(BQ) Part 1 book "Investment analysis & portfolio management" has contents: The investment setting, the asset allocation decision, selecting investments in a global market, organization and functioning of securities markets, efficient capital markets, an introduction to portfolio management,...and other contents.
(BQ) Part 1 book "Quantitative investment analysis workbook" has contents: The time value of money, discounted cash flow applications, statistical concepts and market returns, probability concepts, common probability distributions, sampling and estimation, correlation and regression,...and other contents.
(BQ) Part 2 book "Quantitative investment analysis workbook" has contents: The time value of money, discounted cash flow applications, statistical concepts and market returns, probability concepts, portfolio concepts, time series analysis,...and other contents.
The market leading Essentials of Investments, 6e by Bodie, Kane and Marcus is an undergraduate textbook on investment analysis, presenting the practical applications of investment theory to convey insights of practical value. The authors have eliminated unnecessary mathematical detail and concentrate on the intuition and insights that will be useful to practitioners throughout their careers as new ideas and challenges emerge from the financial marketplace.
Chapter 2 – Discounted cash flow applications. This chapter calculate and interpret the net present value (NPV) and the internal rate of return (IRR) of an investment, contrast the NPV rule to the IRR rule, calculate the money-weighted and time-weighted rates of return of a portfolio,...
Chapter 10 - Time-series analysis. This chapter introduces time series as a concept, and the basic autoregressive process makes it easy to see where the correlation of the error terms can be a problem; discuss the factors affecting the choice between a linear trend and a log-linear trend model for a time series incorporating a trend;....
Chapter 11 – Portfolio concepts. This chapter define mean–variance analysis and list its assumptions; explain the concept of an efficient portfolio; define the minimum-variance frontier, the global minimum-variance portfolio, and the efficient frontier;...
The learning objectives for this chapter include: Describe the two types of capital investment decisions with which managers may be faced: accept or reject decisions, capital-rationing decisions; describe the method of calculation of non-discounting models: payback period, accounting rate of return; explain the advantages and limitations of non-discounting models;...
This chapter cover the basics of the investing process. We begin by describing how you go about buying and selling securities such as stocks and bonds. Then we outline some important consideration and constraints to kêp in mind as you get more involved in the investing process
Motivation for Developing the Course
Research by the members of the project consortium Employers’ Confederation
of Latvia and Bulgarian Chamber of Commerce and Industry indicated the need for
further education courses.
Innovative Content of the Course
The course is developed to include the following innovative content:
• Key concepts of investment analysis and portfolio management which are
explained from an applied perspective emphasizing the individual
investors‘decision making issues...
Motivation for Developing the Course Research by the members of the project consortium Employers’ Confederation of Latvia and Bulgarian Chamber of Commerce and Industry indicated the need for further education courses. Innovative Content of the Course The course is developed to include the following innovative content: • Key concepts of investment analysis and portfolio management which are explained from an applied perspective emphasizing the individual investors‘decision making issues
The World Bank Institute was established by the World Bank in 1955 to train officials con-cerned with development planning, policymaking, investment analysis, and project imple-mentation in member developing countries. At present the substance of WBI’s work empha-sizes macroeconomic and sectoral policy analysis.
Private investors may need to isolate their cash flows to debt , usually only a single mortgage, from the cash flows to equity, usually their savings. Private investors may need this information to record any shortfall between rent received and loan interest, for personal income tax measurement.
(BQ) Investments (8th edition) - Zvi Bodie, Alex Kane, Alan J. Marcus, is intended primarily as a textbook for courses in investment analysis. This text will introduce you to major issues currently of concern to all investors. It can give you the skills to conduct a sophisticated assessment of current issues and debates covered by both the popular media as well as more-specialized finance journals. Whether you plan to become an investment professional, or simply a sophisticated individual investor, you will find these skills essential.
Chapter 7 - Basics of portfolio planning and construction. This chapter is organized as follows: Section 2 discusses the investment policy statement, a written document that captures the client’s investment objectives and the constraints. Section 3 discusses the portfolio construction process, including the first step of specifying a strategic asset allocation for the client. Section 4 concludes and summarizes the reading.
Chapter 1 – The time value of money. This chapter explain an interest rate as the sum of a real risk-free rate and premiums that compensate investors for distinct types of risk, distinguish between the stated annual interest rate and the effective annual rate, calculate the future value (FV) or present value (PV) of a single sum of money,...
(BQ) Part 2 book "Managerial economics" has contents: Price and output determination - monopoly and dominant firms, government regulation, pricing techniques and analysis, long term investment analysis, auction design and information,....and other contents.
Upon completion of this chapter you should understand: Applying return on investment analysis to decision problems, management goals, efficiency and productivity; time value of money and the application application of single‐payment interest calculations to single-and multiple-payment problems; time value of money or cash flow diagrams; application of compound, effective, nominal and continuous interest calculations; inflation and the time value of money.