Portfolio Management in Practice, Volume 1 Investment Management Workbook (CFA Institute Investment Series)

The companion workbook to theInvestment Managementvolume in the CFA Institute'sPortfolioManagement in Practiceseries provides students and professionals with essential practice regarding key concepts in the portfolio management process. Filled with stimulating exercises, this text is designed to help learners explore the multifaceted topic of investment management in a meaningful and productive way.
TheInvestment Management Workbookis structured to further readers' hands-on experience with a variety of learning outcomes, summary overview sections, challenging practice questions, and solutions. Featuring the latest tools and information to help users become confident and knowledgeable investors, this workbook includes sections on professionalism in the industry, fintech, hedge fund strategies, and more.
With the workbook, readers will learn to:
Form capital market expectationsUnderstand the principles of the asset allocation processDetermine comprehensive investment strategies within each asset classIntegrate considerations specific to high net worth individuals or institutions into the selection of strategiesExecute and evaluate chosen strategies and investment managers
Well suited for individuals who learn on their own, this companion resource delivers an example-driven method for practicing the tools and techniques covered in the primaryInvestment Managementvolume, incorporating world-class exercises based on actual scenarios faced by finance professionals every day.