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Portfolio Construction, Management, & Protection (Original)
作  /  譯    者 : Robert Strong
I S B N -  13 : 9780324071832
I S B N -  10 : 0324071833
類             別: 投資組合理論與分析
版             次: 3 版
年             份: 2003
規             格: 610 頁
出     版     商: South Western
     

This applications-oriented text transitions from theory to practice in a clear, straightforward manner. An ideal text for schools that do not have a "pure" portfolio course, it accomplishes the objectives of both a traditional investments course and a portfolio theory course. The book balances coverage of both the small and large investor, and offers unique coverage of topics not found in other texts, such as fiduciary duty and investment policy. Numerous references and questions from the CFA exam are also included.

PARTI BACKGROUND, BASIC PRINCIPLES, AND INVESTMENT POLICY.
Ch.1 The Process of Portfolio Management.
Ch.2 The Two Key Concepts in Finance.
Ch.3 A Review of Statistical Principles Useful in Finance.
Ch.4 Setting Portfolio Objectives.
Ch.5 Investment Policy.

PARTII PORTFOLIO CONSTRUCTION.
Ch.6 The Mathematics of Diversification.
Ch.7 Why Diversification is a Good Idea.
Ch.8 International Investment and Diversification.
Ch.9 Capital Markets and Market Efficiency.
Ch.10 Picking the Equity Players.
Ch.11 Security Screening.
Ch.12 Bond Prices and the Importance of Duration.
Ch.13 Bond Selection.
Ch.14 The Role of Real Assets.

PARTIII PORTFOLIO MANAGEMENT.
Ch.15 Revision of the Equity Portfolio.
Ch.16 Revision of the Fixed Income Portfolio.
Ch.17 Principles of Options and Option Pricing.
Ch.18 Option Overwriting.
Ch.19 Performance Evaluation.
Ch.20 Fiduciary Duties and Responsibilties.

PARTIV PORTFOLIO PROTECTION AND EMERGING TOPICS.
Ch.21 Principles of the Futures Market.
Ch.22 Benching the Equity Players.
Ch.23 Removing Interest Rate Risk.
Ch.24 Integrating Derivative Assets and Portfolio Management.
Ch.25 Contemporary Issues in Portfolio Management.

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