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

Description

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. 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 About the CFA Program EULA