Portfolio Management in Practice, Volume 3: Equity Portfolio Management Workbook

✍ Scribed by CFA Institute

• Publisher: Wiley
• Year: 2020
• Tongue: English
• Leaves: 118
• Series: CFA Institute Investment Series
• Category: Library

✦ Synopsis

The Equity Portfolio Management Workbook provides learners with real-world problems based on key concepts explored in Portfolio Management in Practice, Volume 3: Equity Portfolio Management. 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 exercises and solutions.

Created with modern perspective, the workbook presents the necessary tools for understanding equity portfolio management and applying it in the workplace. This essential companion resource mirrors the main text, making it easy for readers to follow. Inside, users will find information and exercises about:

• The difference between passive and active equity strategies
• Market efficiency underpinnings of passive equity strategies
• Active equity strategies and constructing portfolios to reflect active strategies
• Technical analysis as an additional consideration in executing active equity strategies

While the Equity Portfolio Management volume and its companion workbook can be used in conjunction with the other volumes in the series, the pair also functions well as a standalone focus on equity investing. With each contributor bringing his own unique experiences and perspectives to the portfolio management process, the Equity Portfolio Management Workbook distills the knowledge, skills, and abilities readers need to succeed in today’s fast-paced financial world.

✦ Table of Contents

Cover
Portfolio Management In Practice Volume 3 Workbook
Title Page
Copyright
Contents
Part I: Learning Objectives, Summary Overview, and Problems
Chapter 1: Overview of Equity Securities
Learning Outcomes
Summary
Practice Problems
Chapter 2: Market Efficiency
Learning Outcomes
Summary
Practice Problems
Chapter 3: Overview of Equity Portfolio Management
Learning Outcomes
Summary
Practice Problem
Chapter 4: Passive Equity Investing
Learning Outcomes
Summary
Practice Problems
Chapter 5: Analysis of Active Portfolio Management
Learning Outcomes
Summary
Practice Problems
Chapter 6: Active Equity Investing: Strategies
Learning Outcomes
Summary
Practice Problems
Chapter 7: Active Equity Investing: Portfolio Construction
Learning Outcomes
Summary
Practice Problems
Chapter 8: Technical Analysis
Learning Outcomes
Summary
Practice Problems
Part II: Solutions
Chapter 1: Overview of Equity Securities
Solutions
Chapter 2: Market Efficiency
Solutions
Chapter 3: Overview of Equity Portfolio Management
Solutions
Chapter 4: Passive Equity Investing
Solutions
Chapter 5: Analysis of Active Portfolio Management
Solutions
Chapter 6: Active Equity Investing: Strategies
Solutions
Chapter 7: Active Equity Investing: Portfolio Construction
Solutions
Chapter 8: Technical Analysis
Solutions
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