
Managing Investment Portfolios A Dynamic Process, Workbook
by Maginn, John L.; Tuttle, Donald L.; McLeavey, Dennis W.; Pinto, Jerald E.Buy New
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Summary
Author Biography
Donald L. Tuttle, PHD, CFA, was vice president of CFA Institute in its Curriculum and Examinations Department from 1992 to 2004. He received his PhD from the University of North Carolina at Chapel Hill.
Jerald E. Pinto, PHD, CFA, is Director in the CFA and CIPM Programs Division at CFA Institute. He holds an MBA from Baruch College and a PhD in finance from the Stern School, and earned his CFA charter in 1992.
Dennis W. Mcleavey, CFA, is Head of Professional Development Products at CFA Institute. He holds a doctorate from Indiana University and earned his CFA charter in 1990.
Table of Contents
Learning Outcomes, Summary Overview, and Problems | |
The Portfolio Management Process and the Investment Policy Statement | p. 3 |
Learning Outcomes | p. 4 |
Summary Overview | p. 4 |
Problems | p. 6 |
Managing Individual Investor Portfolios | p. 12 |
Learning Outcomes | p. 12 |
Summary Overview | p. 13 |
Problems | p. 15 |
Managing Institutional Investor Portfolios | p. 25 |
Learning Outcomes | p. 25 |
Summary Overview | p. 26 |
Problems | p. 28 |
Capital Market Expectations | p. 35 |
Learning Outcomes | p. 35 |
Summary Overview | p. 36 |
Problems | p. 38 |
Asset Allocation | p. 47 |
Learning Outcomes | p. 47 |
Summary Overview | p. 48 |
Problems | p. 50 |
Fixed-Income Portfolio Management | p. 60 |
Learning Outcomes | p. 60 |
Summary Overview | p. 61 |
Problems | p. 64 |
Equity Portfolio Management | p. 69 |
Learning Outcomes | p. 69 |
Summary Overview | p. 70 |
Problems | p. 72 |
Alternative Investments Portfolio Management | p. 76 |
Learning Outcomes | p. 77 |
Summary Overview | p. 78 |
Problems | p. 79 |
Risk Management | p. 86 |
Learning Outcomes | p. 86 |
Summary Overview | p. 87 |
Problems | p. 89 |
Execution of Portfolio Decisions | p. 95 |
Learning Outcomes | p. 95 |
Summary Overview | p. 96 |
Problems | p. 97 |
Monitoring and Rebalancing | p. 102 |
Learning Outcomes | p. 102 |
Summary Overview | p. 103 |
Problems | p. 104 |
Evaluating Portfolio Performance | p. 112 |
Learning Outcomes | p. 112 |
Summary Overview | p. 113 |
Problems | p. 116 |
Global Investment Performance Standards | p. 121 |
Learning Outcomes | p. 121 |
Summary Overview | p. 122 |
Problems | p. 125 |
Solutions | |
The Portfolio Management Process and the Investment Policy Statement | p. 135 |
Solutions | p. 135 |
Managing Individual Investor Portfolios | p. 140 |
Solutions | p. 140 |
Managing Institutional Investor Portfolios | p. 152 |
Solutions | p. 152 |
Capital Market Expectations | p. 160 |
Solutions | p. 160 |
Asset Allocation | p. 170 |
Solutions | p. 170 |
Fixed-Income Portfolio Management | p. 177 |
Solutions | p. 177 |
Equity Portfolio Management | p. 183 |
Solutions | p. 183 |
Alternative Investments Portfolio Management | p. 186 |
Solutions | p. 186 |
Risk Management | p. 194 |
Solutions | p. 194 |
Execution of Portfolio Decisions | p. 199 |
Solutions | p. 199 |
Monitoring and Rebalancing | p. 205 |
Solutions | p. 205 |
Evaluating Portfolio Performance | p. 210 |
Solutions | p. 210 |
Global Investment Performance Standards | p. 218 |
Solutions | p. 218 |
About the CFA Program | p. 231 |
Table of Contents provided by Ingram. All Rights Reserved. |
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