South-Western College Pub, 2009. — 432 p. — ISBN: 978-0324661170. Discover a structured, applied approach to behavioral finance with the first academic text of its kind--Ackert/Deaves' Behavioral Finance Psychology, Decision-Making, and Markets . This comprehensive text — ideal for today's behavioral finance elective — links finance theory and practice to human behavior. The...
Pearson, 2001. — 781 p. This introduction provides a clear framework for understanding and analyzing securities, and covers the major institutional features and theories of investing. While the book presents a thorough discussion of investments, the authors keep the material practical, relevant, and easy to understand. The latest developments in investments are brought to life...
Wiley, 2016. — 256 p. — ISBN: 978-1119191032. A real-world look at the pension revolution underway The Future of Pension Management offers a progress report from the field, using actual case studies from around the world. In the mid-70s, Peter Drucker predicted that demographic dynamics would eventually turn pensions into a major societal issue; in 2007, author Keith...
Springer, 2006. – 178 p. – ISBN: 0387338292, 9780387338293 Investment Management and Mismanagement: History, Findings, and Analysis is designed for academic researchers, legal professionals, and practitioners who are interested in the various issues surrounding both professional and individual investment management. These issues include performance, anomalies, market timing,...
Wiley, 2020. — 368 p. — ISBN 1119635187. Establishing an effective partnership and achieving improved outcomes for investors and management teams during the hold cycle Private equity represents a productive and fast-growing asset class―building businesses, creating jobs, and providing unlimited opportunity for investors and management teams alike, particularly if they know how...
Wiley, 2020. — 368 p. — ISBN 1119635187. Establishing an effective partnership and achieving improved outcomes for investors and management teams during the hold cycle Private equity represents a productive and fast-growing asset class―building businesses, creating jobs, and providing unlimited opportunity for investors and management teams alike, particularly if they know how...
Oxford University Press. August 6, 2014. 720 pages. In Asset Management: A Systematic Approach to Factor Investing, Professor Andrew Ang presents a comprehensive, new approach to the age-old problem of where to put your money. Years of experience as a finance professor and a consultant have led him to see that what matters aren't asset class labels, but instead the bundles of...
John Wiley & Sons Singapore Pte. Ltd., 2013. — 221 p. The Making of a Value-Growth Investor. The Secrets of Successful Value-Growth Investors The Jigsaw Puzzle—Four Pieces to Value-Growth Investing. Business—The First Piece of the Puzzle Management—The Second Piece of the Puzzle Numbers—The Third Piece of the Puzzle. Valuation—The Fourth Piece of the Puzzle....
John Wiley & Sons Singapore Pte. Ltd., 2013. — 226 p. The Making of a Value-Growth Investor. The Secrets of Successful Value-Growth Investors The Jigsaw Puzzle—Four Pieces to Value-Growth Investing. Business—The First Piece of the Puzzle Management—The Second Piece of the Puzzle Numbers—The Third Piece of the Puzzle. Valuation—The Fourth Piece of the Puzzle....
Oxford University Press, 2017. — 224 p. — ISBN: 978-0198802945. Investment is no longer a matter of individual savers directly choosing which shares or bonds to buy. Rather, most of their money flows through a 'chain': an often extended sequence of intermediaries. What goes on in that chain is of huge importance: The world's investment managers, who are now almost as well paid...
TSO (The Stationery Office), 2013. — 236 p. — ISBN 9780113314225. Why have a P30? Designing а РЗО model. How to implement or re-energize а РЗО. How to operate а РЗО. Appendix A: Roles and responsibilities. Appendix B: Business case example. Appendix C: Model tailoring - case studies. Appendix D: Examples of tools and techniques. Appendix E: P3M3 summary. Appendix F: Functions...
3rd edition. — Wiley, 2023. — 561 p. — (Wiley Finance Series). — ISBN 9781119831945. Practical Portfolio Performance Measurement and Attribution is a comprehensive reference and guide to the use and calculation of performance returns in the investment decision process. Focusing on real-world application rather than academic theory, this highly practical book helps asset...
3rd edition. — Wiley, 2023. — 1165 p. — (Wiley Finance Series). — ISBN 9781119831969. Practical Portfolio Performance Measurement and Attribution is a comprehensive reference and guide to the use and calculation of performance returns in the investment decision process. Focusing on real-world application rather than academic theory, this highly practical book helps asset...
2nd ed. — Wiley, 2008. — 408 p. — ISBN: 978-0470059289. Performance measurement and attribution are key tools in informing investment decisions and strategies. Performance measurement is the quality control of the investment decision process, enabling money managers to calculate return, understand the behaviour of a portfolio of assets, communicate with clients and determine...
Wiley, 2020. — 448 p. — ISBN: 9781119632931. Sharpen your understanding of the financial markets with this incisive volume Equity Markets, Valuation, and Analysis brings together many of the leading practitioner and academic voices in finance to produce a comprehensive and empirical examination of equity markets. Masterfully written and edited by experts in the field, Equity...
Wiley, 2020. — 448 p. — ISBN: 9781119632931. Sharpen your understanding of the financial markets with this incisive volume Equity Markets, Valuation, and Analysis brings together many of the leading practitioner and academic voices in finance to produce a comprehensive and empirical examination of equity markets. Masterfully written and edited by experts in the field, Equity...
Oxford University Press, 2014. — 312 p. This book provides an overview of private real estate markets and investments. The 14 chapters are divided into three sections for conventional and alternative real estate investments and regulatory issues. Conventional investable real assets examined are retail spaces, apartments, offices, and industrial facilities owned by corporate...
Wiley, 2020. — 451 p. — ISBN 9781119632931. Sharpen your understanding of the financial markets with this incisive volume Equity Markets, Valuation, and Analysis brings together many of the leading practitioner and academic voices in finance to produce a comprehensive and empirical examination of equity markets. Masterfully written and edited by experts in the field, Equity...
Oxford University Press, 2017. — 680 p. — ISBN: 978-0190269999. Financial Behavior: Players, Services, Products, and Markets provides a synthesis of the theoretical and empirical literature on the financial behavior of major stakeholders, financial services, investment products, and financial markets. The book offers a different way of looking at financial and emotional...
New Jersey.: Publishing International, 2015. — 488 p. — Financial Times Series. — ISBN10: 0273791796. Editorial Reviews From the Inside Flap[/b Behavioral finance has increasingly become part of mainstream finance — helping to provide explanations for our economic decisions by combining behavioral and cognitive psychological theory with conventional economics and finance....
Wiley, 2014. — 640 p. — ISBN: 1118492986, 9781118492987
Investor Behavior provides readers with a comprehensive understanding and the latest research in the area of behavioral finance and investor decision making.
Blending contributions from noted academics and experienced practitioners, this 30-chapter book will provide investment professionals with insights on how to...
Oxford Press, 2019. - 832p. - ISBN: 978-0190877439 Debt Markets and Investments provides an overview of the dynamic world of markets, products, valuation, and analysis of fixed income and related securities. Experts in the field, practitioners and academics, offer both diverse and in-depth insights into basic concepts and their application to increasingly intricate and real-world...
Academic Press, 2013. - 186p. - ASIN: B00DRF0IBQ This book will present a comprehensive view of the risk characteristics, risk-adjusted performances, and risk exposures of various hedge fund indices. It will distinguish itself from other books and journal articles by focusing solely on hedge fund indices and emphasizing tail risk as a predictor of hedge fund index returns. The...
Springer, 2015. — 312 p. — ISBN: 9783319118352, e-ISBN: 9783319118369
This book integrates socially responsible investment into modern portfolio theory from a multi-criteria perspective. Socially responsible investment is a new deal championed by the institutional investment and bank sectors, agents that influence mutual funds and other collective investment schemes and which...
Wiley, 2011. — 187 p. — ISBN: 978-0470615768. A world-renowned money manager shares winning strategies for small-stock investing Since forming Bares Capital Management, Inc. in 2000, Brian Bares has shown that above average returns can be generated through the careful selection of small company common stocks. Additionally, he's shown how concentrating capital in a handful of ideas...
Springer, 2016. — 468 p. — ISBN: 978-3319327952. This book analyses investment management policies for institutional investors. It is composed of four parts. The first one analyses the various types of institutional investors, institutions which, with different objectives, professionally manage portfolios of financial and real assets on behalf of a wide variety of individuals....
ICP, 2011. — 355 p. — ISBN: 1848167113. Structured products are sold to a wide range of retail, high net worth and institutional investors, with over £15bn of structured investments sold in the UK in 2009. Based on a non-specialist graduate lecture course given at University College London (UCL), this book provides an invaluable introduction to the fast growing world of...
2nd edition. — Wiley, 2021. — 573 p. — ISBN 9781119526094. The fully revised and updated version of the leading textbook on real estate investment, emphasising real estate cycles and the availability and flow of global capital Real Estate Investment remains the most influential textbook on the subject, used in top-tier colleges and universities worldwide. Its unique, practical...
Risk Books, 2012. — 507 p. — ISBN: 978-1906348625. The real impacts of inflation and its most extreme form hyperinflation are known only too well: they erode value, unbalance economies and destroy wealth. In the wake of the financial crisis a huge monetary overhang threatens the major developed economies. The iron laws of economics have no respect for modern semantic niceties...
Wiley, 2016. — 233 p. — ISBN: 978-1119012023. Discover the secrets of the world's top concentrated value investors. Concentrated Investing: Strategies of the World's Greatest Concentrated Value Investors chronicles the virtually unknown—but wildly successful—value investors who have regularly and spectacularly blown away the results of even the world's top fund managers....
Springer, 2017. — 85 p. — ISBN: 978-3658202187. Verena Anna Berger investigates the question to what extent credit default swap spreads are impacted by an increase of government bond yields within the European area. In the first step, these spreads are computed with the help of the Hull-White model to demonstrate the theoretical calculation. The main findings which are...
Apress, 2014. — 292 p. Due Diligence and the Business Transaction: Getting a Deal Done is a practical guide to due diligence for anyone buying or selling a privately held business or entering into a major agreement with another company. When you’re buying a business, it’s wise to conduct due diligence. That's the process of investigating and verifying the firm’s finances, labor...
McGraw-Hill – 2010, 350 pages ISBN: 9780071759175 The classic guide toconstructing a solid portfolio—with out a financial advisor! With relatively little effort, youcan design and assemble aninvestment portfolio that, becauseof its wide diversification and minimalexpenses, will prove superior to themost professionally managed accounts.Great intelligence and good luckare not...
Second Edition. — McGraw-Hill, 2023. — 352 p. The classic guide to constructing a solid portfolio―without a financial advisor! First published two decades ago, The Four Pillars of Investing has been the go-to resource for an entire generation of investors. This updated edition of the investing classic provides the foundational knowledge you need to avoid the most common...
PCA Publishing, 2012. — 192 p. Peter Bevelin begins A Few Lessons for Investors and Managers with Warren Buffett’s wisdom, "I am a better investor because I am a businessman and a better businessman because I am an investor." This book is about how managers and investors can increase their chance of success and reduce the chance of harm if managers think more like investors and...
Revised and Expanded edition. — Wiley, 2017. — 208 p. — ISBN: 978-1119403692. You are the CEO of My Wealth, Inc. — so Take Charge! Wealth Management Unwrapped provides you with the tools and tips you need to take back control and more effectively manage your money. Wall Street veteran Charlotte Beyer conducts a tour of the wealth management industry, guiding you through the...
McGraw-Hill Education, 2013. — 272 p. — ASIN B00GWSY2IK. "TAIL RISKS" originate from the failure of mean reversion and the idealized bell curve of asset returns, which assumes that highly probable outcomes occur near the center of the curve and that unlikely occurrences, good and bad, happen rarely, if at all, at either "tail" of the curve. Ever since the global financial crisis,...
O’Reilly Media – 2010, 256 pages ISBN: 1449381782, 9781449381783 Did your investments take a hit in the recession? You're not alone. Between 2007 and mid-year 2009, the average 401K lost 31% of its value. Ouch. It's time to take control of your investments with Personal Investing: The Missing Manual. Financial experts agree that with the right guidance, consumers can make...
World Scientific, 2019. — 600 p. — ISBN 9813274913. The study of heavy-tailed distributions allows researchers to represent phenomena that occasionally exhibit very large deviations from the mean. The dynamics underlying these phenomena is an interesting theoretical subject, but the study of their statistical properties is in itself a very useful endeavor from the point of view...
World Scientific, 2019. — 600 p. — ISBN 9813274913. The study of heavy-tailed distributions allows researchers to represent phenomena that occasionally exhibit very large deviations from the mean. The dynamics underlying these phenomena is an interesting theoretical subject, but the study of their statistical properties is in itself a very useful endeavor from the point of view...
Palgrave, 2019. — 255 p. — ISBN: 9783030176280. Islamic finance has grown exponentially since 1963 and has reached more than 70 countries around the world with the asset size of about $2.5 trillion. The Islamic investment system today comprises of both asset-backed and asset-based offerings. There is an evidence of sustained demand for Islamic investment in the global market...
Wiley – 2010, 384 pages ISBN: 0470746793 This book is essential in understanding, investing and risk managing the holy grail of investments - structured products. The book begins by introducing structured products by way of a basic guide so that readers will be able to understand a payoff graphic, read a termsheet or assess a payoff formula, before moving on to the key asset...
This book is likely to become the bible of quantitative investment management. Philippe Jorion. Professor of Finance. Graduate School of Management. CHAPTER. Why an Equilibrium Approach? PART Two. Institutional Funds. Part Three. Risk Budgeting. Part Four. Traditional Investments. Part Five. Alternative Asset Classes. PART SIX. Private Wealth. CHAPTER. Investing for Real...
Routledge, 2019. — 174 p. This book discusses the rationale for correcting market prices in the evaluation of public investments. It also aims at covering techniques of project appraisals, such as the effects method, cost efficiency techniques, multicriteria analysis, and related logical frameworks.
De|G PRESS, 2018. — 258 p. — ISBN: 1547417307. Trading and Pricing Financial Derivatives is an introduction to the world of futures, options, and swaps. Self-study investors who are interested in deepening their knowledge of derivatives of all kinds will find this book to be an invaluable resource. The authors delve into the history of options pricing; simple strategies of...
Springer, 2016. — 99 p. — ISBN: 978-3319243801. This book focuses on the concepts and applications of risk-based asset allocation. Markowitz’s traditional approach to asset allocation suffers from serious drawbacks when implemented. These mainly arise from the estimation risk associated with the necessary input the most critical being expected returns. With the financial...
Springer, 2016. — 99 p. — ISBN: 978-3319243801. This book focuses on the concepts and applications of risk-based asset allocation. Markowitz’s traditional approach to asset allocation suffers from serious drawbacks when implemented. These mainly arise from the estimation risk associated with the necessary input the most critical being expected returns. With the financial...
Wiley – 2010, 272 pages. ISBN: 0470630302, 047064253X. The ultimate guide to investor relations Your one-stop resource for everything pertaining to your company's dealings with the investment community, Running an Effective Investor Relations Department provides investor relations professionals with essential day-to-day information. From creating and properly communicating a...
Oxford University Press, 2015. — 640 p. — ISBN: 978-0198723936. The past two decades has witnessed unprecedented changes in the corporate governance landscape in Europe, the US and Asia. Across many countries, activist investors have pursued engagements with management of target companies. More recently, the role of the hostile activist shareholder has been taken up by a set of...
Butterworth-Heinemann, 2004. — 236 p. — ISBN 0750659068, 9781417507771. As individuals are becoming more and more responsible for ensuring their own financial future, portfolio or fund management has taken on an increasingly important role in banks' ranges of offerings to their clients. In addition, as interest rates have come down and the stock market has gone up and come down...
3rd ed. — Urban Land Institute, 2019. — 233 p. — ISBN: 9780874204285. Maximize opportunities and minimize risk with this practical guide for analyzing real estate markets. Whether you are a developer considering the suitability of a location, a lender evaluating financial feasibility, a planner gauging the best land uses for a community, or a public official reviewing proposals...
3rd ed. — Urban Land Institute, 2019. — 233 p. — ISBN: 9780874204285. Maximize opportunities and minimize risk with this practical guide for analyzing real estate markets. Whether you are a developer considering the suitability of a location, a lender evaluating financial feasibility, a planner gauging the best land uses for a community, or a public official reviewing proposals...
Wiley, 2014. — 240 p. — ISBN: 978-1118760239. Incorporate economic moat analysis for profitable investing Why Moats Matter is a comprehensive guide to finding great companies with economic moats, or competitive advantages. This book explains the investment approach used by Morningstar, Inc., and includes a free trial to Morningstar's Research. Economic moats—or sustainable...
Elsevier, 2005. — 306 p. — ISBN: 0121377512, 1423708296, 9780121377519, 9781423708292. This book is designed as a supplementary text for upper division undergraduate and graduate real estate investment courses. The major thrust is to bridge the gap between theory and practice by showing the student how to implement his real estate education in the real world.
2nd Edition. — Academic Press, 2020. — 589 p. — ISBN: 978-0-12-817866-9. This book, Second Edition, helps students work within a structured investment management organization, whatever that organizational structure might be. It aids them in developing an appreciation for day-to-day fund operations (e.g., how to get portfolio trade ideas approved, how to execute trades, how to...
Academic Press, 2013. — 481 p. — ISBN: 0123747554, 9780123747556 Trading and Money Management in a Student-Managed Portfolio is a hands-on textbook for student-managed investment funds (SMIFs). The book presents the applied material that textbooks on portfolios and investments always overlook. Its focus on "how-to" questions summarizes the disciplines and skills necessary for...
Springer, 2020. — 212 p. — ISBN: 3030377393. This self-contained book presents the main techniques of quantitative portfolio management and associated statistical methods in a very didactic and structured way, in a minimum number of pages. The concepts of investment portfolios, self-financing portfolios and absence of arbitrage opportunities are extensively used and enable the...
Springer, 2020. — 212 p. — ISBN: 3030377393. This self-contained book presents the main techniques of quantitative portfolio management and associated statistical methods in a very didactic and structured way, in a minimum number of pages. The concepts of investment portfolios, self-financing portfolios and absence of arbitrage opportunities are extensively used and enable the...
Springer, 2020. — 212 p. — ISBN: 3030377393. This self-contained book presents the main techniques of quantitative portfolio management and associated statistical methods in a very didactic and structured way, in a minimum number of pages. The concepts of investment portfolios, self-financing portfolios and absence of arbitrage opportunities are extensively used and enable the...
Ballymore Publishing, 2017. — 162 p. — ISBN 978-0692928851. The Acquirer’s Multiple: How the Billionaire Contrarians of Deep Value Beat the Market is an easy-to-read account of deep value investing. The book shows how investors Warren Buffett, Carl Icahn, David Einhorn and Dan Loeb got started and how they do it. Carlisle combines engaging stories with research and data to show...
Ballymore Publishing, 2017. — 162 p. — ISBN: 978-0692928851. The Acquirer’s Multiple: How the Billionaire Contrarians of Deep Value Beat the Market is an easy-to-read account of deep value investing. The book shows how investors Warren Buffett, Carl Icahn, David Einhorn and Dan Loeb got started and how they do it. Carlisle combines engaging stories with research and data to...
Wiley, 2020. — 640 p. — ISBN 1119787963. Discover the latest essential resource on asset allocation for students and investment professionals. Part of the CFA Institute’s three-volume Portfolio Management in Practice series, Asset Allocation offers a deep, comprehensive treatment of the asset allocation process and the underlying theories and markets that support it. As the...
Wiley, 2020. — 496 p. — ISBN 1119789257. Discover the latest essential resource on equity portfolio management for students and investment professionals. Part of the CFA Institute’s three-volume Portfolio Management in Practice series, Equity Portfolio Management offers a fuller treatment of active versus passive equity investment strategies. This text outlines key topics in...
Wiley, 2021. — 176 p. — ISBN 1119788080. The Asset Allocation Workbook offers a range of practical information and exercises that reinforce the key concepts explored in Portfolio Management in Practice, Volume 2: Asset Allocation. Part of the reputable CFA Institute Investment Series, the workbook is designed to further students’ and professionals’ hands-on experience with a...
4th ed. — Wiley, 2020. — 963 p. — ISBN 1119651689. Whether you are a seasoned professional looking to explore new areas within the alternative investment arena or a new industry participant seeking to establish a solid understanding of alternative investments,Alternative Investments: An Allocator's Approach, Fourth Edition (CAIA Level II curriculum official text) is the best...
4th ed. — Wiley, 2020. — 963 p. — ISBN 1119651689. Whether you are a seasoned professional looking to explore new areas within the alternative investment arena or a new industry participant seeking to establish a solid understanding of alternative investments,Alternative Investments: An Allocator's Approach, Fourth Edition (CAIA Level II curriculum official text) is the best...
Research Foundation of CFA Institute – 1994, 88 pages ISBN: 9780943205786, 0943205786 Although futures contracts have existed for as long as markets have existed, only recently have futures gained acceptance as legitimate and viable invest ments-and only by some professional investment managers. In this mono graph, Don Chance convincingly argues that futures offer an...
Wiley, 2021. — 371 p. — ISBN 9781119728047. Bank Investing: A Practitioner's Field Guide offers you the essential toolkit to become a successful bank investor. It packages practical lessons, theoretical knowledge, and historical context, all into one compelling and hopefully entertaining book. The book includes conversations with investors and management teams. Investors...
Wiley, 2021. — 371 p. — ISBN 9781119728047. Bank Investing: A Practitioner's Field Guide offers you the essential toolkit to become a successful bank investor. It packages practical lessons, theoretical knowledge, and historical context, all into one compelling and hopefully entertaining book. The book includes conversations with investors and management teams. Investors...
Palgrave Macmillan, 2016. — 339 p. — ISBN: 978-1137544636. This survey of portfolio theory, from its modern origins through more sophisticated, “postmodern” incarnations, evaluates portfolio risk according to the first four moments of any statistical distribution: mean, variance, skewness, and excess kurtosis. In pursuit of financial models that more accurately describe...
Springer, 2013. — 196 p. 68 illus., 18 illus. in color. — (Springer Texts in Business and Economics). — ISBN: 9783642366222 The current economic and environmental situation poses fundamental questions that this book aims to answer: Under which conditions could a market-based approach contribute to a decrease in emissions? How are abatement and investment strategies generated or...
McGraw-Hill, 2009. – 480 p. – ISBN: 0071496653, 9780071496650 In order to make sound investment choices, investors must know the projected return on investment in relation to the risk of not being paid. Benchmarks are excellent evaluators, but the failure to choose the right investing performance benchmark often leads to bad decisions or inaction, which inevitably results in...
Research Foundation of CFA Institute, 2009. — 96 p. — ISBN: 978-1934667255. By analyzing the small avalanche of white papers, journal articles, books, and other sources of information on alpha-beta separation, the authors provide an objective source of principles, terminology, current practice, and implementation issues on alpha-beta separation for the institutional investment...
Oxford University Press, 2020. — 385 p. — ISBN: 0198859678. Banks seem all too often involved in cases of misconduct, particularly involving the exploitation of tax systems. Banking on Failure explains why and how banks "game the system", accounting for these misconduct cases and analysing the wider implications for financial markets and tax systems. Banking on Failure: Cum-Ex...
CRC Press, 2023. — 358 p. — (Chapman & Hall/CRC Financial Mathematics Series). — ISBN 978-0-367-63972-3. Machine Learning (ML) is progressively reshaping the fields of quantitative finance and algorithmic trading. ML tools are increasingly adopted by hedge funds and asset managers, notably for alpha signal generation and stocks selection. The technicality of the subject can...
CRC, 2020. — 342 p. — ISBN 9780367473228. Machine learning (ML) is progressively reshaping the fields of quantitative finance and algorithmic trading. ML tools are increasingly adopted by hedge funds and asset managers, notably for alpha signal generation and stocks selection. The technicality of the subject can make it hard for non-specialists to join the bandwagon, as the...
CRC Press, 2023. — 358 p. — (Chapman & Hall/CRC Financial Mathematics Series). — ISBN 978-1-003-12159-6. Machine Learning (ML) is progressively reshaping the fields of quantitative finance and algorithmic trading. ML tools are increasingly adopted by hedge funds and asset managers, notably for alpha signal generation and stocks selection. The technicality of the subject can...
CRC Press, 2023. — 358 p. — (Chapman & Hall/CRC Financial Mathematics Series). — ISBN 978-1-003-12159-6. Machine Learning (ML) is progressively reshaping the fields of quantitative finance and algorithmic trading. ML tools are increasingly adopted by hedge funds and asset managers, notably for alpha signal generation and stocks selection. The technicality of the subject can...
CRC Press, 2023. — 358 p. — (Chapman & Hall/CRC Financial Mathematics Series). — ISBN 978-1-003-12159-6. Machine Learning (ML) is progressively reshaping the fields of quantitative finance and algorithmic trading. ML tools are increasingly adopted by hedge funds and asset managers, notably for alpha signal generation and stocks selection. The technicality of the subject can...
McGraw-Hill, Inc. – 2009, 302 pages ISBN: 0071543848, 9780071543842 In Investing from the Top Down, Anthony Crescenzi, esteemed financial author and chief bond strategist for Miller Tabak & Co., explains how to develop new, highly effective investment strategies by taking a macro view of the factors shaping industries and markets. Emphasizing the importance of economic and...
3rd ed. — McGraw-Hill Education, 2021. — 496 p. — ISBN 1260473678. The bestselling bond investing classic―updated to help you profit today and position yourself for the post-COVID era and decade ahead Since the 2008 global financial crisis, the investing world has changed radically. Credit is more difficult to access, populations across the world are aging, and economic growth...
Wiley, 2012. — 464 p. — ISBN: 978-1118321867. Indispensable advice for building a lasting financial legacy Building wealth is hard to do, but maintaining that wealth across generations is even more challenging. In The Stewardship of Wealth: Successful Private Wealth Management for Investors and Their Advisors + Website, wealth advice expert Gregory Curtis reveals the investment...
Hoboken, New Jersey: John Wiley & Sons, Inc., 2003. — 578 p. — ISBN 0471022608, 9780471022602. This book fills a very important gap in the mindset of the bond structurer and the investor. Often, the two disciplines approach their tasks ignorant of the perspectives of the other side. But successful structuring requires providing the best value to investors in order to compete,...
Pearson, 2012. - 344p. - ASIN: B00A8N8K88 Your practical step-by-step guide to planning and building cash valuation models. Through a set of comprehensive instructions and templates it provides the tools to build models that will enable you to carry out accurate and informed analysis of your company’s cash liabilities, cash flow and value.
Wiley, 2016. — 209 p. A guide for financial advisors who are ready to embrace new opportunities The Enduring Advisory Firm is a book for the forward-thinking financial advisor. Financial advisement is traditionally a hands-on field, so few in the industry feel threatened by the shifting social and technological landscape. In this book, Mark Tibergien—routinely named one of the...
Wiley, 2021. — 338 p. — ISBN 9781119381006. The comprehensive guide to private market asset allocation. Asset Allocation and Private Markets provides institutional investors, such as pension funds, insurance groups and family offices, with a single-volume authoritative resource on including private markets in strategic asset allocation. Written by four academic and practitioner...
ICP, 2015. — 332 p. — ASIN B01N48EGBS. Stock Markets, Investments and Corporate Behavior examines the nature of stock market growth and decline, the function of financial markets, and their implications for commercial companies. Traditionally, finance academics have attempted to understand financial markets and commercial companies as physicists approach their subject matter: with...
Springer, 2019. — 355 p. — ISBN: 8132237463. This book discusses capital markets and investment decision-making, focusing on the globalisation of the world economy. It presents empirically tested results from Indian and Southwest Asian stock markets and offers valuable insights into the working of Indian capital markets. The book is divided into four parts: the first part...
Springer, 2019. — 323 p. — ISBN: 8132239482. This book covers all aspects of modern finance relating to portfolio theory and risk–return relationship, offering a comprehensive guide to the importance, measurement and application of the risk–return hypothesis in portfolio management. It is divided into five parts: Part I discusses the valuation of capital assets and presents...
Dor A., Desclee A., Dynkin L., Hyman J., Polbennikov S. — Wiley, 2021. — 730 p. — (Frank J. Fabozzi Series). — ISBN 978-1119751281. Authored by members of the Quantitative Portfolio Strategy Group at Barclays Research—a recognized authority in the field—Systematic Investing in Credit is based on their innovative research of timing signals in credit markets and is written in an...
Ashgate Publishing, 2014. — 237 p. — ISBN10: 1472421302. About the book Aviation Investment uniquely addresses investment appraisal methods across the key industries that make up the aviation sector, including the airports, air traffic management, airline and aircraft manufacturing - or aeronautic - industries. It is a practice-oriented book where methods are presented through...
Wiley, 2021. — 464 p. — ISBN 1119756332 A unique, authoritative, and comprehensive treatment of fixed income markets Fixed Income Trading and Risk Management: The Complete Guide delivers a comprehensive and innovative exposition of fixed income markets. Written by European Central Bank portfolio manager Alexander During, this book takes a practical view of how several different...
Wiley, 2020. — 702 p. The Latest Insights on Systematic Strategies for Investing in Credit Systematic Investing in Credit is the latest book of cutting-edge research in credit markets written by the Quantitative Portfolio Strategy (QPS) Group at Barclays Research. The book starts with empirical evidence that credit, as an asset class, has consistently outperformed a...
Wiley, 2020. — 702 p. The Latest Insights on Systematic Strategies for Investing in Credit Systematic Investing in Credit is the latest book of cutting-edge research in credit markets written by the Quantitative Portfolio Strategy (QPS) Group at Barclays Research. The book starts with empirical evidence that credit, as an asset class, has consistently outperformed a...
JohnWiley & Sons, Inc., 2013. — 339 p. — ISBN: 9780470499269
A fully revised, new edition of one of the bestselling real estate investing guides of all time.
Through its five previous editions, Investing in Real Estate has shown investors how to intelligently build wealth with their investments in houses, condominiums, and small apartment buildings. Unlike many titles in this...
Hoboken, New Jersey: John Wiley & Sons, Inc., 2002. — 914 p. Foundations of Investment Management . Investment Management. Portfolio Selection. Applying Mean-Variance Analysis. Asset Pricing Models. Calculating Investment Returns. Investing in Common Stock . Common Stock Markets, Trading Arrangements, and Trading Costs. Tracking Error and Common Stock Portfolio Management....
World Scientific, 2021. — 616 p. — ISBN 9811220026. This book provides the fundamentals of asset management. It takes a practical perspective in describing asset management. Besides the theoretical aspects of investment management, it provides in-depth insights into the actual implementation issues associated with investment strategies. The 19 chapters combine theory and...
Wiley, 2009. — 856 p. — ISBN: 9780470400944. This comprehensive handbook of investment management theories, concepts, and applications opens with an overview of the financial markets and investments, as well as a look at institutional investors and their objectives. From here, respected investment expert Frank Fabozzi moves on to cover a wide array of issues in this evolving...
Wiley, 2009. — 336 p. An up-to-date look at the latest innovations in mortgage-backed securities Since the last edition of Mortgage-Backed Securities was published over three years ago, much has changed in the structured credit market. Frank Fabozzi, Anand Bhattacharya, and William Berliner all have many years of experience working in the fixed-income securitization markets,...
Wiley & Sons – 2010, 530 pages
ISBN: 0470262478, 0470617519
A comprehensive look at the tools and techniques used in quantitative equity management
Some books attempt to extend portfolio theory, but the real issue today relates to the practical implementation of the theory introduced by Harry Markowitz and others who followed. The purpose of this book is to close the...
Wiley, 2007. — 495 p. — ISBN: 978-0471921226. Praise for Robust Portfolio Optimization and Management "In the half century since Harry Markowitz introduced his elegant theory for selecting portfolios, investors and scholars have extended and refined its application to a wide range of real-world problems, culminating in the contents of this masterful book. Fabozzi, Kolm,...
Wiley, 2011. — 578 p. — ISBN: 047092991X, 9780470929919
A detailed look at equity valuation and portfolio management
Equity valuation is a method of valuing stock prices using fundamental analysis to determine the worth of the business and discover investment opportunities.
In Equity Valuation and Portfolio Management Frank J. Fabozzi and Harry M. Markowitz explain the...
NY: John Wiley & Sons, 2002. — 912 p. — ISBN 0471228990. In today’s financial environment, investment management requires an understanding of a multitude of different issues, from how investment objectives are determined to the best way to construct a portfolio given an investment strategy. The Theory and Practice of Investment Management recognizes these needs and addresses...
Wiley, 2011. — 725 p. — ISBN: 0470929901 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...
N.-Y.: Wiley, 2011. - 550p.
A detailed look at equity valuation and portfolio management
Equity valuation is a method of valuing stock prices using fundamental analysis to determine the worth of the business and discover investment opportunities.
In Equity Valuation and Portfolio Management Frank J. Fabozzi and Harry M. Markowitz explain the process of equity valuation,...
Wiley, 2006. — 558 p. — ISBN: 0471678902, 9780471678908.
In order to effectively employ portfolio strategies that can control interest rate risk and/or enhance returns, you must understand the forces that drive bond markets, as well as the valuation and risk management practices of these complex securities.
In Advanced Bond Portfolio Management, Frank Fabozzi, Lionel Martellini,...
Wiley, 2013. — 335 p. — ISBN: 978-0470647127. A practical guide to adapting financial advice and investing to a post crisis world. There's no room for "business as usual" in today's investment management environment. Following the recent financial crisis, both retail and institutional investors are searching for new ways to oversee investment portfolios. How do you combine...
8th edition. — McGraw-Hill Professional, 2012. — 1809 p. — ISBN: 0071768467, 9780071768467. For decades, The Handbook of Fixed Income Securities has been the most trusted resource in the world for fixed income investing. Since the publication of the last edition, however, the financial markets have experienced major upheavals, introducing dramatic new opportunities and risks....
7th edition. — McGraw-Hill, 2005. — 1495 p. The Definitive Guide to Fixed Income Securities―Revised and Updated for the New Era of Investing. For decades, The Handbook of Fixed Income Securities has been the most trusted resource in the world for fixed income investing. Since the publication of the last edition, however, the financial markets have experienced major upheavals,...
9th Edition. - McGraw-Hill Education, 2021. — 1905 p. — ISBN 978-1-26-047390-2. The definitive guide to fixed income securities―updated and revised with everything you need to succeed in today’s market The Handbook of Fixed Income Securities has been the most trusted resource for fixed income investing for decades, providing everything sophisticated investors need to analyze,...
8th Ed. — Prentice Hall, 2013. — 744 pp. — ISBN10: 013274354X ISBN13: 9780132743549 An applied approach to understanding bond markets. Through its applied approach, Fabozzi's Bond Markets prepares students to analyze the bond market and manage bond portfolios without getting bogged down in the theory. This edition has been streamlined and updated with new content, and features...
5th edition. — The MIT Press, 2015. — 3437 p. — ISBN 978-0262029483. Over the last fifty years, an extensive array of instruments for financing, investing, and controlling risk has become available in financial markets, with demand for these innovations driven by the needs of investors and borrowers. The recent financial crisis offered painful lessons on the consequences of...
University of Chicago Press, 2017. — 584 p. — ISBN: 978-0226426846. Few scholars have been as influential in finance and economics as University of Chicago professor Eugene F. Fama. Over the course of a brilliant and productive career, Fama has published more than one hundred papers, filled with diverse, highly innovative contributions. Published soon after the fiftieth...
Wiley, 2013. — 208 p. — ISBN: 978-1118810699. An indispensable survival guide for high-net-worth individuals and their advisors. If you're like most high-net-worth individuals nowadays, you are underinsured, over-targeted in litigation, and dangerously exposed to risks that can profoundly jeopardize your lifestyle and rob you and your family of what they’ve worked so hard to...
Wiley, 2015. — 304 p. — ISBN: 978-1118853566. Learn the ins and outs of equity crowdfunding with this informative guide Equity Crowdfunding for Investors is a comprehensive, objective, and authoritative guide to the social and financial rewards of crowdfunding. Before now, angel investing – and the spectacular returns possible in this asset class – has been off-limits to all...
Course Guidebook. — The Teaching Company, 2012. — 211 p. Just about everyone can use some help when it comes to investing. There are thousands of different investments to choose from - with more appearing every day. The language of investing is full of technical terms and jargon that make it diffi cult to get straight answers to even the most basic questions. In addition, the...
Wiley, 2019. — 496 p. — ISBN: 1119583225. A guide to the popular and fast growing investment opportunities of smart beta Equity Smart Beta and Factor Investing for Practitioners offers a hands-on guide to the popular investment opportunities of smart beta, which is one of the fastest growing areas within the global equity asset class. This well-balanced book is written in...
Wiley, 2010. — 215 p. An informative guide offering new and innovative ways to think about active management and investing ActiveBeta Indexes presents exciting new research that shows how above-market returns can be achieved in a low-cost, transparent, and efficient fashion. Active Betas reflect fundamental investment principles that have long been the foundation of active...
13th. Global ed. — Pearson, 2016. — 688 p. — ISBN: 978-0134083308. For undergraduate courses in Investments. The Core Concepts and Tools Readers Need to Make Informed Investment Decisions Fundamentals of Investing helps individuals make informed investment decisions by providing a solid foundation of core concepts and tools. Smart/Gitman/Joehnk use practical, hands-on...
Palgrave Macmillan, 2015. — 177 p. — ISBN: 978-1137364685. There is a prevailing view among researchers and practitioners that abnormal risk-adjusted returns are an anomaly of financial market inefficiency. This outlook is misleading, since such returns only shed light on the imperfect models commonly used to measure and benchmark investment performance. In particular, using...
Springer, 2012. — 308 p. — ISBN: 3642235263, 9783642235269 This book fills a gap in the existing resources available to students and professionals requiring an academically rigorous, but practically orientated source of knowledge about real estate finance. Written by a bank vice-president who for many years has practiced as a commercial lender and who teaches real estate...
Dan Goldie Financial Services LLC – 2010, 93 pages ISBN: 0982894708 The good news is that people today expect to live longer, healthier lives. The bad news is that many of us will not have enough money to retire comfortably. The solution to this problem is wise investment of the wealth we accumulate during our working lives, but the unfortunate truth is that when it comes to...
Edward Elgar Publishing, 2022. — 268 p. Elgar Advanced Introductions are stimulating and thoughtful introductions to major fields in the social sciences, business and law, expertly written by the world’s leading scholars. Designed to be accessible yet rigorous, they offer concise and lucid surveys of the substantive and policy issues associated with discrete subject areas. This...
Wiley, 2012. — 288 p. — ISBN: 978-1118328071. A must-read book on the quantitative value investment strategy Legendary investment gurus Warren Buffett and Ed Thorp represent different ends of the investing spectrum: one a value investor, the other a quant. While Buffett and Thorp have conflicting philosophical approaches, they agree that the market is beatable. In Quantitative...
Wiley, 2015. — 224 p. — ISBN: 978-1119071501. DIY Financial Advisor: A Simple Solution to Build and Protect Your Wealth. DIY Financial Advisor is a synopsis of our research findings developed while serving as a consultant and asset manager for family offices. By way of background, a family office is a company, or group of people, who manage the wealth a family has gained over...
Academic Press, 2013. — 592 p. — ISBN: 978-0124016996. How will the funds of hedge funds (FoHF) business have to change to survive in the wake of the 2008-2012 financial crisis? This new research provides valuable insight. Reconsidering Funds of Hedge Funds presents the first comprehensive views of UCITS as well as recent trends in due diligence, risk management, and hedge fund...
McGraw-Hill, 2009. — 505 p. — ISBN: 007164296X, 0071598340, 9780071642965 As the credit bubble fallout plagues the institutional finance sector-and will continue to do so in coming years-a strategic approach to credit portfolio management has never been more critical. The Handbook of Credit Portfolio Management provides all the information you'll need to successfully rebalance...
Wiley, 2005. — 653 p. — ISBN: 978-0471737438. Whether already experienced with hedge funds or just thinking about investing in them, readers need a firm understanding of this unique investment vehicle in order to achieve maximum success. Hedge Funds unites over thirty of the top practitioners and academics in the hedge fund industry to provide readers with the latest findings...
Springer, 2016. — 453 p. — ISBN: 978-3319339740. This volume, inspired by and dedicated to the work of pioneering investment analyst, Jack Treynor, addresses the issues of portfolio risk and return and how investment portfolios are measured. In a career spanning over fifty years, the primary questions addressed by Jack Treynor were: Is there an observable risk-return trade-off?...
World Scientific, 2020. — 817 p. — ISBN 9789811216725. This book introduces the readers to the rapidly growing literature and latest results on financial, fundamental and seasonal anomalies, stock selection modeling and portfolio management. Fifty years ago, finance professors taught the Efficient Markets Hypothesis which states that the average investor could not outperform...
Wiley, 2019. — 296 p. — (Wiley Finance Series). — ISBN: 9781119522089. Get to know the ‘why’ and ‘how’ of machine learning and big data in quantitative investment Big Data and Machine Learning in Quantitative Investment is not just about demonstrating the maths or the coding. Instead, it’s a book by practitioners for practitioners, covering the questions of why and how of...
Wiley, 2016. — 296 p. — ISBN: 978-1119241522. Despite the accepted fact that a substantial part of the risk and return of any portfolio comes from asset allocation, we find today that the majority of investment professionals worldwide are focused on security selection. Multi-Asset Investing: A Practitioner’s Framework questions this basic structure of the investment process and...
John Wiley & Sons, 2004. — 336 p. A new look at the important issue of investment management in the 21st century. Written for professional and private investors-as well as fiduciaries who rely on investment professionals-this book presents the content of an advanced investment-management course in an easy-to-read, question-and-answer format. Robert L. Hagin (Haverford, PA) is a...
2nd ed. — World Scientific Publishing Company, 2012. — 465 p. — ISBN: 9789814282567. From the individual to the largest organization, everyone today has to make investments in IT. Making a smart investment that will best satisfy all the necessary decision-making criteria requires careful and inclusive analysis. This textbook provides an up-to-date, in-depth understanding of the...
Bridge 21 Publications, 2022-10-19. — 136 р. — ISBN 978-1-62643-087-7. The financial markets have become more and more important in modern society. The behavior of the financial markets, and its impacts on our society, relies crucially on the behavior of market participants, aka the investors of different types. Although descriptions of the financial markets on the macro level...
Bridge 21 Publications, 2022-10-19. — 136 р. — ISBN 978-1-62643-088-4. The financial markets have become more and more important in modern society. The behavior of the financial markets, and its impacts on our society, relies crucially on the behavior of market participants, aka the investors of different types. Although descriptions of the financial markets on the macro level...
Bridge 21 Publications, 2022-10-19. — 136 р. — ISBN 978-1-62643-088-4. The financial markets have become more and more important in modern society. The behavior of the financial markets, and its impacts on our society, relies crucially on the behavior of market participants, aka the investors of different types. Although descriptions of the financial markets on the macro level...
Bridge 21 Publications, 2022-10-19. — 136 р. — ISBN 978-1-62643-088-4. The financial markets have become more and more important in modern society. The behavior of the financial markets, and its impacts on our society, relies crucially on the behavior of market participants, aka the investors of different types. Although descriptions of the financial markets on the macro level...
Risk Books, 2012. — 216 p. — ISBN: 978-1906348755. At a time when unconventional monetary policy has caused uncertainty about the global inflation outlook to rise considerably, Inflation Markets provides a complete and cohesive guide to fast-growing inflation markets and products, encompassing supply and demand dynamics, economics, financial modelling and trading aspects of...
Wiley, 2020. — 200 p. — ISBN: 1786305224. In order to create value, companies must allocate their resources effectively and evaluate investment alternatives. This book examines, from a theoretical and empirical point of view, how managerial flexibility can be integrated into investment decisions through the optional approach. Unlike the traditional net present value method, the...
Wiley – 2006, 264 pages, 2nd edition
ISBN: 0470027592, 9780470027592
Currency Strategy, Second Edition develops new techniques and explains classic tools available for predicting, managing, and optimizing fluctuations in the currency markets. Author Callum Henderson shows readers ho to use mathematical models to assist in the prediction of crises and gives practical advice on...
World Scientific, 2020. — 573 p. — ISBN 9789811219764. "This book provides a comprehensive overview of the emerging field of cultural finance. It summarizes research results of cultural differences in financial decision making and on financial markets. Many of the results have been published in leading academic journals over the last ten years but some are presented here for...
Wiley, 2020. — 1328 p. — ISBN 1119690641. Discover how to invest your capital to achieve a powerful, lasting impact on the world. The Global Handbook of Impact Investing: Solving Global Problems Via Smarter Capital Markets Towards A More Sustainable Society is an insightful guide to the growing world-wide movement of Impact Investing. Impact investors seek to realize lasting,...
Wiley, 2020. — 1328 p. — ISBN 1119690641. Discover how to invest your capital to achieve a powerful, lasting impact on the world. The Global Handbook of Impact Investing: Solving Global Problems Via Smarter Capital Markets Towards A More Sustainable Society is an insightful guide to the growing world-wide movement of Impact Investing. Impact investors seek to realize lasting,...
New Age International – 2008, 235 pages ISBN: 9788122422, 812242256X Latest developments in the Indian Capital Market and Stock Exchange. Latest information: Money Market and Investment Decisions and Portfolio Management concepts have been discussed in detail with all the aspects of Investment Management. Chapter contents and learning objectives which provide the direction to...
McGraw-Hill, 2005. – 400 p. – ISBN: 0071413642, 9780071413640 Geoffrey Hirt and Stanley Block's books on investing have sold more than 1 million copies to date. Now Managing Investmentsbrings their work to a whole new audience, providing financial professionals and sophisticated individual investors with a detailed and comprehensive look at stock and bond investing. From how to...
Bloomberg Press, Princeton, 2004. — 312 p. — ISBN: 9781576602577. In the constantly evolving hedge fund marketplace, nothing is more central--but in many ways, more amorphous and elusive--than risk. Yet there remains no standard for analyzing and measuring risk within this highly secretive, largely unregulated field, leaving the thousands of hedge funds--and the tens of...
John Wiley & Sons, Ltd., 2018. — 404 p. — (For Dummies (Business & Personal Finance)). — ISBN10: 1119504104, 13 978-1119504108. A must-have reference for financial advisors In step-by-step detail, Success as a Financial Advisor For Dummies covers how a current or would-be financial advisor can maximize their professional success through a series of behaviors, activities, and...
Wiley, 2011. — 592 p. — ISBN: 978-1119990727. This comprehensive reference delivers a toolkit for harvesting market rewards from a wide range of investments. Written by a world-renowned industry expert, the reference discusses how to forecast returns under different parameters. Expected returns of major asset classes, investment strategies, and the effects of underlying risk...
Wiley, 2022. — 304 p. Elevate your game in the face of challenging market conditions with this eye-opening guide to portfolio management. Investing Amid Low Expected Returns: Making the Most When Markets Offer the Least provides an evidence-based blueprint for successful investing when decades of market tailwinds are turning into headwinds. For a generation, falling yields and...
Wiley, 2021. — 298 p. — ISBN 9781119821328. Discover foundational and advanced techniques in quantitative equity trading from a veteran insider In Quantitative Portfolio Management: The Art and Science of Statistical Arbitrage, distinguished physicist-turned-quant Dr. Michael Isichenko delivers a systematic review of the quantitative trading of equities, or statistical...
Wiley, 2021. — 298 p. — ISBN 9781119821328. Discover foundational and advanced techniques in quantitative equity trading from a veteran insider In Quantitative Portfolio Management: The Art and Science of Statistical Arbitrage, distinguished physicist-turned-quant Dr. Michael Isichenko delivers a systematic review of the quantitative trading of equities, or statistical...
2nd ed. — Wiley, 2010. — 768 p. — ISBN 0470478357. A fully revised guide to fixed income securities that reflects current market conditions The Second Edition of Bond Evaluation, Selection, and Management combines fundamental and advanced topics in the field, offering comprehensive coverage of bond and debt management. This fully updated and revised edition provides you with...
McGraw-Hill, 2018. - 769p. - ISBN: 1259720691 8th.ed Fundamentals of Investments focuses on students as investment managers, giving them information to act on by placing theory and research in the proper context. The text offers a balanced, unified treatment of the four main types of financial investments―stocks, bonds, options, and futures. Topics are organized in a way that...
McGraw-Hill College – 2008, 757 pages, 5th Edition. ISBN: 0073382353, 9780073382357. "Fundamentals of Investments" was written to: focus on students as investment managers, giving them information they can act on instead of concentrating on theories and research without the proper context; offer strong, consistent pedagogy, including a balanced, unified treatment of the main...
10th Edition. — McGraw-Hill, 2024. — 793 p. — ISBN 978-1-2662-7313-1. Fundamentals of Investments is aimed at the introductory investments class with students who have relatively little familiarity with investments. The text is written in a relaxed, informal style that engages the student and treats him or her as an active participant rather than a passive information absorber....
10th Edition. — McGraw-Hill, 2024. — 793 p. — ISBN 978-1-2662-7313-1. Fundamentals of Investments is aimed at the introductory investments class with students who have relatively little familiarity with investments. The text is written in a relaxed, informal style that engages the student and treats him or her as an active participant rather than a passive information absorber....
10th Edition. — McGraw-Hill, 2024. — 793 p. — ISBN 978-1-2662-7313-1. Fundamentals of Investments is aimed at the introductory investments class with students who have relatively little familiarity with investments. The text is written in a relaxed, informal style that engages the student and treats him or her as an active participant rather than a passive information absorber....
10th Edition. — McGraw-Hill, 2024. — 793 p. — ISBN 978-1-2662-7313-1. Fundamentals of Investments is aimed at the introductory investments class with students who have relatively little familiarity with investments. The text is written in a relaxed, informal style that engages the student and treats him or her as an active participant rather than a passive information absorber....
Wiley, 2002. — 287 p. — ISBN: 0471238635 The first investor-friendly book on IMAs By 2010 nearly five million households will invest more than $2.6 trillion in individually managed accounts (IMAs). Today nearly $470 billion is invested in IMAs, yet not one book has clearly addressed the topic-until now. Individually Managed Accounts: An Investor's Guide shows investors what...
ISTE Press - Elsevier, 2017. — 468 p. — ISBN: 978-1-78548-201-4. This new edited volume consists of a collection of original articles written by leading industry experts in the area of factor investing. The chapters introduce readers to some of the latest research developments in the area of equity and alternative investment strategies.Each chapter deals with new methods for...
Risk Books, 2013. — 987 p. — ISBN: 978-1906348793. In order to operate as a professional in this business, it is necessary to understand every layer of the industry (physical, financial, and geo-political). The energy markets represent a network of related physical, financial and credit markets, with very complex interactions and interdependencies. This book enables the reader...
3rd ed. — Wiley, 2016. — 1106 p. — (CAIA Knowledge Series). — ISBN: 1119016398 , 9781119016397, EISBN: 9781119016366
In-depth Level II exam preparation direct from the CAIA Association CAIA Level II is the official study guide for the Chartered Alternative Investment Analyst professional examination, and an authoritative guide to working in the alternative investment sphere....
McGraw-Hill, 2010. – 400 p. – ISBN: 0071639233, 0071759522
A soup-to-nuts solution for creating a comprehensive stock valuation model
Plowing through reams of financial statement information, Excel spreadsheets, and piles of data — some useful, some worthless — can be prohibitively time-consuming and downright wearisome. Equity Valuation for Analysts and Investors streamlines...
Wiley, 2010. – 336 p. – ISBN: 0470750138, 9780470750131 Taking due account of extreme events when constructing portfolios of assets or liabilities is a key discipline for market professionals. Extreme events are a fact of life in how markets operate. In Extreme Events: Robust Portfolio Construction in the Presence of Fat Tails, leading expert Malcolm Kemp shows readers how to...
Willey.
January 29, 2013.
368 pages.
Hedge funds are an essential part of the alternative investing arena, and will continue to be so for the foreseeable future. It's important that those investing, or thinking about investing, with hedge funds know exactly what they are about. That's why Kevin Mirabile—a financial professional with over twenty years of business development,...
World Scientific Publishing Company – 2010, 414 pages.
ISBN: 9814280100, 9789814280105.
This book combines academic research and practical expertise on alternative assets and trading strategies in a unique way. The asset classes that are discussed include: credit risk, cross-asset derivatives, energy, private equity, freight agreements, alternative real assets (ARA), and...
Wiley, 2015. — 256 p. — ISIN 978-1118797266. A comprehensive portfolio optimization guide, with provided MatLAB code. Robust Equity Portfolio Management + Website offers the most comprehensive coverage available in this burgeoning field. Beginning with the fundamentals before moving into advanced techniques, this book provides useful coverage for both beginners and advanced...
Wiley, 2021. — 361 p. — ISBN 1119817714. Discover a masterful exploration of the fallacies and challenges of asset allocation In Asset Allocation: From Theory to Practice and Beyond—the newly and substantially revised Second Edition of A Practitioner's Guide to Asset Allocation—accomplished finance professionals William Kinlaw, Mark P. Kritzman, and David Turkington deliver a...
Wiley, 2021. — 361 p. — ISBN 1119817714. Discover a masterful exploration of the fallacies and challenges of asset allocation In Asset Allocation: From Theory to Practice and Beyond—the newly and substantially revised Second Edition of A Practitioner's Guide to Asset Allocation—accomplished finance professionals William Kinlaw, Mark P. Kritzman, and David Turkington deliver a...
Wiley, 2017. — 256 p. — ISBN: 978-1119397809. The authors' goal in writing this book is twofold: to describe several important innovations that address key challenges to asset allocation and to dispel certain fallacies about asset allocation. Section I covers the fundamentals of asset allocation, section II presents certain fallacies about asset allocation which the authors...
Wiley, 2017. — 256 p. — ISBN: 978-1119397809. The authors' goal in writing this book is twofold: to describe several important innovations that address key challenges to asset allocation and to dispel certain fallacies about asset allocation. Section I covers the fundamentals of asset allocation, section II presents certain fallacies about asset allocation which the authors...
Wiley, 2016. — 528 p. — ISBN: 978-1118736357. Mitigate risk and increase returns with an alternative hedge fund strategy Merger Arbitrage: How to Profit from Event-Driven Arbitrage, Second Edition is the definitive guide to the ins and outs of the burgeoning merger arbitrage hedge fund strategy, with real-world examples that illustrate how mergers work and how to take advantage...
J. Ross Publishing, 2014. — 328 p. — ISBN 1932159428, 9781932159424. Organizational Project Portfolio Management offers a generic, practical methodology and tool kit to design, build, and manage a balanced portfolio containing any type of projects, irrespective of industry, and at any level of an organization, whether profit-based, non-profit, or government.
Wiley, 2019. - 350p. - ISBN: 978-1119437659 Kees Koedijk and Alfred Slager, "Achieving Investment Excellence: A Practical Guide for Trustees of Pension Funds, Endowments and Foundations" Crucial methods, tactics and tools for successful pension fund management Achieving Investment Excellence offers trustees and asset managers a comprehensive handbook for improving the quality...
CRC Press, 2016. — 354 p. — (Best Practices and Advances in Program Management). —ISBN: 9781498700832 (eBook - PDF)
Organizations find that a performance gap exists between sustainability vision and benefits realization. Effecting transformational change requires incorporating sustainability into organization’s culture including policies, processes, and people. Although they...
Springer, 2021. — 505 p. This volume presents the most robust and useful methodology for the measurement and derivation of public investment criteria. The methodological approach solves inherent defects of traditional methodology, namely, an ad hoc application of the benefit-cost analysis. Although this approach originated in the water resources development project of the...
Campus, 2018. — 400 S. Seit vielen Jahren überzeugt Dr. Gerd Kommer immer mehr Sparer und Anleger von den Vorteilen einer Geldanlage in Indexfonds und ETFs. Sein Buch gilt seit etlichen Jahren zu Recht als Standardwerk und liegt inzwischen in der völlig überarbeiteten und erweiterten 5. Auflage vor. Eine Website zum Buch ergänzt die Informationen. Leser erhalten also nicht nur...
Campus, 2018. — 400 S. Seit vielen Jahren überzeugt Dr. Gerd Kommer immer mehr Sparer und Anleger von den Vorteilen einer Geldanlage in Indexfonds und ETFs. Sein Buch gilt seit etlichen Jahren zu Recht als Standardwerk und liegt inzwischen in der völlig überarbeiteten und erweiterten 5. Auflage vor. Eine Website zum Buch ergänzt die Informationen. Leser erhalten also nicht nur...
Wiley, 2017. — 240 p. — ISBN: 978-1119315247. Delve into ETFs for smarter investing and a weatherproof portfolio Beyond Smart Beta is the investor's complete guide to index investing, with deep analysis, expert clarification and smart strategies for active portfolio management. From the general to the obscure, this book digs into every aspect of Exchange Traded Funds (ETFs)...
Springer, 2016. — 89 p. — ISBN: 978-9812876935. In this book, the relationship between financial decision-making and chronic regulatory focus is explored to provide a better understanding of consumer decisions. Financial decisions are modelled on the basis of assets and portfolios sensitive to particular regulatory foci. Studies in the book test whether participants select...
Springer, 2018. — 225 p. — ISBN: 9783319783222. This book provides a preliminary attempt to understand the impact investors’ preferences and characteristics. It offers an empirical insight of the main features characterizing social risk of Social Impact Bonds (SIBs) and explores the correlation existing between social risk and financial return. It assesses case studies of...
Springer, 2018. — 173 p. — ISBN: 9783030050146. This Palgrave Pivot aims to build a bridge between corporate social responsibility (CSR) and sustainable finance in financial markets. It investigates classic CSR topics in the light of a modern conception of sustainability. The first part emphasizes four relevant topics in the CSR panorama of financial institutions: banks...
Wiley, 2018. — 112 p. Investing doesn't need to be complicated. In fact, there's a lot of data and analysis showing the most profitable portfolios are the simplest. Taylor Larimore is recognized as a bona fide expert on Jack Bogle's low-cost, buy-and-hold investment strategy. He's substantially grown his own portfolio and shown many others how to do the same based on Bogle's...
Wiley-Blackwell, 2017. — 987 p. — ASIN B075QPX95P. The first book to offer a global look at the state-of-the-art thinking and practice in investor relations and financial communication Featuring contributions from leading scholars and practitioners in financial communication and related fields—including public relations, corporate communications, finance, and accounting— this...
CRC Press, 2019. — 190 p. Portfolio management consists mainly of making decisions about which initiatives to undertake, which initiatives not to pursue, and which resources are to be allocated to which portfolio component. At least, that’s how it is most commonly presented in textbooks and courses. Indeed, it is all of that, but it is also so much more. Portfolio management is,...
Palgrave Macmillan, 2015. — 286 p. — ISBN: 978-1137435347. Drawing on the author's four decades of experience as a practitioner and academician working with private equity investors, entrepreneurs, and policymakers in over 100 developing countries around the world, this book uses anecdotes and case studies to illustrate and reinforce the key arguments for private equity...
Wiley – 2009, 542 pages ISBN: 0470398531, 9780470398531 Active 130/30 Extensions is the newest wave of disciplined investment strategies that involves asymmetric decision-making on long/short portfolio decisions, concentrated investment risk-taking in contrast to diversification, systematic portfolio risk management, and flexibility in portfolio design. This strategy is the...
Edward Elgar, 2023. — 421 p. Given the recent re-evaluation of research funding policy as an issue central to national governments and the EU, it is imperative that underlying rationales and channels for investment in research and development are examined. A pioneering analysis of the complexity, allocation and management of public funding of research, this Handbook explores...
Springer, 2016. — 96 p. — ASIN: B01CC48026.
This book provides an analysis,
under both discrete-time and continuous-time frameworks, on the price dynamics
of leveraged exchange-traded funds (LETFs), with emphasis on the roles of
leverage ratio, realized volatility, investment horizon, and tracking errors.
This study provides new insights on the risks associated with LETFs....
CRC Press, 2015. — 360 p. — ISBN 1482251043, 9781482251043. Recognizing the importance of selecting and pursuing programs, projects, and operational work that add sustainable business value that benefits end users, the Project Management Institute (PMI) issued its first Standard on Portfolio Management in 2006. In 2014, it launched the Portfolio Management Professional (PfMP)...
Wiley, 2011. — 288 p. — ISBN: 1118027647. The gold standard for measuring financial progress, updated for today's market From Ross Levin, a trusted financial planner, comes Implementing the Wealth Management Index. The new edition of the book Investment Advisor called a "landmark opus," this revised and updated volume expands upon his legendary Wealth Management Index tool. A...
World Scientific Publishing, 2022. — 760 p. — ISBN 9789811250156. A century ago, life expectancy was roughly 40 years, hence all income could be consumed, as for most people, there was no need to save for retirement. Today, things have drastically changed: Life expectancy exceeds 80 years in many countries, and one should expect to live and consume many years after retirement....
World Scientific Publishing, 2022. — 494 p. — ISBN 9789811250149. A century ago, life expectancy was roughly 40 years, hence all income could be consumed, as for most people, there was no need to save for retirement. Today, things have drastically changed: Life expectancy exceeds 80 years in many countries, and one should expect to live and consume many years after retirement....
N.-Y.: Wiley, 2004. - 354p.
"An excellent and comprehensive source of information on hedge funds! From a quantitative view Lhabitant has done it once again by meticulously looking at the important topics in the hedge fund industry. This book has a tremendous wealth of information and is a valuable addition to the hedge fund literature. In addition, it will benefit institutional...
CRC Press, 2015. — 232 p. — ISBN: 9781482249637. With the aim to sequentially determine optimal allocations across a set of assets, Online Portfolio Selection (OLPS) has significantly reshaped the financial investment landscape. Online Portfolio Selection: Principles and Algorithms supplies a comprehensive survey of existing OLPS principles and presents a collection of...
J. Ross Publishing, 2020. — 458 p. — ISBN 9781604271652. 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...
Simon and Schuster, 2014. — 188 p. A reader of one of my earlier discussions asked-"Have you ever tried out the ideas outlined in your book?" My reply was to the effect that the ideas were tried out first, and the book written afterward. Any earner who earns more than he can spend is automatically an investor. It doesn't matter in the slightest whether he wants to be or not, or...
FT Press – 2012, 240 pages ISBN: 0132929112, 9780132929110 The synthetic annuity is an options-based strategy that trades off large gains in exchange for higher yields and better downside protection, and utilizes risk more efficiently than pure stock-based portfolios. In Profiting with Synthetic Annuities, this strategy’s creator shows exactly how to use it to support a wide...
Springer – 2007, 296 pages ISBN: 0387344322 This is an undergraduate textbook on the basic aspects of personal savings and investing with a balanced mix of mathematical rigor and economic intuition. It uses routine financial calculations as the motivation and basis for tools of elementary real analysis rather than taking the latter as given. Proofs using induction, recurrence...
Wiley, 2020. — 240 p. — ISBN: 1119635489. An advanced method for financial institutions to optimize Asset Liability Management for maximized return and minimized risk Financial institutions today are facing daunting regulatory and economic challenges. As they manage bank regulation and competition, institutions are also optimizing their Asset Liability Management (ALM)...
Bloomberg Press, 2013. — 384 p. — ISBN: 1118459903, 9781118459904
A process-driven approach to investment management that lets you achieve the same high gains as the most successful portfolio managers, but at half the cost
What do you pay for when you hire a portfolio manager? Is it his or her unique experience and expertise, a set of specialized analytical skills possessed by...
Routledge, 2019. — 359 p. Real estate represents an increasingly significant global asset class and its distinctive characteristics must be understood by investors and researchers. The Routledge Companion to Real Estate Investment provides an authoritative overview of the real estate asset class. The Companion focuses on the current academic research and its relevance for...
Oxford, 2016. — 288 p. — ISBN: 9780190279394. In Exchange-Traded Funds and the New Dynamics of Investing, Ananth Madhavan examines the quiet transformation of asset management through the rise of passive or index investing. A closely-related phenomenon is the rise of exchange-traded funds (ETFs). An ETF is an investment vehicle that trades intraday and seeks to replicate the...
Hoboken, New Jersey: John Wiley & Sons, Inc., 2007. — 963 p. This book, valuable for self-study as well as for general reference, provides complete coverage of the most important issues surrounding modern portfolio management. In this latest edition, financial experts John Maginn, Donald Tuttle, Jerald Pinto, and Dennis McLeavey—along with a number of experienced...
Springer, 2020. — 751 p. — ISBN: 303026775X. This book presents a new approach to the valuation of capital asset investments and investment decision-making. Starting from simple premises and working logically through three basic elements (capital, income, and cash flow), it guides readers on an interdisciplinary journey through the subtleties of accounting and finance,...
Grosvenor House Publishing Limited, 2015. — 364 p. Economic signals are everywhere, from fashion magazine covers to grocery stores to military events. Malmgren empowers the public by revealing the story of the world economy in plain English. Central banks are trying hard to create inflation but say there is little chance it will happen, yet many feel their cost of living is...
CRC Press, 2016. — 216 p. — ISBN: 9781498703291, 1498703291 Business sustainability is the management of environmental, social, and financial demands to ensure responsible, ethical, and ongoing success. Businesses appear to have not only bought into integrating sustainability into their business plans, but have started profiting from it. This book helps project, program, and...
Oxford University Press, 2016. — 416 p. — ISBN: 978-0198738794. The goal of Asset-Liability Management (ALM) of a Defined Benefit Pension Scheme (DB) is to properly manage the risks related to variation in its building blocks on both sides of the balance sheet whilst maintaining the same expected return. This book provides a step-by-step methodology to maximize the complete...
Wiley, 2016. — 296 p. — ISBN: 978-1119327523. Wealth owners are responsible for more than just assets. The Destructive Power of Family Wealth offers thoughtful, holistic planning to ensure that your wealth remains a positive force for your family. While today's families have become global and the world has become smaller and more mobile, we have not yet become immune to the...
Springer – 2005, 238 pages ISBN: 0387258523, 9780387258522 Portfolio Management with Heuristic Optimization consist of two parts. The first part (Foundations) deals with the foundations of portfolio optimization, its assumptions, approaches and the limitations when "traditional" optimization techniques are to be applied. In addition, the basic concepts of several heuristic...
Wiley, 2003. — 664 p. This textbook will be designed for fixed-income securities courses taught on MSc Finance and MBA courses. There is currently no suitable text that offers a 'Hull-type' book for the fixed income student market. This book aims to fill this need. The book will contain numerous worked examples, excel spreadsheets, with a building block approach throughout. A key...
Springer, 2013. — 210 p. 53 illus., 14 illus. in color. — ISBN: 9783319035093
This textbook first introduces the reader to return measurement and then goes on to compare the time-weighted rate of return (TWR) with the money-weighted rate of return (MWR). To emphasize the importance of risk in conjunction with return, different tracking errors are analyzed and ex-post versus...
Cambridge Scholars Publishing, 2020. — 301 p. This book stresses the importance of aligning developing countries economic activities towards sustainable development purposes. A revamp of the financial systems of emerging economies is necessary to allow the financial resources needed for investment purposes to become readily available on these markets. The failure of most...
Wiley, 2014. — 224p. — ISBN: 978-1118731628 Take an active management approach with liquid alternatives to increase R.O.I. Take advantage of inefficiencies in the market by investing in alternative assets. Hedge fund and private equity investment diversifies your portfolio and helps shield you from market volatility, allowing your more passive assets to work the long game. In...
Wiley, 2015. - 286p. - ISBN: 978-1118939734 A multi-perspective look at private equity's inner workings Private Equity 4.0 provides an insider perspective on the private equity industry, and analyzes the fundamental evolution of the private equity asset class over the past 30 years, from alternative to mainstream. The book provides insightful interviews of key industry figures,...
Wiley, 2012. — 311 p. — ASIN B00B9KDMQ4. A wave of corporate mergers, acquisitions, restructuring, and similar transactions has created unprecedented opportunities for those versed in contemporary risk arbitrage techniques. At the same time, the nature of the merger wave has lent such transactions a much higher degree of predictability than ever before, making risk arbitrage more...
Palgrave Macmillan, 2016. — 406 p. — ASIN B01IJXFJLE. With Exchange Traded Fund (ETF) sponsors constantly making new types of ETFs available, there is now a variety of ETFs that provide investors with an opportunity to develop diversified investment portfolios. Their sophistication has also grown to include a breed of ETFs that do not passively track the performance of an...
Oxford University Press – 2008, 144 pages, 2nd edition
ISBN: 0195331915, 9780195331912
In spite of theoretical benefits, Markowitz mean-variance (MV) optimized portfolios often fail to meet practical investment goals of marketability, usability, and performance, prompting many investors to seek simpler alternatives. Financial experts Richard and Robert Michaud demonstrate that...
Springer, 2020. — 331 p. — ISBN: 3030514331. This book provides computational tools that readers can use to flourish in the retirement income industry. Each chapter describes recipe-like algorithms and explains how to implement them via simple scripts in the freely available R coding language. Students can use those skills to generate quantitative answers to the most common...
2nd ed. — Wiley, 2016. — 368 p. — ISBN: 978-1119210351. A comprehensive guide to alternative investments and a valuable study companion for the CFA, CAIA, FRM and other professional examinations that include hedge fund investing. The 2nd Edition offers new material related to portfolio financing, how funds are sold, liquid alternatives, and the challenges faced when trying to...
Springer, 2023. — 593 p. This textbook provides a comprehensive introduction to portfolio management and investments. Focusing on four core areas – portfolio management, equities, bonds, and derivatives – it is primarily intended for undergraduate and graduate students alike. However, it will also benefit practitioners working in the fields of financial analysis and portfolio...
John Wiley & Sons Ltd, 2007. — 730 p. — ISBN 1118673433, 9781118673430. Behavioural investing seeks to bridge the gap between psychology and investing. All too many investors are unaware of the mental pitfalls that await them. Even once we are aware of our biases, we must recognise that knowledge does not equal behaviour. The solution lies is designing and adopting an...
Wiley – 2010, 414 pages
ISBN: 0470683597
The seductive elegance of classical finance theory is powerful, yet value investing requires that we reject both the precepts of modern portfolio theory (MPT) and pretty much all of its tools and techniques.
In this important new book, the highly respected and controversial value investor and behavioural analyst, James Montier explains...
Chicago, Illinois: Morningstar, Inc., 2012. — 13 p.
We developed model portfolios based on academic research. Our strategies range from technical to fundamental, all-in-one portfolios to satellite offerings. These portfolios aren’t meant to replace our existing real money Hands-On and Hands-Free portfolios. Instead, we will be using them to inform trades in our Hands-On...
Wiley, 2014. — 496 p. — ISBN: 1118508378, 9781118508374
Investing with the Trend provides an abundance of evidence for adapting a rules-based approach to investing by offering something most avoid, and that is to answer the "why" one would do it this way. It explains the need to try to participate in the good markets and avoid the bad markets, with cash being considered an...
Учебник. Department of Accounting and Finance, University of Southern Denmark, 2005 This book develops and studies techniques and models that are helpful in the analysis of fixed income securities.
Wiley, 2012. — 235 p. Until now, there has been no accessible encyclopedia, dictionary, nor guide to the world of municipal bonds. Comprehensive and objective, this groundbreaking volume covers the history and mechanics of the municipal market in clear and understandable terms. It covers all aspects of the market, including pricing, trading, taxation issues and yields, as well...
Wiley, 2021. — 320 p. — ISBN 978-1119287469. Make AI technology the backbone of your organization to compete in the Fintech era The rise of artificial intelligence is nothing short of a technological revolution. AI is poised to completely transform asset management and investment banking, yet its current application within the financial sector is limited and fragmented....
Wiley, 2021. — 320 p. — ISBN 978-1119287469. Make AI technology the backbone of your organization to compete in the Fintech era The rise of artificial intelligence is nothing short of a technological revolution. AI is poised to completely transform asset management and investment banking, yet its current application within the financial sector is limited and fragmented....
Bloomberg Press, 2004. — 287 p. — ISBN 1576601242, 9781417543984. The hedge fund industry continues to grow by leaps and bounds, and within this universe, the "fund of funds" is the new star. Comprised of multiple-manager portfolios bundled together as a single multi-hedge fund product, this risk-balancing vehicle has emerged as the instrument of choice for the astute...
6th ed. — Routledge, 2017. — 232 p. — ISBN: 978-0415397575. While traditional finance focuses on the tools used to optimize return and minimize risk, this book explains how psychology can affect our decisions more than financial theory. Covering the ways investors actually behave, this is the first book of its kind to delve into the ways biases influence investment behavior,...
6th ed. — Routledge, 2017. — 232 p. — ISBN: 978-0415397575. While traditional finance focuses on the tools used to optimize return and minimize risk, this book explains how psychology can affect our decisions more than financial theory. Covering the ways investors actually behave, this is the first book of its kind to delve into the ways biases influence investment behavior,...
6th ed. — Routledge, 2017. — 232 p. — ISBN: 978-0415397575. While traditional finance focuses on the tools used to optimize return and minimize risk, this book explains how psychology can affect our decisions more than financial theory. Covering the ways investors actually behave, this is the first book of its kind to delve into the ways biases influence investment behavior,...
Wiley, 2021. — 224 p. — ISBN 978‐0‐730‐39152‐4. The definitive guide to building a profitable commercial property portfolio Rethink Property Investing offers practical advice for both new and established investors looking to move beyond traditional residential real estate and enter the profitable world of commercial properties. Scott and Mina O'Neill, Australia's leading...
McGraw-Hill Education, 2018. — 320 p. — ASIN B07HYCR81V. From a former World Bank Executive and renowned investor—a detailed roadmap to adding consistent, sustainable value to globally diversified portfolios For many investors, alpha is akin to the Holy Grail. Risk-adjusted returns above benchmarks—alpha—are particularly challenging to achieve even with a sound strategy. Hilda...
Bloomberg Press, 2012. — 240 p. — ISBN: 978-1118209547. A detailed road map for wealth managers who want to build an ensemble firm or team and achieve sustained growth, profitability and high valuations Why do ten percent of wealth management firms grow faster than the rest of the industry, often despite the turbulence of the markets? The answer, according to industry...
O’Reilly Media, 2017. — 318 p. — ISBN: 978-1491973257. Investors recognize that technology is a powerful tool for obtaining and interpreting financial data that could give them the one thing everyone on Wall Street wants: an edge. Yet, many don’t realize that you don’t need to be a programmer to access behind-the-scenes financial information from Bloomberg, IHS Markit, or other...
O’Reilly Media, 2017. — 318 p. — ISBN: 978-1491973257. Investors recognize that technology is a powerful tool for obtaining and interpreting financial data that could give them the one thing everyone on Wall Street wants: an edge. Yet, many don’t realize that you don’t need to be a programmer to access behind-the-scenes financial information from Bloomberg, IHS Markit, or other...
O’Reilly Media, 2017. — 318 p. — ISBN: 978-1491973257. Investors recognize that technology is a powerful tool for obtaining and interpreting financial data that could give them the one thing everyone on Wall Street wants: an edge. Yet, many don’t realize that you don’t need to be a programmer to access behind-the-scenes financial information from Bloomberg, IHS Markit, or other...
2nd Edition. — Wiley, 2023. — 368 p. — (For Dummies). — ISBN 978-1-394-16858-3. Looking for steady retirement income? Read this book! Turning retirement savings into a steady income is a big step toward a worry-free retirement. This book introduces you to how to add annuities to your investment mix. It helps you evaluate how to select the best annuities for your needs and steer...
2nd Edition. — Wiley, For Dummies, 2023. — 368 p. Зачем смотреть на аннуитеты? Если вы бэби-бумер с небольшой пенсией или вообще без нее и большая часть ваших денег находится на сберегательных счетах с низкой процентной ставкой, аннуитет может стать ключом к надежной и комфортной пенсии. Как узнать, подходит ли вам аннуитет? Читайте Аннуитеты для чайников. Looking for steady...
Princeton University Press, 2015. — 368 p. — ISBN: 978-0470647127. Efficiently Inefficient describes the key trading strategies used by hedge funds and demystifies the secret world of active investing. Leading financial economist Lasse Heje Pedersen combines the latest research with real-world examples and interviews with top hedge fund managers to show how certain trading...
Wiley, 2022. — 659 p. — ISBN 9781119818502. Get a practical and thoroughly updated look at investment and portfolio management from an accomplished veteran of the discipline In Modern Portfolio Management: Moving Beyond Modern Portfolio Theory, investment executive and advisor Dr. Todd E. Petzel delivers a grounded and insightful exploration of developments in finance since the...
Wiley, 2022. — 659 p. — ISBN 9781119818502. Get a practical and thoroughly updated look at investment and portfolio management from an accomplished veteran of the discipline In Modern Portfolio Management: Moving Beyond Modern Portfolio Theory, investment executive and advisor Dr. Todd E. Petzel delivers a grounded and insightful exploration of developments in finance since the...
John Wiley & Sons, Inc., 2003. — 226 p. A well-rounded hedge fund guide for the serious financial professionalAlternative investment strategies-hedge funds in particular-have experienced a significant resurgence recently, largely in response to the dramatic downturn of the global equity markets. In response to this explosion in popularity, this book focuses on many of the best...
Wiley, 2013. — 802 p. — ISBN 1118111966, 9781118111963. Written by a distinguished academics and practitioners selected and guided by CFA Institute, the world’s largest association of finance professionals, Economics for Investment Decision Makers is unique in presenting microeconomics and macroeconomics with relevance to investors and investment analysts constantly in mind....
Wiley, 2009. — 416 p. — ISBN: 978-0470282311. A timely guide for financial professionals looking to tap into the lucrative world of the ultra-affluent. The ultra affluent–defined here as those having $50 million or more in liquid assets–are an elite class who expect their financial advisors to not only preserve and grow their assets, but also help them with "soft" issues such...
Palgrave Macmillan, 2022. — 758 p. — ISBN 3030879216. Fixed income investments have been a topic of broad interest, in particular for institutional investors such as insurance companies and pensions schemes. They were considered safe heavens in turbulent times by almost all other institutional and individual investors and are used for strategies such as portfolio immunization...
Pylon Publishing, 2012. — 138 p. — ISBN 9780982967621. The Foundation . The Neighborhood Business (Stocks 101). A Child’s First Bond (Bonds 101). The Lake (The Market 101). George's Final Guidance (The Connection). Teaching Yourself . How Do We Define Success. Valuing a Bond. Value a Stock. Other Important Stuff . Preferred Stock. Saving your Money and Cash Flow. When do I...
Project Management Institute, Inc., 2013. — 189 p. — 3rd ed. — ISBN: 1935589695, 9781935589693
PMI’s Standard for Portfolio Management Third Edition is the first edition that is worth buying. Having read the 1st and 2nd editions and reviewed the exposure draft for the 2nd and 3rd, PMI has come a long way with the third edition. Nearly all the major components of portfolio...
CRC Press, 2018. — 262 p. — ISBN: 9781498732444. The goal of Portfolio Rebalancing is to provide mathematical and empirical analysis of the effects of portfolio rebalancing on portfolio returns and risks. The mathematical analysis answers the question of when and why fixed-weight portfolios might outperform buy-and-hold portfolios based on volatilities and returns. The...
Wiley, 2014. — 272 p. — ASIN B00R04GB3O. A Comprehensive Review of the Liquid Alts Market and How ‘40 Act Products Can Enhance Client Portfolios Liquid alternatives give investors access to hedge fund strategies with the benefits of ’40 Act products: lower fees, higher liquidity, greater transparency, and improved tax efficiency. Alts Democratized is a hands-on guide that...
Palgrave Macmillan UK, 2013. — 270 p. — ISBN 1011021021, 9781137023346. Innovation Decision as a Discipline for Business Success . What Is Innovation andWhere Doeslt Come from? How Does One Create a Culture That Supports and Manages Innovation? How Does One Architect an Organization's Innovation Landscape? How Does One Launch an Innovation Process in your Organization? How Does...
John Wiley & Sons, 2007. — 268 p. — ISBN 0230507166, 9780230206496. Many companies and organisations are faced with a portfolio of projects that need to be managed effectively and successfully. This new book by leading practitioners introduces a framework and range of tools to enable the project portfolio to be strategically managed including establishing guidelines,...
FT Press, 2015. — 224 p. — ISBN: 978-0134192796. In Principles of Quantitative Equity Investing, pioneering financial researcher Dr. Sugata Ray demonstrates how to invest successfully in US equities with quantitative strategies, using rigorous rule sets to decide when and what to trade. Whether you’re a serious investor, professional advisor, or student of finance, Ray will...
FT Press, 2015. — 224 p. — ISBN: 978-0134192796. In Principles of Quantitative Equity Investing, pioneering financial researcher Dr. Sugata Ray demonstrates how to invest successfully in US equities with quantitative strategies, using rigorous rule sets to decide when and what to trade. Whether you’re a serious investor, professional advisor, or student of finance, Ray will...
Springer, 2017. — 82 p. — ISBN: 978-3658201630. Fabian Regele examines the appropriateness of the current regulatory treatment and the general suitability of unlisted infrastructure equity investments for the investment purposes of insurance companies. The employed valuation model of a stylized infrastructure asset delivers sound economic results and is consistent with the...
10th ed. — South-Western Cengage Learning, 2012. — 1082 p. — ISBN 0538482389, 9780538482387. The Investment Background. The Investment Setting. The Asset Allocation Decision. Selecting Investments in a Global Market. Organization and Functioning of Securities Markets. Security-Market Indexes. Develop men ts in Investment Theory. Efficient Capital Markets. An Introduction to...
11th ed. — Boston: Cengage Learning, Inc., 2020. — 820 p. — ISBN 9781337671798. The Investment Background . The Investment Setting. Asset Allocation and Security Selection. Organization and Functioning of Securities Markets. Security' Market Indexes and Index Funds. Developments in Investment Theory . Efficient Capital Markets, Behavioral Finance, and Technical Analysis. An...
McGraw-Hill.
October 26, 1999.
596 pages.
Mathematically rigorous and meticulously organized, Active Portfolio Management broke new ground when it first became available to investment managers in 1994. By outlining an innovative process to uncover raw signals of asset returns, develop them into refined forecasts, then use those forecasts to construct portfolios of exceptional...
Wiley, 2014. — 261 p. — ASIN B00K828RTQ. Discover how to remove behavioral bias from your investment decisions For many financial professionals and individual investors, behavioral bias is the largest single factor behind poor investment decisions. The same instincts that our brains employ to keep us alive all too often work against us in the world of finance and investments....
Oxford University Press, 2016. — 275 p. — ISBN: 978-0198723035. New investment techniques and new types of shareholder activists are shaking up the traditional ways of equity investment that informs much of our present-day corporate law and governance. Savvy investors such as hedge funds are using financial derivatives, securities lending transactions, and related concepts to...
Allen & Unwin, 2022. — ISBN 9781761064708, 9781991006080. The easy way to start investing in shares - whether you have $5 or $50,000 to invest Online investing platform Sharesies has revolutionised the way everyday people invest. Since its beginning in 2017, thousands of new investors - often with just a bit of spare cash - have joined the platform to start their journey toward...
Wiley, 2015. — 1064 p. — ISBN: 978-0470745243. The comprehensive guide to working more effectively within the multi-commodity market. The Handbook of Multi-Commodity Markets and Products is the definitive desktop reference for traders, structurers, and risk managers who wish to broaden their knowledge base. This non-technical yet sophisticated manual covers everything the...
BEP, 2018. — 117 p. — ISBN: 9781947441064. Hedge Fund Secrets provides a needed complement to journalistic accounts of the hedge fund industry, to deepen the understanding of nonspecialist readers such as policy makers, journalists, and individual investors. The book is organized in modules to allow different readers to focus on the elements of this topic that most interest...
Business Expert Press, 2014. — 148 p. — ISBN: 978-1631570896. What do hedge funds really do? These lightly-regulated funds continually innovate new investing and trading strategies to take advantage of temporary mispricing of assets (when their market price deviates from their intrinsic value). These techniques are shrouded in mystery, which permits hedge fund managers to...
3rd ed. — Wiley, 2020. — 512 p. — ISBN: 1119706181. A timely update to the global bestselling book on investment banking and valuation – this new edition reflects valuable contributions from Nasdaq and the global law firm Latham & Watkins LLP plus access to the online valuation models and course. In the constantly evolving world of finance, a solid technical foundation is an...
3rd ed. — Wiley, 2020. — 512 p. — ISBN: 1119706181. A timely update to the global bestselling book on investment banking and valuation – this new edition reflects valuable contributions from Nasdaq and the global law firm Latham & Watkins LLP plus access to the online valuation models and course. In the constantly evolving world of finance, a solid technical foundation is an...
3rd ed. — Wiley, 2020. — 512 p. — ISBN: 1119706181. A timely update to the global bestselling book on investment banking and valuation – this new edition reflects valuable contributions from Nasdaq and the global law firm Latham & Watkins LLP plus access to the online valuation models and course. In the constantly evolving world of finance, a solid technical foundation is an...
3rd ed. — Wiley, 2020. — 512 p. — ISBN: 1119706181. Only models! A timely update to the global bestselling book on investment banking and valuation – this new edition reflects valuable contributions from Nasdaq and the global law firm Latham & Watkins LLP plus access to the online valuation models and course. In the constantly evolving world of finance, a solid technical...
Bloomberg, 2017. — 368 p. — ISBN: 978-1119094715. The practical guide to direct investing strategies and best practices The Complete Direct Investing Handbook provides comprehensive guidelines, principles and practical perspectives on this increasingly attractive private equity investment strategy. Interviews with leading family office investors, qualified private equity...
Pragmatic Bookshelf – 2009, 199 pages ISBN: 1934356298, 9781934356296 All of your projects and programs make up your portfolio. But how much time you actually spend on your projects, and how much time do you spend responding to emergencies? This book will introduce you to different ways of ordering all of the projects you are working on now, and help you figure out how to staff...
Simon & Schuster, 2022. — 416 p. — ISBN 978-1-9821-9030-9. David M. Rubenstein, cofounder of one of the world’s largest investment firms, has spent years interviewing the greatest investors in the world to discover the time-tested principles, hard-earned wisdom, and indispensable tools that guide their practice. Rubenstein, who has spent more than three decades in the...
Учебное пособие, USA, Wiley: 2005. - 160с. How to Make Prudent Investments for Your Organization. CHAPTER 1 The Investment Committee. CHAPTER 2 Risk, Return, and Correlation. CHAPTER 3 Setting Investment Policies. CHAPTER 4 Asset Allocation. CHAPTER 5 Alternative Asset Classes. CHAPTER 6 Selecting and Monitoring Investment Managers. CHAPTER 7 The Custodian. CHAPTER 8 Evaluating an...
Springer, 2020. — 182 p. — ISBN: 3030537420. This book covers topics in portfolio management and multicriteria decision analysis (MCDA), presenting a transparent and unified methodology for the portfolio construction process. The most important feature of the book includes the proposed methodological framework that integrates two individual subsystems, the portfolio selection...
Springer, 2020. — 182 p. — ISBN: 3030537420. This book covers topics in portfolio management and multicriteria decision analysis (MCDA), presenting a transparent and unified methodology for the portfolio construction process. The most important feature of the book includes the proposed methodological framework that integrates two individual subsystems, the portfolio selection...
Springer International Publishing, 2020. — 116 p. This book investigates the application of promising machine learning techniques to address two problems: (i) how to find profitable pairs while constraining the search space and (ii) how to avoid long decline periods due to prolonged divergent pairs. It also proposes the integration of an unsupervised learning algorithm, OPTICS,...
Wiley, 2016. — 208 p. — ISBN: 978-1119240235 The long-awaited guide for modern hedge fund compliance program development Hedge Fund Compliance + Website provides straightforward, practical guidance toward developing a hedge fund compliance program, drawn from the author's experience training financial regulators, consulting with government entities, and analyzing hedge fund...
Wiley, 2018. — 224 p. — ISBN: 1119479622. Develop and manage a private equity compliance program Compliance has become one of the fastest-growing areas in the private equity (PE) space. Mirroring trends from the hedge fund industry, recent surveys indicate that PE managers rank compliance as the single most challenging aspect of their business. Reports also indicate that PE...
Wiley, 2017. — 384 p. — ISBN: 1119298563. Start–to–finish guidance toward building and implementing a robust DC plan Successful Defined Contribution Investment Design offers a comprehensive guidebook for fiduciaries tasked with structuring and implementing a 401(k) or other defined contribution (DC) pension plan. More than a collection of the usual piecemeal information, this...
McGraw-Hill Education, 2021. — 304 p. — ISBN 1264257651. A powerful new approach for giving up the ghost of alpha—and building an investing portfolio that meets your objectives The concept of beating markets is just a lot of hype. Successful investors don't find "alpha," they find value―and that's what this book helps you do. Better Than Alpha provides the perspective,...
4th ed. — Risk Books, 2010. — 479 p. — ISBN: 978-1906348359. Completely updated to take in the lessons from the largest financial crisis in a generation, this new edition of Portfolio Construction and Risk Budgeting provides the reader with a clear overview of quantitative methods and a comprehensive and up-to-date coverage of alternative portfolio construction techniques...
World Scientific Publishing, 2004. — 416 p. — ISBN: 9812386955
Offers a detailed set of procedures and methodologies for improving IT investment decision-making. Presents both financial investment models and complex decision-making models. For students.
Springer, 2021. — 159 p. — ISBN 9783030510152. This book examines the complexity of trading and the creation of liquidity. Titled after the Baruch College Financial Markets Conference, Equity Market Round-Up: Proposals for Strengthening the Markets, this book explores how regulation has a clear impact on market structure and, therefore, how market structure impacts efficient...
Wiley, 2010. — 192 p. — ASIN B003E8AJOW. A companion Workbook to the text Micro Markets. Understanding how microeconomics affects the marketplace is essential for any investment professional, however most books simply address microeconomics in its pure theory-based form. Micro Markets helped bridge the gap between theory and practice by defining microeconomics in terms of...
PEI Media, 2013. — 158 p. — ISBN: 978-1908783073. Brought to you by Private Equity International, The Private Equity Secondaries Market (Second Edition) is an invaluable resource about the dynamic secondary market. Edited by Campbell Lutyens, the title will guide both experienced players in private equity secondaries, and those new to the market or considering pursuing fresh...
Wiley, 2012. – 363 p. – ISBN: 0470891858, 9780470891858
Investors often buy or sell stocks too quickly. When you base your purchase decisions on isolated facts and don't take the time to thoroughly understand the businesses you are buying, stock-price swings and third-party opinion can lead to costly investment mistakes. Your decision making at this point becomes dangerous...
Wiley, 2012. — 189 p. — ISBN: 1118422937, 9781118422939
Build a fixed income portfolio that will weather volatility and instability
Designing a fixed income portfolio is an essential skill of any investment manager or advisor. This book outlines the critical components to successfully navigate through stable and turbulent markets, using real-life lessons from a seasoned...
Career Press, 1999. — 261 p. The 101 lessons are designed to help you formulate your own investment plan, a key factor for investment success. Some of the lessons are well-known on Wall Street, others might surprise you. Quite a few are contradictory. In a bull market, the lessons will help you to protect your profits. In a bear market or during the next correction or crash,...
Wiley – 2009, 210 pages ISBN: 9780470435403, 0470435402 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...
Springer, 2021. — 377 p. — ISBN 9789811625206. This book is a simple and concise text on the subject of security analysis and portfolio management. It is targeted towards those who do not have prior background in finance, and hence the text veers away from rather complicated formulations and discussions. The course ‘Security Analysis and Portfolio Management’ is usually taught...
Springer, 2021. — 377 p. — ISBN 9789811625206. This book is a simple and concise text on the subject of security analysis and portfolio management. It is targeted towards those who do not have prior background in finance, and hence the text veers away from rather complicated formulations and discussions. The course ‘Security Analysis and Portfolio Management’ is usually taught...
Wiley, 2016. — 180 p. — ISBN: 978-1119226987. A survival guide for the FinTech era of banking FinTech Innovation examines the rise of financial technology and its growing impact on the global banking industry. Wealth managers are standing at the epicenter of a tectonic shift, as the balance of power between offering and demand undergoes a dramatic upheaval. Regulators are...
N.-Y.: Risk Books, 2015. — 204 p.
The financial markets have undergone a period of distress that has strained the trusted relationship between investors and financial advisors; new regulation has been forged to push for higher levels of transparency and risk-based communication as part of investment decision-making. This has ignited the quest for better portfolio optimisation...
14th Edition, Global Edition. — Pearson, 2020. — 706 p. — ISBN 978-1-292-31697-0. This title is a Pearson Global Edition. The Editorial team at Pearson has worked closely with educators around the world to include content, which is especially relevant to students outside the United States. For undergraduate investment courses. The core concepts and tools students need to make...
Springer, 2014. — 134 p. — ISBN: 978-3319080741. This monograph provides a comprehensive source of analysis and research on alternative investments in the wealth management process, with a special focus on Poland and Eastern Europe. It presents the characteristics that distinguish alternative investments from traditional investments and illustrates the benefits and risks...
Springer, 2016. — 193 p. — ISBN: 9783319132143, 9783319132150. The purpose of this book is to present the principles of alternative investments in management. The individual chapters provide a detailed analysis of various classes of alternative investments on the financial market. Despite many different definitions of alternative investments, it can be assumed that a classical...
Wiley, 2017. — 496 p. — ISBN: 978-1119051787. Investors who succeed on Wall Street spend their career analyzing companies, and honing and refining their investment strategies. But they had to start somewhere. Training for research analysts is basically nonexistent on Wall Street resulting in a "baptism by fire" that forces the new analyst to develop expertise on their own...
Palgrave Macmillan, 2017. — 175 p. — ASIN B077JR2WF3. This book is the first publication to provide a comprehensive overview about the market, financial instruments and the associated impact assessment for interested practitioners and academics. Specifically, it will introduce the concept of impact investing within the broader field of social finance as well as the relevant...
Second Edition. — Palgrave Macmillan, 2023. — 162 p. Impact investing is a dynamic field that has been recently been discussed as a supplemental funding source for addressing societal problems. The topic has generated significant interest and is presumed to achieve significant growth rates for the coming years. This book provides a refreshed yet comprehensive overview about the...
Wiley, 2006. — 336 p. — ISBN: 978-0470026274. One of the fastest growing investment sectors ever seen, hedge funds are considered by many to be exotic and inaccessible. This book provides an intensive learning experience, defining hedge funds, explaining hedge fund strategies while offering both qualitative and quantitative tools that investors need to access these types of...
Wiley, 2019. - 720p. - ASIN: B07Q1F4S66 A career’s worth of portfolio management knowledge in one thorough, efficient guide Portfolio Management is an authoritative guide for those who wish to manage money professionally. This invaluable resource presents effective portfolio management practices supported by their underlying theory, providing the tools and instruction required to...
Wiley, 2019. - 720p. - ASIN: B07Q1F4S66 A career’s worth of portfolio management knowledge in one thorough, efficient guide Portfolio Management is an authoritative guide for those who wish to manage money professionally. This invaluable resource presents effective portfolio management practices supported by their underlying theory, providing the tools and instruction required to...
Wiley, 2019. - 720p. - ASIN: B07Q1F4S66 !Code files only A career’s worth of portfolio management knowledge in one thorough, efficient guide Portfolio Management is an authoritative guide for those who wish to manage money professionally. This invaluable resource presents effective portfolio management practices supported by their underlying theory, providing the tools and...
Wiley, 2017. — 648 p. — (Wiley Finance). — ISBN: 978-1119220541. The Capital Markets: evolution of the financial ecosystem is the new standard providing practical text book style coverage of this dynamic market and its products. Written by the former President of BNY Mellon Capital Markets, LLC for both financial professionals and novices, The Capital Markets provides a...
Palgrave Macmillan, 2013. — 297 p. — ISBN: 978-1137030689. The Front Office Manual is unique, providing clear and direct explanations of tools and techniques relevant to front office work. From how to build a yield curve, to how a swap works, to what exactly 'product control' is supposed to do, this book is essential reading for anyone who works (or wants to work) on the 'sell...
Chapman and Hall/CRC, 2023. — 292 p. — ISBN: 978-1-032-00696-3. Your Essential Guide to Quantitative Hedge Fund Investing provides a conceptual framework for understanding effective hedge fund investment strategies. The book offers a mathematically rigorous exploration of different topics, framed in an easy to digest set of examples and analogies, including stories from some...
Second edition. — John Wiley& Sons, Inc., 2008. — 480 p. An up-to-date look at the exploding CDO and structured credit products market In this fully updated Second Edition, financial expert Janet Tavakoli provides readers with a comprehensive look at the CDO and structured credit products market amid recent developments. In addition to a detailed overview of the market, this book...
John Wiley & Sons, Inc., 2009. — 236 p. — ISBN 9780470549155. Written by ten successful project portfolio managers from companies including AAA, Boeing, Franklin Templeton, Johnson & Johnson, Safeway, and the UK Government, this easy-to-follow guide takes you through the project portfolio management process. It's based on what actually works, giving you a clear road map and the...
De G Pr , 2017. - 338p. - 978-1501515811 Stock Market Math shows you how to calculate return, leverage, risk, fundamental and technical analysis problems, price, volume, momentum and moving averages, including over 125 formulas and Excel programs for each, enabling readers to simply plug formulas into a spread sheet. This book is the definitive reference for all investors and...
De G Pr , 2017. - 338p. - 978-1501515811 Stock Market Math shows you how to calculate return, leverage, risk, fundamental and technical analysis problems, price, volume, momentum and moving averages, including over 125 formulas and Excel programs for each, enabling readers to simply plug formulas into a spread sheet. This book is the definitive reference for all investors and...
Wiley, 2013. — 256 p. — ISBN: 978-1118385470. A groundbreaking study of the investment portfolios of takaful companies, their general investment patterns, and their future investments The Islamic finance industry has witnessed remarkable growth over the last decade, and one of the most successful segments—poised for even greater expansion—is the Islamic insurance (takaful)...
Wiley, 2012. — 416 p. — ISBN: 978-1118175460. A detailed, step-by-step book covering the entire hedge fund evaluation process Investing in hedge funds is different from investing in other asset classes. There is much less publicly available information about hedge funds performance than there is about mutual funds or individual stocks. Consequently, investing in this class...
Wiley, 2004. — 400 p. — ISBN: 978-0471478867. Praise for Investment Manager Analysis "This is a book that should have been written years ago. It provides a practical, thorough, and completely objective method to analyze and select an investment manager. It takes the mystery (and the consultants) out of the equation. Without question, this book belongs on every Plan Sponsor's...
Springer, 2005. – 254 p. – ISBN: 443124204X, 9784431273813 The Research Center of Socionetwork Strategies, RCSS, at Kansai University has been compiling the data of information system investment of Japanese banks by the mail-in questionnaires and answers since 1995. The statistical analyses of RCSS were quite opposite to the popular propositions concerning to information...
Wiley, 2010. — 212 p. — ISBN: 0470243678, 9780470243671
A comprehensive overview of cutting edge infrastructure investment topics from sector experts
Infrastructure investing is one of the fastest growing and most complex asset classes facing investment professionals, practitioners, and academics. The Handbook of Infrastructure Investing examines this dynamic discipline by...
New York: McGraw-Hill, 2011. — 223 p. Most equity research analysts learn their trade on the job by apprenticing under a senior analyst. However, equity analysts who work for senior producers often have little time or incentive to train new hires, and those who do have the time may not have research skills worth emulating. Now, Best Practices for Equity Research Analysts offers...
Palgrave Macmillan, 2016. — 285 p. — ISBN: 978-1137544247. Government policies, marketing campaigns of banks, insurance companies, and other financial institutions, and consumers' protective actions all depend on assumptions about consumer financial behavior. Unfortunately, many consumers have no or little knowledge of budgeting, financial products, and financial planning. It...
WSPC, 2016. — 350 p. — ASIN: B01MSITOSZ
This unique volume presents new original research exploring factors that lead to investors behavioral biases. It discusses how features such as professionalism, sophistication, gender, media, and culture influence investors' decision-making in general, and in particular, how they generate (or limit) behavioral and cognitive biases. The...
Springer – 2009, 634 pages ISBN: 3540888012, 9783540888017 Sound investment decisions require an in-depth knowledge of the financial markets and available financial instruments. This book provides students and professionals with an understanding of the role and activities of an equity security analyst within the investment process. Emphasis is on understanding the process of...
Wiley, 2021. — 176 p. — ISBN 1119441951. Understand the investment template that dominates the pension industry Liability-Driven Investment is the practitioner’s guide to this increasingly popular investment template. Already the dominant framework for pension schemes in Europe and the UK, the LDI market is expected to grow significantly with the shift from Defined Benefit to...
Wiley, 2021. — 176 p. — ISBN 1119441951. Understand the investment template that dominates the pension industry. Liability-Driven Investment is the practitioner’s guide to this increasingly popular investment template. Already the dominant framework for pension schemes in Europe and the UK, the LDI market is expected to grow significantly with the shift from Defined Benefit to...
MDPI, 2020. — 190 p. Credit risk remains one of the major risks faced by most financial and credit institutions. It is deeply connected to the real economy due to the systemic nature of some banks, but also because well-managed lending facilities are key for wealth creation and technological innovation. This book is a collection of innovative papers in the field of credit risk...
Stiftung Warentest, 2022. — 300 S. Sie sind auf der Suche nach einer bequemen Art Geld zu investieren? ETF sind einfach zu verstehen und haben auf lange Sicht die besten Renditechancen. Sie sind ideal für Vermögensaufbau und Altersvorsorge geeignet. Egal, ob Sie bereits mit ETF in Berührung kamen oder einen Gesamtüberblick zum Einstieg benötigen, dieses Buch bietet sowohl für...
Stiftung Warentest, 2022. — 300 S. Sie sind auf der Suche nach einer bequemen Art Geld zu investieren? ETF sind einfach zu verstehen und haben auf lange Sicht die besten Renditechancen. Sie sind ideal für Vermögensaufbau und Altersvorsorge geeignet. Egal, ob Sie bereits mit ETF in Berührung kamen oder einen Gesamtüberblick zum Einstieg benötigen, dieses Buch bietet sowohl für...
Springer, 2014. — 161 p. 8 illus. — ISBN: 9783642406126 This book explores the mechanisms and significance of China’s private economy participating in poverty alleviation. By basing its analysis on theories of development economics and public economics, the book stresses practical significance and abandons unreasonable assumptions. It uses a systematic set of statistical...
Wiley, 2016. — 424 p. — ISBN: 978-1119226543. Clear, comprehensive guidance toward the global infrastructure investment market Infrastructure As An Asset Class is the leading infrastructure investment guide, with comprehensive coverage and in-depth expert insight. This new second edition has been fully updated to reflect the current state of the global infrastructure market,...
Wiley, 2014. — 336 p. — ISBN: 978-1118630914. A "hands-on" guide to applied equity analysis and portfolio management. From asset allocation to modeling the intrinsic value of a stock, Applied Equity Analysis and Portfolio Management + Online Video Course offers readers a solid foundation in the practice of fundamental analysis using the same tools and techniques as professional...
Wiley, 2014. — 336 p. — ISBN: 1118963326, 9781118963326
In Personal Benchmark: Integrating Behavioral Finance and Investment Management, Chuck Widger and Dr. Daniel Crosby outline the ways in which a program of embedded behavioral finance, fueled by what matters most to you, can be your protection against irrational financial behavior. Along the way, you'll learn how to improve...
World Scientific, 2017. — 621 p. — ISBN: 981322424X. This book provides a comprehensive treatment of the important aspects of investment theory, security analysis, and portfolio selection, with a quantitative emphasis not to be found in most other investment texts.The statistical analysis framework of markets and institutions in the book meets the need for advanced...
Wiley, 2012. — 336 p. — ISBN: 978-1118185360. Key strategies for running a family office for fund managers Understanding the basics of the family office industry is essential if you want to succeed in establishing a successful fund for a wealthy family. That's where The Family Office Book comes in. Outlining key strategies for family offices, from what a family office is to how...
Wiley, 2010. — 208 p. — ISBN: 978-0470520635 An accessible guide to effectively operating in the hedge fund arena Hedge funds are now in the news more than a thousand times a day and yet it is hard to find clear, factual information about how they operate, raise capital, and invest. The Hedge Fund Book provides real-world case studies of various hedge fund managers providing a...
YRI Press, 2018. — 608 p. — ISBN: 978-1948025003. In Predicting the Markets, Edward Yardeni, Wall Street’s legendary economist and investment strategist, shares his insights and lessons learned forecasting the economy and financial markets over the past 40 years. Ed Yardeni takes readers on a fascinating journey retracing the economic and financial ups and downs from the late...
Springer, 2014. — 249 p. 9 illus., 4 illus. in color. — ISBN: 9781461484714 Statistical Decision Problems presents a quick and concise introduction into the theory of risk, deviation and error measures that play a key role in statistical decision problems. It introduces state-of-the-art practical decision making through twenty-one case studies from real-life applications. The...
Palgrave Macmillan, 2015. — 249 p. — ISBN: 978-1137465573. The landscape of commodity markets has drastically changed in recent years. Once a market of refineries and mines, it has become the market of investment funds and commodity trading advisors. Given this transformation, are commodity investments still as beneficial as 20 or 30 years ago? This book is an attempt to answer...
Palgrave Macmillan, 2017. — 262 p. — ISBN: 978-1137591906. This book demonstrates how quantitative country-level investment strategies can be successfully employed to manage money in international markets. It offers a range of state-of-the-art quantitative strategies, describing their theoretical bases, implementation details, and performance in over 70 countries between 1995...
Springer, 2020. — 244 p. — ISBN: 9811538395. This volume is a major breakthrough in helping decipher and piece together the major interactive and flow investment dynamics within the complex Chinese economic structure, in an effort to guide global investors to formulate their own macro assessment and investment strategy in or related to China. Different from US that had a...
Springer, 2018. — 331 p. — ISBN: 978-9811084966. This book covers in detail the building blocks of Chinese capital markets at the financial instrument level, the analytical pricing term structure of those instruments, the macro and industry economic framework and progress of the liberalization processes at work in the respective markets, the interaction of various participants...
Springer, 2018. — 331 p. — ISBN: 978-9811084966. This book covers in detail the building blocks of Chinese capital markets at the financial instrument level, the analytical pricing term structure of those instruments, the macro and industry economic framework and progress of the liberalization processes at work in the respective markets, the interaction of various participants...
World Scientific Publishing Company, 2016. — 296 p. — ISBN: 978-9813144361. Great Investment Ideas is a collection of articles published in the Journal of Portfolio Management from 1993 to 2015. The book contains useful ideas for investment management and trading and discusses the methods, results and evaluation of great investors. It also covers important topics such as the...
World Scientific Publishing Company, 2016. — 296 p. — ISBN: 978-9813144361. Great Investment Ideas is a collection of articles published in the Journal of Portfolio Management from 1993 to 2015. The book contains useful ideas for investment management and trading and discusses the methods, results and evaluation of great investors. It also covers important topics such as the...
World Scientific Publishing Company, 2016. — 296 p. — ISBN: 978-9813144361. Great Investment Ideas is a collection of articles published in the Journal of Portfolio Management from 1993 to 2015. The book contains useful ideas for investment management and trading and discusses the methods, results and evaluation of great investors. It also covers important topics such as the...
Wiley, 2007. — 458 p. — ISBN: 0471741655, 9780471741657.
Relevant for both large and small nonprofit organizations, Cash & Investment Management for Nonprofit Organizations effectively brings practical clarity to a potentially complicated topic, and explains how to use the best available methods and tools to help your organization achieve and maintain financial strength. This...
Springer, 2016. — 162 p. — ISBN: 978-3-319-24241-5. This book offers an overview of how to manage private art collections, providing essential insights on art wealth management, art investment, art governance, and succession planning for art assets. It offers practical recommendations on sound art collection governance, but also examines the background of art markets and price...
Wiley – 2010, 210 pages ISBN: 047055987X, 0470586214, 0470586222 A companion Workbook to the text Retirement Portfolios Retirement is one of the most important parts of the financial planning process. Yet only two percent of financial advisors describe themselves as competent in retirement planning. Constructing a retirement portfolio is viewed as a difficult endeavor, and the...
Учебное пособие. – Иркутск : Изд-во БГУ, 2018. – 114 с. Содержит учебные, тестовые задания, ключевые понятия, проверочные и деловые вопросы, расчетные и аналитические задания по управлению портфелем ценных бумаг, реальных инвестиций и инвестиционных проектов корпораций, рекомендации по их выполнению. Для студентов экономических вузов, магистрантов, аспирантов, а также специалистов...
Учебное пособие. - Ростов-на-Дону, ЮФУ, 2010. – 324 с.
Учебное пособие по дисциплине «Управление инвестициями» состоит из трех модулей.
В первом модуле излагаются концептуальные основы инвестиционной деятельности и управления инвестициями. Во втором модуле рассматриваются инструменты и методы управления инвестициями. Третий модуль посвящен формированию инвестиционного портфеля...
Учебное пособие. — Экибастуз, 2019. — 202 с. В учебном пособии систематизирован материал по дисциплине «Управление инвестициями и инновациями». Она важна тем, что в значительной мере развивает, конкретизирует и углубляет знания, полученные студентами при изучении экономики предприятия. Целесообразность и необходимость освоения этого предмета обуславливается динамичным развитием...
Монография. — Самара: Самарский университет, 2022. — 192 с.: ил. Данная монография предназначена для развития теоретических положений, знаний и совершенствования менеджмента промышленных предприятий, а также профессорско-преподавательского состава в сфере организации реинжиниринга инвестиционных процессов и управления трансфером технологий открытого рынка. В ней предлагается...
Конспект лекций. — Керчь: КГМТУ, 2023. — 56 с. Введение. Теоретические основы инвестирования. Стратегия развития предприятия и ивестиционный процесс. Инвестиционные ресурсы. Инвестиционная стратегия. Стратегические инвестиционные цели. Инвестиционная стратегия в условиях неопределенности. Инвестиционная стратегия на рынке ценных бумаг. Инвестиционная политика предприятия....
Перевод под редакцией Спирина С. — AssetAllocation, 2016. — 476 с. Фрэнк Армстронг обобщил свой 30-летний опыт работы в качестве портфельного менеджера и инвестиционного консультанта, чтобы написать "Инвестиционные стратегии 21 века», насколько нам известно, первую книгу об инвестициях, опубликованную в интернете. Книга была создана по заказу GNN's Personal Finance Center и...
Учебное пособие. — Екатеринбург: Уральский федеральный университет (УрФУ), 2022. — 232 с. Рассматриваются основные термины и понятия, используемые при управлении инвестиционной деятельностью, основные свойства и классификация инвестиций, их роль в экономике, цели инвестиционной деятельности. Наибольшее внимание уделено принципам принятия управленческих решений по инвестициям,...
Учебное пособие. — Тюмень: Издательство Тюменского государственного университета, 2011. — 276 с.
Включает теоретическую и методическую части, раздел заданий для контроля, справочно-информационный блок.
Излагается основной теоретический материал с целью закрепления компетенций, знаний в сфере управления финансами, разработки и формирования финансовай и инвестиционной политики;...
М.: Дашков и К°, 2016. — 239 с. — (Учебные издания для бакалавров). — ISBN: 9785394022357. Балдин К.В., Макриденко Е.Л., Швайка О.И.; под ред. докт. экон. наук, проф. Балдина К.В. В учебнике представлены теоретический, методический и методологический материалы по инвестициям и управлению ими в соответствии с Федеральным государственным образовательным стандартом. В конце книги...
Учебник. — 4-е изд., стер. — М.: Дашков и К°, 2022. — 238 с.: ил., табл. — (Учебные издания для бакалавров). — ISBN 978-5-394-04617-9. Балдин К.В., Макриденко Е.Л., Швайка О.И.; под ред. докт. экон. наук, проф. Балдина К.В. В учебнике представлены теоретический, методический и методологический материалы по инвестициям и управлению ими в соответствии с Федеральным...
Учебник. — 4-е изд., стер. — М.: Дашков и К°, 2022. — 238 с.: ил., табл. — (Учебные издания для бакалавров). — ISBN 978-5-394-04617-9. Балдин К.В., Макриденко Е.Л., Швайка О.И.; под ред. докт. экон. наук, проф. Балдина К.В. В учебнике представлены теоретический, методический и методологический материалы по инвестициям и управлению ими в соответствии с Федеральным...
Ухта : УТУ, 2014. — 312 с. — ISBN: 978-5-88179-831-4. В учебном пособии представлен материал по инвестициям и управлению ими в соответствии с ГОС, содержит рабочую программу дисциплины, описание методики выполнения практических работ с примерами, конспект лекций и тестовые задания для самоконтроля по дисциплине «Управление инвестициями». Предназначено для студентов дневной и...
М.: Изд-во ГОУ ВПО "РЭУ им. Г.В.Плеханова", 2014. — 112 с.
Введение
Доходность и стоимость облигации
Годовая внутренняя доходность облигации
Годовая внутренняя доходность и стоимость купонной облигации
Инфляция, налоги и доходность облигации
Рыночная доходность и арбитражные сделки
Безрисковые процентные ставки
Временная структура процентных ставок
Арбитражная оценка...
Учебное пособие. — Санкт-Петербург: Интермедия, 2017. — 240 c. Настоящее учебное пособие разработано с целью оказания помощи обучающимся при подготовке к лекционным, практическим занятиям, зачетам и экзаменам (если они предусмотрены учебным планом), а также самостоятельной работы. Данное пособие содержит краткий теоретический и практический материал по дисциплине инвестиционный...
М.: Альпина Паблишер, 2020. — 280 с. В наше время доступ на российский и зарубежные фондовые рынки стал простым и удобным. Миллионы людей во всем мире активно инвестируют на этих площадках, стараясь сохранить и приумножить свой капитал. Однако похвастаться хорошими результатами могут далеко не все. Эта книга посвящена теме, которая мало изучена и плохо освещена: где искать и...
М.: Альпина Бизнес Букс, 2009. — 221 с. ISBN: 978-5-9614-1050-1. Кредиты под масштабные проекты всегда связаны со значительным риском. В ситуации финансового кризиса банки уделяют особое внимание текущему мониторингу кредитных портфелей. Как на самой ранней стадии предвидеть проблемы с возвратом кредита? Как банку не попасть в зависимость от заемщика, который, чтобы вернуть...
Монография. - Улан-Удэ: Изд-во ВСГТУ, 2006. - 172 с.
Работа посвящена проблемам управления инвестиционными процессами. Рассмотрены теоретические основы инвестиционных процессов. Раскрыта методология формирования инвестиционной деятельности на уровне предприятия. Полезна для специалистов в области инвестиционной деятельности, а также студентов экономических специальностей.
В настоящей книге рассматриваются вопросы управления инвестициями и их значение в осуществлении и развитии деятельности организации. Описываются инвестиционный процесс и его участники, а также методы финансирования инвестиций. Кроме того, в книге рассказывается о методах государственного регулирования инвестициями и государственного воздействия на инвестиционный процесс и...
Гроссмедиа», 2008 г. , 216 стр. В настоящей книге рассматриваются вопросы управления инвестициями и их значение в осуществлении и развитии деятельности организации. Описываются инвестиционный процесс и его участники, а также методы финансирования инвестиций. Кроме того, в книге рассказывается о методах государственного регулирования инвестициями и государственного воздействия...
Учебник для техникумов. — М.: Финансы, 1973. — 176 с. Учебник предназначен для автотранспортных техникумов по специальности «Планирование на автомобильном транспорте». В нем рассматриваются основные вопросы теории и практики финансирования и кредитования автотранспортных предприятий с учетом того объема знаний, который необходим для техника-плановика, выполняющего работы по...
Учебное пособие. — Киев: Ника-Центр: Эльга-Н, 2001. — 448 с. Учебный курс охватывает основной круг вопросов управления инвестиционной деятельностью предприятий в современных условиях. В нем изложен теоретический базис управления инвестициями, сформулированы сущность, цель и функции инвестиционного менеджмента, рассмотрены его методологические системы и методический...
Учебное пособие. — Киев: Ника-Центр: Эльга-Н, 2001. — 448 с. Учебный курс охватывает основной круг вопросов управления инвестиционной деятельностью предприятий в современных условиях. В нем изложен теоретический базис управления инвестициями, сформулированы сущность, цель и функции инвестиционного менеджмента, рассмотрены его методологические системы и методический инструментарий....
Учебное пособие. — Самара: Самарский университет, 2016. — 92 с. — ISBN: 978-5-7883-1097-8 Раскрыты понятие и виды инвестиций, приведены принципы присвоения инвестиционных рейтингов международными рейтинговыми агентствами. Подробно описан процесс выбора ставки дисконтирования. Систематизированы основные этапы разработки и обоснования бизнес-плана, связанного с принятием...
Учебное пособие. – Сыктывкар: СЛИ, 2013. – 168 с. ISBN: 978-5-9239-0545-8 Настоящее пособие является кратким изложением основ инвестиционного менеджмента. В пособии освещены вопросы, связанные с управлением инвестиционными процессами как в реальном секторе экономики, так и на фондовом рынке финансовых активов. Раскрываются сущность, методы и принципы управления инвестиционным...
Санкт-Петербург: Питер, 2000. — 160 с.: ил. — (Краткий курс). В учебном пособии рассматриваются различные формы инвестиций в основной капитал и ценные бумаги предприятий и корпораций. Приводятся источники и порядок финансирования капитальных вложений, методы оценки инвестиционных проектов. Излагаются принципы и методы управления инвестиционным портфелем, оценки финансовых...
М.: Финансы и статистика, 1998. — 160 с. Автор — доктор экономических наук, профессор кафедры финансов Санкт-Петербургского университета экономики и финансов. Рассматриваются проблемы финансового и кредитного обеспечения инвестиционной деятельности российских предприятий различных форм собственности. Освещаются методы и источники финансирования долгосрочных инвестиций...
//"Инвестиционный банкинг", N 2, II квартал 2009 г. – 44 с. Как в условиях подъема фондового рынка, так и во время его затянувшегося спада различные категории банков продемонстрировали разные результаты по управлению портфелями акций. При этом выявилась интересная закономерность: те, кто сумел добиться успеха на растущем рынке, понес меньшие потери и на падающем рынке. Главная...
М.: Альпина Паблишер, 2010. — 230 с. — ISBN: 9785961414387
«Вам нужен хороший IR!» Такой совет представители инвестиционных банков дают руководителям предприятий, привлекающих капитал. Роль IR, или специалистов по связям с инвесторами, заключается в привлечении инвестиций, повышении капитализации компании и снижении стоимости заемных денег.
Авторы впервые в российской практике...
Быстров О., Поздняков В., Прудников В., Перцов В., Казаков С. (Авт.) — М.: Инфра-М, 2008. — 358 с. — ISBN: 9785160030753
В монографии рассматриваются вопросы управления инвестиционными процессами в региональных образованиях. Особое внимание уделено проблемам формирования инвестиционных портфелей, а также рейтинговому оцениванию потенциала субъекта Российской Федерации в...
Курс лекций. - Томск: ТУСУР, 2018. - 95 с. Курс лекций рассматривает основы проектного финансирования как специфической формы финансирования инвестиционных проектов. Курс предназначен для студентов направления подготовки 38.03.02- Менеджмент. Сущность и специфика проектного финансирования Участники и инструменты проектного финансирования Финансирование проектов Риски в проектном...
Автор: Винников В. С
Диссертация на соискание степени кандидата экономических наук
Учебное заведение: Финансовая академия при Правительстве РФ
Год защиты: 2007
Содержание:
1. Теоретические аспекты социального инвестирования
2. Модель управления социальным инвестированием
3. Организационный механизм управления социальным инвестированием
Монография. — Хабаровск: Тихоокеанский государственный университет (ТОГУ), 2019. — 184 с. — ISBN: 978-5-7389-2816-1. Принятие управленческих решений в области инвестиционной деятельности основывается на осуществлении финансовых расчетов, применении специальных методов и приемов анализа, оценки и обоснования. Авторы монографии, анализируя проблему формирования и развития...
Учебник. — М.: Экономика, 2018. — 270 с. — ISBN: 978–5–282–03505–6. В учебнике приведены основные теоретические положения дисциплины «Инвестиционный менеджмент». Раскрыты понятия, модели и методы разработки и управления инвестициями в условиях рыночной экономики на основе использования современных методов управления, выявлены особенности управления разработкой и реализацией...
Учебник. — М.: Финансы и статистика, 2014. — 352 с.: ил. — ISBN: 5-279-02829-0. Раскрывается сущность управления акциями, находящимися в собственности государства, при непрерывно происходящих приватизации государственной собственности и обратной ей национализации частной собственности. Рассматриваются вопросы управления принадлежащими государству пакетами акций на фондовом...
Учебное пособие. Самар. гос. аэрокосм. ун-т, Самара, 2007, 78 стр. Учебное пособие предназначено для студентов, обучающихся по специальностям «Менеджмент организации», «Математические методы в экономике», а также по другим специальностям, связанным с планированием экономического развития и управлением экономическими процессами. В пособии рассматриваются основные понятия...
М.: Альпина Паблишер, 2008. — 280 с. — ISBN: 5961401693
Эта книга полезна в первую очередь профессионалам, портфельным управляющим. На протяжении десятилетия после кризиса 1998 года рынок коллективных инвестиций в России бурно развивался, переживал период становления и превращения в отрасль, важную для функционирования всей экономики. Число управляющих компаний выросло на...
Пер. с англ. — 2-е изд., испр. — М.: Альпина Бизнес Букс, 2008. — 276 с. Книга Роджера Гибсона, признанного эксперта по распределению активов и формированию инвестиционного портфеля, является неоценимым подспорьем для любого инвестора, ищущего приемлемую процедуру принятия решений. Акцент в книге сделан на анализ взаимодействия различных видов инвестиций внутри портфеля. В...
Инвестиционный ответ: Как защитить свое финансовое будущее / Дэниел Голди, Гордон Мюррей; Пер. с англ. — М.: Альпина Паблишер, 2011. — 122 с. ISBN: 978-5-9614-1610-7. Эта книга стала мировым деловым бестселлером № 1, потому что авторам удалось кратко, просто и понятно рассказать о том, о чем так заумно говорят и пишут финансисты. Как сберечь и приумножить личные средства? Куда...
Учебно-методическое пособие. — Минск: Белорусский национальный технический университет, 2021. — 67 с. — ISBN 978-985-583-598-2. Учебно-методическое пособие по дисциплине «Стоимостной инжиниринг» разработано для магистрантов дневной и заочной формы обучения специальности 1-27 80 01 «Инженерный бизнес» и предназначено для методического обеспечения дисциплины. Пособие...
Настоящее издание представляет собой комплексное исследование вопросов инвестирования и инвестиционного менеджмента, методов и способов управления инвестиционным процессом, анализа рисков, эффектвности финансовых и реальных инвестиций в современной экономике.
Учебник М. : КноРус, 2014. — 160 с. ISBN: 978-5-406-03407-1 Рассматриваются основные аспекты инвестиционной и инновационной деятельности в России. Раскрываются основные понятия, сущность инвестиций, приводятся их виды и классификация, описываются инвестиционные ресурсы и их источники. Уделено большое внимание выработке инвестиционной и инновационной политики предприятия, их...
Учебник М. : КноРус, 2014. — 160 с. ISBN: 978-5-406-03407-1 Рассматриваются основные аспекты инвестиционной и инновационной деятельности в России. Раскрываются основные понятия, сущность инвестиций, приводятся их виды и классификация, описываются инвестиционные ресурсы и их источники. Уделено большое внимание выработке инвестиционной и инновационной политики предприятия, их...
Учебное пособие. — Самара : Изд-во СГАУ, 2016. — 180 с .: ил. Пособие подготовлено по курсу «Управление проектами». В нем рассмотрены основные моменты практики организации инвестиционных процессов на предприятии. Отражены особенности инвестиционной политики таких крупных промышленных предприятий как ОАО «АвтоВАЗ», Группы ГАЗ, Группа ОАТ, ОАО «КАМАЗ». Особое внимание уделено...
Учебно-методическое пособие. – Х.: ХНУ имени В.Н. Каразина, 2012. – 56 с. Раскрываются основные вопросы проектного финансирования в соответствие с программой курса для студентов специальностей 7.03050802 та 8.03050802 «Банковское дело». Пособие содержит конспект лекций, материалы для самоконтроля студентов, вопросы итогового контроля, теми контрольных робот, список литературы....
Учебное пособие. — М.: Финансы и статистика, 2014. — 184 с.: ил. — ISBN: 978-5-279-03395-9. Написано в виде курса лекций. Рассматривается сущность концептуальных основ финансов предприятий, с помощью которых можно разработать финансовую и инвестиционную стратегию предприятия, оценить инвестиционную привлекательность проекта предприятия и принять финансовые решения по управлению...
Донецк: ГОУ ВПО ДонАУиГС, 2019. — 265 с. Рассмотрены виды инвестиций и бизнес-проектов и методы управления ими, способы оценки экономической эффективности бизнес-проектов, в условиях инфляции и риска. Рассмотрены вопросы методологии разработки инвестиционных проектов. Приведены типовые примеры. Приложение содержит набор тестов и заданий для самостоятельной работы по...
2-е изд. — КноРус, 2014. — 440 с. — (Бакалавриат). — ISBN: 9785406030844
Раскрываются сущность, значение, функции инвестиционного менеджмента, проблемы становления и тенденции развития инвестиционных процессов в экономике России, рассматриваются закономерности функционирования инвестиционного рынка. Большое внимание уделяется характеристике источников, методов, форм...
М.: КноРус, 2015. — 439 c. — (для бакалавров). — ISBN: 9785406044384 Гуськова Н.Д., Краковская И.Н., Слушкина Ю.Ю., Маколов В.И. Скан. Раскрываются сущность, значение, функции инвестиционного менеджмента, проблемы становления и тенденции развития инвестиционных процессов в экономике России, рассматриваются закономерности функционирования инвестиционного рынка. Большое внимание...
СПб.: СПбГИЭУ, 2006. - 64 с. ISBN: 5-88996-581-6 Сборник задач по дисциплине «Инвестиционные оценки стратегических решений» раскрывает основные практические аспекты финансово-экономической оценки инвестиционных проектов. Структурно и содержательно сборник задач соответствует тексту лекций по дисциплине «Инвестиционные оценки стратегических решений». Представленный в сборнике...
Учебное пособие. — 2-е изд., перераб. и доп. — М.: Дашков и К°, 2019. — 140 с. — ISBN: 978-5-394-03405-3. В учебном пособии последовательно раскрываются понятия и содержание инвестиций и инвестиционного менеджмента, а также его основной методический инструментарий. Изложенные в пособии материалы апробированы автором при проведении учебных занятий по подготовке бакалавров в...
Екатеринбург: Российский государственный профессионально-педагогический университет (РГППУ), 2016. — 92 с. — ISBN: 978-5-8050-0595-5. Рассматриваются вопросы, связанные с разработкой и реализацией инвестиционных проектов в рамках самостоятельных хозяйствующих структур. Дается и обосновывается авторский подход к содержанию понятий и процедур, связанных с управлением...
М.: Московский государственный университет печати (МГУП), 2012. — 202 с. В связи с переходом российской экономики на рыночные отношения актуальной становится проблема оценки инвестиционной привлекательности субъектов полиграфической деятельности. В монографии рассматривается сущность понятия «инвестиционный процесс» с выделением его основных элементов, а также роль...
Москва: ИЭПП, 2003. — 497 с. В работе проведен анализ основных факторов, определяющих характер, цели и объемы инвестиций на предприятиях РФ в зависимости от их экономического положения и структуры акционерного капитала. Исследование построено на основе результатов специального опроса по панели предприятий ИЭПП, а также данных макроэкономической статистики.
Учебное пособие для студентов специальности «Менеджмент». — Рудный: РИИ, 2014. — 114 с. В учебном пособии рассмотрены вопросы экономической сущности инвестиций, инвестиционной деятельности предприятий, определения стоимости инвестиционных ресурсов, управления инвестиционными проектами, оценке эффективности финансовых и капиталообразующих инвестиций. Каждая тема сопровождается...
Учебно-методическое пособие для слушателей программы МВА. Москва 2005. Финансовая академия при Правительстве РФ, Институт делового администрирования и бизнеса.
Общетеоретические вопросы анализа инвестиционных процессов.
- Сущность инвестиционных процессов.
- Денежные потоки
- Инвестиционные решения и элементы финансовой математики
Оценка эффективности инвестиций
-...
Самара : РИЦ СГСХА, 2018 .— 181 с. — ISBN: 978-5-88575-532-0 Рассматриваются теоретические и методологические основы оценки инвестиций в агропромышленный комплекс. Особое внимание уделено исследованию методических приемов оценки вложений в развитие материально-технической базы сельскохозяйственных предприятий. Рассмотрены методические подходы к обоснованию эффективности...
Кинель: ИБЦ Самарского ГАУ, 2021. — 161 с. Монография посвящена исследованию инвестиционных проектов в неравновесной экономике. Основное внимание уделено изучению институциональных воздействий на эффективность принимаемых инвестиционных решений. Рассматриваются также теоретические и методологические основы оценки инвестиций в агропромышленный комплекс. Особое внимание уделено...
Выходные данные отсутствуют. Стратегическое видение предпринимателя формирует возможный характер поведения на конкретном рынке и предшествует формированию стратегических целей по продукту или рынку, под которыми понимаются конкретные результаты развития, обеспечивающие реализацию бизнес - идеи. Стратегический менеджмент является чрезвычайно важным для фирм, которые сталкиваются...
БелГУ, Россия, Сибирёва И.Д., 2010. — 22 с. Теоретические основы инвестиционной деятельности Экономическая сущность и виды инвестиций. Роль инвестиций в обеспечении экономического роста. Инвестиционный процесс и его участники. Понятие инвестиционного рынка и инвестиционной инфраструктуры. Инвестиционная политика государства и методы её реализации. Нормативно-правовая база...
Краткий курс лекций. — Саратов: Саратовский ГАУ им. Н.И. Вавилова, 2016. — 92 с. Краткий курс лекций по дисциплине «Управление инвестиционным портфелем» составлен в соответствие с рабочей программой дисциплины и предназначен для студентов направления подготовки 38.03.02 Менеджмент. Краткий курс лекций содержит теоретический материал по основным вопросам развития теории управления...
Учебное пособие. — Ульяновск: УлГТУ, 2011. — 147 с.
Пособие предназначено для оказания помощи студентам специальности 080050765 "Менеджмент организации", направления 08050062 "Менеджмент" при изучении дисциплины "Управленческие решения". Содержит конспекты лекций, контрольные вопросы по темам курса, глоссарий, библиографический список.
Монографія. — Луганськ: вид-во СНУ ім. В. Даля, 2013. — 220 с. Монографія містить підходи щодо оцінювання та забезпечення інвестиційної привабливості підприємства, результати розробки теоретичних засад і практичних рекомендацій щодо оцінювання інвестиційної привабливості підприємства, рішення комплексу питань, пов'язаних з підвищенням ефективності інвестиційної діяльності...
М.: Альпина Паблишерз, 2010. — 300 с. — ISBN: 9785961413076
Книга Виталия Каценельсона, известного портфельного менеджера и постоянного автора Financial Times, является практическим руководством по работе на рынке с боковым трендом. Работа на рынке, который напоминает американские горки, требует от инвесторов особых навыков, которые не были критически необходимыми на бычьем...
Эти ПРАВИЛА— опасный и острый инструмент. Они не для детей и слабых духом. Они не для беглого просмотра и выборочного ознакомления. Их все нужно основательно изучать и глубоко осмысливать.
Никто не может гарантировать, что данная информация может быть успешно использована в каждом конкретном случае, но мы надеемся, что представленные идеи помогут Вам построить прибыльный и мощный...
Выходные данные неизвестны. — Аудиокнига. Продолжительность: 1 час 37 минут.
Эти ПРАВИЛА — опасный и острый инструмент. Они не для детей и слабых духом. Они не для беглого просмотра и выборочного ознакомления. Их все нужно основательно изучать и глубоко осмысливать.
Цель, которую я преследовал при Написании ПРАВИЛ, состоит в том, чтобы оказать моим читателям максимальную...
Учебное пособие для студентов III курса специальности "Строительный менеджмент". –М.: МИИТ, 2006. – 154 с. В учебном пособии рассматриваются основные вопросы финансового анализа деятельности предприятия: формирование и размещение капитала, структура активов и пассивов, состав доходов и расходов, финансовые результаты деятельности, финансовое состояние и платежеспособность,...
Под общей ред. Проф. А.Ю. Егорова и проф. М.В. Конотопова
М.: Палеотип, 2005, - 126 с.
ISBN: 978-5-94727-119-2.
В предлагаемом учебном пособии авторы рассматривают общие понятия инвестиций и инвестиционного проекта, методы привлечения финансовых ресурсов предприятия, а также подробно рассказывают об уровнях управления инвестициями и инвестиционными рисками.
В нем...
Монография. — Сумы: ИТД «Университетская книга»; ООО «КИК «Деловые перспективы», 2005. — 158 с.
В монографии рассматриваются механизмы создания эффективной системы принятия инвестиционных решений, которая учитывает интересы как частных инвесторов, так и государства в целом. Предложены нетрадиционные подходы к учету темпов НТП в расчетах эффективности инвестиционных проектов,...
Учебно-методическое пособие для студентов магистратуры направления «Финансы и кредит». — М: РУТ (МИИТ), 2018. — 118 с. Стремительное развитие фондовых рынков и глобализация экономических отношений сформировали большой интерес к инструментам, методам и способам инвестирования на рынке ценных бумаг. Учитывая возросшую значимость такого способа инвестирования, как портфель ценных...
Учебное пособие. — Н. Новгород: ННГАСУ, 2013. — 108 с. Изложены теоретические и практические подходы к инвестиционному инжинирингу и его применению в прединвестиционной, инвестиционной и постинвестиционной стадиях. Показаны основные виды инжиниринговых услуг и работ. Пособие предназначено для подготовки выпускных квалификационных работ магистрантами направлений: менеджмент,...
Учебное пособие. — Н.Новгород: ННГАСУ, 2012. — 40 с. В учебном пособии даны рекомендации по формированию собственных инвестиционных ресурсов предприятия на базе нормативного подхода. Учебное пособие предназначено для подготовки выпускной квалификационной работы - магистерской диссертации по направлению 270800.68 «Строительство», профильная направленность: Экспертиза и управление...
Навчальний посібник. – Рівне: НУВГП, 2011. – 270 с.
Навчальний посібник підготовлено з метою надання методичної допомоги студентам, викладачам і менеджерам різних рівнів управління для формування цілісної системи знань, практичних умінь і здатностей з управління інвестиціями. Окрім теоретичних і практичних аспектів інвестиційного менеджменту посібник містить рекомендації щодо...
Учебно-методическое пособие. — Калуга: Политоп, 2017. — 256 с. — ISBN 978-5-93821-154-4. В учебно-методическом пособии раскрывается сущность теоретических и методических основ инвестиционного менеджмента в Российской Федерации. Показано многообразие подходов к теоретическому определению понятия инвестиции и базовые основы осуществления реальной инвестиционной деятельности. Дано...
Учебно-методическое пособие. — Калуга: Эйдос, 2021. — 290 с. — ISBN 978-5-907460-38-6. В учебно-методическом пособии раскрывается сущность теоретических, методических и практических основ инвестиционного менеджмента. Показано многообразие подходов к определению понятия инвестиции и базовых основ осуществления реальной инвестиционной деятельности. С позиций инвестиционной...
Электронное учебное пособие. — Тольятти: Тольяттинский государственный университет, 2018. — 92 с. — ISBN: 978-5-8259-1205-9. В учебном пособии представлены методы оценки инвестиционного портфеля предприятия, виды инвестиционного портфеля предприятия, способы формирования портфеля, этапы и стадии формирования инвестиционного портфеля, методология расчёта чистой текущей...
Учебное пособие. - М.: КноРус, 2005. - 320с. ISBN 5-85971-059-3. Рассматриваются процедуры формирования и механизмы разработки функциональной стратегии инвестиционного развития организаций. Изучаются основные подходы к определению содержания инвестиционной политики и особенностей инвестирования в регионе. Для студентов, аспирантов и преподавателей экономических факультетов и...
М.: КноРус, 2014. — 214 с. — ISBN: 9785406032305
Рассмотрены основы инвестиционной деятельности, роль инвестиций в развитии экономики. Дано понятие и определены основные элементы инвестиционного рынка. Подробно изучены вопросы оценки и прогнозирования конъюнктуры инвестиционного рынка на макро- и микроуровне, а также на уровне отраслей национальной экономики и регионов....
Монография. — М.: Хлебпродинформ, 2006. — 200 с. Рассматриваются основные положения экономической, юридической и психологической составляющей обеспечения безопасности бизнеса в целом и в том числе инвестиционной деятельности. Изложены вопросы управления и даны методические аспекты обеспечения экономической безопасности инвестиционной деятельности предприятий. Предложены пути...
Учебное пособие. - Челябинск, Южно-Уральский государственный университет,2009. - 47с. Терминологические основы инвестиционного анализа. Понятие инвестиционных проектов и их классификация. Инвестиционная деятельность предприятия. Инвестиционный цикл. Эффективность инвестиционного проекта: содержание виды и методы оценки. Критерии экономической оценки инвестиций. Инвестиционный...
Красноярск : СФУ, 2017. — 231 с. Рассмотрены теория и практика оценки эффективности инвестиционных проектов, вопросы управления инвестиционными процессами, риски инвестирования и стратегии их нейтрализации. Детально представлены методы оценки эффективности инвестиционных проектов, в том числе в условиях инфляции, риска и неопределенности. Предназначено для магистрантов...
Московская финансово-промышленная академия.
Москва, 2005.
Содержание.
Инвестиционный менеджмент, его содержание и цели.
Сущность и функции инвестиционного менеджмента.
Инвестиции, инвестирование, инвестиционная деятельность.
Инвестиционный менеджмент в области финансовых активов.
Инвестиционный менеджмент в области финансовых активов:
сущность, цели, этапы.
Инвестиционный...
Учебно-практическое пособие. – М.: Изд. центр ЕАОИ. 2007. – М. , 2007. – 214 с. Настоящее пособие является кратким изложением основ инвестиционного менеджмента. В пособии освещены вопросы, связанные с управлением инвестиционными процессами как в реальном секторе экономики, так и на фондовом рынке. В пособии раскрывается сущность, методы и принципы управления инвестиционным...
Навчально-методичний посібник з курсу "Інвестиційний менеджмент" для студентів економічного факультету спеціальності "Менеджмент організацій". Київ: АПСВ ФПУ. - 2008. 40с.
Зміст
1. Навчальна програма курсу
2. Плани семінарських занять
3. Методичні рекомендації і завдання для практичних занять
4. Завдання для самостійної роботи студентів
5. Питання до підсумкового контролю...
СПб.: Изд. дом «Бизнес-пресса», 2002.— 208 с.
ISBN 5-8110-0047-2
В книге рассмотрены сущность современного менеджмента, принципы и методы современного инвестиционного менеджмента, требования к обоснованию инвестиционных проектов. В доступной форме изложены стандарты расчетов эффективности инвестиционных проектов, методы и технология принятия инвестиционных решений. Показаны...
Монография . – М., Изд. центр ЕАОИ, 2008. – 104 с.
Аннотация .
В данном научном исследовании предложена концепция, в основе которой лежит изменение роли налогового механизма в системе инвестиционного менеджмента предприятия. Главным итогом работы является про- грамма действий по внедрению новых современных методов управления налоговыми последствиями инвестирования....
Монография. – Москва, 2010. - 25 с.
Результаты данного исследования можно квалифицировать как вклад в научную теорию развития методов налогового менеджмента и инвестиционного проектирования. Основные положения работы направлены на совершенствование методической базы по управлению инвестициями производственного предприятия с учетом механизмов налогового стимулирования. Работа...
Монография. Москва. – 2007. – 181 с. Оглавление . Теоретические основы формирования и перспективы развития налоговых отношений для стимулирования инвестиционной и деловой активности[/b]. Налоговая политика. анализ некоторых проблем правотворчества в налоговой сфере и правового регулирования налоговых правоотношений. Налоговая система российской федерации и система...
Учебное пособие. — Волгоград: Волгоградский государственный технический университет, 2017. — 72 с. — ISBN: 978–5–9948–2506–8. Учебное пособие содержит теоретический материал по определению понятия инвестиционной привлекательности, характеристику факторов и особенности анализа инвестиционной привлекательности отдельных хозяйствующих субъектов, регионов, страны. Предназначено для...
Учебное пособие. — Пермь: Пермский государственный национальный исследовательский университет (ПГНИУ), 2022. — 136 с. — ISBN 978-5-7944-3785-0. Данное учебное пособие предназначено для подготовки к практическим занятиям и самостоятельной работы в течение учебного процесса, а также для подготовки к текущему и итоговому контролю. Рекомендуется студентам всех форм обучения по...
Учебник / С.Е. Метелев, В.П. Чижик, С.Е. Елкин, Н.М. Калинина. — Омск : ООО "Омскбланкиздат", 2013. — 290 с. ISBN/ISSN: 978-5-8042-0273-7 Настоящий учебник разработан с целью оказания помощи обучающимся при подготовке к лекционным, практическим занятиям, экзаменам и организации самостоятельной работы. Соответствует Федеральному государственному образовательному стандарту по...
Тамбов: Изд-во Тамб. гос. техн. ун-та, 2005. Содержат примерный перечень тем, требования к структуре, содержанию и оформлению работы, примерный план отдельных работ, методологические подходы в рамках отдельных тем курсовых работ, список рекомендуемой литературы. Предназначены для выполнения курсовой работы студентами 4 курса специальности 080105 "Финансовый менеджмент".
Екатеринбург: ГОУ ВПО УГТУ-УПИ, 2005. 225 с.
Изложен справочно-информационный материал, необходимый для практического осуществления, в условиях институционального порядка, инвестиционно-строительного менеджмента - управления инвестиционно-строительным процессом по созданию объектов недвижимости в течение всего цикла этого процесса.
Приведена сквозная систематизированная схема...
СПб. : СПбГИКиТ, 2016. — 95 с. — ISBN: 978-5-94760-185-5. Настоящее учебное пособие охватывает широкий круг вопросов, связанных с принципами и методами управления инвестиционной деятельностью в условиях современной экономики. Учебное пособие предназначено бакалаврам, обучающимся по направлению подготовки 38.03.04 – Государственное и муниципальное управление, и составлено в...
Учебно-методическое пособие /Ряз. гос. ун-т им. С.А. Есенина. — Рязань, 2010. — 72 с. ISBN: 978-5-88006-654-4 Рассматриваются структура бизнес-плана инвестиционного проекта, последовательность формирования его целей и разработки, методические основы подготовки разделов бизнес-плана, приводится примерный бизнес-план. Методика составлена с учетом требований системы Project...
Учебное пособие. – СПб. : Изд-во СПбГУЭФ, 2012. – 79 с. ISBN: 978-5-7310-2827-1 Учебное пособие предназначено для изучения дисциплины «Инвестиционный менеджмент» и охватывает основной круг вопросов инвестиционной деятельности предприятий в современных условиях. В нем изложены сущность, цель и функции инвестиционного менеджмента, дана классификация инвестиций, подробный анализ...
Учебное пособие подготовлено для студентов экономических специальностей для разработки инвестиционных проектов, при проведении оценки эффективности инвестиционных проектов и программ.
Рецензенты: зав. кафедрой «Экономика, организация и управление промышленными предприятиями» ВСГТУ д. э. н. В. Г. Беломестнов, проректор ВСГТУ, д. э. н. проф. О. П. Санжина.
Учебное пособие. — Ярославль: ЯрГУ, 2017. — 120 с. В пособии раскрываются вопросы сущности и инструментария управления инвестиционной деятельностью предприятия, методические аспекты принятия инвестиционных решений при вложении средств в материальные объекты, финансовые активы и формирование инвестиционных портфелей. Освещены проблемы привлечения и структурирования источников...
В учебном пособии дано систематическое изложение основных проблем управления и организации инвестиционной деятельности на основе раскрытия сути и содержания инвестиционного механизма как особого вида экономического регулирования рыночной экономики. Данный подход позволяет на системной основе более точно определять основные особенности инвестиционных процессов, классифицировать...
На укр. яз. Учебное пособие. Теоретические основы инвестиционного менеджмента. Организационно-правовое регулирование инвестиционной деятельности. Методические основы инвестирования. Управление инвестиционной деятельностью. Субъекты и объекты инвестиционной деятельности. Финансовые и реальные инвестиции. Инновационная форма инвестиций. Привлечение иностранного капитала....
Інвестиційний менеджмент (в прикладах і завданнях): навч. посібник / С. О. Погасій, О. В. Познякова, Ю. В. Краснокутська; Харк. нац. акад. міськ. госп-ва. – Х.: ХНАМГ, 2009. – 337 с. ISBN 978–966–695–154–3 Навчальний посібник містить програмний матеріал навчальної дисципліни «Інвестиційний менеджмент», приклади для виконання завдань, завдання для самостійного опрацювання,...
Учебное пособие по дисциплине «Экономическая оценка инвестиций» для студентов специальности 080502 «Экономика и управление на предприятии (железнодорожный транспорт)». – М.: МИИТ, 2011. – 116 с.
В учебном пособии рассмотрены основные понятия инвестиционного менеджмента, базовые положения проектно-ориентированного подхода к управлению инвестициями, различные подходы к...
Саратов: КУБиК, 2019. — 154 с. — ISBN: 978-5-91818-603-9. В пособии рассматриваются теоретические основы инвестиционного менеджмента, сущностные характеристики инвестиций как объекта управления; методы осуществления инвестиционного менеджмента; особенности формирования инвестиционных ресурсов; критерии эффективности инвестиций. Для студентов направления подготовки 38.03.01...
Монография. - Ярославль: ЯФ МЭСИ, 2008. - 105 с. Мировой опыт показывает, что стабильное экономическое развитие возможно только на инновационной основе при активном использовании современных научно-технических достижений. Инновационная направленность стратегии и тактики развития хозяйственной деятельности определяет основу качественных сдвигов в экономике современной России....
СНТУ, Севастополь/Россия, 2013. — 20 с.
Вариант 2
Сведения об объекте инвестирования
Описание и обоснование проекта
Обзор гостиничного рынка г. Харькова
Маркетинговая стратегия предприятия
Техническое обоснование проекта
Финансовый план
Учебное пособие. — Хабаровск: Дальневосточная академия государственной службы (ДВАГС), 2008. — 139 с. — ISBN: 978-5-94456-090-2. В учебном пособии рассматриваются некоторые проблемы курса «Инновационный менеджмент». Пособие предназначено для студентов экономических специальностей и представляет собой теоретико-методологическое и методическое освещение вопросов курса с...
Навчальний посібник / В. П. Савчук, С. І. Прилипко, О. Г. Величко ; за заг. ред. С. І. Прилипка; М-во освіти і науки, молоді та спорту України, ДВНЗ «Київський нац. екон. ун-т імені Вадима Гетьмана». – К. : КНЕУ, 2013. – 470 с. Вступ Базові поняття та концепції міжнародного інвестиційного проектування Основи управління проектами Інвестиційна привабливість та її оцінка. Базові...
Симонян В.В. Оценка потенциала российского рынка паевых инвестиционных фондов. Статья. Экономический журнал Выпуск № 24 / 2011. 50 с.
Основываясь на средних показателях мировой индустрии инвестиционных фондов, автор оценивает потенциал российского фондового рынка. Если бы качественные показатели российских фондов не уступали среднемировым, то объём фондовой индустрии в России...
Учебное пособие. Чебоксары, 2001, 148 стр.
В книге в краткой и доступной форме излагаются основные понятия инвестиционного (фундаментального и технического) анализа, основные принципы анализа финансов предприятия, основы управления финансовыми ресурсами на рынке ценных бумаг, начала анализа фондового рынка. Книга написана на основе курсов лекций, прочитанных в международном...
Конспект лекций. — Москва: Международный институт «Инфо-Рутения», 2013. — 73 с. Понятие и процесс управления инвестиционным портфелем. Что такое инвестиционный портфель. Инвестиционные показатели ценных бумаг. Классификация портфелей. Основные этапы процесса управления в контуре с обратной связью. Стратегии управления портфелем. Модель Марковица. Модель Шарпа. Основные виды...
Самара : Изд-во ПГУТИ, 2017. — 253 с. Учебное пособие по дисциплине «Управление инвестициями» предназначено для изучения основных понятий теории инвестиций и ознакомления с методами оценки эффективности инвестиционных проектов. В курсе изучаются и анализируются понятия: инвестиции и их виды, иностранные инвестиции и их важность для экономики предприятия и страны в целом, основы...
УПИ. ЭУП, 2011, 4 с. Дисциплина Экономическая оценка инвестиций. Расчётная часть курсовой работы "Расчёт инвестиционного проекта" по методическим указаниям Сироткина С.А. (необходимо лишь вставить цифры своего варианта), инвестиции в существующее производство, инвестиции в производство новой продукции, инвестиции в производство полуфабрикатов.
Монография Москва : Инфра-М, 2019. — 363 с. — (Научная мысль). Рынки долга в целом и публичного долга в частности активно растут последнее десятилетие. На фоне отрицательной эффективной доходности по государственным и корпоративным заимствованиям, объем которых превысил 14 трлн долларов США на конец 2019 г., и крайне низких доходностей первоклассных корпоративных заем- щиков...
Пенза: ПГУАС, 2016. — 204 с. Рассматриваются теоретические вопросы системы управления экономическим и инвестиционным развитием территорий: система государственного и муниципального управления территориями; стратегическое планирование, разработка и управление стратегией социально-экономического развития территории; инвестиционный климат и привлекательность территории; разработка...
Пер. с англ. — М.: Инфра-М, 2000. — 932 с. — (Университетский учебник). — ISBN 5-86225-864-7. В книге, искусно соединяющей теорию и практику, рассматриваются вопросы управления портфелями ценных бумаг, подробно анализируется процесс управления инвестициями, приводится обзор финансовых рынков и основных классов активов. Отдельная глава посвящена вторичным рынкам акций и облигаций,...
2011.
Контрольная работа.
Содержит сформированный инвестиционный портфель "зеркального" типа по индексу ММВБ со всеми необходимыми расчетами (доходность, риск, ковариация, корреляция и прочее).
Перевод искусственным интеллектом сообщества "Книжный импорт". — Без выходных данных. — 254 с. В юбилейном 30-м издании книги «Путь Уоррена Баффета» знаменитый автор и инвестор Роберт Хагстром представляет окончательную версию своего бестселлера - сборника инвестиционных стратегий, прославленных Уорреном Баффетом. В книге описаны двенадцать инвестиционных постулатов стратегии...
Перевод искусственным интеллектом сообщества "Книжный импорт". — Без выходных данных. — 254 с. В юбилейном 30-м издании книги «Путь Уоррена Баффета» знаменитый автор и инвестор Роберт Хагстром представляет окончательную версию своего бестселлера - сборника инвестиционных стратегий, прославленных Уорреном Баффетом. В книге описаны двенадцать инвестиционных постулатов стратегии...
Перевод искусственным интеллектом сообщества "Книжный импорт". — Без выходных данных. — 254 с. В юбилейном 30-м издании книги «Путь Уоррена Баффета» знаменитый автор и инвестор Роберт Хагстром представляет окончательную версию своего бестселлера - сборника инвестиционных стратегий, прославленных Уорреном Баффетом. В книге описаны двенадцать инвестиционных постулатов стратегии...
Перевод искусственным интеллектом сообщества "Книжный импорт". — Без выходных данных. — 254 с. В юбилейном 30-м издании книги «Путь Уоррена Баффета» знаменитый автор и инвестор Роберт Хагстром представляет окончательную версию своего бестселлера - сборника инвестиционных стратегий, прославленных Уорреном Баффетом. В книге описаны двенадцать инвестиционных постулатов стратегии...
Мн.:Академия управления при Президенте Республики Беларусь, 2005. – 244 с.
Инвестиционная деятельность предприятия. Инвестиционный рынок. Регулирование инвестиционной деятельности на государственнм и региональном уровне. Оценка эффективности инвестиций.
Мн.:Академия управления при Президенте Республики Беларусь, 2005. – 186 с.
Управление инвестиционной деятельностью на уровне хозяйствующего субъекта.
Управление портфелем ценных бумаг.
Управление инвестициями в оборотный и человеческий капитал.
Управление рисками.
Монографія. – Дніпропетровськ: Національний гірничий університет, 2013. – 116 с. Розглянуто теоретичні та практичні аспекти щодо розрахунку обсягів інвестицій на вугільних шахтах. Подано методику, у якій враховуються не тільки фінансові показники діяльності шахти, але й гірничо-геологічні умови видобутку вугілля, а також фізико-механічні параметри. Уперше знайдена теоретична...
Жуковский, 2009. — 40 с. Цель данного учебного пособия заключается в изложении основ Инвестиционного менеджмента, оценки эффективности инвестиционных проектов. В рамках курса «Инвестиционный менеджмент» авторы попытались ответить на основные вопросы, возникающие в процессе инвестирования в инновационные проекты. Освоив предлагаемый материал, слушатели курса без труда смогут...
Херсон; Симферополь: Херсонский государственный педагогический университет, 2024. — 156 с. Инвестиционный менеджмент представляет собой отдельное направление экономических наук, сфокусированное на эффективном достижении сформулированных предприятием целей и поставленных им задач посредством оптимального размещения финансовых ресурсов в процессе реализации инвестиций. Он...
М: Высшая школа, 1998. — 512 с.
Разработка инвестиционных проектов.
Начальная (прединвестиционная) фаза проекта.
Организация финансирования инвестиционных проектов.
Маркетинг продукции проекта.
Оценка эффективности инвестиционных проектов.
Управление рисками.
Разработка проектной документации.
Управление реализацией инвестиционных проектов.
Материально-техническая...
В 2-х т. — М.: Высшая школа, 1998. — 416 с. В книге дана совокупность практических рекомендаций, составляющих сущность этой синтетической дисциплины: — основы инвестиционной деятельности, включая оценку инвестиционного рынка, основы управления инвестициями, правовое регулирование, ценообразование, — управление финансовыми инвестициями, включая характеристику субъектов...
Учебник. — М.: Высшая школа, 1998. — 416 с. В учебнике отражены следующие вопросы: основы инвестиционной деятельности, управление фин. инвестициями, разработка инвестиционных проектов.
Монография. — Коллектив авторов. — 2-е изд. — М.: Дашков и К°, 2018. — 435 с. — ISBN: 978-5-394-02969-1. В монографии исследуется взаимосвязь между инвестиционным потенциалом и промышленным ростом, раскрывается инновационно-инвестиционный механизм промышленных преобразований, характеризуются направления инновационного развития технико-технологического комплекса. Авторами научно...
ТАСИС, 2002, - 21 с. Документ подготовлен по заказу Министерства экономического развития и торговли в рамках посвящённого пенсионной реформе компонента 6 проекта ТАСИС. Задача - описать международный опыт и инвестиционное законодательство для финансирования накопительной составляющей трудовой пенсии в Российской Федерации и дать рекомендации по вопросам: 1) открытого тендерного...
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