Xem 1-20 trên 632 kết quả Investment portfolio
  • Tham khảo sách 'essentials of investments, fifth edition', tài chính - ngân hàng, tài chính doanh nghiệp phục vụ nhu cầu học tập, nghiên cứu và làm việc hiệu quả

    pdf774p vigro23 29-08-2012 73 40   Download

  • To supervise investment portfolio risks effectively, management may wish to periodically estimate, and report to the board of directors, the value of the portfolio in different interest rate environments. The value in each interest rate scenario, compared with the current portfolio value, illustrates the amount of portfolio price sensitivity. Sensitivity reporting is a convenient means of assuring that management has complied with the board of directors’ limits on the portfolio’s volatility.

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  • Chapter 1 - The investment environment. This chapter can help you become an informed practitioner of investments. We will focus on investments in securities such as stocks, bonds, or options and futures contracts, but much of what we discuss will be useful in the analysis of any type of investment. The chapter will provide you with background in the organization of various securities markets; will survey.

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  • Chapter 2 - Asset classes and financial investments. In this chapter, we first describe money market instruments. We then move on to debt and equity securities. We explain the structure of various stock market indexes in this chapter because market benchmark portfolios play an important role in portfolio construction and evaluation. Finally, we survey the derivative security markets for options and futures contracts.

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  • Chapter 4 - Mutual funds and other investment companies. We begin the chapter by describing and comparing the various types of investment companies available to investors. We then examine the functions of mutual funds, their investment styles and policies, and the costs of investing in these funds. Next we take a first look at the investment performance of these funds.

    ppt23p tangtuy18 12-07-2016 3 1   Download

  • Chapter 5 - Learning about return and risk from the historical record. Casual observation and formal research both suggest that investment risk is as important to investors as expected return. while we have theories about the relationship between risk and expected return that would prevail in rational capital markets, there is no theory about the levels of risk we should find in the marketplace. we can at best estimate the level of risk likely to confront investors by analyzing historical experience.

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  • Chapter 6 - Risk aversion and capital allocation to risky assets. In this chapter, we begin by introducing two themes in portfolio theory that are centered on risk. The first is the tenet that investors will avoid risk unless they can anticipate a reward for engaging in risky investments. The second theme allows us to quantify investors’ personal trade-offs between portfolio risk and expected return.

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  • In this chapter, we first motivate the discussion by illustrating the potential gains from simple diversification into many assets. We then proceed to examine the process of efficient diversification from the ground up, starting with an investment menu of only two risky assets, then adding the risk-free asset, and finally, incorporating the entire universe of available risky securities. We learn how diversification can reduce risk without affecting expected returns.

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  • Chapter 9 - The capital asset pricing model. This chapter contains additional material on the “art” of selecting reasonable parameter values for portfolio construction, and a discussion of what can go wrong when inputs are derived solely from recent historical experience.

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  • Chapter 11 - The efficient market hypothesis. We critically evaluate recent suggestions for “fundamental indexing” as a response to market errors in security valuation. We show that these strategies are nothing more than variations on the value-tilted portfolio strategies discussed earlier in the chapter.

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  • (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.

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  • Founded in 1807, John Wiley & Sons is the oldest independent publishing company in the United States. With offices in North America, Europe, Australia, and Asia, Wiley is globally committed to developing and marketing print and electronic products and services for our customers’ professional and personal knowledge and understanding. The Wiley Finance series contains books written specifically for finance and investment professionals as well as sophisticated individual investors and their financial advisors.

    pdf350p mimidu 12-07-2010 128 69   Download

  • Value investing has long been recognized as an effective investment strategy. This book brings the reader through the strategies and thought processes used by professional value investors, using clear language. It presents the concepts, implementation and benefits of value investing and includes an expanded section on international value investing with "how-to" information on investing overseas. All data, statistics, anecdotes, illustrations and graphics have been updated and the final chapter explores structuring the portfolio for maximum returns....

    pdf648p transang4 10-10-2012 88 44   Download

  • This book is an explanation and analysis of micro cap stocks. These very small companies have endured a checkered history. In general terms, micro caps are large in absolute numbers but historically have been a small and misunderstood sector of the investment landscape. In this world of efficient markets and index funds, this perception has started to change. Many micro cap com- panies are well-managed, high-quality businesses that present an excellent investment opportunity.

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  • This chapter first discusses some basic themes for the next chapter. We begin with term investment and discuss the profitability and risks associated with investments. this leading to a lecture on how to measure price and expected return on an individual history vidual asset or a portfolio of assets

    pdf1189p sallyftu 24-11-2011 61 25   Download

  • The CAPM rattled investment professionals in the 1960s and its commanding importance still reverberates today." --Dow Jones Asset Management. Nearly 30 years ago, PORTFOLIO THEORY AND CAPITAL MARKETS laid the groundwork for such investment standards as modern portfolio theory, derivatives pricing and investment, and equity index funds, among others.

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  • These accounts ultimately provide the same benefits as other investment packages—growing capital in a systematic process using professional investment managers to help people achieve their financial objectives—but they may do so with greater satisfaction.The real issue is not whether they provide benefits (they do), but how and for whom they should be employed.

    pdf274p greengrass304 14-09-2012 56 21   Download

  • In everyday life we are often forced to make decisions involving risks and perceived opportunities. The consequences of our decisions are affected by the outcomes of random variables that are to various degrees beyond our control. Such decision problems arise, for instance, in financial and insurance markets.

    pdf350p namde02 08-03-2013 33 18   Download

  • In a world where ownership is divorced from control, characterised by economic and geo-political uncertainty, our companion text Portfolio Theory and Financial Analyses (PTFA henceforth) began with the following question. We then observed that if investors are rational and capital markets are efficient with a large number of constituents,economic variables (such as share prices and returns) should be random, which simplifies matters.

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  • The investment game has changed over the past two decades. Historically, the challenge facing investors has been to identify good investments. While that’s obviously still important, investors increasingly recognize that that alone isn’t enough. Five good mutual funds can still make a bad portfolio, or at least one that’s inappropriate for a given investor’s goals. It’s becoming clear that investors must move beyond good versus bad investments and toward appropriate or inappropriate usage of investments, taking into account their time horizons and risk tolerance.

    pdf254p ptng13 17-05-2012 41 12   Download

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