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

Initiating a Student Managed Investment Fund Feasibility Study for James Madison University

Initiating a Student Managed Investment Fund Feasibility Study for James Madison University
Author: Anonim
Publsiher: Unknown
Total Pages: 270
Release: 1994
ISBN 10: 1928374650XXX
ISBN 13: OCLC:32398355
Language: EN, FR, DE, ES & NL

Initiating a Student Managed Investment Fund Feasibility Study for James Madison University Book Review:

Mutual Funds

Mutual Funds
Author: Seth Anderson,Parvez Ahmed
Publsiher: Springer Science & Business Media
Total Pages: 165
Release: 2005-04-20
ISBN 10: 9780387253077
ISBN 13: 0387253076
Language: EN, FR, DE, ES & NL

Mutual Funds Book Review:

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 portion of the academic literature written over the past five decades.

Fundamentals of Investment Management

Fundamentals of Investment Management
Author: Geoffrey A. Hirt,Stanley B. Block
Publsiher: Unknown
Total Pages: 640
Release: 2008
ISBN 10: 9780071288002
ISBN 13: 0071288007
Language: EN, FR, DE, ES & NL

Fundamentals of Investment Management Book Review:

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 topics, such as international markets and mutual funds. The authors approach financial analysis the way it is done by many Wall Street firms. Geoff Hirt directed the CFA program for the Investment Analysts Society of Chicago (now the CFA Institute of Chicago) for 15 years and sat on the board of directors from 2002 to 2005. Stan Block has been a practicing CFA for over 20 years. Both professors have taught and advised student managed investment funds at their universities and bring this wealth of learning experiences to the students who study from this text. The authors are user friendly, but make no concessions to the importance of covering the latest and most important material for the student of investments.

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.

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
Publsiher: McGraw-Hill/Irwin
Total Pages: 640
Release: 2007-09-21
ISBN 10: 9780077219895
ISBN 13: 0077219899
Language: EN, FR, DE, ES & NL

Fundamentals of Investment Management with S P bind in card Book Review:

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 topics, such as international markets and mutual funds. The authors approach financial analysis the way it is done by many Wall Street firms. Geoff Hirt directed the CFA program for the Investment Analysts Society of Chicago (now the CFA Institute of Chicago) for 15 years and sat on the board of directors from 2002 to 2005. Stan Block has been a practicing CFA for over 20 years. Both professors have taught and advised student managed investment funds at their universities and bring this wealth of learning experiences to the students who study from this text. The authors are user friendly, but make no concessions to the importance of covering the latest and most important material for the student of investments.

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.

A Comprehensive Guide to Exchange Traded Funds ETFs

A Comprehensive Guide to Exchange Traded Funds  ETFs
Author: Joanne M. Hill,Dave Nadig,Matt Hougan
Publsiher: CFA Institute Research Foundation
Total Pages: 135
Release: 2015-05
ISBN 10: 1934667862
ISBN 13: 9781934667866
Language: EN, FR, DE, ES & NL

A Comprehensive Guide to Exchange Traded Funds ETFs Book Review:

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 ETFs as products and in their uses in investment strategies. It details how ETFs work, their unique investment and trading features, their regulatory structure, how they are used in tactical and strategic portfolio management in a broad range of asset classes, and how to evaluate them individually.

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.

Equity Analysis

Equity Analysis
Author: Judson W. Russell
Publsiher: Unknown
Total Pages: 400
Release: 2013-05-15
ISBN 10: 9780415807623
ISBN 13: 041580762X
Language: EN, FR, DE, ES & NL

Equity Analysis Book Review:

This text provides a holistic view of equity investing. All elements of equity analysis are detailed such that the reader will have a complete understanding of equity investing and portfolio management. The book progresses from the foundational elements required to understand the statistics of equity investing through market structure, security analysis, derivatives, and portfolio management. The focus is on the practical application of tools and techniques. This text combines elements of investment theory with numerous practical examples that readers can employ today. Examples are current and follow equity industry standards utilizing Bloomberg functions and screenshots, practical valuation methodologies used by equity analysts, and the process followed for the creation of research reports and position justification. Each chapter has practical examples and concept check opportunities which allow students to check their understanding of key concepts. Additionally, there is at least one mini-case/exercise per chapter. Where more advanced understanding may be necessary, this material is contained in an appendix after the chapter. The appendix chapters are appropriate for graduate education and perhaps advanced undergraduate programs. The text is designed to be practical for a one semester course.

Artificial Intelligence in Asset Management

Artificial Intelligence in Asset Management
Author: Söhnke M. Bartram,Jürgen Branke,Mehrshad Motahari
Publsiher: CFA Institute Research Foundation
Total Pages: 96
Release: 2020-08-28
ISBN 10: 195292703X
ISBN 13: 9781952927034
Language: EN, FR, DE, ES & NL

Artificial Intelligence in Asset Management Book Review:

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 new data sources. Finally, robo-advisors owe a large part of their success to AI techniques. Yet the use of AI can also create new risks and challenges, such as those resulting from model opacity, complexity, and reliance on data integrity.

Building Confidence in Blockchain

Building Confidence in Blockchain
Author: Carter Lee Woetzel
Publsiher: Unknown
Total Pages: 328
Release: 2020-07-27
ISBN 10: 9781641379205
ISBN 13: 1641379200
Language: EN, FR, DE, ES & NL

Building Confidence in Blockchain Book Review:

Did you know that the US dollar has lost more than 97% of its value since 1917? The reality is that inflation is just one of the many issues that plagues the dollar as a primary form of currency. Other issues like centralization, increasingly expensive transaction and contract infrastructure, and entrenched trust deficits all make this traditional asset both inefficient and impractical as the currency of the future. Blockchain enables cryptocurrency - the solution to many of these legacy transactional problems. In Building Confidence in Blockchain: Investing in Cryptocurrency and a Decentralized Future you will learn about: The past, the present, and the future of blockchain technology Why blockchain is valuable How blockchain works How you can strategically invest in cryptocurrency and a decentralized future Building Confidence in Blockchain speaks to the investors and innovators that are looking at blockchain's value proposition for the first time. It's a guide that will help you strategically invest in cryptocurrency as an asset class with the same sound investment principles and strategies that you use with traditional investments. The era of centralization is coming to its end. Are you ready for the future of decentralization, cryptocurrency, and blockchain?

The Ambiguities of Experience

The Ambiguities of Experience
Author: James G. March
Publsiher: Cornell University Press
Total Pages: 168
Release: 2011-04-27
ISBN 10: 0801457777
ISBN 13: 9780801457777
Language: EN, FR, DE, ES & NL

The Ambiguities of Experience Book Review:

The first component of intelligence involves effective adaptation to an environment. In order to adapt effectively, organizations require resources, capabilities at using them, knowledge about the worlds in which they exist, good fortune, and good decisions. They typically face competition for resources and uncertainties about the future. Many, but possibly not all, of the factors determining their fates are outside their control. Populations of organizations and individual organizations survive, in part, presumably because they possess adaptive intelligence; but survival is by no means assured. The second component of intelligence involves the elegance of interpretations of the experiences of life. Such interpretations encompass both theories of history and philosophies of meaning, but they go beyond such things to comprehend the grubby details of daily existence. Interpretations decorate human existence. They make a claim to significance that is independent of their contribution to effective action. Such intelligence glories in the contemplation, comprehension, and appreciation of life, not just the control of it.—from The Ambiguities of Experience In The Ambiguities of Experience, James G. March asks a deceptively simple question: What is, or should be, the role of experience in creating intelligence, particularly in organizations? Folk wisdom both trumpets the significance of experience and warns of its inadequacies. On one hand, experience is described as the best teacher. On the other hand, experience is described as the teacher of fools, of those unable or unwilling to learn from accumulated knowledge or the teaching of experts. The disagreement between those folk aphorisms reflects profound questions about the human pursuit of intelligence through learning from experience that have long confronted philosophers and social scientists. This book considers the unexpected problems organizations (and the individuals in them) face when they rely on experience to adapt, improve, and survive. While acknowledging the power of learning from experience and the extensive use of experience as a basis for adaptation and for constructing stories and models of history, this book examines the problems with such learning. March argues that although individuals and organizations are eager to derive intelligence from experience, the inferences stemming from that eagerness are often misguided. The problems lie partly in errors in how people think, but even more so in properties of experience that confound learning from it. "Experience," March concludes, "may possibly be the best teacher, but it is not a particularly good teacher."

The Psychology of Investing

The Psychology of Investing
Author: John Nofsinger
Publsiher: Routledge
Total Pages: 160
Release: 2016-07-01
ISBN 10: 1315506564
ISBN 13: 9781315506562
Language: EN, FR, DE, ES & NL

The Psychology of Investing Book Review:

A supplement for undergraduate and graduate Investments courses. See the decision-making process behind investments. The Psychology of Investing is the first text of its kind to delve into the fascinating subject of how psychology affects investing. Its unique coverage describes how investors actually behave, the reasons and causes of that behavior, why the behavior hurts their wealth, and what they can do about it. Features: What really moves the market: Understanding the psychological aspects. Traditional finance texts focus on developing the tools that investors use for calculating risk and return. The Psychology of Investing is one of the first texts to delve into how psychology affects investing rather than solely focusing on traditional financial theory. This text’s material, however, does not replace traditional investment textbooks but complements them, helping students become better informed investors who understand what motivates the market. Keep learning consistent: Most of the chapters are organized in a similar succession. This approach adheres to following order: -A psychological bias is described and illustrated with everyday behavior -The effect of the bias on investment decisions is explained -Academic studies are used to show why investors need to remedy the problem Growing with the subject matter: Current and fresh information. Because data on investor psychology is rapidly increasing, the fifth edition contains many new additions to keep students up-to-date. The new Chapter 12: Psychology in the Mortgage Crisis describes the psychology involved in the mortgage industry and ensuing financial crisis. New sections and sub-sections include “Buying Back Stock Previously Sold”, “Who Is Overconfident,” "Nature or Nurture?”, "Preferred Risk Habitat," "Market Impacts," "Language," and “Reference Point Adaptation.”

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: 135
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.

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.

Managing Investment Portfolios

Managing Investment Portfolios
Author: John L. Maginn,Donald L. Tuttle,Dennis W. McLeavey,Jerald E. Pinto
Publsiher: John Wiley & Sons
Total Pages: 960
Release: 2010-03-18
ISBN 10: 0470635347
ISBN 13: 9780470635346
Language: EN, FR, DE, ES & NL

Managing Investment Portfolios Book Review:

"A rare blend of a well-organized, comprehensive guide to portfolio management and a deep, cutting-edge treatment of the key topics by distinguished authors who have all practiced what they preach. The subtitle, A Dynamic Process, points to the fresh, modern ideas that sparkle throughout this new edition. Just reading Peter Bernstein's thoughtful Foreword can move you forward in your thinking about this critical subject." —Martin L. Leibowitz, Morgan Stanley "Managing Investment Portfolios remains the definitive volume in explaining investment management as a process, providing organization and structure to a complex, multipart set of concepts and procedures. Anyone involved in the management of portfolios will benefit from a careful reading of this new edition." —Charles P. Jones, CFA, Edwin Gill Professor of Finance, College of Management, North Carolina State University

Pitch the Perfect Investment

Pitch the Perfect Investment
Author: Paul D. Sonkin,Paul Johnson
Publsiher: John Wiley & Sons
Total Pages: 496
Release: 2017-09-12
ISBN 10: 1119051789
ISBN 13: 9781119051787
Language: EN, FR, DE, ES & NL

Pitch the Perfect Investment Book Review:

Pitching the Perfect Investment + Website will present a two-step process: 1) finding the perfect investment; and 2) crafting the perfect pitch. It presents world-class insights into search strategy, data collection and research, securities analysis, risk assessment and management, combined with the use of critical thinking, to uncover the perfect opportunity for professional analysts, sophisticated private investors and ambitious young analysts as well as mergers and acquisition specialists advising clients, financial consultants and corporate financial analysis teams. Pitching draws from the disciplines of psychology, argumentation and informal logic. It instructs the investor analysts of all types how to craft this perfect investment into the perfect pitch. Pitching an investment is an essential skill to securing and then excelling at your job on Wall Street. In this book: The money manager will learn how to analyze and pitch ideas to potential investors in order to get them to invest in his or her fund. The analyst will learn how to source, analyze, value and pitch a compelling stock idea to their superiors in order to advance their careers. The banker will learn how to pitch acquisition ideas to senior executives and corporate clients to win business. The C-level executive of a public or private company will learn how to pitch his company to existing and potential investors. The salesperson will learn how to analyze and pitch a compelling idea to clients. The sophisticated or enterprising individual investor will learn how to source, analyze and value investment ideas to make money. The student will learn how to source, analyze, value and pitch a compelling stock idea in order to secure a job on Wall Street. This is an essential skill for the ambitious young investment analyst looking to begin a career on Wall Street as well as the seasoned veteran discussing an idea on CNBC, and every investor in-between.

Trend Following with Managed Futures

Trend Following with Managed Futures
Author: Alex Greyserman,Kathryn Kaminski
Publsiher: John Wiley & Sons
Total Pages: 456
Release: 2014-08-25
ISBN 10: 1118890973
ISBN 13: 9781118890974
Language: EN, FR, DE, ES & NL

Trend Following with Managed Futures Book Review:

Source guide for finance practitioners who invest in or give financial advice related to trend following strategy. Discusses trend following basics, theoretical foundations of trend following, trend following as an alternative asset class, benchmarking and factor decomposition, trend following in an investment portfolio, and other topics.