{"product_id":"visualizing-financial-data-isbn-9781118907856","title":"Visualizing Financial Data","description":"\u003cb\u003eA fresh take on financial data visualization for greater accuracy and understanding\u003c\/b\u003e \u003cp\u003eYour data provides a snapshot of the state of your business and is key to the success of your conversations, decisions, and communications. But all of that communication is lost — or incorrectly interpreted — without proper data visualizations that provide context and accurate representation of the numbers. In Visualizing Financial Data, authors Julie Rodriguez and Piotr Kaczmarek draw upon their understanding of information design and visual communication to show you how to turn your raw data into meaningful information. Coverage includes current conventions paired with innovative visualizations that cater to the unique requirements across financial domains, including investment management, financial accounting, regulatory reporting, sales, and marketing communications.\u003c\/p\u003e \u003cp\u003ePresented as a series of case studies, this highly visual guide presents problems and solutions in the context of real-world scenarios. With over 250 visualizations, you’ll have access to relevant examples that serve as a starting point to your implementations.\u003c\/p\u003e \u003cp\u003e• Expand the boundaries of data visualization conventions and learn new approaches to traditional charts and   graphs\u003c\/p\u003e \u003cp\u003e• Optimize data communications that cater to you and your audience\u003c\/p\u003e \u003cp\u003e• Provide clarity to maximize understanding\u003c\/p\u003e \u003cp\u003e• Solve data presentation problems using efficient visualization techniques\u003c\/p\u003e \u003cp\u003e• Use the provided companion website to follow along with examples\u003c\/p\u003e \u003cp\u003e\u003ci\u003eThe companion website gives you the illustration files and the source data sets, and points you to the types of resources you need to get started. \u003c\/i\u003e\u003c\/p\u003e \u003cp\u003eForeword xv\u003c\/p\u003e \u003cp\u003eIntroduction xvii\u003c\/p\u003e \u003cp\u003e\u003cb\u003ePART 1: INFORMATION GAINS THROUGH DATA VISUALIZATIONS\u003c\/b\u003e\u003c\/p\u003e \u003cp\u003e\u003cb\u003eCHAPTER 1: Paving a Path Toward Visual Communications 3\u003c\/b\u003e\u003c\/p\u003e \u003cp\u003eInformation Delivery Needs 5\u003c\/p\u003e \u003cp\u003eIndustry Demands 6\u003c\/p\u003e \u003cp\u003eEnabling Factors 8\u003c\/p\u003e \u003cp\u003eSummary 11\u003c\/p\u003e \u003cp\u003e\u003cb\u003eCHAPTER 2: Benefits of Using Visual Methods 15\u003c\/b\u003e\u003c\/p\u003e \u003cp\u003eThe Purpose of Charts 16\u003c\/p\u003e \u003cp\u003eMaking Comparisons 17\u003c\/p\u003e \u003cp\u003eEstablishing Connections 19\u003c\/p\u003e \u003cp\u003eDrawing Conclusions 22\u003c\/p\u003e \u003cp\u003eHow to Leverage Charts 25\u003c\/p\u003e \u003cp\u003eSummary 31\u003c\/p\u003e \u003cp\u003e\u003cb\u003ePART 2: TRANSFORMING DATA FOR ACTIVE INVESTMENT DECISIONS\u003c\/b\u003e\u003c\/p\u003e \u003cp\u003e\u003cb\u003eCHAPTER 3: Security Assessment 35\u003c\/b\u003e\u003c\/p\u003e \u003cp\u003eTile Framework 36\u003c\/p\u003e \u003cp\u003eStocks 39\u003c\/p\u003e \u003cp\u003eBonds 42\u003c\/p\u003e \u003cp\u003eMutual Funds 44\u003c\/p\u003e \u003cp\u003eETFs 50\u003c\/p\u003e \u003cp\u003eTile Collection 55\u003c\/p\u003e \u003cp\u003eSummary 58\u003c\/p\u003e \u003cp\u003e\u003cb\u003eCHAPTER 4: Portfolio Construction 61\u003c\/b\u003e\u003c\/p\u003e \u003cp\u003eAsset Allocation 62\u003c\/p\u003e \u003cp\u003eSector Analysis 67\u003c\/p\u003e \u003cp\u003eSector Leadership 67\u003c\/p\u003e \u003cp\u003eSectors and Alpha Factors 78\u003c\/p\u003e \u003cp\u003eRisk Management 85\u003c\/p\u003e \u003cp\u003eOverlap of Holdings 87\u003c\/p\u003e \u003cp\u003eStress Tests 99\u003c\/p\u003e \u003cp\u003eSummary 106\u003c\/p\u003e \u003cp\u003e\u003cb\u003eCHAPTER 5: Trading 109\u003c\/b\u003e\u003c\/p\u003e \u003cp\u003eTicker 110\u003c\/p\u003e \u003cp\u003eQuote 117\u003c\/p\u003e \u003cp\u003eWatchlist 127\u003c\/p\u003e \u003cp\u003eVisual System: Ticker, Quote, and Watchlist 138\u003c\/p\u003e \u003cp\u003eSummary 140\u003c\/p\u003e \u003cp\u003e\u003cb\u003eCHAPTER 6: Performance Measurement 143\u003c\/b\u003e\u003c\/p\u003e \u003cp\u003eMarket Performance 144\u003c\/p\u003e \u003cp\u003eInvestment Firm Composite 151\u003c\/p\u003e \u003cp\u003ePortfolio Gain\/Loss 157\u003c\/p\u003e \u003cp\u003eAttribution 161\u003c\/p\u003e \u003cp\u003eReturn Attribution 161\u003c\/p\u003e \u003cp\u003eRisk Attribution 171\u003c\/p\u003e \u003cp\u003eSummary 177\u003c\/p\u003e \u003cp\u003e\u003cb\u003ePART 3: SHOWCASING DATA FOR EFFECTIVE COMMUNICATIONS\u003c\/b\u003e\u003c\/p\u003e \u003cp\u003e\u003cb\u003eCHAPTER 7: Financial Statements 183\u003c\/b\u003e\u003c\/p\u003e \u003cp\u003eStatement of Cash Flows 184\u003c\/p\u003e \u003cp\u003eNonprofit Organizations 184\u003c\/p\u003e \u003cp\u003eFor-Profit Organizations 191\u003c\/p\u003e \u003cp\u003eStatement of Financial Activity 202\u003c\/p\u003e \u003cp\u003eOperating Budget 206\u003c\/p\u003e \u003cp\u003eSummary 212\u003c\/p\u003e \u003cp\u003e\u003cb\u003eCHAPTER 8: Pension Funds 217\u003c\/b\u003e\u003c\/p\u003e \u003cp\u003ePlan Members 218\u003c\/p\u003e \u003cp\u003eMembers in Valuation 219\u003c\/p\u003e \u003cp\u003ePost Retirement 227\u003c\/p\u003e \u003cp\u003eRetirement Programs 232\u003c\/p\u003e \u003cp\u003eContributions versus Benefits 241\u003c\/p\u003e \u003cp\u003eAdditions by Source 241\u003c\/p\u003e \u003cp\u003eChanges in Retirees \u0026amp; Beneficiaries 250\u003c\/p\u003e \u003cp\u003eHistory of Member Salary 253\u003c\/p\u003e \u003cp\u003eFunding Ratio 257\u003c\/p\u003e \u003cp\u003eSummary 264\u003c\/p\u003e \u003cp\u003e\u003cb\u003eCHAPTER 9: Mutual Funds 267\u003c\/b\u003e\u003c\/p\u003e \u003cp\u003eCore Components 268\u003c\/p\u003e \u003cp\u003eAllocation Profile 269\u003c\/p\u003e \u003cp\u003eFees 277\u003c\/p\u003e \u003cp\u003ePerformance 285\u003c\/p\u003e \u003cp\u003eRisk 293\u003c\/p\u003e \u003cp\u003eFund Fact Sheets 312\u003c\/p\u003e \u003cp\u003eMutual Fund Comparison 318\u003c\/p\u003e \u003cp\u003eTotal Returns 319\u003c\/p\u003e \u003cp\u003eRanking Against Benchmarks 324\u003c\/p\u003e \u003cp\u003eSummary 332\u003c\/p\u003e \u003cp\u003e\u003cb\u003eCHAPTER 10: Hedge Funds 335\u003c\/b\u003e\u003c\/p\u003e \u003cp\u003eLong\/Short Positions 336\u003c\/p\u003e \u003cp\u003eLong Positions and Benchmarking 344\u003c\/p\u003e \u003cp\u003eFund Characteristics 349\u003c\/p\u003e \u003cp\u003eStrategy Rank 356\u003c\/p\u003e \u003cp\u003eStrategy Rank and Ranges 361\u003c\/p\u003e \u003cp\u003eStrategy Analysis 363\u003c\/p\u003e \u003cp\u003eAll Strategy Averages 364\u003c\/p\u003e \u003cp\u003eSingle Strategy Averages 367\u003c\/p\u003e \u003cp\u003eFund Level Returns 373\u003c\/p\u003e \u003cp\u003eSummary 378\u003c\/p\u003e \u003cp\u003e\u003cb\u003ePART 4: NEXT STEPS\u003c\/b\u003e\u003c\/p\u003e \u003cp\u003e\u003cb\u003eCHAPTER 11: Data Visualization Principles 383\u003c\/b\u003e\u003c\/p\u003e \u003cp\u003eCater to Your Audience 384\u003c\/p\u003e \u003cp\u003eProvide Clarity 394\u003c\/p\u003e \u003cp\u003eBe Efficient 403\u003c\/p\u003e \u003cp\u003eSummary 414\u003c\/p\u003e \u003cp\u003e\u003cb\u003eCHAPTER 12: Implementing the Visuals 417\u003c\/b\u003e\u003c\/p\u003e \u003cp\u003eBusiness Value Assessment 418\u003c\/p\u003e \u003cp\u003eImplementation Effort 422\u003c\/p\u003e \u003cp\u003eAvailable Methods 427\u003c\/p\u003e \u003cp\u003eSolution Score 428\u003c\/p\u003e \u003cp\u003eSummary 432\u003c\/p\u003e \u003cp\u003eIndex 435\u003c\/p\u003e \u003cp\u003e\u003cb\u003eJULIE RODRIGUEZ\u003c\/b\u003e is an Information Architect with experience in user research, analysis, and design for complex systems. She has patented her work in commodities trading and data visualizations for MATLAB, and publishes industry articles on user experience and data analysis and visualization.\u003c\/p\u003e \u003cp\u003e\u003cb\u003ePIOTR KACZMAREK\u003c\/b\u003e is an Information Designer with over 20 years of experience in qualitative and quantitative data visualizations, presented in formats ranging from print and digital displays to interactive animations.\u003cbr\u003eThe companion website gives you the illustration files and the source data sets, and points you to the types of resources you need to get started.\u003c\/p\u003e   \u003cp\u003e\u003cb\u003eBuild accurate, insightful visualizations across financial domains\u003c\/b\u003e \u003c\/p\u003e\u003cp\u003eYour data provides a snapshot of the state of your business and is key to the success of your conversations, decisions, and communications. But all of that communication is lost — or incorrectly interpreted — without proper data visualizations that provide context and accurate representation of the numbers. In Visualizing Financial Data, authors Julie Rodriguez and Piotr Kaczmarek draw upon their understanding of information design and visual communication to show you how to turn your raw data into meaningful information. Coverage includes current conventions paired with innovative visualizations that cater to the unique requirements across financial domains, including investment management, financial accounting, regulatory reporting, sales, and marketing communications. \u003c\/p\u003e\u003cp\u003eYou'll learn visualization techniques and design principles that equip you to apply them to your own data sets. As you learn the techniques that overcome the common limitations of current methods, limitations which sacrifice accuracy, clarity, and efficiency, you'll learn why the techniques work. Presented as a series of case studies, this highly visual guide presents problems and solutions in the context of real-world scenarios. With over 250 visualizations, you'll have access to relevant examples that serve as a starting point to your implementations. \u003c\/p\u003e\u003cp\u003e\u003cb\u003e\u003ci\u003eWith data visualizations for comparing, calculating, and making connections,\u003c\/i\u003e\u003c\/b\u003e \u003cb\u003eVisualizing Financial Data\u003c\/b\u003e\u003cb\u003e\u003ci\u003e shows you how to:\u003c\/i\u003e\u003c\/b\u003e \u003c\/p\u003e\u003cul\u003e \u003cb\u003e\u003cli\u003eExpand the boundaries of data visualization conventions and learn new approaches to traditional charts and graphs\u003c\/li\u003e\u003c\/b\u003e \u003cb\u003e\u003cli\u003eOptimize data communications that cater to you and your audience\u003c\/li\u003e\u003c\/b\u003e \u003cb\u003e\u003cli\u003eProvide clarity to maximize understanding\u003c\/li\u003e\u003c\/b\u003e \u003cb\u003e\u003cli\u003eSolve data presentation problems using efficient visualization techniques\u003c\/li\u003e\u003c\/b\u003e \u003cb\u003e\u003cli\u003eUse the provided companion website to follow along with examples\u003c\/li\u003e\u003c\/b\u003e \u003cp\u003e\u003cb\u003ehttp:\/\/www.wiley.com\/go\/visualizingfinancialdata\u003c\/b\u003e \u003c\/p\u003e\n\u003c\/ul\u003e","brand":"Wiley","offers":[{"title":"Default Title","offer_id":47990459498725,"sku":"NP9781118907856","price":45.0,"currency_code":"USD","in_stock":false}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/1842\/7735\/files\/9781118907856.jpg?v=1761787913","url":"https:\/\/k12savings.com\/products\/visualizing-financial-data-isbn-9781118907856","provider":"K12savings","version":"1.0","type":"link"}