{"product_id":"investments-set-book-workbook-isbn-9781118027578","title":"Investments Set (Book + Workbook)","description":"\u003cb\u003eA comprehensive guide to investment analysis and portfolio management by an expert team from the CFA Institute \u003c\/b\u003e \u003cp\u003eIn a world of specialization, no other profession likely requires such broad, yet in-depth knowledge than that of financial analyst. Financial analysts must not only possess a broad understanding of the financial markets-including structure, organization, efficiency, portfolio management, risk and return, and planning and construction-but they must also have a strong sense of how to evaluate industries and companies prior to engaging in an analysis of a specific stock. \u003ci\u003eInvestments: Principles of Portfolio and Equity Analysis\u003c\/i\u003e provides the broad-based knowledge professionals and students of the markets need to manage money and maximize return. The book\u003c\/p\u003e \u003cul\u003e \u003cli\u003eDetails market structure and functions, market anomalies, secondary market basics, and regulation\u003c\/li\u003e \u003cli\u003eDescribes investment assets and asset classes, types of positions and orders, as well as forecasting methodologies\u003c\/li\u003e \u003cli\u003eDiscusses return and risk characteristics, portfolio diversification and management, the basics of both technical analysis and major technical indicators, and much more\u003c\/li\u003e \u003cli\u003eA companion \u003ci\u003eWorkbook\u003c\/i\u003e, which includes learning outcomes, summary overviews, and problems and solutions sections is available and sold separately\u003c\/li\u003e \u003c\/ul\u003e \u003cp\u003e\u003ci\u003eInvestments\u003c\/i\u003e provides readers unparalleled access to the best in professional quality information on investment analysis and portfolio management.\u003c\/p\u003e  \u003cb\u003eForeword.\u003c\/b\u003e  \u003cp\u003e\u003cb\u003eAcknowledgments.\u003c\/b\u003e\u003c\/p\u003e \u003cp\u003e\u003cb\u003eIntroduction\u003c\/b\u003e.\u003c\/p\u003e \u003cp\u003e\u003cb\u003eChapter 1 Market Organization and Structure.\u003c\/b\u003e\u003c\/p\u003e \u003cp\u003eLearning Outcomes.\u003c\/p\u003e \u003cp\u003e1 Introduction.\u003c\/p\u003e \u003cp\u003e2 The Functions of the Financial System.\u003c\/p\u003e \u003cp\u003e3 Assets and Contracts.\u003c\/p\u003e \u003cp\u003e4 Financial Intermediaries.\u003c\/p\u003e \u003cp\u003e5 Positions.\u003c\/p\u003e \u003cp\u003e6 Orders.\u003c\/p\u003e \u003cp\u003e7 Primary Security Markets.\u003c\/p\u003e \u003cp\u003e8 Secondary Security Market and Contract Market Structures.\u003c\/p\u003e \u003cp\u003e9 Well-Functioning Financial Systems.\u003c\/p\u003e \u003cp\u003e10 Market Regulation.\u003c\/p\u003e \u003cp\u003e11 Summary.\u003c\/p\u003e \u003cp\u003eProblems.\u003c\/p\u003e \u003cp\u003e\u003cb\u003eChapter 2 Security Market Indices.\u003c\/b\u003e\u003c\/p\u003e \u003cp\u003eLearning Outcomes.\u003c\/p\u003e \u003cp\u003e1 Introduction.\u003c\/p\u003e \u003cp\u003e2 Index Definition and Calculations of Value and Returns.\u003c\/p\u003e \u003cp\u003e3 Index Construction and Management.\u003c\/p\u003e \u003cp\u003e4 Uses of Market Indices.\u003c\/p\u003e \u003cp\u003e5 Equity Indices.\u003c\/p\u003e \u003cp\u003e6 Fixed-Income Indices.\u003c\/p\u003e \u003cp\u003e7 Indices for Alternative Investments.\u003c\/p\u003e \u003cp\u003e8 Summary.\u003c\/p\u003e \u003cp\u003eProblems.\u003c\/p\u003e \u003cp\u003e\u003cb\u003eChapter 3 Market Efficiency.\u003c\/b\u003e\u003c\/p\u003e \u003cp\u003eLearning Outcomes.\u003c\/p\u003e \u003cp\u003e1 Introduction.\u003c\/p\u003e \u003cp\u003e2 The Concept of Market Efficiency.\u003c\/p\u003e \u003cp\u003e3 Forms of Market Efficiency.\u003c\/p\u003e \u003cp\u003e4 Market Pricing Anomalies.\u003c\/p\u003e \u003cp\u003e5 Behavioral Finance.\u003c\/p\u003e \u003cp\u003e6 Summary.\u003c\/p\u003e \u003cp\u003eProblems.\u003c\/p\u003e \u003cp\u003e\u003cb\u003eChapter 4 Portfolio Management: An Overview.\u003c\/b\u003e\u003c\/p\u003e \u003cp\u003eLearning Outcomes.\u003c\/p\u003e \u003cp\u003e1 Introduction.\u003c\/p\u003e \u003cp\u003e2 A Portfolio Perspective on Investing.\u003c\/p\u003e \u003cp\u003e3 Investment Clients.\u003c\/p\u003e \u003cp\u003e4 Steps in the Portfolio Management Process.\u003c\/p\u003e \u003cp\u003e5 Pooled Investments.\u003c\/p\u003e \u003cp\u003e6 Summary.\u003c\/p\u003e \u003cp\u003eProblems.\u003c\/p\u003e \u003cp\u003e\u003cb\u003eChapter 5 Portfolio Risk and Return: Part I.\u003c\/b\u003e\u003c\/p\u003e \u003cp\u003eLearning Outcomes.\u003c\/p\u003e \u003cp\u003e1 Introduction.\u003c\/p\u003e \u003cp\u003e2 Investment Characteristics of Assets.\u003c\/p\u003e \u003cp\u003e3 Risk Aversion and Portfolio Selection.\u003c\/p\u003e \u003cp\u003e4 Portfolio Risk.\u003c\/p\u003e \u003cp\u003e5 Efficient Frontier and Investor's Optimal Portfolio.\u003c\/p\u003e \u003cp\u003e6 Summary.\u003c\/p\u003e \u003cp\u003eProblems.\u003c\/p\u003e \u003cp\u003e\u003cb\u003eChapter 6 Portfolio Risk and Return: Part II.\u003c\/b\u003e\u003c\/p\u003e \u003cp\u003eLearning Outcomes.\u003c\/p\u003e \u003cp\u003e1 Introduction.\u003c\/p\u003e \u003cp\u003e2 Capital Market Theory.\u003c\/p\u003e \u003cp\u003e3 Pricing of Risk and Computation of Expected Return.\u003c\/p\u003e \u003cp\u003e4 The Capital Asset Pricing Model.\u003c\/p\u003e \u003cp\u003e5 Beyond the Capital Asset Pricing Model.\u003c\/p\u003e \u003cp\u003e6 Summary.\u003c\/p\u003e \u003cp\u003eProblems.\u003c\/p\u003e \u003cp\u003e\u003cb\u003eChapter 7 Basics of Portfolio Planning and Construction.\u003c\/b\u003e\u003c\/p\u003e \u003cp\u003eLearning Outcomes.\u003c\/p\u003e \u003cp\u003e1 Introduction.\u003c\/p\u003e \u003cp\u003e2 Portfolio Planning.\u003c\/p\u003e \u003cp\u003e3 Portfolio Construction.\u003c\/p\u003e \u003cp\u003e4 Summary.\u003c\/p\u003e \u003cp\u003eProblems.\u003c\/p\u003e \u003cp\u003e\u003cb\u003eChapter 8 Overview of Equity Securities.\u003c\/b\u003e\u003c\/p\u003e \u003cp\u003eLearning Outcomes.\u003c\/p\u003e \u003cp\u003e1 Introduction.\u003c\/p\u003e \u003cp\u003e2 Equity Securities in Global Financial Markets.\u003c\/p\u003e \u003cp\u003e3 Types and Characteristics of Equity Securities.\u003c\/p\u003e \u003cp\u003e4 Private versus Public Equity Securities.\u003c\/p\u003e \u003cp\u003e5 Investing in Non-Domestic Equity Securities.\u003c\/p\u003e \u003cp\u003e6 Risk and Return Characteristics of Equity Securities.\u003c\/p\u003e \u003cp\u003e7 Equity Securities and Company Value.\u003c\/p\u003e \u003cp\u003e8 Summary.\u003c\/p\u003e \u003cp\u003eProblems.\u003c\/p\u003e \u003cp\u003e\u003cb\u003eChapter 9 Introduction to Industry and Company Analysis.\u003c\/b\u003e\u003c\/p\u003e \u003cp\u003eLearning Outcomes.\u003c\/p\u003e \u003cp\u003e1 Introduction.\u003c\/p\u003e \u003cp\u003e2 Uses of Industry Analysis.\u003c\/p\u003e \u003cp\u003e3 Approaches to Identifying Similar Companies.\u003c\/p\u003e \u003cp\u003e4 Industry Classification Systems.\u003c\/p\u003e \u003cp\u003e5 Describing and Analyzing an Industry.\u003c\/p\u003e \u003cp\u003e6 Company Analysis.\u003c\/p\u003e \u003cp\u003e7 Summary.\u003c\/p\u003e \u003cp\u003eProblems.\u003c\/p\u003e \u003cp\u003e\u003cb\u003eChapter 10 Equity Valuation: Concepts and Basic Tools.\u003c\/b\u003e\u003c\/p\u003e \u003cp\u003eLearning Outcomes.\u003c\/p\u003e \u003cp\u003e1 Introduction.\u003c\/p\u003e \u003cp\u003e2 Estimated Value and Market Price.\u003c\/p\u003e \u003cp\u003e3 Major Categories of Equity Valuation Models.\u003c\/p\u003e \u003cp\u003e4 Present Value Models: The Dividend Discount Model.\u003c\/p\u003e \u003cp\u003e5 Multiplier Models.\u003c\/p\u003e \u003cp\u003e6 Asset-Based Valuation.\u003c\/p\u003e \u003cp\u003e7 Summary.\u003c\/p\u003e \u003cp\u003eProblems.\u003c\/p\u003e \u003cp\u003e\u003cb\u003eChapter 11 Equity Market Valuation.\u003c\/b\u003e\u003c\/p\u003e \u003cp\u003eLearning Outcomes.\u003c\/p\u003e \u003cp\u003e1 Introduction.\u003c\/p\u003e \u003cp\u003e2 Estimating a Justified P\/E Ratio.\u003c\/p\u003e \u003cp\u003e3 Top-down and Bottom-up Forecasting.\u003c\/p\u003e \u003cp\u003e4 Relative Value Models.\u003c\/p\u003e \u003cp\u003e5 Summary.\u003c\/p\u003e \u003cp\u003eProblems.\u003c\/p\u003e \u003cp\u003e\u003cb\u003eChapter 12 Technical Analysis.\u003c\/b\u003e\u003c\/p\u003e \u003cp\u003eLearning Outcomes.\u003c\/p\u003e \u003cp\u003e1 Introduction.\u003c\/p\u003e \u003cp\u003e2 Technical Analysis: Definition and Scope.\u003c\/p\u003e \u003cp\u003e3 Technical Analysis Tools.\u003c\/p\u003e \u003cp\u003e4 Elliott Wave Theory.\u003c\/p\u003e \u003cp\u003e5 Intermarket Analysis.\u003c\/p\u003e \u003cp\u003e6 Summary.\u003c\/p\u003e \u003cp\u003eProblems.\u003c\/p\u003e \u003cp\u003e\u003cb\u003eGlossary.\u003c\/b\u003e\u003c\/p\u003e \u003cp\u003e\u003cb\u003eReferences.\u003c\/b\u003e\u003c\/p\u003e \u003cp\u003e\u003cb\u003eAbout the Authors.\u003c\/b\u003e\u003c\/p\u003e \u003cp\u003e\u003cb\u003eAbout the CFA Program.\u003c\/b\u003e\u003c\/p\u003e \u003cp\u003e\u003cb\u003eIndex.\u003c\/b\u003e\u003c\/p\u003e  \u003cp\u003e\u003cstrong\u003eMICHAEL G. MCMILLAN\u003c\/strong\u003e, CFA, is Director, Ethics and Professional Standards in the Education Division of CFA Institute. Dr. McMillan joined CFA Institute in 2008 after more than a decade as a professor of accounting and finance at Johns Hopkins University's Carey Business School and The George Washington University's School of Business. He has a doctorate in accounting and finance from The George Washington University, an MBA from Stanford University, and a BA from the University of Pennsylvania. Dr. McMillan is a member of the CFA Society of Washington, DC and the East African Society of Investment Professionals. \u003c\/p\u003e\u003cp\u003e\u003cstrong\u003eJERALD E. PINTO\u003c\/strong\u003e, CFA is Director, Curriculum Projects, in the Education Division of CFA Institute. Before coming to CFA Institute in 2002, he consulted to corporations, foundations, and partnerships in investment planning, portfolio analysis, and quantitative analysis. He has also worked in the investment and banking industries in New York City and taught finance at New York University's Stern School of Business. He holds an MBA from Baruch College, a PhD in finance from the Stern School, and earned his CFA charter in 1992.\u003c\/p\u003e","brand":"Wiley","offers":[{"title":"Default Title","offer_id":47989475442917,"sku":"NP9781118027578","price":145.95,"currency_code":"USD","in_stock":false}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/1842\/7735\/files\/9781118027578.jpg?v=1761784250","url":"https:\/\/k12savings.com\/products\/investments-set-book-workbook-isbn-9781118027578","provider":"K12savings","version":"1.0","type":"link"}