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by Gerhard Van de Venter, CFA, Wendy L. Pirie, CFA, Jerald E. Pinto, CFA, Michael G
Investments: Principles of Portfolio and Equity Analysis
Cover
Title
Copyright
Contents
Foreword
Acknowledgments
Introduction
Chapter 1: Market Organization and Structure
Learning Outcomes
1. Introduction
2. The Functions of the Financial System
3. Assets and Contracts
4. Financial Intermediaries
5. Positions
6. Orders
7. Primary Security Markets
8. Secondary Security Market and Contract Market Structures
9. Well-Functioning Financial Systems
10. Market Regulation
11. Summary
Problems
Chapter 2: Security Market Indices
Learning Outcomes
1. Introduction
2. Index Definition and Calculations of Value and Returns
3. Index Construction and Management
4. Uses of Market Indices
5. Equity Indices
6. Fixed-Income Indices
7. Indices for Alternative Investments
8. Summary
Problems
Chapter 3: Market Efficiency
Learning Outcomes
1. Introduction
2. The Concept of Market Efficiency
3. Forms of Market Efficiency
4. Market Pricing Anomalies
5. Behavioral Finance
6. Summary
Problems
Chapter 4: Portfolio Management: An Overview
Learning Outcomes
1. Introduction
2. A Portfolio Perspective on Investing
3. Investment Clients
4. Steps in the Portfolio Management Process
5. Pooled Investments
6. Summary
Problems
Chapter 5: Portfolio Risk and Return: Part I
Learning Outcomes
1. Introduction
2. Investment Characteristics of Assets
3. Risk Aversion and Portfolio Selection
4. Portfolio Risk
5. Efficient Frontier and Investor’s Optimal Portfolio
6. Summary
Problems
Chapter 6: Portfolio Risk and Return: Part II
Learning Outcomes
1. Introduction
2. Capital Market Theory
3. Pricing of Risk and Computation of Expected Return
4. The Capital Asset Pricing Model
5. Beyond the Capital Asset Pricing Model
6. Summary
Problems
Chapter 7: Basics of Portfolio Planning and Construction
Learning Outcomes
1. Introduction
2. Portfolio Planning
3. Portfolio Construction
4. Summary
Problems
Chapter 8: Overview of Equity Securities
Learning Outcomes
1.Introduction
2. Equity Securities in Global Financial Markets
3. Types and Characteristics of Equity Securities
4. Private Versus Public Equity Securities
5. Investing in Nondomestic Equity Securities
6. Risk and Return Characteristics of Equity Securities
7. Equity Securities and Company Value
8. Summary
Problems
Chapter 9: Introduction to Industry and Company Analysis
Learning Outcomes
1. Introduction
2. Uses of Industry Analysis
3. Approaches to Identifying Similar Companies
4. Industry Classification Systems
5. Describing and Analyzing an Industry
6. Company Analysis
7. Summary
Problems
Chapter 10: Equity Valuation: Concepts and Basic Tools
Learning Outcomes
1. Introduction
2. Estimated Value and Market Price
3. Major Categories of Equity Valuation Models
4. Present Value Models: The Dividend Discount Model
5. Multiplier Models
6. Asset-Based Valuation
7. Summary
Problems
Chapter 11: Equity Market Valuation
Learning Outcomes
1. Introduction
2. Estimating a Justified P/E Ratio
3. Top-Down and Bottom-Up Forecasting
4. Relative Value Models
5. Summary
Problems
Chapter 12: Technical Analysis
Learning Outcomes
1. Introduction
2. Technical Analysis: Definition and Scope
3. Technical Analysis Tools
4. Elliott Wave Theory
5. Intermarket Analysis
6. Summary
Problems
Glossary
References
About the Authors
About the CFA Program
Index
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