Portfolio Management in Practice, Volume 2: Asset Allocation (CFA Institute Investment Series) - Hardcover

CFA Institute

Hardcover

ISBN 10: 1119787963 ISBN 13: 9781119787969

Verlag: Wiley, 2021

Inhaltsangabe

Discover the latest essential resource on asset allocation for students and investment professionals.

Part of the CFA Institute’s three-volume Portfolio Management in Practice series, Asset Allocation offers a deep, comprehensive ­treatment of the asset allocation process and the underlying theories and markets that support it. As the second volume in the series, Asset Allocation meets the needs of both graduate-level students focused on finance and industry professionals looking to become more dynamic investors.

Filled with the insights and industry knowledge of the CFA Institute’s subject matter experts, Asset Allocation effectively blends theory and practice while helping the reader expand their skillsets in key areas of interest.

This volume provides complete coverage on the following topics:

• 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
• An integrative case study in portfolio management involving a university endowment

To further enhance your understanding of tools and techniques explored in Asset Allocation, don’t forget to pick up the Portfolio Management in Practice, Volume 2: Asset Allocation Workbook. The workbook is the perfect companion resource containing learning outcomes, summary overview sections, and challenging practice questions that align chapter-by-chapter with the main text.

Über diesen Titel

Über die Autorin bzw. den Autor

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.

Von der hinteren Coverseite

As part of the CFA Institute Investment Series, Portfolio Management in Practice has been designed as a three-volume series that meets the needs of a wide range of individuals, from graduate-level students focused on finance to practicing investment professionals. Blending theory with practice, the contributors skillfully outline the flow of the portfolio management process, detailing the most important issues surrounding this multifaceted topic. Throughout the texts, special attention is paid to ensure the evenness of subject matter, consistency of mathematical notation, and continuity of topic coverage that is so critical to the learning process.

Asset Allocation, the second volume in the Portfolio Management in Practice series, provides a deep, comprehensive treatment of the asset allocation process and the underlying theories and markets that support it. This volume delivers a thorough analysis on the following topics:

• 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
• An integrative case study in portfolio management involving a university endowment

To further enhance readers' understanding of the tools and techniques explored here, don't forget to pick up the Portfolio Management in Practice, Volume 2: Asset Allocation Workbook, the companion study guide containing Learning Outcomes, Summary Overview sections, challenging practice questions, and solutions.

Aus dem Klappentext

CFA INSTITUTE INVESTMENT SERIES

Filled with the insights and industry knowledge of the CFA Institute's most prominent subject matter experts, Asset Allocation helps readers expand their skillsets to become more dynamic investment professionals. Designed to be accessible to both students and those already in the industry, the text explores key topics such as capital market expectations and security market indexes with clear, concise language.

The Asset Allocation Workbook is the perfect companion resource that provides hands-on practice for mastering the concepts introduced in this volume. The workbook aligns chapter-by-chapter with the main text so readers can easily pair exercises with the appropriate content.

While Asset Allocation and its accompanying workbook are part of a larger series, this pair also serves as an independent resource for those who wish to focus solely on this aspect of portfolio management.

For extensive coverage of the portfolio management process, explore the other two titles in this series, Investment Management and Equity Portfolio Management. Together, all three volumes afford a wholistic approach to portfolio management, including detailed discussion on the following elements:

• Capital market expectations
• Asset allocation
• Fixed income and equity
• Evaluating portfolio performance
• Currencies and alternative investments
• Global investment performance standards

With each contributor bringing his own unique experiences and perspectives to the portfolio management process, Portfolio Management in Practice distills the knowledge, skills, and abilities readers need to succeed in today's fast-paced financial world.

Details zur Ausgabe

• Verlag: Wiley
• Erscheinungsdatum: 2021
• Sprache: Englisch
• ISBN 10: 1119787963
• ISBN 13: 9781119787969
• Einband: Gebundene Ausgabe
• Auflage: 1
• Anzahl der Seiten: 640
• Kontakt zum Hersteller: Wiley-VCH GmbH; product_safety@wiley.com; ; Boschstrasse 12; Weinheim; 69469; Deutschland