財經》（Money） 作者簡介 墨基爾 Burton G. Malkiel 普林斯頓大學經濟學系化學銀行講座退休教授（Chemical Bank Chaiman's Pro-fessor of Economics Emeritus）， 曾任美國總統經濟諮詢委員會（Council of Economic Advisers）委員、 耶魯大學管理學院（Yale School of Management）院長。 現居美國紐澤西州（New Jersey）。 譯者簡介 楊美齡 台灣大學商學系畢業、紐西蘭奧克蘭大學電腦系畢業。 譯有《穩健理財十守則》、《策略遊戲》、《組織遊戲》、 《電子精英》、《富比士二百年英雄榜人物》、《可樂教父》等。 林麗冠 台灣大學中文系學士，美國密蘇里大學新聞碩士， 譯有《誰說人是理性的》、《稱職主管16堂課》、 《專案，就是要這樣管理》、《決策制定》、《廢墟中站起的巨人》、 《我的祕密河流》、《在地的幸福經濟》、《兩性大和解》、 《Top Sales報告》和《星際遊俠》等書。 蘇鵬元 清華大學經濟系碩士，譯有《投資最重要的事》、 《金錢遊戲》、《掌握市場週期》（合譯）、《崩盤》（合譯）等。 陳儀 目前為專業投資公司高階主管，曾任投信基金經理人， 專業與業餘財富管理經驗豐富。因個人理想而跨入兼職譯者領域， 譯作有《史迪格里茲改革宣言》、《大債危機》、《物聯網革命》、 《索羅斯金融煉金術》（中文新譯版）、《大查帳》、 《你可以自私自利，同時當個好人》及《資本主義：金錢、道德與市場》等， 譯著甚豐。 林俊宏 臺灣師範大學翻譯研究所博士。喜好電影、音樂、閱讀、閒晃， 覺得把話講清楚比什麼都重要。譯有《人類大歷史》、《人類大命運》、 《21世紀的21堂課》、《大數據》、《大數據：教育篇》、 《大數據：隱私篇》、《大數據資本主義》、《大科學》等書。
Smart Beta
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Author : Romedius Troberg
language : en
Publisher: Anchor Academic Publishing (aap_verlag)
Release Date : 2015-03-25
Smart Beta written by Romedius Troberg and has been published by Anchor Academic Publishing (aap_verlag) this book supported file pdf, txt, epub, kindle and other format this book has been release on 2015-03-25 with Business & Economics categories.
In economics, each and every rational decision made is supposed to maximize individual utility. This approach especially applies to the investor in financial goods. In accordance with neoclassical utility optimization, the individual investors are supposed to be willing to exchange investment good in order to maximize their expected future return. This approach anticipates every individual investor to try and estimate the future cash flows of the investment in order to evaluate its current value. Hence, trades at every stock exchange are to be executed at all times where you have two investors differing in their estimation of the intrinsic value of an investment product. As a consequence, every investor is supposed to create a portfolio with assets that in turn maximize his/her expected return. Every investor is supposed to make an individual and rational attempt to maximize his/her utility and to behave in a risk-averse manner. However, according to the neoclassical theory, it is not possible to gain more from an investment than the market does, as long as markets are efficient. Financial markets can be seen as the most efficient markets, if not the only efficient markets in real economy, as, in the market context, information is transferred the fastest and prices are thus adopted nearly instantly. Nevertheless, all investors at the stock exchanges try to make money by using their individual knowledge in order to gain something from investing in some assets. They have of course, at the same time, the possibility to follow the market themselves or to try to bet against the market. Every investor hence always faces the question of whether to trade on the market with his/her own individual knowledge in order to gain some additional utility, or to simply attempt to do the same as the whole market and follow the belief of the market at a whole. The question thus arises of what exactly efficient fund management looks like. This paper will discuss several possibilities which arise in literature and in the real economy when thinking about fund management, and will discuss the rather new concept of “Smart Beta” investments, in particular. The focus of this paper thus lies in the question of whether smart beta concepts serve as potential superior alternatives to the classical passive investment products.
A Random Walk Down Wall Street The Best Investment Guide That Money Can Buy 13th Edition
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Author : Burton G. Malkiel
language : en
Publisher: W. W. Norton & Company
Release Date : 2023-01-03
A Random Walk Down Wall Street The Best Investment Guide That Money Can Buy 13th Edition written by Burton G. Malkiel and has been published by W. W. Norton & Company this book supported file pdf, txt, epub, kindle and other format this book has been release on 2023-01-03 with Business & Economics categories.
“A must-read for any investor.”—Browser One of the “few great investment books” (Andrew Tobias) ever written, with 2 million copies in print. In a time of rampant misinformation about ways of growing your money, Burton G. Malkiel’s gimmick-free investment guide is more necessary than ever. Whether you’re considering your first 401k contribution or contemplating retirement, the fully updated, fiftieth anniversary edition of A Random Walk Down Wall Street remains the best investment guide money can buy. Drawing on his experience as an economist, financial adviser, and successful investor, Malkiel shows why an individual who saves consistently over time and buys a diversified set of index funds can achieve above-average investment results. He addresses current investment fads and critically analyzes cryptocurrencies, NFTs, and meme stocks. Malkiel reveals how to be a tax smart investor and how to make sense of recently popular investment management techniques, including factor investing, risk parity, and ESG portfolios. Investors of every age, experience level, and risk tolerance will find the step-by-step guidance they need to protect and grow their dollars.