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CFA Institute

 
9781119788089: Portfolio Management in Practice: Asset Allocation: Asset Allocation Workbook
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ISBN 10: 1119788080 ISBN 13: 9781119788089
Casa editrice: John Wiley & Sons Inc, 2021

Sinossi

The Asset Allocation Workbook offers a range of practical information and exercises that reinforce the key concepts explored in Portfolio Management in Practice, Volume 2: Asset Allocation. Part of the reputable CFA Institute Investment Series, the workbook is designed to further students’ and professionals’ hands-on experience with a variety of learning outcomes, summary overview sections, and challenging problems and solutions.

The workbook provides the necessary tools and latest information to help learners advance their skills in this critical facet of portfolio management. Aligning chapter-by-chapter with the main text so readers can easily pair exercises with the appropriate content, this workbook covers:

  • Setting capital market expectations to support the asset allocation process
  • Principles and processes in the asset allocation process, including handling ESG-integration and client-specific constraints
  • Allocation beyond the traditional asset classes to include allocation to alternative investments
  • The role of exchange-traded funds can play in implementing investment strategies

The Asset Allocation Workbook has been compiled by experienced CFA members to give learners world-class examples based on scenarios faced by finance professionals every day. For practice on additional aspects of portfolio management, explore Volume 1: Investment Management, Volume 3: Equity Portfolio Management, and their accompanying workbooks to complete the Portfolio Management in Practice series.

Le informazioni nella sezione "Riassunto" possono far riferimento a edizioni diverse di questo titolo.

Informazioni sull'autore

CFA Institute is the global association of investment professionals that sets the standard for professional excellence and credentials. The organization is a champion for ethical behavior in investment markets and a respected source of knowledge in the global financial community. The end goal: to create an environment where investors' interests come first, markets function at their best, and economies grow. CFA Institute has more than 155,000 members in 165 countries and territories, including 150,000 CFA® charterholders, and 148 member societies. For more information, visit www.cfainstitute.org.

Dalla quarta di copertina

CFA INSTITUTE INVESTMENT SERIES

The Asset Allocation Workbook offers a range of practical information and exercises that reinforce the key concepts explored in Portfolio Management in Practice, Volume 2: Asset Allocation. Part of the reputable CFA Institute Investment Series, the workbook is designed to further students' and professionals' hands-on experience with a variety of Learning Outcomes, Summary Overview sections, and challenging problems and solutions.

The workbook provides the necessary tools and latest information to help learners advance their skills in this critical facet of portfolio management. Aligning chapter-by-chapter with the main text so readers can easily pair exercises with the appropriate content, this workbook covers:

  • Setting capital market expectations to support the asset allocation process
  • Principles and processes in asset allocation, including handling ESG-integration and client-specific constraints
  • Allocation beyond the traditional asset classes to include allocation to alternative investments
  • The role of exchange-traded funds can play in implementing investment strategies

The Asset Allocation Workbook has been compiled by experienced CFA members to give learners world-class examples based on scenarios faced by finance professionals every day. For practice on additional aspects of portfolio management, explore Volume 1: Investment Management, Volume 3: Equity Portfolio Management, and their accompanying workbooks to complete the Portfolio Management in Practice series.

Le informazioni nella sezione "Su questo libro" possono far riferimento a edizioni diverse di questo titolo.

Editore
John Wiley & Sons Inc
Data di pubblicazione
2021
Lingua
Inglese
ISBN 10 
1119788080
ISBN 13 
9781119788089
Rilegatura
Copertina flessibile
Numero di pagine
157
Contatto del produttore
non disponibile
Persona responsabile
non disponibile