Description
Book Synopsis* Financial analysts must have a broad understanding of the financial markets from structure, organization, and efficiency to portfolio management, risk and return, and planning and construction.
Table of ContentsPART I: Learning Outcomes, Summary Overview, and Problems
CHAPTER 1: Market Organization and Structure 3
Learning Outcomes 3
Summary Overview 3
Problems 5
CHAPTER 2: Security Market Indices 13
Learning Outcomes 13
Summary Overview 13
Problems 14
CHAPTER 3: Market Efficiency 21
Learning Outcomes 21
Summary Overview 21
Problems 22
CHAPTER 4: Portfolio Management: An Overview 27
Learning Outcomes 27
Summary Overview 27
Problems 28
CHAPTER 5: Portfolio Risk and Return: Part I 31
Learning Outcomes 31
Summary Overview 31
Problems 32
CHAPTER 6: Portfolio Risk and Return: Part II 39
Learning Outcomes 39
Summary Overview 39
Problems 40
CHAPTER 7: Basics of Portfolio Planning and Construction 47
Learning Outcomes 47
Summary Overview 47
Problems 48
CHAPTER 8: Overview of Equity Securities 53
Learning Outcomes 53
Summary Overview 53
Problems 54
CHAPTER 9: Introduction to Industry and Company Analysis 59
Learning Outcomes 59
Summary Overview 59
Problems 62
CHAPTER 10: Equity Valuation: Concepts and Basic Tools 67
Learning Outcomes 67
Summary Overview 67
Problems 68
CHAPTER 11: Equity Market Valuation 75
Learning Outcomes 75
Summary Overview 75
Problems 77
CHAPTER 12: Technical Analysis 85
Learning Outcomes 85
Summary Overview 85
Problems 87
PART II: Solutions
CHAPTER 1: Market Organization and Structure 95
Solutions 95
CHAPTER 2: Security Market Indices 99
Solutions 99
CHAPTER 3: Market Efficiency 103
Solutions 103
CHAPTER 4: Portfolio Management: An Overview 105
Solutions 105
CHAPTER 5: Portfolio Risk and Return: Part I 107
Solutions 107
CHAPTER 6: Portfolio Risk and Return: Part II 111
Solutions 111
CHAPTER 7: Basics of Portfolio Planning and Construction 115
Solutions 115
CHAPTER 8: Overview of Equity Securities 119
Solutions 119
CHAPTER 9: Introduction to Industry and Company Analysis 121
Solutions 121
CHAPTER 10: Equity Valuation: Concepts and Basic Tools 123
Solutions 123
CHAPTER 11: Equity Market Valuation 127
Solutions 127
CHAPTER 12: Technical Analysis 131
Solutions 131
About the CFA Program 134
