Guide To Portfolios
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The Complete Guide To Portfolio Construction And Management
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Author : Lukasz Snopek
language : en
Publisher: John Wiley & Sons
Release Date : 2012-02-06
The Complete Guide To Portfolio Construction And Management written by Lukasz Snopek 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 2012-02-06 with Business & Economics categories.
In the wake of the recent financial crisis, many will agree that it is time for a fresh approach to portfolio management. The Complete Guide to Portfolio Construction and Management provides practical investment advice for building a robust, diversified portfolio. Written by a high-profile investment adviser, this book reveals a practical portfolio management framework and new approach to portfolio construction based on four key market forces: macro, fundamental, technical, and behavioural. It is an insight that takes the focus off numbers, looking instead at the role of risk and behavior in finance. As we have seen with the recent finance meltdown, traditional portfolio management techniques are flawed. Investors need to understand those flaws and learn how to incorporate risk management and behavioral finance into their asset management strategies. With a foreword by industry leader Francois-Serge L'habitant, this is your one-stop guide, with new ways for you to manage, grow and preserve your investment portfolio, even in uncertain markets.
A Practitioner S Guide To Asset Allocation
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Author : William Kinlaw
language : en
Publisher: John Wiley & Sons
Release Date : 2017-05-02
A Practitioner S Guide To Asset Allocation written by William Kinlaw 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 2017-05-02 with Business & Economics categories.
Since the formalization of asset allocation in 1952 with the publication of Portfolio Selection by Harry Markowitz, there have been great strides made to enhance the application of this groundbreaking theory. However, progress has been uneven. It has been punctuated with instances of misleading research, which has contributed to the stubborn persistence of certain fallacies about asset allocation. A Practitioner's Guide to Asset Allocation fills a void in the literature by offering a hands-on resource that describes the many important innovations that address key challenges to asset allocation and dispels common fallacies about asset allocation. The authors cover the fundamentals of asset allocation, including a discussion of the attributes that qualify a group of securities as an asset class and a detailed description of the conventional application of mean-variance analysis to asset allocation.. The authors review a number of common fallacies about asset allocation and dispel these misconceptions with logic or hard evidence. The fallacies debunked include such notions as: asset allocation determines more than 90% of investment performance; time diversifies risk; optimization is hypersensitive to estimation error; factors provide greater diversification than assets and are more effective at reducing noise; and that equally weighted portfolios perform more reliably out of sample than optimized portfolios. A Practitioner's Guide to Asset Allocation also explores the innovations that address key challenges to asset allocation and presents an alternative optimization procedure to address the idea that some investors have complex preferences and returns may not be elliptically distributed. Among the challenges highlighted, the authors explain how to overcome inefficiencies that result from constraints by expanding the optimization objective function to incorporate absolute and relative goals simultaneously. The text also explores the challenge of currency risk, describes how to use shadow assets and liabilities to unify liquidity with expected return and risk, and shows how to evaluate alternative asset mixes by assessing exposure to loss throughout the investment horizon based on regime-dependent risk. This practical text contains an illustrative example of asset allocation which is used to demonstrate the impact of the innovations described throughout the book. In addition, the book includes supplemental material that summarizes the key takeaways and includes information on relevant statistical and theoretical concepts, as well as a comprehensive glossary of terms.
Fixed Income Portfolio Analytics
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Author : David Jamieson Bolder
language : en
Publisher: Springer
Release Date : 2015-02-02
Fixed Income Portfolio Analytics written by David Jamieson Bolder and has been published by Springer this book supported file pdf, txt, epub, kindle and other format this book has been release on 2015-02-02 with Business & Economics categories.
The book offers a detailed, robust, and consistent framework for the joint consideration of portfolio exposure, risk, and performance across a wide range of underlying fixed-income instruments and risk factors. Through extensive use of practical examples, the author also highlights the necessary technical tools and the common pitfalls that arise when working in this area. Finally, the book discusses tools for testing the reasonableness of the key analytics to help build and maintain confidence for using these techniques in day-to-day decision making. This will be of keen interest to risk managers, analysts and asset managers responsible for fixed-income portfolios.
Portfolio Keeping
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Author : Nedra Reynolds
language : en
Publisher: Bedford/st Martins
Release Date : 1999-12-23
Portfolio Keeping written by Nedra Reynolds and has been published by Bedford/st Martins this book supported file pdf, txt, epub, kindle and other format this book has been release on 1999-12-23 with Language Arts & Disciplines categories.
Brief and inexpensive, Portfolio Keeping is the first guide that provides all the information students need to use the portfolio method successfully in a writing course. Portfolio Teaching, a guide for instructors, is also available.
The Complete Guide To Portfolio Performance
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Author : Pascal François
language : en
Publisher: John Wiley & Sons
Release Date : 2024-04-23
The Complete Guide To Portfolio Performance written by Pascal François 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 2024-04-23 with Business & Economics categories.
An intuitive and effective desk reference for performance measurement in asset and wealth management In The Complete Guide to Portfolio Performance: Appraise, Analyse, Act, a team of finance professors with extended practical experience deliver a hands-on desk reference for asset and wealth managers suitable for everyday use. Intuitively organized and full of concrete examples of the real-world implementation of the concepts discussed within, the book provides a comprehensive coverage of all important portfolio performance matters across 18 chapters of actionable and clearly described content. The authors have provided relevant cross-referencing where appropriate, “Key Takeaways and Equations” sections at the end of each chapter, and pointers to additional resources for anyone interested in pursuing further research. You'll also find: Discussions of more than a hundred classical and modern performance measures organized logically and with a focus on their applications Strategies for selecting appropriate performance measures based on your situation as a manager or investor Explanations of analytical techniques (statistical approaches, attribution, fund ratings...) enabling a comprehensive use of performance-related information Applications of portfolio performance criteria in concrete investment decision-making processes Highly actionable and logically organized material that's easy to find at a moment's notice A full set of pedagogical powerpoint slides and excel worksheets with all data and formulas Perfect for investors, portfolio managers, advisors, analysts, and regulators, The Complete Guide to Portfolio Performance is also a must-read reference for students and practitioners of asset and wealth management, as well as those pursuing certification such as CFA, CIPM, CIIA, and CAIA.
Smart Portfolios
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Author : Robert Carver
language : en
Publisher: Harriman House Limited
Release Date : 2017-09-18
Smart Portfolios written by Robert Carver and has been published by Harriman House Limited this book supported file pdf, txt, epub, kindle and other format this book has been release on 2017-09-18 with Business & Economics categories.
Developing Your Portfolio Enhancing Your Learning And Showing Your Stuff
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Author : Marianne Jones
language : en
Publisher: Taylor & Francis
Release Date : 2011-03-07
Developing Your Portfolio Enhancing Your Learning And Showing Your Stuff written by Marianne Jones and has been published by Taylor & Francis this book supported file pdf, txt, epub, kindle and other format this book has been release on 2011-03-07 with Education categories.
Portfolios have often been used as a way for teachers to monitor and assess their students' progress, but this book picks up on the current trend of using portfolios to assess teachers themselves as part of their degree requirements. As a professional development tool, portfolios are also useful for classroom teachers in evaluating their practice, and in showcasing their skills and accomplishments for use in interviews. Veteran teacher educators Marianne Jones and Marilyn Shelton provide practical and comprehensive guidance specific to the needs of pre- and in-service teachers of young children. This thoroughly revised and updated new edition features: A flexible and friendly approach that guides students at varying levels of experience through the portfolio process. New material on the portfolio planning stage and additional coverage on the importance of developing a personal philosophy. A companion website with additional instructor materials such as printable templates, exercises for improving portfolio skills, and more. Both theoretical and practical, the book addresses issues and mechanics related to process and product, instruction and guidance techniques, the role of reflection, and assessment strategies. With concrete examples, rubrics, tips, and exercises, this book will provide a step-by-step guide to creating a professional teaching portfolio.
How To Create And Maintain A Diversified Investment Portfolio A Comprehensive Guide On Investment And Portfolio Management
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Author : Finance and Sun
language : en
Publisher: Individual Unfold
Release Date : 2023-05-02
How To Create And Maintain A Diversified Investment Portfolio A Comprehensive Guide On Investment And Portfolio Management written by Finance and Sun and has been published by Individual Unfold this book supported file pdf, txt, epub, kindle and other format this book has been release on 2023-05-02 with Business & Economics categories.
"The book 'How to Create and Maintain a Diversified Investment Portfolio: A Comprehensive Guide on Investment and Portfolio Management ' is a complete guide on investment and portfolio management. It covers everything from various investment options to create a varied portfolio that matches an investor's objectives and risk appetite. The book presents a systematic approach towards creating and managing a successful portfolio." The book includes important ideas like the relationship between risk and return, spreading out investments, and dividing assets, as well as modern ways of managing investment portfolios, measuring their performance, and actively or passively engaging in them. Furthermore, the book delves into diverse investment options like real estate investment trusts, impact investing, and alternative investments. Whether you are experienced or new to investing, this book is a must-read. It offers additional resources for learning and a glossary of investment terms. The guide can help you create and manage a diverse portfolio.
Portfolio Management
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Author : Scott D. Stewart
language : en
Publisher: John Wiley & Sons
Release Date : 2019-03-19
Portfolio Management written by Scott D. Stewart 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 2019-03-19 with Business & Economics categories.
A career’s worth of portfolio management knowledge in one thorough, efficient guide Portfolio Management 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. 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: Learn and apply advanced multi-period portfolio methods to all major asset classes. Design, test, and implement investment processes. Win and keep client mandates. Grasp the theoretical foundations of major investment tools Teaching and learning aids include: Easy-to-use Excel templates with immediately accessible tools. Accessible PowerPoint slides, sample exam and quiz questions and sample syllabi Video lectures Proliferation of mathematics in economics, growing sophistication of investors, and rising competition in the industry requires advanced training of investment professionals. Portfolio Management provides expert guidance to this increasingly complex field, covering the important advancements in theory and intricacies of practice.
An Executive Guide To Portfolio Management
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Author : Office of Government Commerce
language : en
Publisher: The Stationery Office
Release Date : 2010-06-18
An Executive Guide To Portfolio Management written by Office of Government Commerce and has been published by The Stationery Office this book supported file pdf, txt, epub, kindle and other format this book has been release on 2010-06-18 with Business & Economics categories.
Describes portfolio management. This guide helps you understand how portfolio management can assist in addressing the challenges you and an organization face and how to respond to the demands for more customer focused service. It explains role of portfolio management prioritizing investment decisions.