Series:

CFA Institute Investment

2 primary works • 7 total works

Book 28

Cover of The New Wealth Management
Mainstay reference guide for wealth management, newly updated for today's investment landscape For over a decade, The New Wealth Management: The Financial Advisor's Guide to Managing and Investing Client Assets has provided financial planners with detailed, step-by-step guidance on developing an optimal asset allocation policy for their clients. And, it did so without resorting to simplistic model portfolios, such as lifecycle models or black box solutions. Today, while The New Wealth Management still provides a thorough background on investment theories, and includes many ready to use client presentations and questionnaires, the guide is newly updated to meet twenty-first century investment challenges. The book * Includes expert updates from Chartered Financial Analyst (CFA) Institute, in addition to the core text of 1997's first edition endorsed by investment luminaries Charles Schwab and John Bogle * Presents an approach that places achieving client objectives ahead of investment vehicles * Applicable for self-study or classroom use Now, as in 1997, The New Wealth Management effectively blends investment theory and real world applications.
And in today's new investment landscaped, this update to the classic reference is more important than ever.

Book 128

Cover of Quantitative Investment Analysis, Workbook

The thoroughly revised and updated fourth edition of the companion workbook to Quantitative Investment Analysis is here.

Now in its fourth edition, the Quantitative Investment Analysis Workbook offers a range of practical information and exercises that will facilitate your mastery of quantitative methods and their application in today's investment process. Part of the reputable CFA Institute Investment Series, the workbook is designed to further your hands-on experience with a variety of learning outcomes, summary overview sections, and challenging problems and solutions.

The workbook provides all the statistical tools and latest information to help you become a confident and knowledgeable investor, including expanded problems on Machine Learning algorithms and the role of Big Data in investment contexts. Well suited for motivated individuals who learn on their own, as well as a general reference, this companion resource delivers a clear, example-driven method for practicing the tools and techniques covered in the primary Quantitative Investment Analysis, 4th Edition text.?? Inside you'll find information and exercises to help you:

  • Work real-world problems associated with the modern quantitative investment process
  • Master visualizing and summarizing data
  • Review the fundamentals of single linear and multiple linear regression
  • Use multifactor models
  • Measure and manage market risk effectively

In both the workbook and the primary Quantitative Investment Analysis, 4th Edition text, the authors go to great lengths to ensure an even treatment of subject matter, consistency of mathematical notation, and continuity of topic coverage that is critical to the learning process.

For everyone who requires a streamlined route to mastering quantitative methods in investments, Quantitative Investment Analysis Workbook, 4th Edition offers world-class practice based on actual scenarios faced by professionals every day.

Cover of CFA Institute Investment Series Set
The CFA Institute Investment Series Set comprises all 17 CFA Institute Investment Series titles, including these books and workbooks: *The New Wealth Management: The Financial Advisor's Guide to Managing and Investing Client Assets *Corporate Finance: A Practical Approach,2nd Edition *Corporate Finance Workbook: A Practical Approach, 2nd Edition *Investments: Principles of Portfolio and Equity Analysis *Investments Workbook: Principles of Portfolio and Equity Analysis *International Financial Statement Analysis, 3rd Edition *International Financial Statement Analysis Workbook, 3rd Edition *Equity Asset Valuation, 2nd Edition *Equity Asset Valuation Workbook, 2nd Edition *Quantitative Investment Analysis, 2nd Edition *Quantitative Investment Analysis Workbook, 2nd Edition *Managing Investment Portfolios: A Dynamic Process, 3rd Edition *Managing Investment Portfolios Workbook: A Dynamic Process, 3rd Edition *Fixed Income Analysis, 3rd Edition *Fixed Income Analysis Workbook, 3rd Edition *Economics for Investment Decision Makers: Micro, Macro, and International Economics *Economics for Investment Decision Makers Workbook: Micro, Macro, and International Economics

Cover of International Financial Statement Analysis Workbook. Cfa Institute Investment Series.

Cover of Quantitative Investment Analysis

Whether you are a novice investor or an experienced practitioner, Quantitative Investment Analysis, 4th Edition has something for you.

Part of the CFA Institute Investment Series, this authoritative guide is relevant the world over and will facilitate your mastery of quantitative methods and their application in todays investment process. This updated edition provides all the statistical tools and latest information you need to be a confident and knowledgeable investor. This edition expands coverage of Machine Learning algorithms and the role of Big Data in an investment context along with capstone chapters in applying these techniques to factor modeling, risk management and backtesting and simulation in investment strategies.

The authors go to great lengths to ensure an even treatment of subject matter, consistency of mathematical notation, and continuity of topic coverage that is critical to the learning process. Well suited for motivated individuals who learn on their own, as well as a general reference, this complete resource delivers clear, example-driven coverage of a wide range of quantitative methods. Inside you'll find:

  • Learning outcome statements (LOS) specifying the objective of each chapter
  • A diverse variety of investment-oriented examples both aligned with the LOS and reflecting the realities of todays investment world
  • A wealth of practice problems, charts, tables, and graphs to clarify and reinforce the concepts and tools of quantitative investment management

You can choose to sharpen your skills by furthering your hands-on experience in the Quantitative Investment Analysis Workbook, 4th Edition (sold separately)—an essential guide containing learning outcomes and summary overview sections, along with challenging problems and solutions.

Cover of Fixed Income Analysis

Fixed Income Analysis

by CFA Institute

Published 10 November 2020

Cover of International Financial Statement Analysis, Set

Learn to understand the financial statements of companies regardless of their country of origin

The newly revised Fourth Edition of International Financial Statement Analysis delivers a thorough and up-to-date resource for anyone required to comprehensively assess company performance and financial position based on financial statements, regardless of country of origin.

Part of the prestigious CFA Institute Investment Series, the seasoned professionals at the CFA Institute offer you a rich and clear reference covering every aspect of financial analysis, from financial reporting mechanics to understanding income and balance sheets. You'll learn about:

  • The complete statement analysis process
  • Information on income tax accounting and employee compensation
  • The impact of foreign exchange rates on the statements of multinational corporations

Perfect for chartered financial analysts required to analyze the financial statements of companies in multiple countries, International Financial Statement Analysis is also an invaluable resource for students in finance and business seeking a one-stop, authoritative reference on international financial statements.