Download or read book Investment Management Revised Edition 2020 written by R.B. Maheshwari and published by SBPD Publishing House. This book was released on 2020-05-15 with total page 177 pages. Available in PDF, EPUB and Kindle. Book excerpt: Who can buy? Students pursuing B.Com, BBA, M.Com,MBA and other commerce and professional courses. It is according to the latest syllabus of various universities. Investment management has been presented with all the modern refinements in a simple and lucid style. Emphasis has been made on thorough explanation, discussion and critical examination of the various concepts and theories. Extensive use of tables, diagrams and simple mathematical equation, etc. has been done to make the explanation systematic, logical and meaningful. Latest developments which have taken place in the field of investment management theory has been made to incorporate in the book. An important feature of this book is that important points to remember have been given in the form of boxes which exhibit them at a glance. Important questions asked in the examinations conducted by various universities and professional institutes have been given at the end of each chapter. The book will be of immense use and help to the students preparing for examinations.

Download or read book Introduction to Investment Management written by Mauritz Van den Berg and published by . This book was released on 2011 with total page 162 pages. Available in PDF, EPUB and Kindle. Book excerpt:

Download or read book Investment Management written by Peter L. Bernstein and published by . This book was released on 1998-02-18 with total page 486 pages. Available in PDF, EPUB and Kindle. Book excerpt: Investment Management provides a powerful package of systematic principles and cutting-edge applications for intelligent-and profitable-investing in the new world of finance. Its authoritative approach to the investment process is indispensable for coming to grips with today's rapidly changing investment environment-an environment that bombards the investor with an oversupply of information, with novel and complex strategies, with a globalized trading arena in a constant state of flux, and with radical innovations in the development of new financial instruments. Traditional investment methods no longer suffice for investors managing their own funds or for professionals entrusted with the wealth of individual and fiduciary institutions. Edited by Peter Bernstein and Aswath Damodaran, widely respected experts in the field, this authoritative resource brings together an all-star team that combines Wall Street savvy with profound theoretical skills. The hands-on professionals who have contributed to this volume command high respect among academics in finance; the academic contributors, in turn, are also experienced in the rough-and-tumble of the Wall Street scene. Together, they have designed the book to look at investing as a process-a series of steps, taken in the proper sequence, that provides the tools and strategies for optimal balancing of the interaction of risk and return. The analysis is at all points comprehensive and lucid as it moves from setting investment objectives to the best methods for selecting securities, from explaining how to measure risk to how to measure performance, from understanding derivatives to minimizing taxes, and from providing the essentials of portfolio strategy to the basic principles of asset allocation. In a unique chapter, the book also offers a searching evaluation of management and governance structures in the modern corporation. One form of risk management is to make such successful investments that losses do not matter. Only luck can achieve that result; the real world requires decisions whose outcomes are never known in advance. That is what risk is all about. Every stage of the investment process-from executing a trade to optimizing diversification-must focus on making rational choices under conditions of uncertainty. The successful investor's toolkit has more inside of it than just the essential apparatus for selecting securities and allocating assets. The successful investor is also the one who has the knowledge, the confidence, and the necessary control systems to deal with the inevitable moments when forecasts go wrong. Investment Management explores the investment process from precisely this viewpoint. It is a comprehensive and accessible introduction to investing in today's challenging marketplace-an ideal resource for serious investors and students. A state-of-the-art program in investment principles and applications from topflight professionals. Edited by Peter Bernstein and Aswath Damodaran, who are widely respected throughout the world of finance, this authoritative text brings together an all-star team to provide both a hands-on and theoretical overview of investing in today's challenging financial environment. Once upon a time, Wall Street lived off little homilies like, 'buy low and sell high,' 'nothing ventured, nothing gained,' and 'don't put all your eggs in one basket.' Like all sayings that endure, these simple proverbs contain a lot of truth, even if not the whole truth. When wrapped into a body of theory that supports them with logic and a systematic set of principles, these elementary wisdoms pack a great deal of power. Yet if the theory is so consistent, logical, and powerful, another fabled Wall Street saying comes to mind: 'If you're so smart, how come you're not rich?' The answer is disarmingly simple: The essence of investment theory is that being smart is not a sufficient condition for being rich. This book is about the missing ingredients.-from the Preface by Peter L. Bernstein.

Download or read book Foundations of Investment Management written by David E. Linton and published by . This book was released on 2020 with total page 0 pages. Available in PDF, EPUB and Kindle. Book excerpt: Foundations of Investment Management: Mastering Financial Markets, Asset Classes, and Investment Strategies shows how to navigate today's world of complex financial instruments, investment opportunities, and devastating pitfalls. This reader-friendly guide details stocks, bonds, and alternative investments, who invests in these asset classes, how, and why. It uses real-world examples in addition to citing the latest academic research. Additionally, seven industry experts have co-authored select chapters to greatly expand the depth and utility of this book for the reader. This unique guide is perfect for financial analysts, portfolio managers, client-facing representatives, product specialists, and anybody early in their finance career who wishes to understand how clients, products, and investors relate and interact. Foundations of Investment Management provides a complete overview of the investment management industry; defines key terms and participants; identifies investment vehicles, strategies, and asset classes; and analyzes each strategy focusing on its relative utility and potential inclusion in a well-diversified portfolio. Despite the subject mater's complexity, each topic is distilled in a way that is highly relatable and intuitive, ensuring the reader knows how to better manage their investments or interact with clients. Lastly, every chapter closes with a summary and investment implications to maximize the information presented. Key Features - Defines various fund structures, discusses the growth of the mutual fund industry, explains the benefits and disadvantages of comingled vehicles and details other investment options including fund of funds, annuities, and separately managed accounts - Presents detailed descriptions of different institutional investors; elaborates on their investment considerations, objectives, and reaction functions; and concludes with implications for an institutions' propensity to respond similarly to market developments - Supplies tools and techniques to construct and optimize a fixed income portfolio - Reviews the history of the Bank of England and U.S. Federal Reserve and describes central bank objectives, tools, and reaction functions - Illustrates the difference between investing and speculating by introducing different valuation methods and approaches to developing an investment thesis - Examines the growth of high frequency trading and identifies rebalancing strategies - Identifies different stock investment approaches as well as introduces several equity valuation methods - Describes mean variance optimization and conviction-based portfolio construction approaches - Reviews bond basics including bond income, interest rate sensitivity, and sources of risk such as credit and liquidity - Examines the history of real assets, defines each real asset, details the drivers of their return, and explains how an investor may gain exposure to each asset through the utilization of financial instruments or investment vehicles - Presents the theory behind and history of factors and factor investing from both an academic and practitioner perspective. - Presents the development of our understanding of behavioral biases, explains how these biases impact investment decisions, and provides tips and techniques to avoid their pitfalls

Download or read book Investment Management Theory and Practice written by and published by Sultan Chand & Sons. This book was released on 2023-02-07 with total page 20 pages. Available in PDF, EPUB and Kindle. Book excerpt: Investment Management has been written to meet the need of the students taking B.Com (H.) and other Undergraduate Courses in Finance in the light of NEP 2020. The Scope of investment decision-making has substantially widened with new concepts appearing on the horizon. Appropriately, the Syllabi of different courses have been modified and updated. Consistent with the objective, this book present analytical framework of the related subject matter in the light of SEBI Rules, Regulations and Guidelines. Numerical examples and illustrations have been used extensively to explain the applications of different concepts.

Download or read book Portfolio Management in Practice Volume 1 written by CFA Institute and published by John Wiley & Sons. This book was released on 2020-11-24 with total page 1335 pages. Available in PDF, EPUB and Kindle. Book excerpt: Portfolio Management in Practice, Volume 1: Investment Management delivers a comprehensive overview of investment management for students and industry professionals. As the first volume in the CFA Institute’s new Portfolio Management in Practice series, Investment Management offers professionals looking to enhance their skillsets and students building foundational knowledge an essential understanding of key investment management concepts. Designed to be an accessible resource for a wide range of learners, this volume explores the full portfolio management process. Inside, readers will find detailed coverage of: Forming capital market expectations Principles of the asset allocation process Determining investment strategies within each asset class Integrating considerations specific to high net worth individuals or institutions into chosen strategies And more To apply the concepts outlined in the Investment Management volume, explore the accompanying Portfolio Management in Practice, Volume 1: Investment Management Workbook. The perfect companion resource, this workbook aligns chapter-by-chapter with Investment Management for easy referencing so readers can draw connections between theoretical content and challenging practice problems. Featuring contributions from the CFA Institute’s subject matter experts, Portfolio Management in Practice, Volume 1: Investment Management distills the knowledge forward-thinking professionals will need to succeed in today’s fast-paced financial world.

Download or read book Managing Investment Portfolios written by John L. Maginn and published by John Wiley & Sons. This book was released on 2007-03-09 with total page 960 pages. Available in PDF, EPUB and Kindle. Book excerpt: "A rare blend of a well-organized, comprehensive guide to portfolio management and a deep, cutting-edge treatment of the key topics by distinguished authors who have all practiced what they preach. The subtitle, A Dynamic Process, points to the fresh, modern ideas that sparkle throughout this new edition. Just reading Peter Bernstein's thoughtful Foreword can move you forward in your thinking about this critical subject." —Martin L. Leibowitz, Morgan Stanley "Managing Investment Portfolios remains the definitive volume in explaining investment management as a process, providing organization and structure to a complex, multipart set of concepts and procedures. Anyone involved in the management of portfolios will benefit from a careful reading of this new edition." —Charles P. Jones, CFA, Edwin Gill Professor of Finance, College of Management, North Carolina State University

Download or read book Investment Management Institute 2020 written by and published by . This book was released on 2020 with total page 0 pages. Available in PDF, EPUB and Kindle. Book excerpt:

Download or read book Reframing Finance written by Ashby Monk and published by Stanford University Press. This book was released on 2017-08-08 with total page 242 pages. Available in PDF, EPUB and Kindle. Book excerpt: Since the 2008 financial crisis, beneficiary organizations—like pension funds, sovereign wealth funds, endowments, and foundations—have been seeking ways to mitigate the risk of their investments and make better financial decisions. For them, Reframing Finance offers a path forward. This book argues that institutional investors would better serve their long-term goals by putting money into large-scale, future-facing projects such as infrastructure, green energy, innovation in agriculture, and real estate development. At the same time, redirecting long-term investments would close significant financial gaps that government cannot. Drawing on key contributions in economic sociology, social network theory, and economics, the book conceptualizes a collaborative model of investment that is already becoming increasingly common: Large investors contribute more directly to private market assets, while financial intermediaries seek to foster co-investment partnerships, better aligning incentives for all. A combination of rich case studies and rigorous theory enables asset owners to move toward more efficient, private-market investing, while also laying groundwork for research at the frontier of finance.

Download or read book Investment Management A Complete Guide 2020 Edition written by Gerardus Blokdyk and published by 5starcooks. This book was released on 2020-01-18 with total page 308 pages. Available in PDF, EPUB and Kindle. Book excerpt: What is happening in the Investment Management Industry? Does your organization or affiliates provide investment management, brokerage or other services for clients? Can organizational investment management be an effective agent for change? Is your organization involved in any other business other than investment management? What parts of the investment management value chain will use blockchain first? This best-selling Investment Management self-assessment will make you the trusted Investment Management domain adviser by revealing just what you need to know to be fluent and ready for any Investment Management challenge. How do I reduce the effort in the Investment Management work to be done to get problems solved? How can I ensure that plans of action include every Investment Management task and that every Investment Management outcome is in place? How will I save time investigating strategic and tactical options and ensuring Investment Management costs are low? How can I deliver tailored Investment Management advice instantly with structured going-forward plans? There's no better guide through these mind-expanding questions than acclaimed best-selling author Gerard Blokdyk. Blokdyk ensures all Investment Management essentials are covered, from every angle: the Investment Management self-assessment shows succinctly and clearly that what needs to be clarified to organize the required activities and processes so that Investment Management outcomes are achieved. Contains extensive criteria grounded in past and current successful projects and activities by experienced Investment Management practitioners. Their mastery, combined with the easy elegance of the self-assessment, provides its superior value to you in knowing how to ensure the outcome of any efforts in Investment Management are maximized with professional results. Your purchase includes access details to the Investment Management self-assessment dashboard download which gives you your dynamically prioritized projects-ready tool and shows you exactly what to do next. Your exclusive instant access details can be found in your book. You will receive the following contents with New and Updated specific criteria: - The latest quick edition of the book in PDF - The latest complete edition of the book in PDF, which criteria correspond to the criteria in... - The Self-Assessment Excel Dashboard - Example pre-filled Self-Assessment Excel Dashboard to get familiar with results generation - In-depth and specific Investment Management Checklists - Project management checklists and templates to assist with implementation INCLUDES LIFETIME SELF ASSESSMENT UPDATES Every self assessment comes with Lifetime Updates and Lifetime Free Updated Books. Lifetime Updates is an industry-first feature which allows you to receive verified self assessment updates, ensuring you always have the most accurate information at your fingertips.

Download or read book The Theory and Practice of Investment Management written by Frank J. Fabozzi and published by John Wiley & Sons. This book was released on 2011-04-05 with total page 708 pages. Available in PDF, EPUB and Kindle. Book excerpt: An updated guide to the theory and practice of investment management Many books focus on the theory of investment management and leave the details of the implementation of the theory up to you. This book illustrates how theory is applied in practice while stressing the importance of the portfolio construction process. The Second Edition of The Theory and Practice of Investment Management is the ultimate guide to understanding the various aspects of investment management and investment vehicles. Tying together theoretical advances in investment management with actual practical applications, this book gives you a unique opportunity to use proven investment management techniques to protect and grow a portfolio under many different circumstances. Contains new material on the latest tools and strategies for both equity and fixed income portfolio management Includes key take-aways as well as study questions at the conclusion of each chapter A timely updated guide to an important topic in today's investment world This comprehensive investment management resource combines real-world financial knowledge with investment management theory to provide you with the practical guidance needed to succeed within the investment management arena.

Download or read book IT Investment Management A Complete Guide 2020 Edition written by Gerardus Blokdyk and published by 5starcooks. This book was released on 2019-09-10 with total page 310 pages. Available in PDF, EPUB and Kindle. Book excerpt: Is supporting IT investment management documentation required? How do you control the overall costs of your work processes? Is maximizing IT investment management protection the same as minimizing IT investment management loss? What is the kind of project structure that would be appropriate for your IT investment management project, should it be formal and complex, or can it be less formal and relatively simple? Are the assumptions believable and achievable? Defining, designing, creating, and implementing a process to solve a challenge or meet an objective is the most valuable role... In EVERY group, company, organization and department. Unless you are talking a one-time, single-use project, there should be a process. Whether that process is managed and implemented by humans, AI, or a combination of the two, it needs to be designed by someone with a complex enough perspective to ask the right questions. Someone capable of asking the right questions and step back and say, 'What are we really trying to accomplish here? And is there a different way to look at it?' This Self-Assessment empowers people to do just that - whether their title is entrepreneur, manager, consultant, (Vice-)President, CxO etc... - they are the people who rule the future. They are the person who asks the right questions to make IT Investment Management investments work better. This IT Investment Management All-Inclusive Self-Assessment enables You to be that person. All the tools you need to an in-depth IT Investment Management Self-Assessment. Featuring 954 new and updated case-based questions, organized into seven core areas of process design, this Self-Assessment will help you identify areas in which IT Investment Management improvements can be made. In using the questions you will be better able to: - diagnose IT Investment Management projects, initiatives, organizations, businesses and processes using accepted diagnostic standards and practices - implement evidence-based best practice strategies aligned with overall goals - integrate recent advances in IT Investment Management and process design strategies into practice according to best practice guidelines Using a Self-Assessment tool known as the IT Investment Management Scorecard, you will develop a clear picture of which IT Investment Management areas need attention. Your purchase includes access details to the IT Investment Management self-assessment dashboard download which gives you your dynamically prioritized projects-ready tool and shows your organization exactly what to do next. You will receive the following contents with New and Updated specific criteria: - The latest quick edition of the book in PDF - The latest complete edition of the book in PDF, which criteria correspond to the criteria in... - The Self-Assessment Excel Dashboard - Example pre-filled Self-Assessment Excel Dashboard to get familiar with results generation - In-depth and specific IT Investment Management Checklists - Project management checklists and templates to assist with implementation INCLUDES LIFETIME SELF ASSESSMENT UPDATES Every self assessment comes with Lifetime Updates and Lifetime Free Updated Books. Lifetime Updates is an industry-first feature which allows you to receive verified self assessment updates, ensuring you always have the most accurate information at your fingertips.

Download or read book Investment Management written by YOGESH MAHESHWARI and published by PHI Learning Pvt. Ltd.. This book was released on 2008-11-03 with total page 336 pages. Available in PDF, EPUB and Kindle. Book excerpt: This book, specifically designed for postgraduate students of manage-ment, finance and commerce for the course in Investment Management or Security Analysis and Portfolio Management, provides a thorough understanding of the concepts and methodologies of investment management. It begins with a sound theoretical introduction to the basic concepts of savings, investments, risk and return, portfolio and financial markets. The text then systematically explains the wide gamut of investment alternatives available to an investor and elucidates the investment markets and processes as prevalent in India. What distinguishes the text is that it emphasizes the practical aspects of the subject. In so doing, the book provides extensive coverage of the tools and techniques of technical analysis. Realizing the fact that investment is becoming more of a systematized and structured activity, the book presents a meticulous treatment of security analysis. This is closely followed by an exclusive chapter on portfolio management which encompasses all the aspects of the selection, maintenance, evaluation and revision of portfolios. The book concludes with an overview of the regulatory environment of investments. Key Features  Explains the concepts and processes in the Indian context, thus enabling the students to know the markets and investment procedures in India.  Focuses on the practical aspects to help students start investing even while they are doing the course.  Provides end-of-chapter questions to drill the students in self-study. Besides postgraduate students of management and commerce, senior undergraduate students of these courses as well as practising managers should find the book extremely useful.

Download or read book Investment Management Law and Regulation written by Harvey E. Bines and published by Wolters Kluwer. This book was released on 2004-01-01 with total page 968 pages. Available in PDF, EPUB and Kindle. Book excerpt: In its First Edition, this classic treatise called attention to the duty of reasonable care, the duty of loyalty and the public duty of fiduciaries to the marketplace. Grounded in the idea that prudent investing is to be defined by professional practices accepted as appropriate at the time of investment by the management, thereby permitting such practices to adapt to changing conditions and insights, the field of investment management law and regulation has at its center the goal of a common standard of care for investment.Now in its Second Edition, this definitive guide to investment management law and regulation helps you to profitably adapt to today's new and changing conditions and anticipate tomorrow's regulatory response.Here are just a few of the reasons why Investment Management Law and Regulation will be so valuable to you:Explains and analyzes all the ins and outs of the law, clarifies the complexities, answers your questions, points out pitfalls and helps you avoid themCovers the entire field in one volume, saves you valuable time and effort in finding information and searching through stacks of referencesEnsures compliance with all relevant regulations, makes sure nothing is overlooked, protects you against costly mistakesUpdates you on the latest important changes, tells you what is happening now and what is likely to happen in the future Investment Management Law and Regulation is the only up-to-date volume to offer a comprehensive examination of the field of investment management law, covering everything from financial theory and legal theory to the various aspects of hands-on fund management. It's the only resource of its kind that:Identifies and explains the financial theories that control the development of investment management law across management activitiesGives critical judicial, legislative, and regulatory history that makes recent law and regulation more comprehensibleCovers all areas of regulation governing the activities of investment managers, including marketing, suitability, advisory contacts, fees, exculpation and indemnification, performance, fiduciary obligations, conflicts of interest, best executionProvides the practical tools that help predict more effectively how regulators will respond to new marketplace developments and productsIntegrates investment management law and regulation for all institutional investment managersAnd more Whether you are a manager, broker, banker, or legal counsel, a seasoned professional or just starting out, this treatise will quickly become your most trusted guide through the intricacies of this complex, critical, and closely scrutinized area

Download or read book Investment Leadership and Portfolio Management written by Brian D. Singer and published by John Wiley & Sons. This book was released on 2009-09-29 with total page 224 pages. Available in PDF, EPUB and Kindle. Book excerpt: An industry leader candidly examines the role of investment leadership in portfolio management Investment Leadership & Portfolio Management provides a top down analysis of successful strategies, structures, and actions that create an environment that leads to strong macro investment performance and rewarding investor outcomes. By examining how to manage and lead an investment firm through successful investment decision-making processes and actions, this book reveals what it will take to succeed in a radically changed investment landscape. From firm governance and firm structure-for single capability, multi-capability, and investment and product firms-to culture, strategy, vision, and execution, authors Brian Singer, Barry Mandinach, and Greg Fedorinchik touch upon key topics including the differences between leading and managing; investment philosophy, process, and portfolio construction; communication and transparency; and ethics and integrity. Leadership issues in investment firms are a serious concern, and this book addresses those concerns Details the strong correlation between excellence in investment leadership and excellence in portfolio management Written by a group of experienced professionals in the field, including the Chairman of the CFA Institute Board of Governors Understanding how to operate in today's dynamic investment environment is critical. Investment Leadership & Portfolio Management contains the insights and information needed to make significant strides in this dynamic arena.

Download or read book Investment Management Stewardship and Sustainability written by Iris H-Y Chiu and published by Bloomsbury Publishing. This book was released on 2023-02-09 with total page 435 pages. Available in PDF, EPUB and Kindle. Book excerpt: This book brings together thought leadership from academia and leading figures in asset management in key global jurisdictions, to pool together insights regarding the transformative visions and challenges for modern investment management, as well as best practices that realise the policy objectives in regulation and soft law. The world of investment management is being challenged by new legal, regulatory and soft law developments to demonstrate that their practices cohere with the long-term needs of the saving population as well as public interest needs in financing global sustainability and social development. The chapters in this book uniquely bring together the views of academia and practice on the key developments that can transform the law and practice of investment management, including the EU's new sustainable finance reform package, the UK Stewardship Code 2020, and developments in the US regarding the fit between fiduciary law for investment management and modern sustainability concerns. The book brings together the best of both worlds–critical thoughtful perspectives from academia and qualitative insight from the investment management industry. It will be of interest to researchers in law, investment management, business and management, practitioners in the investment management industry and their legal advisers, and policy-makers in the EU, UK and beyond who are grappling with the appropriate governance paradigms for bringing about more sustainable outcomes globally.

Download or read book The Alternative Investment Fund Managers Directive written by Dirk A. Zetzsche and published by Kluwer Law International B.V.. This book was released on 2015-09-14 with total page 948 pages. Available in PDF, EPUB and Kindle. Book excerpt: Apart from MiFID, the Alternative Investment Fund Managers Directive (AIFMD) may be the most important European asset management regulation of the early twenty-first century. In this in-depth analytical and critical discussion of the content and system of the directive, thirty-eight contributing authors – academics, lawyers, consultants, fund supervisors, and fund industry experts – examine the AIFMD from every angle. They cover structure, regulatory history, scope, appointment and authorization of the manager, the requirements for depositaries and prime brokers, rules on delegation, reporting requirements, transitional provisions, and the objectives stipulated in the recitals and other official documents. The challenging implications and contexts they examine include the following: – connection with systemic risk and the financial crisis; - nexus with insurance for negligent conduct; - connection with corporate governance doctrine; - risk management; - transparency; - the cross-border dimension; - liability for lost assets; - impact on alternative investment strategies, and - the nexus with the European Regulation on Long-Term Investment Funds (ELTIFR). Nine country reports, representing most of Europe’s financial centres and fund markets add a national perspective to the discussion of the European regulation. These chapters deal with the potential interactions among the AIFMD and the relevant laws and regulations of Austria, France, Germany, Italy, Luxembourg, Liechtenstein, The Netherlands, Malta and the United Kingdom. The second edition of the book continues to deliver not only the much-needed discussion of the inconsistencies and difficulties when applying the directive, but also provides guidance and potential solutions to the problems it raises. The second edition considers all new developments in the field of alternative investment funds, their managers, depositaries, and prime brokers, including, but not limited to, statements by the European Securities and Markets Authority (ESMA) and national competent authorities on the interpretation of the AIFMD, as well as new European regulation, in particular the PRIIPS Regulation, the ELTIF Regulation, the Regulation on European Venture Capital Funds (EuVeCaR), the Regulation on European Social Entrepreneurship Funds (EUSEFR), MiFID II, and UCITS V. The book will be warmly welcomed by investors and their counsel, fund managers, depositaries, asset managers, administrators, as well as regulators and academics in the field.