The Large Cap Portfolio
DOWNLOAD
Download The Large Cap Portfolio PDF/ePub or read online books in Mobi eBooks. Click Download or Read Online button to get The Large Cap Portfolio book now. This website allows unlimited access to, at the time of writing, more than 1.5 million titles, including hundreds of thousands of titles in various foreign languages. If the content not found or just blank you must refresh this page
The Large Cap Portfolio Web Site
DOWNLOAD
Author : Thomas Villalta
language : en
Publisher: John Wiley & Sons
Release Date : 2012-05-22
The Large Cap Portfolio Web Site written by Thomas Villalta 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 2012-05-22 with Business & Economics categories.
The practical guide to finding value and opportunity in large-cap stocks using investor behavior Large-Cap is an abbreviation of the term "large market capitalization" and refers to the stock of publicly traded companies with market capitalization values of roughly more than $10 billion, like Walmart, Microsoft, and Ford. Because of their size, the conventional view is that these companies do not present investors with an ability to be opportunistic. The Large-Cap Portfolio + Website argues that, contrary to popular perceptions, significant opportunities exist in these stocks. Written with a fluency that both the savvy amateur and professional investor will understand, the book fills a void in the market by offering the practitioner a methodology to identify and approach the major assumptions that underlie valuation, with an emphasis on issues that are more relevant to the analysis of large-cap stocks. Full of useful information on how to reap the rewards of stocks that most investors avoid Presents essential insights into understanding stock valuation Includes an actionable chapter devoted to portfolio management Packed with timely instruction, Large-Cap Portfolio gives readers invaluable insights and examples of how to build portfolios that will out-perform broad market benchmarks.
The Large Cap Portfolio
DOWNLOAD
Author : Thomas Villalta
language : en
Publisher: John Wiley & Sons
Release Date : 2012-04-12
The Large Cap Portfolio written by Thomas Villalta 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 2012-04-12 with Business & Economics categories.
The practical guide to finding value and opportunity in large-cap stocks using investor behavior Large-Cap is an abbreviation of the term "large market capitalization" and refers to the stock of publicly traded companies with market capitalization values of roughly more than $10 billion, like Walmart, Microsoft, and Ford. Because of their size, the conventional view is that these companies do not present investors with an ability to be opportunistic. The Large-Cap Portfolio + Website argues that, contrary to popular perceptions, significant opportunities exist in these stocks. Written with a fluency that both the savvy amateur and professional investor will understand, the book fills a void in the market by offering the practitioner a methodology to identify and approach the major assumptions that underlie valuation, with an emphasis on issues that are more relevant to the analysis of large-cap stocks. Full of useful information on how to reap the rewards of stocks that most investors avoid Presents essential insights into understanding stock valuation Includes an actionable chapter devoted to portfolio management Packed with timely instruction, Large-Cap Portfolio gives readers invaluable insights and examples of how to build portfolios that will out-perform broad market benchmarks.
Caia Level I
DOWNLOAD
Author : CAIA Association
language : en
Publisher: Wiley
Release Date : 2012-04-03
Caia Level I written by CAIA Association and has been published by Wiley this book supported file pdf, txt, epub, kindle and other format this book has been release on 2012-04-03 with Business & Economics categories.
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 second edition of CAIA Level I: An Introduction to Core Topics in Alternative Investments contains comprehensive insights on the alternative investment issues a potential Level I candidate would need to know about as they prepare for the exam. The information found here will help you build a solid foundation in alternative investment markets—with coverage of everything from the characteristics of various strategies within each alternative asset class to portfolio management concepts central to alternative investments. Uses investment analytics to examine each alternative asset class Examines quantitative techniques used by investment professionals Addresses the unique attributes associated with the alternative investment space Offers an online study guide outlining learning objectives and keywords This book is a must-have resource for anyone contemplating taking the CAIA Level I exam. So if you're ready to take your first step toward the CAIA charter, take the time to understand the insights offered here.
The Handbook Of Equity Style Management
DOWNLOAD
Author : T. Daniel Coggin
language : en
Publisher: John Wiley & Sons
Release Date : 2003-04-07
The Handbook Of Equity Style Management written by T. Daniel Coggin 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 2003-04-07 with Business & Economics categories.
A fully updated guide to equity style management Pioneered by Nobel laureate William Sharpe, equity style management is derived from a correlation analysis of various equity style categories, such as value, growth, small cap, large cap and foreign stocks. In the Third Edition of The Handbook of Equity Style Management, twenty contributors from industry and academia help readers understand various equity style management issues, including equity style indices, different approaches to equity style measurement, foreign stock investing, tactical style management, behavioral aspects of equity style, and equity style benchmarks for manager selection and performance attribution. This updated edition gives readers the rationale behind equity style management, and shows how new strategies can be used to manage risk and improve returns.
Portfolio Attribution Of Large Cap Companies
DOWNLOAD
Author : LATHA. murthy
language : en
Publisher:
Release Date : 2015
Portfolio Attribution Of Large Cap Companies written by LATHA. murthy and has been published by this book supported file pdf, txt, epub, kindle and other format this book has been release on 2015 with categories.
Portfolio managers strive to achieve their strategic goals and maximize their return on investments. This study is an analysis of portfolio attribution or how the fund manager decides where to invest and how to manage his customers' funds. This is possible by creating portfolios based on different strategies and further analyzing the portfolio's risk and returns. The objective is to gain insights helpful in improving the portfolio management process, its investment decision and strategy from risk and return perspective for achieving the desired investment performance. To attain this objective, the portfolio risk is analyzed on the basis of the multifactor model which features economic factors based on market, fundamental or technical data. This allows the portfolio managers to extend the use of the risk forecast from determining the expected level of risk to explaining where it is coming from and what actions should be taken to bring the portfolio into alignment. For a fundamental model the themes that are important in characterizing the behavior of securities are identified and then the asset exposure is determined. Then, factor volatilities are calculated and specific return and risk are determined. With this information, the asset's risk as a combination of factor-related risk and specific risk is calculated. Factor-related risk is caused due to the assets exposure to each factor, the volatility and the correlations between factors. The portfolio risk is calculated in a similar manner by substituting portfolio-level exposures for asset-level exposures. Finally, returns of a portfolio are analyzed based on its sources when compared with its risk.
The Complete Guide To Managing A Portfolio Of Mutual Funds
DOWNLOAD
Author : Ronald K. Rutherford
language : en
Publisher: McGraw Hill Professional
Release Date : 1997
The Complete Guide To Managing A Portfolio Of Mutual Funds written by Ronald K. Rutherford and has been published by McGraw Hill Professional this book supported file pdf, txt, epub, kindle and other format this book has been release on 1997 with Business & Economics categories.
Written by a veteran financial planner, this guide uniquely covers the statistical and non-statistical issues involved in selecting and managing a balanced portfolio of mutual funds. It explains investment policy development techniques, explores all asset classes of mutual funds, and covers the critical issues of style analyses, data interpretation, and style management.
Portfolio Performance Measurement And Benchmarking Chapter 24 Styles Factors And Equity Benchmarks
DOWNLOAD
Author : Jon A. Christopherson
language : en
Publisher: McGraw Hill Professional
Release Date : 2009-05-15
Portfolio Performance Measurement And Benchmarking Chapter 24 Styles Factors And Equity Benchmarks written by Jon A. Christopherson and has been published by McGraw Hill Professional this book supported file pdf, txt, epub, kindle and other format this book has been release on 2009-05-15 with Business & Economics categories.
Here is a chapter from Portfolio Performance Measurement and Benchmarking, which will help you create a system you can use to accurately measure your performance. The authors highlight common mechanical problems involved in building benchmarks and clearly illustrate the resulting fallouts. The failure to choose the right investing performance benchmarks often leads to bad decisions or inaction and, inevitably, lost profits. In this book you will discover a foundation for benchmark construction and discuss methods for all different asset classes and investment styles.
Mutual Funds
DOWNLOAD
Author : John A. Haslem
language : en
Publisher: John Wiley & Sons
Release Date : 2009-11-02
Mutual Funds written by John A. Haslem 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 2009-11-02 with Business & Economics categories.
An authoritative, must-read guide to making more informed decisions about mutual funds Providing a balance of theory and application, this authoritative book will enable you to evaluate the various performance and risk attributes of mutual funds. It covers a broad range of topics, including understanding the advantages and disadvantages of mutual funds, evaluating stock/bond allocations within fund portfolios, assessing fund diversification risk, measuring fund returns and risk, and making fund buy/sell decisions. While informative chapters combine clear summaries of existing research with practical guidelines for mutual fund analysis, step-by-step decision checklists guide you through the selection of various mutual funds. Puts the risks and rewards of mutual fund investing in perspective Skillfully examines how to select and evaluate the best mutual funds Outlines mutual fund service advantages and disadvantages Discusses the long- and short-term effectiveness of mutual funds Covering major theoretical and management issues in mutual fund analysis and portfolio management, this book is an authoritative guide.
Morningstar Guide To Mutual Funds
DOWNLOAD
Author : Christine Benz
language : en
Publisher: John Wiley & Sons
Release Date : 2003-02-17
Morningstar Guide To Mutual Funds written by Christine Benz 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 2003-02-17 with Business & Economics categories.
Praise for Morningstar Guide to Mutual Funds "Picking actively managed mutual funds is no mean challenge. And as the recent era underscores, past performance is of little help. The Morningstar Guide to Mutual Funds helps cut through the fog with a solid volume of constructive advice. The central message-'truly diversify, keep it simple, focus on costs, and stick with it'-is not only timeless, it is priceless." -John C. Bogle, founder and former CEO, The Vanguard Group "There's nothing Morningstar doesn't know about mutual funds. And at last, for ready reference, there's a book. You'll find everything here you need to know about managing fund investments, inside or outside a 401(k)." -Jane Bryant Quinn, Newsweek columnist and author of Making the Most of Your Money "All serious mutual fund investors know that Morningstar is the source of impeccable data and sound investment advice. This book is the culmination of nearly two decades of research, analysis, and good old commonsense wisdom." -Tyler Mathisen, financial journalist, CNBC "Momentum investing, the hype in NASDAQ, the dot-com mania are mostly behind us. Now, we must navigate through the market debris. We need a compass as we look to allocate our financial resources in a way best suited to maintain purchasing power and fully fund retirement. The Morningstar Guide will help investors find true north and steer a course to reach their long-term financial goals." -Mario J. Gabelli, Chief Investment Officer Gabelli Asset Management, a publicly traded company "A generation of investors who took the stock market for granted now know how important it is to understand-and control-their own investments. The Morningstar Guide should be their most important resource." -Terry Savage, Chicago Sun-Times financial columnist and author of The Savage Truth on Money
Common Sense On Mutual Funds
DOWNLOAD
Author : John C. Bogle
language : en
Publisher: John Wiley & Sons
Release Date : 2009-12-02
Common Sense On Mutual Funds written by John C. Bogle 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 2009-12-02 with Business & Economics categories.
John C. Bogle shares his extensive insights on investing in mutual funds Since the first edition of Common Sense on Mutual Funds was published in 1999, much has changed, and no one is more aware of this than mutual fund pioneer John Bogle. Now, in this completely updated Second Edition, Bogle returns to take another critical look at the mutual fund industry and help investors navigate their way through the staggering array of investment alternatives that are available to them. Written in a straightforward and accessible style, this reliable resource examines the fundamentals of mutual fund investing in today's turbulent market environment and offers timeless advice in building an investment portfolio. Along the way, Bogle shows you how simplicity and common sense invariably trump costly complexity, and how a low cost, broadly diversified portfolio is virtually assured of outperforming the vast majority of Wall Street professionals over the long-term. Written by respected mutual fund industry legend John C. Bogle Discusses the timeless fundamentals of investing that apply in any type of market Reflects on the structural and regulatory changes in the mutual fund industry Other titles by Bogle: The Little Book of Common Sense Investing and Enough. Securing your financial future has never seemed more difficult, but you'll be a better investor for having read the Second Edition of Common Sense on Mutual Funds.