Student Managed Investment Funds

Student Managed Investment Funds
Author: Brian Bruce
Publsiher: Academic Press
Total Pages: 602
Release: 2020-07-29
ISBN 10: 0128178671
ISBN 13: 9780128178676
Language: EN, FR, DE, ES & NL

Student Managed Investment Funds Book Review:

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

Trading and Money Management in a Student Managed Portfolio

Trading and Money Management in a Student Managed Portfolio
Author: Brian Bruce,Jason Greene
Publsiher: Academic Press
Total Pages: 504
Release: 2013-11-01
ISBN 10: 0080911935
ISBN 13: 9780080911939
Language: EN, FR, DE, ES & NL

Trading and Money Management in a Student Managed Portfolio Book Review:

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 you move from talking about markets to taking positions in them. Methodically summarizes the disciplines and skills necessary for trading Teaches you to build a ranking model for securities and write a research report for a sell-side firm Covers equities, fixed income, derivatives, and hedge funds

Sustainable Investing

Sustainable Investing
Author: Cary Krosinsky,Sophie Purdom
Publsiher: Taylor & Francis
Total Pages: 322
Release: 2016-12-08
ISBN 10: 1317192850
ISBN 13: 9781317192855
Language: EN, FR, DE, ES & NL

Sustainable Investing Book Review:

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 from leading practitioners across the globe. Implications abound for financial professionals and other interested investors, as well as corporations seeking to understand future investment trends that will affect their shareholders’ thinking. Policymakers and other stakeholders also need to be aware of what is happening in order to understand how they can be most effective at helping implement and enable the changes arguably now required for economic and financial success. Sustainable Investing represents an essential overview of sustainable investment practices that will be a valuable resource for students and scholars of sustainable banking and finance, as well as professionals and policymakers with an interest in this fast-moving field.

Redesigning Liberal Education

Redesigning Liberal Education
Author: William Moner,Phillip Motley,Rebecca Pope-Ruark
Publsiher: Johns Hopkins University Press
Total Pages: 352
Release: 2020-07-07
ISBN 10: 1421438216
ISBN 13: 9781421438214
Language: EN, FR, DE, ES & NL

Redesigning Liberal Education Book Review:

Voelker, Scott Windham, Mary C. Wright, Catherine Zeek

Value Investing

Value Investing
Author: Bruce C. Greenwald,Judd Kahn,Paul D. Sonkin,Michael van Biema
Publsiher: John Wiley & Sons
Total Pages: 320
Release: 2004-01-26
ISBN 10: 9780471463399
ISBN 13: 0471463396
Language: EN, FR, DE, ES & NL

Value Investing Book Review:

From the "guru to Wall Street's gurus" comes the fundamental techniques of value investing and their applications Bruce Greenwald is one of the leading authorities on value investing. Some of the savviest people on Wall Street have taken his Columbia Business School executive education course on the subject. Now this dynamic and popular teacher, with some colleagues, reveals the fundamental principles of value investing, the one investment technique that has proven itself consistently over time. After covering general techniques of value investing, the book proceeds to illustrate their applications through profiles of Warren Buffett, Michael Price, Mario Gabellio, and other successful value investors. A number of case studies highlight the techniques in practice. Bruce C. N. Greenwald (New York, NY) is the Robert Heilbrunn Professor of Finance and Asset Management at Columbia University. Judd Kahn, PhD (New York, NY), is a member of Morningside Value Investors. Paul D. Sonkin (New York, NY) is the investment manager of the Hummingbird Value Fund. Michael van Biema (New York, NY) is an Assistant Professor at the Graduate School of Business, Columbia University.

Modern Financial Markets

Modern Financial Markets
Author: David W. Blackwell,Mark D. Griffiths,Drew B. Winters
Publsiher: Wiley
Total Pages: 512
Release: 2006-12-18
ISBN 10: 0470000104
ISBN 13: 9780470000106
Language: EN, FR, DE, ES & NL

Modern Financial Markets Book Review:

Throughout this concise, accessible book, readers will quickly learn the fundamental concepts of managerial finance while discovering how things really work. The material is explained using an intuitive theoretical context, providing them with a richer understanding of the material and better insights into solving problems. Finance concepts are covered in a common sense manner and the use of mathematical jargon is minimized. The unifying theme for the book is the concept of valuation since it is the most fundamental concept in finance. The authors define and discuss value in terms of net present value (NPV).

Millionaire Teacher

Millionaire Teacher
Author: Andrew Hallam
Publsiher: John Wiley & Sons
Total Pages: 252
Release: 2017-01-04
ISBN 10: 1119356296
ISBN 13: 9781119356295
Language: EN, FR, DE, ES & NL

Millionaire Teacher Book Review:

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 stock market's direction — and still beat most professional investors. It's not about get-rich-quick schemes or trendy investment products peddled by an ever-widening, self-serving industry; it's about your money and your future. This new second edition features updated discussion on passive investing, studies on dollar cost averaging versus lump sum investing, and a detailed segment on RoboAdvisors for Americans, Canadians, Australians, Singaporeans and British investors. Financial literacy is rarely taught in schools. Were you shortchanged by your education system? This book is your solution, teaching you the ABCs of finance to help you build wealth. Gain the financial literacy to make smart investment decisions Learn why you should invest in index funds Find out how to find the right kind of financial advisor Avoid scams and flash-in-the-pan trends Millionaire Teacher shows how to build a strong financial future today.

The Fund Industry Website

The Fund Industry    Website
Author: Robert Pozen,Theresa Hamacher,Don T. Phillips
Publsiher: John Wiley & Sons
Total Pages: 528
Release: 2015-02-02
ISBN 10: 1118929942
ISBN 13: 9781118929940
Language: EN, FR, DE, ES & NL

The Fund Industry Website Book Review:

A guide to how your money is managed, with foreword by Nobel laureate Robert Shiller The Fund Industry offers a comprehensive look at mutual funds and the investment management industry, for fund investors, those working in the fund industry, service providers to the industry and students of financial institutions or capital markets. Industry experts Robert Pozen and Theresa Hamacher take readers on a tour of the business of asset management. Readers will learn how to research a fund and assess whether it's right for them; then they'll go behind the scenes to see how funds are invested, sold and regulated. This updated edition expands coverage of the segments of the industry where growth is hottest, including hedge funds, liquid alternatives, ETFs and target date funds—and adds an introduction to derivatives. Mutual funds are a key component of financial planning for 96 million Americans. Nearly a quarter of U.S. household savings are invested in funds, which give individual investors affordable access to professional management. This book provides a detailed look at how firms in the industry: Invest those savings in stocks and bonds Evaluate the risks and returns of funds Distribute funds directly to consumers or through financial advisors or retirement plans Handle the complex operational and regulatory requirements of mutual funds Vote proxies at the annual meetings of public companies Expand their operations across borders Along the way, the authors describe the latest trends and discuss the biggest controversies—all in straightforward and engaging prose. The Fund Industry is the essential guide to navigating the mutual fund industry.

Trader Construction Kit

Trader Construction Kit
Author: Joel Rubano
Publsiher: Unknown
Total Pages: 594
Release: 2020-01-02
ISBN 10: 9780997629514
ISBN 13: 0997629517
Language: EN, FR, DE, ES & NL

Trader Construction Kit Book Review:

Trader Construction Kit is a practical guide to developing the skills and techniques employed by professional traders at a bank, hedge fund or financial institution: ? Fundamentally and technically analyzing a market. ? Assessing the volatility and risk characteristics of the market. ? Developing a view, an actionable perspective on the future of price. ? Evaluating directional, spread, option & quantitative trading strategies. ? Weighing the inherent risk and reward in potential positions. ? Efficiently executing trades and managing the resulting exposures. ? New - Data Science & Programming Appendix

International Handbook on Teaching and Learning Economics

International Handbook on Teaching and Learning Economics
Author: Gail Mitchell Hoyt,KimMarie McGoldrick
Publsiher: Edward Elgar Publishing
Total Pages: 852
Release: 2012
ISBN 10: 1781002452
ISBN 13: 9781781002452
Language: EN, FR, DE, ES & NL

International Handbook on Teaching and Learning Economics Book Review:

ÔThe International Handbook on Teaching and Learning Economics is a power packed resource for anyone interested in investing time into the effective improvement of their personal teaching methods, and for those who desire to teach students how to think like an economist. It sets guidelines for the successful integration of economics into a wide variety of traditional and non-traditional settings in college and graduate courses with some attention paid to primary and secondary classrooms. . . The International Handbook on Teaching and Learning Economics is highly recommended for all economics instructors and individuals supporting economic education in courses in and outside of the major. This Handbook provides a multitude of rich resources that make it easy for new and veteran instructors to improve their instruction in ways promising to excite an increasing number of students about learning economics. This Handbook should be on every instructorÕs desk and referenced regularly.Õ Ð Tawni Hunt Ferrarini, The American Economist ÔIn delightfully readable short chapters by leaders in the sub-fields who are also committed teachers, this encyclopedia of how and what in teaching economics covers everything. There is nothing else like it, and it should be required reading for anyone starting a teaching career Ð and for anyone who has been teaching for fewer than 50 years!Õ Ð Daniel S. Hamermesh, University of Texas, Austin, US The International Handbook on Teaching and Learning Economics provides a comprehensive resource for instructors and researchers in economics, both new and experienced. This wide-ranging collection is designed to enhance student learning by helping economic educators learn more about course content, pedagogic techniques, and the scholarship of the teaching enterprise. The internationally renowned contributors present an exhaustive compilation of accessible insights into major research in economic education across a wide range of topic areas including: ¥ Pedagogic practice Ð teaching techniques, technology use, assessment, contextual techniques, and K-12 practices. ¥ Research findings Ð principles courses, measurement, factors influencing student performance, evaluation, and the scholarship of teaching and learning. ¥ Institutional/administrative issues Ð faculty development, the undergraduate and graduate student, and international perspectives. ¥ Teaching enhancement initiatives Ð foundations, organizations, and workshops. Grounded in research, and covering past and present knowledge as well as future challenges, this detailed compendium of economics education will prove an invaluable reference tool for all involved in the teaching of economics: graduate students, new teachers, lecturers, faculty, researchers, chairs, deans and directors.

Unconventional Success

Unconventional Success
Author: David F. Swensen
Publsiher: Simon and Schuster
Total Pages: 416
Release: 2005-08-09
ISBN 10: 074327461X
ISBN 13: 9780743274616
Language: EN, FR, DE, ES & NL

Unconventional Success Book Review:

The bestselling author of Pioneering Portfolio Management, the definitive template for institutional fund management, returns with a book that shows individual investors how to manage their financial assets. In Unconventional Success, investment legend David F. Swensen offers incontrovertible evidence that the for-profit mutual-fund industry consistently fails the average investor. From excessive management fees to the frequent "churning" of portfolios, the relentless pursuit of profits by mutual-fund management companies harms individual clients. Perhaps most destructive of all are the hidden schemes that limit investor choice and reduce returns, including "pay-to-play" product-placement fees, stale-price trading scams, soft-dollar kickbacks, and 12b-1 distribution charges. Even if investors manage to emerge unscathed from an encounter with the profit-seeking mutual-fund industry, individuals face the likelihood of self-inflicted pain. The common practice of selling losers and buying winners (and doing both too often) damages portfolio returns and increases tax liabilities, delivering a one-two punch to investor aspirations. In short: Nearly insurmountable hurdles confront ordinary investors. Swensen's solution? A contrarian investment alternative that promotes well-diversified, equity-oriented, "market-mimicking" portfolios that reward investors who exhibit the courage to stay the course. Swensen suggests implementing his nonconformist proposal with investor-friendly, not-for-profit investment companies such as Vanguard and TIAA-CREF. By avoiding actively managed funds and employing client-oriented mutual-fund managers, investors create the preconditions for investment success. Bottom line? Unconventional Success provides the guidance and financial know-how for improving the personal investor's financial future.

Quantitative Investment Analysis

Quantitative Investment Analysis
Author: Richard A. DeFusco,Dennis W. McLeavey,Jerald E. Pinto,David E. Runkle,Mark J. P. Anson
Publsiher: John Wiley & Sons
Total Pages: 640
Release: 2015-10-15
ISBN 10: 1119104602
ISBN 13: 9781119104605
Language: EN, FR, DE, ES & NL

Quantitative Investment Analysis Book Review:

Your complete guide to quantitative analysis in the investment industry Quantitative Investment Analysis, Third Edition is a newly revised and updated text that presents you with a blend of theory and practice materials to guide you through the use of statistics within the context of finance and investment. With equal focus on theoretical concepts and their practical applications, this approachable resource offers features, such as learning outcome statements, that are targeted at helping you understand, retain, and apply the information you have learned. Throughout the text's chapters, you explore a wide range of topics, such as the time value of money, discounted cash flow applications, common probability distributions, sampling and estimation, hypothesis testing, and correlation and regression. Applying quantitative analysis to the investment process is an important task for investment pros and students. A reference that provides even subject matter treatment, consistent mathematical notation, and continuity in topic coverage will make the learning process easier—and will bolster your success. Explore the materials you need to apply quantitative analysis to finance and investment data—even if you have no previous knowledge of this subject area Access updated content that offers insight into the latest topics relevant to the field Consider a wide range of subject areas within the text, including chapters on multiple regression, issues in regression analysis, time-series analysis, and portfolio concepts Leverage supplemental materials, including the companion Workbook and Instructor's Manual, sold separately Quantitative Investment Analysis, Third Edition is a fundamental resource that covers the wide range of quantitative methods you need to know in order to apply quantitative analysis to the investment process.

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
Publsiher: SAGE
Total Pages: 600
Release: 2009-05-07
ISBN 10: 9781446266298
ISBN 13: 144626629X
Language: EN, FR, DE, ES & NL

The SAGE Handbook of Management Learning Education and Development Book Review:

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, the concepts of individual and collective learning, the delivery of formal management education and the facilitation of management development. Through consideration of these themes the Handbook analyzes, promotes and critiques the contribution of management learning, education and development to management understanding. It will be an invaluable point of reference for all students and researchers interested in broadening their understanding of this exciting and dynamic new field.

Quantitative Methods for Investment Analysis

Quantitative Methods for Investment Analysis
Author: Richard Armand DeFusco
Publsiher: Cfa Inst
Total Pages: 721
Release: 2004
ISBN 10:
ISBN 13: STANFORD:36105129672924
Language: EN, FR, DE, ES & NL

Quantitative Methods for Investment Analysis Book Review:

Designed for use in the CFA program or by investment professionals, this textbook provides a guide to applying quantitative analysis to the investment process. From the perspective of an investment generalist, it covers the knowledge, skills, and abilities needed to utilize quantitative methods. Chapters address the time value of money, discounted cash flow applications, market returns, statistical concepts, probability concepts, probability distributions, sampling and estimation, hypothesis testing, correlation and regression, time series analysis, and portfolio concepts. The authors are CFAs affiliated with universities or private companies. c. Book News Inc.

Mutual Funds

Mutual Funds
Author: John Haslem
Publsiher: John Wiley & Sons
Total Pages: 592
Release: 2009-02-09
ISBN 10: 1405142030
ISBN 13: 9781405142038
Language: EN, FR, DE, ES & NL

Mutual Funds Book Review:

This authoritative book enables readers to evaluate the variousperformance and risk attributes of mutual funds, while also servingas a comprehensive resource for students, academics, and generalinvestors alike. Avoiding the less useful descriptive approach tofund selection, this book employs a balanced approach includingboth technique and application. The chapters combine clearsummaries of existing research with practical guidelines for mutualfund analysis. Enables readers to analyze mutual funds by evaluating a fund'svarious performance and risk attributes. Includes templates, which provide an efficient, sound approachto fund analysis, interpretation of results, buy/sell decisions,and the timing of decisions. Combines clear summaries of existing research with practicalguidelines for mutual fund analysis.

Peterson s MBA Programs

Peterson s MBA Programs
Author: Peterson's (Firm)
Publsiher: Petersons
Total Pages: 953
Release: 2006-10
ISBN 10: 9780768921618
ISBN 13: 0768921619
Language: EN, FR, DE, ES & NL

Peterson s MBA Programs Book Review:

Detail on accredited MBA programs in the U.S and Canada. Detail on accredited MBA programs in the U.S and Canada.

Alternative Investments A Primer for Investment Professionals

Alternative Investments  A Primer for Investment Professionals
Author: Donald R. Chambers,Keith H. Black,Nelson J. Lacey
Publsiher: CFA Institute Research Foundation
Total Pages: 329
Release: 2018
ISBN 10: 1944960384
ISBN 13: 9781944960384
Language: EN, FR, DE, ES & NL

Alternative Investments A Primer for Investment Professionals Book Review:

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, infrastructure, intellectual property, commodities, and private real estate. For each group, the primer provides essential information about the characteristics, challenges, and purposes of these institutional-quality alternative assets in the context of a well-diversified institutional portfolio. Other topics addressed by this primer include tail risk, due diligence of the investment process and operations, measurement and management of risks and returns, setting return expectations, and portfolio construction. The primer concludes with a chapter on the case for investing in alternatives.

The Warren Buffetts Next Door

The Warren Buffetts Next Door
Author: Matthew Schifrin
Publsiher: John Wiley & Sons
Total Pages: 224
Release: 2010-10-01
ISBN 10: 0470915307
ISBN 13: 9780470915301
Language: EN, FR, DE, ES & NL

The Warren Buffetts Next Door Book Review:

A practical guide for investors who are ready to take financial matters into their own hands The Warren Buffetts Next Door profiles previously unknown investors, with legendary performance records, who are proving every day that you don't need to work for a hedge fund or have an Ivy League diploma to consistently beat the best performing Wall Street professionals. These amazing individuals come from all walks of life, from a globe drifting college dropout and a retired disc jockey to a computer room geek and a truck driver. Their methods vary from technical trading and global macro-economic analysis to deep value investing. The glue that holds them together is their passion for investing and their ability to efficiently harness the Internet for critical investment ideas, research, and trading skills. The author digs deep to find the best of the best, even finding those who are making money during these turbulent times Contains case studies that will explain to you how these great individual investors find and profit from stocks and options. Shows you how to rely on your own instincts and knowledge when making important investment decisions In an era when the best professional advice has cracked many investor nest eggs and Madoff-style frauds have shattered investor trusts, the self-empowered investors found in The Warren Buffetts Next Door offer an inspiring and educational tale.

Encyclopedia of Alternative Investments

Encyclopedia of Alternative Investments
Author: Greg N. Gregoriou
Publsiher: CRC Press
Total Pages: 592
Release: 2008-08-18
ISBN 10: 9781420064896
ISBN 13: 1420064894
Language: EN, FR, DE, ES & NL

Encyclopedia of Alternative Investments Book Review:

A pioneering reference essential in any financial library, the Encyclopedia of Alternative Investments is the most authoritative source on alternative investments for students, researchers, and practitioners in this area. Containing 545 entries, the encyclopedia focuses on hedge funds, managed futures, commodities, and venture capital. It features contributions from well-known, respected academics and professionals from around the world. More than a glossary, the book includes academic references for money managers and investors who want to understand the jargon and delve into the definitions. About the Editor Greg N. Gregoriou, Ph.D., is Professor of Finance in the School of Business and Economics at the State University of New York, Plattsburgh, USA. A prolific author, Dr. Gregoriou is hedge fund editor of the Journal of Derivatives and Hedge Funds as well as an editorial board member of the Journal of Wealth Management and the Journal of Risk Management in Financial Institutions. His research primarily focuses on hedge funds and managed futures.

Option Strategies for Earnings Announcements

Option Strategies for Earnings Announcements
Author: Ping Zhou,John Shon
Publsiher: FT Press
Total Pages: 240
Release: 2012-10-15
ISBN 10: 0132947404
ISBN 13: 9780132947404
Language: EN, FR, DE, ES & NL

Option Strategies for Earnings Announcements Book Review:

By trading on corporate earnings, investors can reliably profit in both up and down markets, while avoiding market risk for nearly the entire quarter. In this book, two leading traders and portfolio managers present specific, actionable techniques anyone can use to capture these sizable profits. Ping Zhou and John Shon have performed an unprecedented empirical analysis of thousands of stocks, reviewing tens of millions of data points associated with option prices, earnings announcement returns, and fundamentals. Their massive analysis has identified consistent opportunities associated with focusing on the magnitude of the market’s reaction to earnings, not its direction. Option Trading Set-Ups for Corporate Earnings News offers concrete guidance for improving the likelihood of making correct forecasts, and managing the risks of incorrect forecasts. It introduces several ways to exploit option trading opportunities around earnings news, discuss crucial issues that most retail investors haven’t considered, and explore aspects of earnings-related option trading that have never been empirically examined and documented before. For example, they identify hidden patterns and potential opportunities based on valuation, industry, volatility, analyst forecasts, seasonality, and trades that immediately follow earnings announcements. Simply put, trading on earnings reports offers immense profit opportunities, if you know how. This book provides incontrovertible facts and detailed strategies, not just theories and anecdotes!