Investment Analysis and Portfolio Management


Combining solid theory with practical application in order to help its readers learn how to manage their money so that they can maximize their earning potential, Investment Analysis and Portfolio Management is filled with real-world illustrations and hands-on applications. This text takes a rigorous, empirical approach to teaching students about topics such as investment instruments, capital markets, behavioral finance, hedge funds, and international investing, and much more. With its 11th edition, this book contains detailed discussions explaining the impact of changes in both technology and regulations on global security markets. In addition, three chapters are devoted to derivatives securities--which are now standard investment instruments.

  • Investment Analysis and Portfolio Management is an excellent resource for those with both a theoretical and practical need for investment expertise.

  • The text has been thoroughly revised to present content that is vital to a thorough understanding of investment management in the most effective way.

  • The 11th edition continues its tradition of unparalleled international coverage, and offers expanded discussions of the impact of changes in both technology and regulations on the functioning and organization of global security markets.

Table of Contents

  1. The Investment Setting

  2. Asset Allocation and Security Selection

  3. Organization and Functioning of Securities Market

  4. Security Market Indexes and Index Funds

  5. Efficient Capital Markets, Behavioral Finance and Technical Analysis

  6. Introduction to Portfolio Management

  7. Asset Pricing Models

  8. Introduction to Financial Statement and Security Analysis

  9. Stock Market and Industry Analysis

  10. Company Analysis

  11. Equity Portfolio Management Strategies

  12. Bond Fundamentals and Valuation

  13. Bond Analysis and  Portfolio Management Strategies

  14. Introduction to Derivative Markets and Securities

  15. Forward, Futures and Swap Contracts

  16. Option Contracts and Other Embedded Derivatives

  17. Active Portfolio Management, Alternative Assets and Industry Ethics

  18. Evaluation of Portfolio Performance