Get hands-on experience in portfolio management with this invaluable workbook set from the experts at the CFA Institute
The Portfolio Management in Practice, Volume 3: Equity Portfolio Management Workbook Set offers students and seasoned professionals essential practice with crucial concepts in the portfolio management process. Created by the financial experts at the CFA Institute, the Workbook Set contains invaluable exercises, learning outcomes, summary overview sections, practice questions, and detailed solutions. You'll get access to the latest tools and information to help you gain confidence in the field of portfolio management.
You'll learn about:
- The difference between passive and active equity investment strategies
- The market efficiency theoretical underpinnings of passive equity strategies
- Using technical analysis as an additional consideration in executing active equity strategies
Perfect for investors, finance professionals, and students of business and investment, the Portfolio Management in Practice, Volume 3: Equity Portfolio Management Workbook Set offers world-class exercises based on real scenarios faced by professionals on a daily basis.
Table of Contents
Preface xiAcknowledgments xiii
About the CFA Institute Investment Series xv
Chapter 1 Overview of Equity Securities 1
Chapter 2 Market Efficiency 35
Chapter 3 Overview of Equity Portfolio Management 67
Chapter 4 Passive Equity Investing 95
Chapter 5 Analysis of Active Portfolio Management 141
Chapter 6 Active Equity Investing: Strategies 197
Chapter 7 Active Equity Investing: Portfolio Construction 271
Chapter 8 Technical Analysis 351
Summary 435 Practice Problems 438 Glossary 445 About the Authors 451 About the CFA Program 453 Index 455
