Portfolio Management in Practice, Volume 3 
Equity Portfolio Management Workbook

The Equity Portfolio Management Workbook provides learners with real-world problems based on key concepts explored in Portfolio Management in Practice, Volume 3: Equity Portfolio Management. Part of the reputable CFA Institute Investment Series, the workbook is designed to further students’ and professionals’ hands-on experience with a variety of Learning Outcomes, Summary Overview sections, and challenging exercises and solutions.

Created with modern perspective, the workbook presents the necessary tools for understanding equity portfolio management and applying it in the workplace. This essential companion resource mirrors the main text, making it easy for readers to follow. Inside, users will find information and exercises about:

* The difference between passive and active equity strategies

* Market efficiency underpinnings of passive equity strategies

* Active equity strategies and constructing portfolios to reflect active strategies

* Technical analysis as an additional consideration in executing active equity strategies

While the Equity Portfolio Management volume and its companion workbook can be used in conjunction with the other volumes in the series, the pair also functions well as a standalone focus on equity investing. With each contributor bringing his own unique experiences and perspectives to the portfolio management process, the Equity Portfolio Management Workbook distills the knowledge, skills, and abilities readers need to succeed in today’s fast-paced financial world.

表中的内容

Part I Learning Objectives, Summary Overview, and Problems 1

Chapter 1 Overview of Equity Securities 3

Learning Outcomes 3

Summary 3

Practice Problems 5

Chapter 2 Market Efficiency 9

Learning Outcomes 9

Summary 9

Practice Problems 10

Chapter 3 Overview of Equity Portfolio Management 15

Learning Outcomes 15

Summary 15

Practice Problem 16

Chapter 4 Passive Equity Investing 19

Learning Outcomes 19

Summary 19

Practice Problems 21

Chapter 5 Analysis of Active Portfolio Management 27

Learning Outcomes 27

Summary 27

Practice Problems 29

Chapter 6 Active Equity Investing: Strategies 39

Learning Outcomes 39

Summary 39

Practice Problems 41

Chapter 7 Active Equity Investing: Portfolio Construction 47

Learning Outcomes 47

Summary 47

Practice Problems 50

Chapter 8 Technical Analysis 55

Learning Outcomes 55

Summary 55

Practice Problems 58

Part II Solutions 65

Chapter 1 Overview of Equity Securities 67

Solutions 67

Chapter 2 Market Efficiency 69

Solutions 69

Chapter 3 Overview of Equity Portfolio Management 73

Solutions 73

Chapter 4 Passive Equity Investing 77

Solutions 77

Chapter 5 Analysis of Active Portfolio Management 81

Solutions 81

Chapter 6 Active Equity Investing: Strategies 89

Solutions 89

Chapter 7 Active Equity Investing: Portfolio Construction 95

Solutions 95

Chapter 8 Technical Analysis 101

Solutions 101

About the CFA Program 107

关于作者

CFA Institute is the global association of investment professionals that sets the standard for professional excellence and credentials. The organization is a champion for ethical behavior in investment markets and a respected source of knowledge in the global financial community. The end goal: to create an environment where investors’ interests come first, markets function at their best, and economies grow. CFA Institute has more than 155, 000 members in 165 countries and territories, including 150, 000 CFA® charterholders, and 148 member societies. For more information, visit www.cfainstitute.org.