Managing Investment Portfolios: A Dynamic Process, Workbook

In the Third Edition of Managing Investment Portfolios, financial experts John Maginn, Donald Tuttle, Jerald Pinto, and Dennis McLeavey provide complete coverage of the most important issues surrounding modern portfolio management.
Now, in Managing Investment Portfolios Workbook, Third Edition, they offer you a wealth of practical information and exercises that will solidify your understanding of the tools and techniques associated with this discipline. This comprehensive study guide—which parallels the main book chapter by chapter—contains challenging problems and a complete set of solutions as well as concise learning outcome statements and summary overviews.
Topics reviewed include:
The portfolio management process and the investment policy statement
Managing individual and institutional investor portfolios
Capital market expectations, fixed income, equity, and alternative investment portfolio management
Monitoring and rebalancing a portfolio
Global investment performance standards

Spis treści:
PART I: Learning Outcomes, Summary Overview, and Problems.
CHAPTER 1: The Portfolio Management Process and the Investment Policy Statement.
Learning Outcomes.
Summary Overview.
Problems.
CHAPTER 2: Managing Individual Investor Portfolios.
Learning Outcomes.
Summary Overview.
Problems.
CHAPTER 3: Managing Institutional Investor Portfolios.
Learning Outcomes.
Summary Overview.
Problems.
CHAPTER 4: CapitalMarket Expectations.
Learning Outcomes.
Summary Overview.
Problems.
CHAPTER 5: Asset Allocation.
Learning Outcomes.
Summary Overview.
Problems.
CHAPTER 6: Fixed–Income Portfolio Management.
Learning Outcomes.
Summary Overview.
Problems.
CHAPTER 7: Equity Portfolio Management.
Learning Outcomes.
Summary Overview.
Problems.
CHAPTER 8: Alternative Investments Portfolio Management.
Learning Outcomes.
Summary Overview.
Problems.
CHAPTER 9: Risk Management.
Learning Outcomes.
Summary Overview.
Problems.
CHAPTER 10: Execution of Portfolio Decisions.
Learning Outcomes.
Summary Overview.
Problems.
CHAPTER 11: Monitoring and Rebalancing.
Learning Outcomes.
Summary Overview.
Problems.
CHAPTER 12: Evaluating Portfolio Performance.
Learning Outcomes.
Summary Overview.
Problems.
CHAPTER 13: Global Investment Performance Standards.
Learning Outcomes.
Summary Overview.
Problems.
PART II: Solutions.
CHAPTER 1: The Portfolio Management Process and the Investment Policy Statement.
Solutions.
CHAPTER 2: Managing Individual Investor Portfolios.
Solutions.
CHAPTER 3: Managing Institutional Investor Portfolios.
Solutions.
CHAPTER 4: CapitalMarket Expectations.
Solutions.
CHAPTER 5: Asset Allocation.
Solutions.
CHAPTER 6: Fixed–Income Portfolio Management.
Solutions.
CHAPTER 7: Equity Portfolio Management.
Solutions.
CHAPTER 8: Alternative Investments Portfolio Management.
Solutions.
CHAPTER 9: Risk Management.
Solutions.
CHAPTER 10: Execution of Portfolio Decisions.
Solutions.
CHAPTER 11: Monitoring and Rebalancing.
Solutions.
CHAPTER 12: Evaluating Portfolio Performance.
Solutions.
CHAPTER 13: Global Investment Performance Standards.
Solutions.
About the CFA Program.

Nota biograficzna:
John L. Maginn, CFA, is President of Maginn Associates, Inc. He is an adjunct professor at Creighton University.
Donald L. Tuttle, PHD, CFA, was vice president of CFA Institute in its Curriculum and Examinations Department from 1992 to 2004. He received his PhD from the University of North C arolina at Chapel Hill.
Jerald E. Pinto, PHD, CFA, is Director in the CFA and CIPM Programs Division at CFA Institute. He holds an MBA from Baruch College and a PhD in finance from the Stern School, and earned his CFA charter in 1992.
Dennis W. Mcleavey, CFA, is Head of Professional Development Products at CFA Institute. He holds a doctorate from Indiana University and earned his CFA charter in 1990.

Okładka tylna:
In the Third Edition of Managing Investment Portfolios, financial experts John Maginn, Donald Tuttle, Jerald Pinto, and Dennis McLeavey provide complete coverage of the most important issues surrounding modern portfolio management.
Now, in Managing Investment Portfolios Workbook, Third Edition, they offer you a wealth of practical information and exercises that will solidify your understanding of the tools and techniques associated with this discipline. This comprehensive study guide—which parallels the main book chapter by chapter—contains challenging problems and a complete set of solutions as well as concise learning outcome statements and summary overviews.
Topics reviewed include:
The portfolio management process and the investment policy statement
Managing individual and institutional investor portfolios
Capital market expectations, fixed income, equity, and alternative investment portfolio management
Monitoring and rebalancing a portfolio
Global investment performance standards