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Schwesernotes Bk 3 Fixed Income Portfolio Management Fixed Income Derivatives And Equity Portfolio Management Book in PDF, ePub and Kindle version is available to download in english. Read online anytime anywhere directly from your device. Click on the download button below to get a free pdf file of Schwesernotes Bk 3 Fixed Income Portfolio Management Fixed Income Derivatives And Equity Portfolio Management book. This book definitely worth reading, it is an incredibly well-written.
Author : Anonim
Publisher : Unknown
Page : 128 pages
File Size : 41,8 Mb
Release : 2010
Category : Investment advisors
ISBN : 1427727295
Author : Anonim
Publisher : John Wiley & Sons
Page : 385 pages
File Size : 49,7 Mb
Release : 2012
Category : Business & Economics
ISBN : 9781937537159
Author : Jerald E. Pinto,Barbara S. Petitt,Wendy L. Pirie
Publisher : John Wiley & Sons
Page : 186 pages
File Size : 44,7 Mb
Release : 2015-01-30
Category : Business & Economics
ISBN : 9781119029731
Fixed Income Analysis Workbook helps busy professionals better understand and apply the concepts and methodologies essential to fixed income portfolio management. A companion to the Fixed Income Analysis text, this helpful workbook offers learning objectives, chapter summaries, and practice problems that reinforce the practitioner-oriented material to give readers the confidence they need before applying these concepts to real cases. Readers will test their understanding of the metrics, methods, and mechanics associated with fixed income portfolios, and make use of the tools and techniques described in the text. Work topic-specific practice problems to facilitate intuitive understanding Review each topic quickly using clear chapter summaries Understand each chapter's objective to avoid missing key information Practice important methods and techniques before applying them in the real world For a more solid understanding of fixed income portfolio management, Fixed Income Analysis Workbook is a complete, practical resource.
Author : CFA Institute
Publisher : John Wiley & Sons
Page : 352 pages
File Size : 42,6 Mb
Release : 2020-11-10
Category : Business & Economics
ISBN : 9781119743750
The companion workbook to the Investment Management volume in the CFA Institute’s Portfolio Management in Practice series provides students and professionals with essential practice regarding key concepts in the portfolio management process. Filled with stimulating exercises, this text is designed to help learners explore the multifaceted topic of investment management in a meaningful and productive way. The Investment Management Workbook is structured to further readers’ hands-on experience with a variety of learning outcomes, summary overview sections, challenging practice questions, and solutions. Featuring the latest tools and information to help users become confident and knowledgeable investors, this workbook includes sections on professionalism in the industry, fintech, hedge fund strategies, and more. With the workbook, readers will learn to: Form capital market expectations Understand the principles of the asset allocation process Determine comprehensive investment strategies within each asset class Integrate considerations specific to high net worth individuals or institutions into the selection of strategies Execute and evaluate chosen strategies and investment managers Well suited for individuals who learn on their own, this companion resource delivers an example-driven method for practicing the tools and techniques covered in the primary Investment Management volume, incorporating world-class exercises based on actual scenarios faced by finance professionals every day.
Author : Anonim
Publisher : Unknown
Page : 128 pages
File Size : 48,7 Mb
Release : 2021
Category : Investment advisors
ISBN : 1950157466
Author : CFA Institute,Sarah Maynard
Publisher : Unknown
Page : 0 pages
File Size : 45,6 Mb
Release : 2021
Category : Business & Economics
ISBN : 1953337139
Author : Thomas Poufinas
Publisher : Springer Nature
Page : 748 pages
File Size : 49,7 Mb
Release : 2022-03-28
Category : Business & Economics
ISBN : 9783030879228
Fixed income investments have been a topic of broad interest, in particular for institutional investors such as insurance companies and pensions schemes. They were considered safe heavens in turbulent times by almost all other institutional and individual investors and are used for strategies such as portfolio immunization and asset liability matching (ALM). The latest crisis, however, revealed some of the weaknesses of fixed income instruments. They proved to be not as safe as originally thought with both credit and interest rate risks emerging. Consequently, fixed income investments have been in the spotlight once more. This book presents all aspects pertaining to fixed income investments, starting from the basics—i.e. the types of bonds, their valuation, the interest rate term structure—then moving to fixed income portfolio management and the interest rate and credit derivatives and their relevant markets, funds, risks and risk management. Finally, the book addresses contemporary issues such as their behavior in times of crisis, their relation to debt, their coexistence with equity and the current regulatory environment. This book, providing a look at the broader environment of fixed income alongside the current market structure, will be of interest to students, academics, researchers and practitioners in fixed income and investing strategies.
Author : Anonim
Publisher : Unknown
Page : 128 pages
File Size : 47,9 Mb
Release : 2009
Category : Assets (Accounting)
ISBN : 1427794677
Author : Saied Simozar
Publisher : Unknown
Page : 322 pages
File Size : 40,6 Mb
Release : 2015
Category : Derivative securities
ISBN : 1119014158
Author : NISM (An Educational Initiative of SEBI)
Publisher : Taxmann Publications Private Limited
Page : 19 pages
File Size : 41,6 Mb
Release : 2024-02-07
Category : Education
ISBN : 9789357784900
The book discusses the fundamentals of investments and securities markets, providing a detailed analysis of stock investments, fixed-income securities, derivatives, and mutual funds. It intricately explains portfolio managers' role and operational aspects, including the portfolio management process, performance measurement, and evaluation criteria. Much of the book is dedicated to the critical elements of taxation, regulatory frameworks, governance, and ethical considerations in portfolio management, offering a holistic view of portfolio managers' responsibilities and challenges. This book is tailored to equip PMS distributors with essential knowledge and skills, aligning to establish a common minimum knowledge benchmark for them. The Present Publication is the October 2023 workbook version, published exclusively by Taxmann for NISM Certification Examination XXI-A [Portfolio Management Services (PMS) Distributors], with the following noteworthy features: • [Know the Basics] of investments, securities markets, investing in stocks, understanding fixed income securities, derivatives and mutual funds • [Understand] the role of portfolio managers; operational aspects of portfolio management services and the portfolio management process; performance measurement and evaluation of portfolio managers • [Get Oriented] to the taxation aspects and regulatory, governance and ethical aspects of portfolio managers The detailed contents of the book are as follows: • Investments – This chapter discusses investments, differentiating them from speculation, and discusses investment objectives, types, and channels • Introduction to Securities Markets – It introduces securities markets, explaining the primary and secondary markets and the roles of various market participants • Investing in Stocks – This section covers equity investments, risk diversification, equity market overview, equity research, stock selection, and technical analysis • Investing in Fixed Income Securities – Discusses fixed income securities, bond characteristics, safety determinants, bond valuation, and price volatility • Derivatives – Defines derivatives, types of derivative products, market structures, purposes, and investment strategies in PMS • Mutual Funds – Explores the concept and role of mutual funds, their legal structure in India, types of mutual fund products, and investment processes • Role of Portfolio Managers – Provides an overview of portfolio managers in India, types of PMS, organizational structures, and general responsibilities • Operational Aspects of Portfolio Managers – Details on investor onboarding, disclosures, investor grievance redressal, regulatory disclosures, and investment costs • Portfolio Management Process – Discusses asset allocation decisions, correlation across asset classes, steps in portfolio management, and portfolio rebalancing • Performance Measurement and Evaluation of Portfolio Managers – Covers performance parameters, risk and return measures, risk-adjusted return, performance evaluation methods, and portfolio manager selection • Taxation – Focuses on the taxation of investors, taxation of various income streams, and specific tax regulations • Regulatory, Governance and Ethical Aspects – Addresses money laundering prevention, insider trading regulations, fraudulent and unfair trade practices, portfolio manager regulations, best practices, and investor charter
Author : Kaplan Schweser
Publisher : Unknown
Page : 128 pages
File Size : 53,6 Mb
Release : 2013
Category : Corporations
ISBN : 1427749078
Author : Anonim
Publisher : Unknown
Page : 128 pages
File Size : 50,8 Mb
Release : 2018
Category : Corporations
ISBN : 1119436052
Author : CFA Institute
Publisher : Wiley
Page : 128 pages
File Size : 50,6 Mb
Release : 2020-11-10
Category : Business & Economics
ISBN : 1119790107
Explore this up-to-date and essential guide to fixed-income portfolio management The newly revised Fourth Edition of Fixed Income Analysis delivers an authoritative and up-to-date treatment of the analysis and management of fixed-income portfolios. As part of the authoritative CFA Institute Investment Series, this book contains contributions from a team of financial experts with the CFA Institute discussing the essential topics in the field of fixed-income portfolio management. The distinguished authors have included examples designed to offer you a real-world understanding of the theoretical concepts contained within the book, as well as a general framework for valuation that is approachable for both seasoned professionals and new students. You'll also learn about: Detailed coverage of liability-driven and index-based strategies The major types of yield curve strategies Different approaches to implementing active credit strategies Ideal for investment analysts, portfolio managers, and individual and institutional investors and their advisors, Fixed Income Analysis will also prove to be an invaluable resource for anyone with even a passing interest in fixed-income markets seeking an authoritative but accessible reference to this complex field.
Author : Geoffrey A. Hirt,Stanley B. Block
Publisher : Irwin Professional Publishing
Page : 746 pages
File Size : 52,6 Mb
Release : 1999
Category : Business enterprises
ISBN : PSU:000043354207
Designed for undergraduates, this updated text focuses on presenting a balance of theory and applications. It provides a survey of important areas of investments, including: valuation, the marketplace, fixed income instruments and markets, and equity instruments and markets.
Author : Gary Strumeyer
Publisher : John Wiley & Sons
Page : 386 pages
File Size : 43,9 Mb
Release : 2012-07-02
Category : Business & Economics
ISBN : 9780471719717
Investors who've primarily purchased equity securities in the past have been looking for more secure investment alternatives; namely, fixed income securities. This book demystifies the sometimes daunting fixed income market, through a user-friendly, sophisticated, yet not overly mathematical format. Investing in Fixed Income Securities covers a wide range of topics, including the different types of fixed income securities, their characteristics, the strategies necessary to manage a diversified portfolio, bond pricing concepts, and more, so you can make the most informed investment decisions possible.