Student Managed Investment Funds

Student-Managed Investment Funds: Organization, Policy, and Portfolio Management, 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 reconcile investment performance), and it addresses the management of the portfolio and the valuation/selection process for discriminating between securities. No other book covers the "operational" related issues in SMIFs, like organizations, tools, data, presentation, and performance evaluation. With examples of investment policy statements, presentation slides, and organizational structures from other schools, Student-Managed Investment Funds can be used globally by students, instructors, and administrators alike. Addresses the basics of valuation as well as issues related to maintaining compliance, philosophy, performance measurement, and evaluation Provides explanations and examples about organizing a student-managed fund Reviews fundamental stock valuation approaches like multi-stage DDM, FCF, and price multiples

Produk Detail:

  • Author : Brian Bruce
  • Publisher : Academic Press
  • Pages : 602 pages
  • ISBN : 0128178671
  • Rating : 4/5 from 21 reviews
CLICK HERE TO GET THIS BOOKStudent Managed Investment Funds

Student-Managed Investment Funds

Student-Managed Investment Funds
  • Author : Brian Bruce
  • Publisher : Academic Press
  • Release : 29 July 2020
GET THIS BOOKStudent-Managed Investment Funds

Student-Managed Investment Funds: Organization, Policy, and Portfolio Management, 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 reconcile investment performance), and it addresses the management of the portfolio and the valuation/selection process for discriminating between securities. No other book covers the "operational" related issues in

Trading and Money Management in a Student-Managed Portfolio

Trading and Money Management in a Student-Managed Portfolio
  • Author : Brian Bruce,Jason Greene
  • Publisher : Academic Press
  • Release : 01 November 2013
GET THIS BOOKTrading and Money Management in a Student-Managed Portfolio

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 trading. Covering equities, hedge funds and derivatives, and fixed income, it captures the breadth and detail necessary for developing and executing trading strategies. Developed specifically for SMIF courses, the book features calculations, examples, and software that help

Mutual Funds

Mutual Funds
  • Author : Seth Anderson,Parvez Ahmed
  • Publisher : Springer Science & Business Media
  • Release : 20 April 2005
GET THIS BOOKMutual Funds

Mutual funds are the dominant form of investment companies in the United States today, with approximately $7 trillion in assets under management. Over the past half century an important body of academic research has addressed various issues about the nature of these companies. This book is designed for academic researchers and practitioners interested in funds for investment purposes. The authors briefly trace the historical evolution of funds, present important aspects of the Investment Company Act of 1940, and then summarize a substantial

A Comprehensive Guide to Exchange-Traded Funds (ETFs)

A Comprehensive Guide to Exchange-Traded Funds (ETFs)
  • Author : Joanne M. Hill,Dave Nadig,Matt Hougan
  • Publisher : CFA Institute Research Foundation
  • Release : 01 May 2015
GET THIS BOOKA Comprehensive Guide to Exchange-Traded Funds (ETFs)

Exchange-traded funds (ETFs) have become in their 25-year history one of the fastest growing segments of the investment management business. These funds provide liquid access to virtually every financial market and allow large and small investors to build institutional-caliber portfolios. Yet, their management fees are significantly lower than those typical of mutual funds. High levels of transparency in ETFs for holdings and investment strategy help investors evaluate an ETF’s potential returns and risks. This book covers the evolution of

Fundamentals of Investment Management with S&P bind-in card

Fundamentals of Investment Management with S&P bind-in card
  • Author : Geoffrey Hirt,Stanley Block
  • Publisher : McGraw-Hill/Irwin
  • Release : 21 September 2007
GET THIS BOOKFundamentals of Investment Management with S&P bind-in card

Fundamentals of Investment Management 9th edition by Hirt and Block establishes the appropriate theoretical base of investments, while at the same time applying this theory to real-world examples. Students will be able to translate what they have learned in the course to actual participation in the financial markets. The textbook provides students with a survey of the important areas of investments: valuation, the marketplace, fixed income instruments and markets, equity instruments and markets, derivative instruments, and a cross-section of special

Fundamentals of Investment Management

Fundamentals of Investment Management
  • Author : Geoffrey A. Hirt,Stanley B. Block
  • Publisher : Unknown Publisher
  • Release : 24 January 2022
GET THIS BOOKFundamentals of Investment Management

Fundamentals of Investment Management 9th edition by Hirt and Block establishes the appropriate theoretical base of investments, while at the same time applying this theory to real-world examples. Students will be able to translate what they have learned in the course to actual participation in the financial markets. The textbook provides students with a survey of the important areas of investments: valuation, the marketplace, fixed income instruments and markets, equity instruments and markets, derivative instruments, and a cross-section of special

Sustainable Investing

Sustainable Investing
  • Author : Cary Krosinsky,Sophie Purdom
  • Publisher : Taylor & Francis
  • Release : 08 December 2016
GET THIS BOOKSustainable Investing

A seminal shift has taken place in the world of investing. A clear and overarching reality has emerged which must be solved: financial considerations must factor in sustainability considerations for ongoing societal success, while sustainability issues equally need to be driven by a business case. As a result, investment practices are evolving, especially towards more positive philosophies and frameworks. Sustainable Investing brings the reader up to speed on trends playing out in each region and asset class, drawing on contributions

The Industrial Organization of the Global Asset Management Business

The Industrial Organization of the Global Asset Management Business
  • Author : Ingo Walter
  • Publisher : CFA Institute Research Foundation
  • Release : 02 November 2015
GET THIS BOOKThe Industrial Organization of the Global Asset Management Business

The dynamics of the asset management business are complex and geographically diverse. Products and vendors compete within and across markets and often shade into each other. Regulation can differ dramatically according to financial systems and functions. Here are discussed the major asset management sectors—pension funds, mutual funds, alternative investment vehicles, and private wealth management. Despite the complexity of the industry, common threads run through the discussion—growth, risk, and cost—that cannot be ignored by asset managers hoping to

Alternative Investments: A Primer for Investment Professionals

Alternative Investments: A Primer for Investment Professionals
  • Author : Donald R. Chambers,Keith H. Black,Nelson J. Lacey
  • Publisher : CFA Institute Research Foundation
  • Release : 24 January 2022
GET THIS BOOKAlternative Investments: A Primer for Investment Professionals

Alternative Investments: A Primer for Investment Professionals provides an overview of alternative investments for institutional asset allocators and other overseers of portfolios containing both traditional and alternative assets. It is designed for those with substantial experience regarding traditional investments in stocks and bonds but limited familiarity regarding alternative assets, alternative strategies, and alternative portfolio management. The primer categorizes alternative assets into four groups: hedge funds, real assets, private equity, and structured products/derivatives. Real assets include vacant land, farmland, timber,

Financial Market History: Reflections on the Past for Investors Today

Financial Market History: Reflections on the Past for Investors Today
  • Author : David Chambers,Elroy Dimson
  • Publisher : CFA Institute Research Foundation
  • Release : 24 January 2022
GET THIS BOOKFinancial Market History: Reflections on the Past for Investors Today

Since the 2008 financial crisis, a resurgence of interest in economic and financial history has occurred among investment professionals. This book discusses some of the lessons drawn from the past that may help practitioners when thinking about their portfolios. The book’s editors, David Chambers and Elroy Dimson, are the academic leaders of the Newton Centre for Endowment Asset Management at the University of Cambridge in the United Kingdom.

The SAGE Handbook of Management Learning, Education and Development

The SAGE Handbook of Management Learning, Education and Development
  • Author : Steven J Armstrong,Cynthia V Fukami
  • Publisher : SAGE
  • Release : 07 May 2009
GET THIS BOOKThe SAGE Handbook of Management Learning, Education and Development

The scholarship of management teaching and learning has established itself as a field in its own right and this benchmark handbook is the first to provide an account of the discipline. Original chapters from leading international academics identify the key issues and map out where the discipline is going. Each chapter provides a comprehensive and critical overview of the given topic area, highlights current debates and reviews the emerging research agenda. Chapters embrace the study of organizations as a whole,

Millionaire Teacher

Millionaire Teacher
  • Author : Andrew Hallam
  • Publisher : John Wiley & Sons
  • Release : 04 January 2017
GET THIS BOOKMillionaire Teacher

Adopt the investment strategy that turned a school teacher into a millionaire Millionaire Teacher shows you how to achieve financial independence through smart investing — without being a financial wizard. Author Andrew Hallam was a high school English teacher. He became a debt-free millionaire by following a few simple rules. In this book, he teaches you the financial fundamentals you need to follow in his tracks. You can spend just an hour per year on your investments, never think about the

Artificial Intelligence in Asset Management

Artificial Intelligence in Asset Management
  • Author : Söhnke M. Bartram,Jürgen Branke,Mehrshad Motahari
  • Publisher : CFA Institute Research Foundation
  • Release : 28 August 2020
GET THIS BOOKArtificial Intelligence in Asset Management

Artificial intelligence (AI) has grown in presence in asset management and has revolutionized the sector in many ways. It has improved portfolio management, trading, and risk management practices by increasing efficiency, accuracy, and compliance. In particular, AI techniques help construct portfolios based on more accurate risk and return forecasts and more complex constraints. Trading algorithms use AI to devise novel trading signals and execute trades with lower transaction costs. AI also improves risk modeling and forecasting by generating insights from

Investment Governance for Fiduciaries

Investment Governance for Fiduciaries
  • Author : Michael E. Drew,Adam N. Walk
  • Publisher : CFA Institute Research Foundation
  • Release : 22 April 2019
GET THIS BOOKInvestment Governance for Fiduciaries

Governance is a word that is increasingly heard and read in modern times, be it corporate governance, global governance, or investment governance. Investment governance, the central concern of this modest volume, refers to the effective employment of resources—people, policies, processes, and systems—by an individual or governing body (the fiduciary or agent) seeking to fulfil their fiduciary duty to a principal (or beneficiary) in addressing an underlying investment challenge. Effective investment governance is an enabler of good stewardship, and