{"product_id":"investments-workbook-isbn-9780470915820","title":"Investments Workbook","description":"Companion workbook to the CFA Institute's Investments: Principles of Portfolio and Equity Analysis Workbook  \u003cp\u003eIn a world of specialization, no other profession likely requires such broad, yet in-depth knowledge than that of financial analyst. \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. This companion \u003ci\u003eWorkbook\u003c\/i\u003e, also edited by experts from the CFA Institute, allows busy professionals to gain a stronger understanding of core investment topics. The \u003ci\u003eWorkbook\u003c\/i\u003e\u003cbr\u003e \u003c\/p\u003e \u003cul\u003e \u003cli\u003eIncludes learning outcomes, summaries, and problems and solutions sections for each chapter in the main book\u003c\/li\u003e \u003cli\u003eBlends theory and practice\u003c\/li\u003e \u003cli\u003eProvides access to the highest quality information on investment analysis and portfolio management\u003c\/li\u003e \u003c\/ul\u003e \u003cp\u003eWith \u003ci\u003eInvestments: Analysis and Portfolio Management Workbook\u003c\/i\u003e, busy professionals can reinforce what they've learned in reading \u003ci\u003eInvestments\u003c\/i\u003e, while doing so at their own pace.\u003c\/p\u003e \u003cp\u003e\u003cb\u003ePART I: Learning Outcomes, Summary Overview, and Problems\u003c\/b\u003e\u003c\/p\u003e \u003cp\u003e\u003cb\u003eCHAPTER 1: Market Organization and Structure 3\u003c\/b\u003e\u003c\/p\u003e \u003cp\u003eLearning Outcomes 3\u003c\/p\u003e \u003cp\u003eSummary Overview 3\u003c\/p\u003e \u003cp\u003eProblems 5\u003c\/p\u003e \u003cp\u003e\u003cb\u003eCHAPTER 2: Security Market Indices 13\u003c\/b\u003e\u003c\/p\u003e \u003cp\u003eLearning Outcomes 13\u003c\/p\u003e \u003cp\u003eSummary Overview 13\u003c\/p\u003e \u003cp\u003eProblems 14\u003c\/p\u003e \u003cp\u003e\u003cb\u003eCHAPTER 3: Market Efficiency 21\u003c\/b\u003e\u003c\/p\u003e \u003cp\u003eLearning Outcomes 21\u003c\/p\u003e \u003cp\u003eSummary Overview 21\u003c\/p\u003e \u003cp\u003eProblems 22\u003c\/p\u003e \u003cp\u003e\u003cb\u003eCHAPTER 4: Portfolio Management: An Overview 27\u003c\/b\u003e\u003c\/p\u003e \u003cp\u003eLearning Outcomes 27\u003c\/p\u003e \u003cp\u003eSummary Overview 27\u003c\/p\u003e \u003cp\u003eProblems 28\u003c\/p\u003e \u003cp\u003e\u003cb\u003eCHAPTER 5: Portfolio Risk and Return: Part I 31\u003c\/b\u003e\u003c\/p\u003e \u003cp\u003eLearning Outcomes 31\u003c\/p\u003e \u003cp\u003eSummary Overview 31\u003c\/p\u003e \u003cp\u003eProblems 32\u003c\/p\u003e \u003cp\u003e\u003cb\u003eCHAPTER 6: Portfolio Risk and Return: Part II 39\u003c\/b\u003e\u003c\/p\u003e \u003cp\u003eLearning Outcomes 39\u003c\/p\u003e \u003cp\u003eSummary Overview 39\u003c\/p\u003e \u003cp\u003eProblems 40\u003c\/p\u003e \u003cp\u003e\u003cb\u003eCHAPTER 7: Basics of Portfolio Planning and Construction 47\u003c\/b\u003e\u003c\/p\u003e \u003cp\u003eLearning Outcomes 47\u003c\/p\u003e \u003cp\u003eSummary Overview 47\u003c\/p\u003e \u003cp\u003eProblems 48\u003c\/p\u003e \u003cp\u003e\u003cb\u003eCHAPTER 8: Overview of Equity Securities 53\u003c\/b\u003e\u003c\/p\u003e \u003cp\u003eLearning Outcomes 53\u003c\/p\u003e \u003cp\u003eSummary Overview 53\u003c\/p\u003e \u003cp\u003eProblems 54\u003c\/p\u003e \u003cp\u003e\u003cb\u003eCHAPTER 9: Introduction to Industry and Company Analysis 59\u003c\/b\u003e\u003c\/p\u003e \u003cp\u003eLearning Outcomes 59\u003c\/p\u003e \u003cp\u003eSummary Overview 59\u003c\/p\u003e \u003cp\u003eProblems 62\u003c\/p\u003e \u003cp\u003e\u003cb\u003eCHAPTER 10: Equity Valuation: Concepts and Basic Tools 67\u003c\/b\u003e\u003c\/p\u003e \u003cp\u003eLearning Outcomes 67\u003c\/p\u003e \u003cp\u003eSummary Overview 67\u003c\/p\u003e \u003cp\u003eProblems 68\u003c\/p\u003e \u003cp\u003e\u003cb\u003eCHAPTER 11: Equity Market Valuation 75\u003c\/b\u003e\u003c\/p\u003e \u003cp\u003eLearning Outcomes 75\u003c\/p\u003e \u003cp\u003eSummary Overview 75\u003c\/p\u003e \u003cp\u003eProblems 77\u003c\/p\u003e \u003cp\u003e\u003cb\u003eCHAPTER 12: Technical Analysis 85\u003c\/b\u003e\u003c\/p\u003e \u003cp\u003eLearning Outcomes 85\u003c\/p\u003e \u003cp\u003eSummary Overview 85\u003c\/p\u003e \u003cp\u003eProblems 87\u003c\/p\u003e \u003cp\u003e\u003cb\u003ePART II: Solutions\u003c\/b\u003e\u003c\/p\u003e \u003cp\u003e\u003cb\u003eCHAPTER 1: Market Organization and Structure 95\u003c\/b\u003e\u003c\/p\u003e \u003cp\u003eSolutions 95\u003c\/p\u003e \u003cp\u003e\u003cb\u003eCHAPTER 2: Security Market Indices 99\u003c\/b\u003e\u003c\/p\u003e \u003cp\u003eSolutions 99\u003c\/p\u003e \u003cp\u003e\u003cb\u003eCHAPTER 3: Market Efficiency 103\u003c\/b\u003e\u003c\/p\u003e \u003cp\u003eSolutions 103\u003c\/p\u003e \u003cp\u003e\u003cb\u003eCHAPTER 4: Portfolio Management: An Overview 105\u003c\/b\u003e\u003c\/p\u003e \u003cp\u003eSolutions 105\u003c\/p\u003e \u003cp\u003e\u003cb\u003eCHAPTER 5: Portfolio Risk and Return: Part I 107\u003c\/b\u003e\u003c\/p\u003e \u003cp\u003eSolutions 107\u003c\/p\u003e \u003cp\u003e\u003cb\u003eCHAPTER 6: Portfolio Risk and Return: Part II 111\u003c\/b\u003e\u003c\/p\u003e \u003cp\u003eSolutions 111\u003c\/p\u003e \u003cp\u003e\u003cb\u003eCHAPTER 7: Basics of Portfolio Planning and Construction 115\u003c\/b\u003e\u003c\/p\u003e \u003cp\u003eSolutions 115\u003c\/p\u003e \u003cp\u003e\u003cb\u003eCHAPTER 8: Overview of Equity Securities 119\u003c\/b\u003e\u003c\/p\u003e \u003cp\u003eSolutions 119\u003c\/p\u003e \u003cp\u003e\u003cb\u003eCHAPTER 9: Introduction to Industry and Company Analysis 121\u003c\/b\u003e\u003c\/p\u003e \u003cp\u003eSolutions 121\u003c\/p\u003e \u003cp\u003e\u003cb\u003eCHAPTER 10: Equity Valuation: Concepts and Basic Tools 123\u003c\/b\u003e\u003c\/p\u003e \u003cp\u003eSolutions 123\u003c\/p\u003e \u003cp\u003e\u003cb\u003eCHAPTER 11: Equity Market Valuation 127\u003c\/b\u003e\u003c\/p\u003e \u003cp\u003eSolutions 127\u003c\/p\u003e \u003cp\u003e\u003cb\u003eCHAPTER 12: Technical Analysis 131\u003c\/b\u003e\u003c\/p\u003e \u003cp\u003eSolutions 131\u003c\/p\u003e \u003cp\u003eAbout the CFA Program 134\u003c\/p\u003e   \u003cp\u003e\u003cb\u003eMICHAEL G. M\u003csmall\u003eC\u003c\/small\u003eMILLAN, CFA,\u003c\/b\u003e is Director of 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 School of Business 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, D.C., and the East African Society of Investment Professionals. \u003c\/p\u003e\u003cp\u003e\u003cb\u003eJERALD E. PINTO, CFA,\u003c\/b\u003e is Director of 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\u003cp\u003e\u003cb\u003eWENDY L. PIRIE, CFA,\u003c\/b\u003e is Director of Curriculum Projects in the Education Division of CFA Institute. Prior to joining CFA Institute in 2008, she taught finance, accounting, statistics, taxation, business law, and marketing for over twenty years at both large and small, public and private universities, religious colleges, and military academies. Her work has been published in the \u003ci\u003eJournal of Financial Research\u003c\/i\u003e and \u003ci\u003eJournal of Economics and Finance\u003c\/i\u003e. She holds a PhD from Queen's University at Kingston and MBAs from the Universities of Toronto and Calgary. \u003c\/p\u003e\u003cp\u003e\u003cb\u003eGERHARD VAN \u003csmall\u003eDE\u003c\/small\u003e VENTER, CFA,\u003c\/b\u003e is Deputy Head of the School of Finance and Economics at University of Technology, Sydney. He was previously Director of Curriculum Projects in the Education Division of CFA Institute. He began his career in South Africa as a financial analyst and later as a dealer on the Bond Exchange, where he traded fixed income securities. He holds a PhD in finance from the University of Technology, Sydney. He is a member of CFA Institute and the New York Society of Security Analysts.    \u003c\/p\u003e\u003cp\u003e\u003cb\u003eINVESTMENTS WORKBOOK\u003c\/b\u003e \u003c\/p\u003e\u003cp\u003eIn the book \u003ci\u003eInvestments: Principles of Portfolio and Equity Analysis\u003c\/i\u003e, experts Michael McMillan, Jerald Pinto, Wendy Pirie, and Gerhard Van de Venter—together with experienced contributors—provide a detailed look at how to effectively and efficiently manage money and maximize return in today's volatile markets and uncertain global economy. \u003c\/p\u003e\u003cp\u003eNow, with \u003ci\u003eInvestments Workbook\u003c\/i\u003e, you can test your understanding of the tools and techniques associated with this discipline, before putting them to use in real-world situations. This informative study guide—which parallels \u003ci\u003eInvestments: Principles of Portfolio and Equity Analysis\u003c\/i\u003e chapter by chapter—contains carefully constructed problems with detailed solutions, as well as concise learning outcome statements and summary chapter overviews. \u003c\/p\u003e\u003cp\u003eTopics reviewed include: \u003c\/p\u003e\u003cul\u003e \u003cli\u003eThe functions of the financial system, index definition and calculations of value and returns, and uses of market indices\u003c\/li\u003e \u003cli\u003eForms of market efficiency and market pricing anomalies\u003c\/li\u003e \u003cli\u003eSteps in the portfolio management process, including planning, execution, and feedback\u003c\/li\u003e \u003cli\u003eCapital market theory, industry classification systems, equity valuation concepts and tools, and technical and fundamental analysis\u003c\/li\u003e \u003cli\u003eAnd much more\u003c\/li\u003e \u003c\/ul\u003e \u003cp\u003eWith this workbook, you can reinforce what you have learned in reading \u003ci\u003eInvestments: Principles of Portfolio and Equity Analysis\u003c\/i\u003e, while doing so at your own pace.\u003c\/p\u003e","brand":"Wiley","offers":[{"title":"Default Title","offer_id":47989475606757,"sku":"NP9780470915820","price":45.0,"currency_code":"USD","in_stock":false}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/1842\/7735\/files\/9780470915820.jpg?v=1761784250","url":"https:\/\/k12savings.com\/products\/investments-workbook-isbn-9780470915820","provider":"K12savings","version":"1.0","type":"link"}