{"product_id":"portfolio-management-in-practice-volume-2-isbn-9781119788089","title":"Portfolio Management in Practice, Volume 2","description":"\u003cp\u003eThe \u003ci\u003eAsset Allocation Workbook\u003c\/i\u003e offers a range of practical information and exercises that reinforce the key concepts explored in \u003ci\u003ePortfolio Management in Practice, Volume 2: Asset Allocation\u003c\/i\u003e. 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 problems and solutions.\u003c\/p\u003e \u003cp\u003eThe workbook provides the necessary tools and latest information to help learners advance their skills in this critical facet of portfolio management. Aligning chapter-by-chapter with the main text so readers can easily pair exercises with the appropriate content, this workbook covers:\u003c\/p\u003e \u003cul\u003e \u003cli\u003eSetting capital market expectations to support the asset allocation process\u003c\/li\u003e \u003cli\u003ePrinciples and processes in the asset allocation process, including handling ESG-integration and client-specific constraints\u003c\/li\u003e \u003cli\u003eAllocation beyond the traditional asset classes to include allocation to alternative investments\u003c\/li\u003e \u003cli\u003eThe role of exchange-traded funds can play in implementing investment strategies\u003c\/li\u003e \u003c\/ul\u003e \u003cp\u003eThe \u003ci\u003eAsset Allocation Workbook\u003c\/i\u003e has been compiled by experienced CFA members to give learners world-class examples based on scenarios faced by finance professionals every day. For practice on additional aspects of portfolio management, explore \u003ci\u003eVolume 1: Investment Management\u003c\/i\u003e, \u003ci\u003eVolume 3: Equity Portfolio Management\u003c\/i\u003e, and their accompanying workbooks to complete the \u003ci\u003ePortfolio Management in Practice \u003c\/i\u003eseries.\u003c\/p\u003e \u003cp\u003e\u003cb\u003ePart I Learning Objectives, Summary Overview, and Problems 1\u003c\/b\u003e\u003c\/p\u003e \u003cp\u003eChapter I Basics of Portfolio Planning and Construction 3\u003c\/p\u003e \u003cp\u003eLearning Outcomes 3\u003c\/p\u003e \u003cp\u003eSummary 3\u003c\/p\u003e \u003cp\u003ePractice Problems 5\u003c\/p\u003e \u003cp\u003eChapter 2 Security Market Indexes 9\u003c\/p\u003e \u003cp\u003eLearning Outcomes 9\u003c\/p\u003e \u003cp\u003eSummary 9\u003c\/p\u003e \u003cp\u003ePractice Problems 10\u003c\/p\u003e \u003cp\u003eChapter 3 Capital Market Expectations, Part 1: Framework and Macro Considerations 17\u003c\/p\u003e \u003cp\u003eLearning Outcomes 17\u003c\/p\u003e \u003cp\u003eSummary 18\u003c\/p\u003e \u003cp\u003ePractice Problems 21\u003c\/p\u003e \u003cp\u003eChapter 4 Capital Market Expectations, Part 2: Forecasting Asset Class Returns 27\u003c\/p\u003e \u003cp\u003eLearning Outcomes 27\u003c\/p\u003e \u003cp\u003eSummary 28\u003c\/p\u003e \u003cp\u003ePractice Problems 30\u003c\/p\u003e \u003cp\u003eChapter 5 Overview of Asset Allocation 39\u003c\/p\u003e \u003cp\u003eLearning Outcomes 39\u003c\/p\u003e \u003cp\u003eSummary 40\u003c\/p\u003e \u003cp\u003ePractice Problems 41\u003c\/p\u003e \u003cp\u003eChapter 6 Principles of Asset Allocation 45\u003c\/p\u003e \u003cp\u003eLearning Outcomes 45\u003c\/p\u003e \u003cp\u003eSummary 46\u003c\/p\u003e \u003cp\u003ePractice Problems 47\u003c\/p\u003e \u003cp\u003eChapter 7 Asset Allocation with Real-World Constraints 57\u003c\/p\u003e \u003cp\u003eLearning Outcomes 57\u003c\/p\u003e \u003cp\u003eSummary 57\u003c\/p\u003e \u003cp\u003ePractice Problems 59\u003c\/p\u003e \u003cp\u003eChapter 8 Asset Allocation to Alternative Investments 69\u003c\/p\u003e \u003cp\u003eLearning Outcomes 69\u003c\/p\u003e \u003cp\u003eSummary 69\u003c\/p\u003e \u003cp\u003ePractice Problems 72\u003c\/p\u003e \u003cp\u003eChapter 9 Exchange-Traded Funds: Mechanics and Applications 81\u003c\/p\u003e \u003cp\u003eLearning Outcomes 81\u003c\/p\u003e \u003cp\u003eSummary 81\u003c\/p\u003e \u003cp\u003ePractice Problems 83\u003c\/p\u003e \u003cp\u003eChapter 10 Case Study in Portfolio Management: Institutional 89\u003c\/p\u003e \u003cp\u003eLearning Outcomes 89\u003c\/p\u003e \u003cp\u003eSummary 89\u003c\/p\u003e \u003cp\u003ePractice Problems 90\u003c\/p\u003e \u003cp\u003e\u003cb\u003ePart II Solutions 95\u003c\/b\u003e\u003c\/p\u003e \u003cp\u003eChapter 1 Basics of Portfolio Planning and Construction 97\u003c\/p\u003e \u003cp\u003eSolutions 97\u003c\/p\u003e \u003cp\u003eChapter 2 Security Market Indexes 101\u003c\/p\u003e \u003cp\u003eSolutions 101\u003c\/p\u003e \u003cp\u003eChapter 3 Capital Market Expectations, Part I: Framework and Macro Considerations 105\u003c\/p\u003e \u003cp\u003eSolutions 105\u003c\/p\u003e \u003cp\u003eChapter 4 Capital Market Expectations, Part II: Forecasting Asset Class Returns 111\u003c\/p\u003e \u003cp\u003eSolutions 111\u003c\/p\u003e \u003cp\u003eChapter 5 Overview of Asset Allocation 119\u003c\/p\u003e \u003cp\u003eSolutions 119\u003c\/p\u003e \u003cp\u003eChapter 6 Principles of Asset Allocation 121\u003c\/p\u003e \u003cp\u003eSolutions 121\u003c\/p\u003e \u003cp\u003eChapter 7 Asset Allocation with Real-World Constraints 129\u003c\/p\u003e \u003cp\u003eSolutions 129\u003c\/p\u003e \u003cp\u003eChapter 8 Asset Allocation to Alternative Investments 135\u003c\/p\u003e \u003cp\u003eSolutions 135\u003c\/p\u003e \u003cp\u003eChapter 9 Exchange-Traded Funds: Mechanics and Applications 145\u003c\/p\u003e \u003cp\u003eSolutions 145\u003c\/p\u003e \u003cp\u003eChapter 10 Case Study in Portfolio Management: Institutional 151\u003c\/p\u003e \u003cp\u003eSolutions 151\u003c\/p\u003e \u003cp\u003eAbout the CFA Program 157\u003c\/p\u003e \u003cp\u003e\u003cb\u003eCFA Institute\u003c\/b\u003e is the global association of investment professionals that sets the standard for professional excellence and credentials. The organization is a champion for ethical behavior in investment markets and a respected source of knowledge in the global financial community. The end goal: to create an environment where investors' interests come first, markets function at their best, and economies grow. CFA Institute has more than 155,000 members in 165 countries and territories, including 150,000 CFA® charterholders, and 148 member societies. For more information, visit www.cfainstitute.org.\u003c\/p\u003e  \u003cp\u003e\u003cb\u003eCFA INSTITUTE INVESTMENT SERIES\u003c\/b\u003e \u003c\/p\u003e\u003cp\u003eThe \u003ci\u003eAsset Allocation Workbook\u003c\/i\u003e offers a range of practical information and exercises that reinforce the key concepts explored in\u003ci\u003e Portfolio Management in Practice, Volume 2: Asset Allocation\u003c\/i\u003e. 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 problems and solutions. \u003c\/p\u003e\u003cp\u003eThe workbook provides the necessary tools and latest information to help learners advance their skills in this critical facet of portfolio management. Aligning chapter-by-chapter with the main text so readers can easily pair exercises with the appropriate content, this workbook covers: \u003c\/p\u003e\u003cul\u003e \u003cli\u003eSetting capital market expectations to support the asset allocation process\u003c\/li\u003e \u003cli\u003ePrinciples and processes in asset allocation, including handling ESG-integration and client-specific constraints\u003c\/li\u003e \u003cli\u003eAllocation beyond the traditional asset classes to include allocation to alternative investments\u003c\/li\u003e \u003cli\u003eThe role of exchange-traded funds can play in implementing investment strategies\u003c\/li\u003e \u003c\/ul\u003e \u003cp\u003eThe \u003ci\u003eAsset Allocation Workbook\u003c\/i\u003e has been compiled by experienced CFA members to give learners world-class examples based on scenarios faced by finance professionals every day. For practice on additional aspects of portfolio management, explore \u003ci\u003eVolume 1: Investment Management\u003c\/i\u003e, \u003ci\u003eVolume 3: Equity Portfolio Management\u003c\/i\u003e, and their accompanying workbooks to complete the \u003ci\u003ePortfolio Management in Practice\u003c\/i\u003e series.\u003c\/p\u003e","brand":"Wiley","offers":[{"title":"Default Title","offer_id":47989816951013,"sku":"NP9781119788089","price":50.0,"currency_code":"USD","in_stock":false}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/1842\/7735\/files\/9781119788089.jpg?v=1761785566","url":"https:\/\/k12savings.com\/products\/portfolio-management-in-practice-volume-2-isbn-9781119788089","provider":"K12savings","version":"1.0","type":"link"}