The companion workbook to the
Investment Management
volume in the CFA Institute’s
Portfolio
Management in Practice
series 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.
The
Investment Management Workbook
is 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 expectations
Understand the principles of the asset allocation process
Determine comprehensive investment strategies within each asset class
Integrate considerations specific to high net worth individuals or institutions into the selection of strategies
Execute 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 primary
volume, incorporating world-class exercises based on actual scenarios faced by finance professionals every day.