Commentaire :

ISBN 13 : 978-0-470-91580-6

Sommaire : Contents

Introduction.

Chapter 1. Market Organization and Structure.
1 Introduction.
2. The Functions of the Financial System.
3. Assets and Contracts.
4. Financial Intermediaries.
5. Positions.
6. Orders.
7. Primary Security Markets.
8. Secondary Security Market and Contract Market Structures.
9. Well-Functioning Financial Systems.
10. Market Regulation.

Chapter 2. Security Market Indices.
1. Introduction.
2. Index Definition and Calculations of Value and Returns.
3. Index Construction and Management.
4. Uses of Market Indices.
5. Equity Indices.
6. Fixed-Income Indices.
7. Indices for Alternative Investments.

Chapter 3. Market Efficiency.

1. Introduction.
2. The Concept of Market Efficiency.
3. Forms of Market Efficiency.
4. Market Pricing Anomalies.
5. Behavioral Finance.

Chapter 4. Portfolio Managemen t: An Overview.

1. Introduction.
2. A Portfolio Perspective on Investing.
3. Investment Clients.
4. Steps in the Portfolio Management Process.
5. Pooled Investments.

Chapter 5. Portfolio Risk and Return : Part I.

1. Introduction.
2. Investment Characteristics of Assets.
3. Risk Aversion and Portfolio Selection.
4. Portfolio Risk.
5. Efficient Frontier and Investor's Optimal Portfolio.

Chapter 6. Portfolio Risk and Return : Part II.

1. Introduction.
2. Capital Market Theory.
3. Pricing of Risk and Computation of Expected Return.
4. The Capital Asset Pricing Model.
5. Beyond the Capital Asset Pricing Model.

Chapter 7. Basics of Portfolio Planning and Construction.
1. Introduction.
2. Portfolio Planning.
3. Portfolio Construction.

Chapter 8. Overview of Equity Securities.
1. Introduction.
2. Equity Securities in Global Financial Markets.
3. Types and Characteristics of Equity Securities.
4. Private versus Public Equity Securities.
5. Investing in Non-Domestic Equity Securities.
6. Risk and Return Characteristics of Equity Securities.
7. Equity Securities and Company Value.

Chapter 9. Introduction to Industry and Company Analysis.
1. Introduction.
2. Uses of Industry Analysis.
3. Approaches to Identifying Similar Companies.
4. Industry Classification Systems.
5. Describing and Analyzing an Industry.
6. Company Analysis.


Chapter 10. Equity Valuation: Concepts and Basic Tools.
1. Introduction.
2. Estimated Value and Market Price.
3. Major Categories of Equity Valuation Models.
4. Present Value Models: The Dividend Discount Model.
5. Multiplier Models.
6. Asset-Based Valuation.

Chapter 11. Equity Market Valuation.
1. Introduction.
2. Estimating a Justified P/E Ratio.
3. Top-down and Bottom-up Forecasting.
4. Relative Value Models.

Chapter 12. Technical Analysis.
1. Introduction.
2. Technical Analysis: Definition and Scope.
3. Technical Analysis Tools.
4. Elliott Wave Theory.
5. Intermarket Analysis.

Glossary.
References.

Langue : Anglais

Collection : CFA INSTITUTE INVESTMENT SERIES

Illustration(s) : Schémas ; Tableau(x)

Localisation : Bibliothèque Campus de Nice

Support : Papier

Etat : Présent

Propriétaire : Bibliothèque