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| certificate in investment performance management: Investment Performance Measurement Philip Lawton, CIPM, Todd Jankowski, CFA, 2009-04-28 Investment Performance Measurement Over the past two decades, the importance of measuring, presenting, and evaluating investment performance results has dramatically increased. With the growth of capital market data services, the development of quantitative analytical techniques, and the widespread acceptance of Global Investment Performance Standards (GIPS®), this discipline has emerged as a central component of effective asset management and, thanks in part to the Certificate in Investment Performance Measurement (CIPM) program, has become a recognized area of specialization for investment professionals. That's why Investment Performance Measurement: Evaluating and Presenting Results the second essential title in the CFA Institute Investment Perspectives series has been created. CFA Institute has a long tradition of publishing content from industry thought leaders, and now this new collection offers unparalleled guidance to those working in the rapidly evolving field of investment management. Drawing from the Research Foundation of CFA Institute, the Financial Analysts Journal, CFA Institute Conference Proceedings Quarterly, CFA Magazine, and the CIPM curriculum, this reliable resource taps into the vast store of knowledge of some of today's most prominent thought leaders from industry professionals to respected academics who have focused on investment performance evaluation for a majority of their careers. Divided into five comprehensive parts, this timely volume opens with an extensive overview of performance measurement, attribution, and appraisal. Here, you'll become familiar with everything from the algebra of time-weighted and money-weighted rates of return to the objectives and techniques of performance appraisal. After this informative introduction, Investment Performance Measurement moves on to: Provide a solid understanding of the theoretical grounds for benchmarking and the trade-offs encountered during practice in Part II: Performance Measurement Describe the different aspects of attribution analysis as well as the determinants of portfolio performance in Part III: Performance Attribution Address everything from hedge fund risks and returns to fund management changes and equity style shifts in Part IV: Performance Appraisal Recount the history and explain the provisions of the GIPS standards with attention paid to the many practical issues that arise in the course of its implementation in Part V: Global Investment Performance Standards Filled with invaluable insights from more than fifty experienced contributors, this practical guide will enhance your understanding of investment performance measurement and put you in a better position to present and evaluate results in the most effective way possible. |
| certificate in investment performance management: Investment Performance Measurement Bruce J. Feibel, 2003-04-21 Many investment books include a chapter or two on investment performance measurement or focus on a single aspect, but only one book addresses the breadth of the field. Investment Performance Measurement is a comprehensive guide that covers the subjects of performance and risk calculation, attribution, presentation, and interpretation. This information-packed book covers a wide range of related topics, including calculation of the returns earned by portfolios; measurement of the risks taken to earn these returns; measurement of the risk and return efficiency of the portfolio and other indicators of manager skill; and much more. By reviewing both the concepts of performance measurement and examples of how they are used, readers will gain the insight necessary to understand and evaluate the management of investment funds. Investment Performance Measurement makes extensive use of fully worked examples that supplement formulas and is a perfect companion to professional courses and seminars for analysts. Bruce J. Feibel, CFA, is Product Manager at Eagle Investment Systems, an investment management software provider located in Newton, Massachusetts. He is responsible for overseeing the development of Eagle's investment performance measurement, attribution, and AIMR/GIPS compliance software. Prior to joining Eagle, Mr. Feibel was a principal at State Street Global Advisors. He earned his BS in accounting from the University of Florida. |
| certificate in investment performance management: 2022 CFA Program Curriculum Level I Box Set CFA Institute, 2021-05-04 Prepare for success on the 2022 CFA Level I exam with the latest official CFA® Program Curriculum. The 2022 CFA Program Curriculum Level I Box Set contains all the material you need to succeed on the Level I CFA exam in 2022. This set includes the full official curriculum for Level I and is part of the larger CFA Candidate Body of Knowledge (CBOK). Highly visual and intuitively organized, this box set allows you to: Learn from financial thought leaders. Access market-relevant instruction. Gain critical knowledge and skills. The set also includes practice questions to assist with your recall of key terms, concepts, and formulas. Perfect for anyone preparing for the 2022 Level I CFA exam, the 2022 CFA Program Curriculum Level I Box Set is a must-have resource for those seeking the foundational skills required to become a Chartered Financial Analyst®. |
| certificate in investment performance management: Practical Portfolio Performance Measurement and Attribution Carl R. Bacon, 2023-02-28 A practitioner's guide to the role and implications of performance measurement and attribution analysis in asset management firms Practical Portfolio Performance Measurement and Attribution is a comprehensive reference and guide to the use and calculation of performance returns in the investment decision process. Focusing on real-world application rather than academic theory, this highly practical book helps asset managers and investors determine return on assets, analyse portfolio behaviour and improve performance. Author Carl R. Bacon clearly describes each of the methodologies used by performance analysts in today's financial environment whilst sharing valuable insights drawn from his experience as a Director of Performance Measurement & Risk Control. The third edition is revised to reflect recent developments in performance attribution and presentation standards. Fully up-to-date chapters cover the entire performance measurement process, including return calculations, attribution methodologies, risk measures, manager selection and presentation of performance information. Written by an acknowledged leader in global investment performance standards, performance attribution technique and risk measurement Aligns with the publication of the 2020 Global Investment Performance Standards (GIPS®) Explains the mathematical aspects of performance measurement and attribution in a clear, easy-to-understand manner Provides numerous practical and worked examples of attribution analysis and risk calculations supported by Excel spreadsheets Includes signposts for the future development of performance measurement Practical Portfolio Performance Measurement and Attribution, Third Edition, remains a must-have for performance analysts and risk controllers, portfolio managers, compliance professionals and all asset managers, owners, consultants and servicing firms. |
| certificate in investment performance management: Investment Performance Measurement Philip Lawton, CIPM, Todd Jankowski, CFA, 2009-05-18 Investment Performance Measurement Over the past two decades, the importance of measuring, presenting, and evaluating investment performance results has dramatically increased. With the growth of capital market data services, the development of quantitative analytical techniques, and the widespread acceptance of Global Investment Performance Standards (GIPS®), this discipline has emerged as a central component of effective asset management and, thanks in part to the Certificate in Investment Performance Measurement (CIPM) program, has become a recognized area of specialization for investment professionals. That's why Investment Performance Measurement: Evaluating and Presenting Results the second essential title in the CFA Institute Investment Perspectives series has been created. CFA Institute has a long tradition of publishing content from industry thought leaders, and now this new collection offers unparalleled guidance to those working in the rapidly evolving field of investment management. Drawing from the Research Foundation of CFA Institute, the Financial Analysts Journal, CFA Institute Conference Proceedings Quarterly, CFA Magazine, and the CIPM curriculum, this reliable resource taps into the vast store of knowledge of some of today's most prominent thought leaders from industry professionals to respected academics who have focused on investment performance evaluation for a majority of their careers. Divided into five comprehensive parts, this timely volume opens with an extensive overview of performance measurement, attribution, and appraisal. Here, you'll become familiar with everything from the algebra of time-weighted and money-weighted rates of return to the objectives and techniques of performance appraisal. After this informative introduction, Investment Performance Measurement moves on to: Provide a solid understanding of the theoretical grounds for benchmarking and the trade-offs encountered during practice in Part II: Performance Measurement Describe the different aspects of attribution analysis as well as the determinants of portfolio performance in Part III: Performance Attribution Address everything from hedge fund risks and returns to fund management changes and equity style shifts in Part IV: Performance Appraisal Recount the history and explain the provisions of the GIPS standards with attention paid to the many practical issues that arise in the course of its implementation in Part V: Global Investment Performance Standards Filled with invaluable insights from more than fifty experienced contributors, this practical guide will enhance your understanding of investment performance measurement and put you in a better position to present and evaluate results in the most effective way possible. |
| certificate in investment performance management: Measuring Return on Investment Jack J. Phillips, 1994 This title presents numerous case studies on how to prove the dollar-for-dollar ROI and worth of training and development programs. |
| certificate in investment performance management: Complying with the Global Investment Performance Standards (GIPS) Bruce J. Feibel, Karyn D. Vincent, 2011-07-05 The first and only comprehensive explanation of GIPS, including how to comply with and implement them While the CFA Institute has published Global Investment Performance Standards (GIPS) for years, there has never been a serious discussion of their implementation and best use. In this new book, that void is filled, and you'll quickly discover how to calculate, present, and interpret investment performance conforming to standards that are currently used in over thirty countries worldwide. Covering both the mathematics of relevant investment statistics and the policies and procedures for achieving and maintaining compliance, this book is a comprehensive guide to successfully using GIPS standards in today's turbulent investment environment. Chapters include information on GIPS fundamentals, performance composites, risk and dispersion measurement, and much more Examples are provided throughout, and supplemental formulas make the book usable as a reference Provides the detailed knowledge currently needed by a large group of investment professionals If you're in the field of finance, Complying with the Global Investment Performance Standards (GIPS) is a book you need to read. |
| certificate in investment performance management: Not Just A Living Mark Henricks, 2003-07-03 As people have come to yearn for more fulfilling and creative work, many are realizing their dreams by leaving the corporate life behind and creating businesses around the things they love. In Not Just a Living, Mark Henricks explores the genesis of this cultural and social phenomenon and offers a comprehensive approach for assessing your own potential, taking the plunge, and building a business that helps you fulfill both personal and professional aspirations. Combining the authority of firsthand experience, colorful and engaging stories from the front lines, and a variety of diagnostic and planning tools, Henricks shows you how to determine whether the entrepreneurial route is right for you, recognize opportunities, overcome obstacles, plan your course, and launch and sustain your business-whether it's a solo venture out of your garage or a multi-million-dollar enterprise. |
| certificate in investment performance management: Managing Investment Portfolios John L. Maginn, Donald L. Tuttle, Dennis W. McLeavey, Jerald E. Pinto, 2010-03-18 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 |
| certificate in investment performance management: Globaloney Michael Veseth, 2005 Veseth separates rhetoric from reality by taking close-ups of classic globalization images and comparing them with unexpected alternative visions. |
| certificate in investment performance management: Valuation Techniques David T. Larrabee, Jason A. Voss, 2012-11-06 Analysis and insights from top thought leaders on a pivotal topic in investing and asset management Valuation is the cornerstone for investment analysis, and a thorough understanding and correct application of valuation methodologies are critical for long-term investing success. Edited by two leading valuation experts from CFA Institute, this book brings together the insights and expertise of some of the most astute and successful investment minds of the past 50 years. From Benjamin Graham, the “father of value investing,” to Aswath Damodaran, you’ll learn what these investment luminaries have to say about investment valuation techniques, including earnings and cash flow analysis. Features the best thinking on valuation from the industry’s masters on the topic, supplemented with dozens of fascinating and instructive real-world examples Comprehensively discusses special valuation situations, such as real options, employee stock options, highly leveraged firms, corporate takeovers, and more Supplies you with the tools you need to successfully navigate and thrive in the ever-changing financial markets Is being produced with the full support and input of CFA Institute, the world’s leading association of investment professionals |
| certificate in investment performance management: Real Estate Finance and Investments Peter Linneman, 2020-02 |
| certificate in investment performance management: Investment Performance Measurement & Performance Measurement Standards Daniel Chladek, 2006-02-03 Inhaltsangabe:Abstract: In the world of investment today, countless decisions are being taken in order to meet financial aims and fulfill expectations people have for the future. Day by day, tremendous amounts of information zigzag across the entire planet, from continent to continent, between people and places, rushing through all time zones at the speed of light. Managers, investors as well as private households, employees, foundations and many more seek to acquire essential data concerning their financial positions. Since investing has gained significantly in importance over time, the quality of this data has increasingly received a substantial role. Many crucial subjects depend on the reliability and the trustworthiness of information about investments. Subjects which sooner or later concern everybody s lives in the developed societies such as pensions funding, future education financing or start-up business, plans just to name a few. Therefore, in the new environment known as the Information Society , people have to be able to recognize the information that is relevant to them. They have to be able to distinguish it from misleading, sometimes even fraudulent data, which unfortunately continues circulating and incessantly creates considerable economical damage. The qualitative requirements to be met by the provided data are quite straightforward and obvious, yet in nature difficult to reach. However, the success and the attractiveness of any kind of investment opportunity increasingly depends on the quality grade of the information exchange. The urgent demand for fulfilling the requirements for investments led to the creation of a completely new standard: the Global Investment Performance Standard (GIPS). These standards, and their theoretical basis as well as their surroundings will form the core of this thesis. In order not to be pushed immediately into a complete unknown environment, the structure of this thesis is organized in layers, starting from more general topics and developing into more detail thereafter. Part I covers the basic part about performance. It will then guide to the thematical location of the subject Performance Presentation , and will briefly present a few major items, which shall help to quickly access more detailed chapters. Part II will cover the technical clockwork of performance measurement. In a step-by-step process, the different components, their meaning and their calculation will be introduced. They [...] |
| certificate in investment performance management: Fundamentals of Investing Lawrence J Gitman, Michael D Joehnk, Scott Smart, Roger H Juchau, 2015-05-20 “What are the best investments for me?”... “What about risk?”... “Do I need professional help with my investments and can I afford it?” Mastering the language, concepts, vehicles and strategies of investing can be challenging. Fundamentals of Investing shows how to make informed investment decisions, understand the risks inherent in investing and how to confidently shape a sound investment strategy. Fundamentals of Investing 3rd edition is completely updated and introduces core concepts and tools used by Australian investors, providing a firm understanding of the fundamental principles of investments. Focusing on both individual securities and portfolios, students learn how to develop, implement and monitor investment goals after considering the risk and return of both markets and investment vehicles. Fundamentals of Investing is suitable for introductory investments courses offered at university undergraduate or post-graduate level, as well as colleges, professional certification programs and continuing education courses. |
| certificate in investment performance management: The Sortino Framework for Constructing Portfolios Frank A. Sortino, 2009-11-27 The most common way of constructing portfolios is to use traditional asset allocation strategies, which match the client's risk appetite to a weighted allocation strategy of fixed income, equities, and other types of assets. This method focuses on how the money is allocated, rather than on future returns.The Sortino method presents an innovative change from this traditional approach. Rather than using the client's risk as the main factor, this method uses the client's desired return. - Only book to describe the Sortino method and Desired Target ReturnTM in a way that enables portfolio managers to adopt the method - Software to implement the portfolio construction method is included free of charge to book buyers on a password protected Elsevier website. Book buyers can use the software to construct portfolios using this method right away, in real time. They can also load in their current portfolios and measure them against these measures - The Sortino method has been tested over 20 years at the Pension Research Institute. Portfolio managers can be confident of the success of the method, even returns in the economic crisis, in which the method has still beaten all S&P benchmarks |
| certificate in investment performance management: Hedge Fund Course Stuart A. McCrary, 2004-12-03 A self-study course that reviews the technical and quantitative knowledge necessary to properly manage a hedge fund Today, traditional asset managers are looking to develop their own hedge funds as alternative offerings to their clients. Hedge Fund Course presents all the technical and quantitative knowledge necessary to run a leveraged investment company, and complements the less-technical information presented in the popular, How to Create and Manage a Hedge Fund (0-471-22488-X). Filled with in-depth insight and expert advice, this book represents an executive-level educational program for money managers exploring the launch of alternative investment strategies or entering the hedge fund industry for the first time. Stuart A. McCrary (Winnetka, IL) is a partner with Chicago Partners LLC and specializes in options, mortgage-backed securities, derivatives, and hedge funds. As president of Frontier Asset Management, McCrary managed and ran his own hedge fund before joining Chicago Partners. He received his BA and MBA from Northwestern University. |
| certificate in investment performance management: Alternative Investments CFA Institute, 2021-11-04 The complete guide to alternative investments, from experts working with CFA Institute Alternative Investments is the definitive guide to understanding non-traditional asset classes. Alternatives are a disparate group of investments that are distinguished from long-only, publicly traded investments in stocks, bonds, and cash (often referred to as traditional investments). Alternative investments include real estate, commodities, infrastructure, and other non-traditional investments such as private equity or debt and hedge funds. They are attractive to investors because of the potential for portfolio diversification resulting in a higher risk-adjusted return for the portfolio. Alternative Investments and its accompanying workbook (sold separately) lead students and investment professionals through the many characteristics of non-traditional assets, including: Narrow specialization of the investment managers Relatively low correlation of returns with those of traditional investments Less regulation and less transparency than traditional investments Limited historical risk and return data Unique legal and tax considerations Higher fees, often including performance or incentive fees Concentrated portfolios Restrictions on redemptions (i.e. “lockups” and “gates”) CFA Institute is the world's premier association for investment professionals, and the governing body for the CFA® Program, CIPM® Program, CFA Institute ESG Investing Certificate, and Investment Foundations® Program. Those seeking a deeper understanding of the markets, mechanisms, and use of alternatives will value the level of expertise CFA Institute brings to the discussion, providing a clear, comprehensive resource for students and professionals alike. Whether used alone or in conjunction with the companion workbook, Alternative Investments offers a complete course in alternative investments and their role in investment management. |
| certificate in investment performance management: The New Wealth Management Harold Evensky, Stephen M. Horan, Thomas R. Robinson, 2011-03-29 Mainstay reference guide for wealth management, newly updated for today's investment landscape For over a decade, The New Wealth Management: The Financial Advisor's Guide to Managing and Investing Client Assets has provided financial planners with detailed, step-by-step guidance on developing an optimal asset allocation policy for their clients. And, it did so without resorting to simplistic model portfolios, such as lifecycle models or black box solutions. Today, while The New Wealth Management still provides a thorough background on investment theories, and includes many ready to use client presentations and questionnaires, the guide is newly updated to meet twenty-first century investment challenges. The book Includes expert updates from Chartered Financial Analyst (CFA) Institute, in addition to the core text of 1997's first edition endorsed by investment luminaries Charles Schwab and John Bogle Presents an approach that places achieving client objectives ahead of investment vehicles Applicable for self-study or classroom use Now, as in 1997, The New Wealth Management effectively blends investment theory and real world applications. And in today's new investment landscaped, this update to the classic reference is more important than ever. |
| certificate in investment performance management: Investment Manager Analysis Frank J. Travers, 2011-08-31 Praise for Investment Manager Analysis This is a book that should have been written years ago. It provides a practical, thorough, and completely objective method to analyze and select an investment manager. It takes the mystery (and the consultants) out of the equation. Without question, this book belongs on every Plan Sponsor's desk. —Dave Davenport, Assistant Treasurer, Lord Corporation, author of The Equity Manager Search An insightful compendium of the issues that challenge those responsible for hiring and firing investment managers. Frank Travers does a good job of taking complicated analytical tools and methodologies and explaining them in a simple, yet practical manner. Anyone responsible for conducting investment manager due diligence should have a copy on their bookshelf. —Leon G. Cooperman, Chairman and CEO, Omega Advisors, Inc. Investment Manager Analysis provides a good overview of the important areas that purchasers of institutional investment management services need to consider. It is a good instructional guide, from which search policies and procedures can be developed, as well as a handy reference guide. —David Spaulding, President, The Spaulding Group, Inc. This book is the definitive work on the investment manager selection process. It is comprehensive in scope and well organized for both the layman and the professional. It should be required reading for any organization or individual seeking talent to manage their assets. —Scott Johnston, Chairman and Chief Investment Officer, Sterling Johnston Capital Management, LP Investment Manager Analysis is a much-needed, comprehensive review of the manager selection process. While the industry is riddled with information about selecting individual stocks, comparatively little has been written on the important subject of manager selection for fund sponsors. This is a particularly useful guide for the less experienced practitioner and offers considerable value to the veteran decisionmaker as well. —Dennis J. Trittin, CFA, Portfolio Manager, Russell Investment Group |
| certificate in investment performance management: International Encyclopedia of Education , 2009-04-17 The field of education has experienced extraordinary technological, societal, and institutional change in recent years, making it one of the most fascinating yet complex fields of study in social science. Unequalled in its combination of authoritative scholarship and comprehensive coverage, International Encyclopedia of Education, Third Edition succeeds two highly successful previous editions (1985, 1994) in aiming to encapsulate research in this vibrant field for the twenty-first century reader. Under development for five years, this work encompasses over 1,000 articles across 24 individual areas of coverage, and is expected to become the dominant resource in the field. Education is a multidisciplinary and international field drawing on a wide range of social sciences and humanities disciplines, and this new edition comprehensively matches this diversity. The diverse background and multidisciplinary subject coverage of the Editorial Board ensure a balanced and objective academic framework, with 1,500 contributors representing over 100 countries, capturing a complete portrait of this evolving field. A totally new work, revamped with a wholly new editorial board, structure and brand-new list of meta-sections and articles Developed by an international panel of editors and authors drawn from senior academia Web-enhanced with supplementary multimedia audio and video files, hotlinked to relevant references and sources for further study Incorporates ca. 1,350 articles, with timely coverage of such topics as technology and learning, demography and social change, globalization, and adult learning, to name a few Offers two content delivery options - print and online - the latter of which provides anytime, anywhere access for multiple users and superior search functionality via ScienceDirect, as well as multimedia content, including audio and video files |
| certificate in investment performance management: The Power of Passive Investing Richard A. Ferri, 2010-11-04 A practical guide to passive investing Time and again, individual investors discover, all too late, that actively picking stocks is a loser's game. The alternative lies with index funds. This passive form of investing allows you to participate in the markets relatively cheaply while prospering all the more because the money saved on investment expenses stays in your pocket. In his latest book, investment expert Richard Ferri shows you how easy and accessible index investing is. Along the way, he highlights how successful you can be by using this passive approach to allocate funds to stocks, bonds, and other prudent asset classes. Addresses the advantages of index funds over portfolios that are actively managed Offers insights on index-based funds that provide exposure to designated broad markets and don't make bets on individual securities Ferri is also author of the Wiley title: The ETF Book and co-author of The Bogleheads' Guide to Retirement Planning If you're looking for a productive investment approach that won't take all of your time to implement, then The Power of Passive Investing is the book you need to read. |
| certificate in investment performance management: CFA Program Curriculum 2017 Level III, Volumes 1 - 6 CFA Institute, 2016-08-01 Apply CFA Program concepts and skills to real-world wealth and portfolio management for the 2017 exam The same official curricula that CFA Program candidates receive with program registration is now publicly available for purchase. CFA Program Curriculum 2017 Level III, Volumes 1-6 provides complete, authoritative guidance on synthesizing the entire CFA Program Candidate Body of Knowledge (CBOK) into professional practice for the 2017 exam. This book helps you bring together the skills and concepts from Levels I and II to formulate a detailed, professional response to a variety of real-world scenarios. Coverage spans all CFA Program topics and provides a rigorous treatment of portfolio management, all organized into individual study sessions with clearly defined Learning Outcome Statements. Visual aids clarify complex concepts, and practice questions allow you to test your understanding while reinforcing major content areas. Levels I and II equipped you with foundational investment tools and complex analysis skill; now, you'll learn how to effectively synthesize that knowledge to facilitate effective portfolio management and wealth planning. This study set helps you convert your understanding into a professional body of knowledge that will benefit your clients' financial futures. Master essential portfolio management and compliance topics Synthesize your understanding into professional guidance Reinforce your grasp of complex analysis and valuation Apply ethical and professional standards in the context of real-world cases CFA Institute promotes the highest standards of ethics, education, and professional excellence among investment professionals. The CFA Program Curriculum guides you through the breadth of knowledge required to uphold these standards. The three levels of the program build on each other. Level I provides foundational knowledge and teaches the use of investment tools; Level II focuses on application of concepts and analysis, particularly in the valuation of assets; and Level III builds toward synthesis across topics with an emphasis on portfolio management. |
| certificate in investment performance management: CFA Program Curriculum 2019 Level III Volumes 1-6 Box Set CFA Institute, 2018-08-24 Apply CFA Program concepts and skills to real-world wealth and portfolio management for the 2019 exam The same official curricula that CFA Program candidates receive with program registration is now publicly available for purchase. CFA Program Curriculum 2019 Level III, Volumes 1-6 provides complete, authoritative guidance on synthesizing the entire CFA Program Candidate Body of Knowledge (CBOK) into professional practice for the 2019 exam. This book helps you bring together the skills and concepts from Levels I and II to formulate a detailed, professional response to a variety of real-world scenarios. Coverage spans all CFA Program topics and provides a rigorous treatment of portfolio management, all organized into individual study sessions with clearly defined Learning Outcome Statements. Visual aids clarify complex concepts, and practice questions allow you to test your understanding while reinforcing major content areas. Levels I and II equipped you with foundational investment tools and complex analysis skill; now, you'll learn how to effectively synthesize that knowledge to facilitate effective portfolio management and wealth planning. This study set helps you convert your understanding into a professional body of knowledge that will benefit your clients' financial futures. Master essential portfolio management and compliance topics Synthesize your understanding into professional guidance Reinforce your grasp of complex analysis and valuation Apply ethical and professional standards in the context of real-world cases CFA Institute promotes the highest standards of ethics, education, and professional excellence among investment professionals. The CFA Program curriculum guides you through the breadth of knowledge required to uphold these standards. The three levels of the program build on each other. Level I provides foundational knowledge and teaches the use of investment tools; Level II focuses on application of concepts and analysis, particularly in the valuation of assets; and Level III builds toward synthesis across topics with an emphasis on portfolio management. |
| certificate in investment performance management: Management of portfolios Stephen Jenner, Office of Government Commerce, Craig Kilford, 2011-01-31 This guide provides practical guidance for managers of portfolios and those working in portfolio offices as well as those filling portfolio management roles outside a formal PfMO role. It will be applicable across industry sectors. It describes both the Portfolio Definition Cycle (identifying the right, prioritised, portfolio of programmes and projects) and the Portfolio Delivery Cycle (making sure the portfolio delivers to its strategic objectives). |
| certificate in investment performance management: Success as a Financial Advisor For Dummies Ivan M. Illan, 2018-11-09 A must-have reference for financial advisors In step-by-step detail, Success as a Financial Advisor For Dummies covers how a current or would-be financial advisor can maximize their professional success through a series of behaviors, activities, and specific client-centric value propositions. In a time when federal regulators are changing the landscape on the standard of care that financial services clients should expect from their advisors, this book affords professionals insight on how they can be evolving their practices to align with the regulatory and technological trends currently underway. Inside, you’ll find out how a financial advisor can be a true fiduciary, how to compete against the growing field of robo-advisors, and how the passive investing trend is actually all about being an active investor. Additionally, you’ll discover time-tested advice on building and focusing on client relationships, having a top advisor mindset, and much more. Master the seven core competencies Attract and win new business Pick the right clients Benchmark your performance Start your own firm Brimming with practical expert advice, Success as a Financial Advisor For Dummies is a priceless success tool for any wannabe or experienced financial advisor. |
| certificate in investment performance management: The Small-Cap Advantage Brian Bares, 2011-01-19 A world-renowned money manager shares winning strategies for small-stock investing Since forming Bares Capital Management, Inc. in 2000, Brian Bares has shown that above average returns can be generated through the careful selection of small company common stocks. Additionally, he's shown how concentrating capital in a handful of ideas improves the potential for outperformance by increasing the depth of knowledge of each position and allowing each security to have a more meaningful impact on the portfolio. In The Small-Cap Advantage: How Top Endowments and Foundations Turn Small Stocks Into Big Returns, Bares describes how endowment-model investors and aspiring managers can gain meaningful exposure to small stocks while sidestepping many of the obstacles that have historically prevented institutional investment in the asset class. The book also Details the historical outperformance of small-cap stocks Contrasts the various strategies employed by managers in the space Explains how aspiring managers can structure a firm to boost performance and attract institutional capital Describes how endowment-model institutions can evaluate and engage outside managers for their small-cap allocations Summarizes important topics such as liquidity and the research process Bigger is not better. The Small-Cap Advantage reveals that small stocks have historically performed better than large ones, and that lack of competition in small-cap stocks provides diligent managers with a singular opportunity to outperform. |
| certificate in investment performance management: Return of the Active Manager C. Thomas Howard, Jason Apollo Voss, 2019-10-29 Emotional behavior and biases run throughout financial markets. This is the diagnosis of behavioral finance. But it is not enough to know that investors make biased decisions. What do we do about it? How do we move beyond diagnosis, to prescription? In this groundbreaking new book, investing and behavioural finance experts Thomas Howard and Jason A. Voss plug this void and show the new way ahead for investment managers and advisors. Return of the Active Manager provides a set of tools for investment professionals to overcome and take advantage of behavioral biases. Across seven compelling chapters, Return of the Active Manager details actionable advice on topics such as behaviourally-enhanced fundamental analysis, active equity fund evaluation and selection, harnessing big data, and investment firm structure. You learn how to exploit behavioural price distortions, how to recognise and avoid behavioural biases (in both yourself and clients), how to extract behavioral insights from the executives of prospective investments, and how manager behaviour can be used to predict future fund performance. An indispensable tool, Return of the Active Manager rationalises the financial markets and prescribes actionable strategies that build on the lessons of behavioural finance. |
| certificate in investment performance management: CFA Program Curriculum 2020 Level III, Volumes 1 - 6 CFA Institute, 2019-08-09 Apply CFA Program concepts and skills to real-world wealth and portfolio management for the 2019 exam The same official curricula that CFA Program candidates receive with program registration is now publicly available for purchase. CFA Program Curriculum 2020 Level III, Volumes 1-6 provides complete, authoritative guidance on synthesizing the entire CFA Program Candidate Body of Knowledge (CBOK) into professional practice for the 2020 exam. This book helps you bring together the skills and concepts from Levels I and II to formulate a detailed, professional response to a variety of real-world scenarios. Coverage spans all CFA Program topics and provides a rigorous treatment of portfolio management, all organized into individual study sessions with clearly defined Learning Outcome Statements. Visual aids clarify complex concepts, and practice questions allow you to test your understanding while reinforcing major content areas. Levels I and II equipped you with foundational investment tools and complex analysis skill; now, you'll learn how to effectively synthesize that knowledge to facilitate effective portfolio management and wealth planning. This study set helps you convert your understanding into a professional body of knowledge that will benefit your clients' financial futures. Master essential portfolio management and compliance topics Synthesize your understanding into professional guidance Reinforce your grasp of complex analysis and valuation Apply ethical and professional standards in the context of real-world cases CFA Institute promotes the highest standards of ethics, education, and professional excellence among investment professionals. The CFA Program curriculum guides you through the breadth of knowledge required to uphold these standards. The three levels of the program build on each other. Level I provides foundational knowledge and teaches the use of investment tools; Level II focuses on application of concepts and analysis, particularly in the valuation of assets; and Level III builds toward synthesis across topics with an emphasis on portfolio management. |
| certificate in investment performance management: CFA Program Curriculum 2018 Level III CFA Institute, 2017-08-01 Apply CFA Program concepts and skills to real-world wealth and portfolio management for the 2018 exam The same official curricula that CFA Program candidates receive with program registration is now publicly available for purchase. CFA Program Curriculum 2018 Level III, Volumes 1-6 provides complete, authoritative guidance on synthesizing the entire CFA Program Candidate Body of Knowledge (CBOK) into professional practice for the 2018 exam. This book helps you bring together the skills and concepts from Levels I and II to formulate a detailed, professional response to a variety of real-world scenarios. Coverage spans all CFA Program topics and provides a rigorous treatment of portfolio management, all organized into individual study sessions with clearly defined Learning Outcome Statements. Visual aids clarify complex concepts, and practice questions allow you to test your understanding while reinforcing major content areas. Levels I and II equipped you with foundational investment tools and complex analysis skill; now, you'll learn how to effectively synthesize that knowledge to facilitate effective portfolio management and wealth planning. This study set helps you convert your understanding into a professional body of knowledge that will benefit your clients' financial futures. Master essential portfolio management and compliance topics Synthesize your understanding into professional guidance Reinforce your grasp of complex analysis and valuation Apply ethical and professional standards in the context of real-world cases CFA Institute promotes the highest standards of ethics, education, and professional excellence among investment professionals. The CFA Program Curriculum guides you through the breadth of knowledge required to uphold these standards. The three levels of the program build on each other. Level I provides foundational knowledge and teaches the use of investment tools; Level II focuses on application of concepts and analysis, particularly in the valuation of assets; and Level III builds toward synthesis across topics with an emphasis on portfolio management. |
| certificate in investment performance management: Global Investment Performance Standards Handbook CFA Institute, 2012 The third edition of the Global Investment Performance Standards (GIPS®) Handbook, which replaces the 2006 version, reflects the updated GIPS provisions adopted in 2010 and provides updated interpretive guidance for each provision, as well as applications and selected questions and answers. In addition to providing the 2010 edition of the GIPS standards, the Handbook contains all Guidance Statements issued prior to 31 December 2012. The third edition offers the most comprehensive revisions and updates to the GIPS standards to date. The Handbook is intended for use by investment professionals worldwide who are involved in investment performance measurement and reporting. |
| certificate in investment performance management: Construction Extension to the PMBOK® Guide Project Management Institute, 2016-10-01 A Guide to the Project Management Body of Knowledge (PMBOK� Guide) provides generalized project management guidance applicable to most projects most of the time. In order to apply this generalized guidance to construction projects, the Project Management Institute has developed the Construction Extension to the PMBOK� Guide. This Construction Extension provides construction-specific guidance for the project management practitioner for each of the PMBOK� Guide Knowledge Areas, as well as guidance in these additional areas not found in the PMBOK� Guide: * All project resources, rather than just human resources * Project health, safety, security, and environmental management * Project financial management, in addition to cost * Management of claims in construction This edition of the Construction Extension also follows a new structure, discussing the principles in each of the Knowledge Areas rather than discussing the individual processes. This approach broadens the applicability of the Construction Extension by increasing the focus on the what” and why” of construction project management. This Construction Extension also includes discussion of emerging trends and developments in the construction industry that affect the application of project management to construction projects. |
| certificate in investment performance management: Transnational Financial Associations and the Governance of Global Finance Heather McKeen-Edwards, Tony Porter, 2013-02-11 The role of business in global governance is now widely recognized, but exploration of its role in global financial governance has been more haphazard than systematic. This book provides the first comprehensive analysis of the role of transnational financial associations (TFAs) in the organization of global finance. This book develops three theoretical themes of assemblage, functionality, and power as enrolment. These themes challenge approaches that treat financial power as emanating from a single location or force. Whilst existing approaches tend to treat TFAs as irrelevant or as merely transmitting power originating elsewhere, this book argues that power must be created by painstakingly assembling actors, networks, and objects that are often quite autonomous and working at cross purposes to one another—a process in which TFAs play a central role. The book explores these themes in chapters examining the roles of TFAs in interacting with public authorities, constructing global financial markets, and creating financial communities. The authors additionally analyse the roles of TFAs in the European Union, in the Global South, and in promoting goals other than profitability, including Islamic finance, microfinancing, savings banks and cooperatives. Making a distinctive contribution to our understanding of global finance and global governance, Transnational Financial Associations and the Governance of Global Finance is an important book for students and scholars of international political economy, finance, global governance and international relations. |
| certificate in investment performance management: The GPT-4 Crypto Revolution Zane Wilder, 2024-02-26 Discover the power of AI in the crypto world, from Bitcoin's disruptive emergence to GPT-4’s cutting-edge analysis. Find out how savvy investors conquer the digital currency frontier. Learn how AI can reshape risk, outsmart markets, and secure your crypto journey. · AI Insights: Unravel market trends using GPT-4's accurate predictions. · Strategy Development: Forge robust strategies leveraging AI's advanced intelligence. · Success Stories & Pitfalls: Navigate the highs and lows of AI in finance. · Forward-Thinking Roadmap: Prepare for AI’s impact on the future evolution of crypto. AI, particularly GPT-4, has the potential to revolutionize financial analysis, risk assessment, and strategic navigation through the complex crypto market. From Bitcoin's inception to blockchain’s role in secure transactions, these technologies can redefine traditional banking and fostering investment opportunities. There are AI driven applications for smarter investing, enhanced risk management, and efficient smart contract development available now, but it is important to be aware of their limitations and to choose with care. The GPT-4 Crypto Revolution provides a contemporary roadmap of AI involvement in crypto, detailing emerging trends and regulatory landscapes amid digital transformation. Capitalize on the crypto boom and sidestep many of the pitfalls with the strategic intelligence AI can provide. Start trading smarter today. |
| certificate in investment performance management: The Business of Medical Practice David E. Marcinko, MBA, CFP, CMP, Hope Rachel Hetico, RN, MHA, CMPTM, 2010-12-15 Praise for the previous edition: This comprehensive multi-authored text contains over 450 pages of highly specific and well-documented information that will be interest to physicians in private practice, academics, and in medical management. . . [Chapters are] readable, concise yet complete, and well developed. I could have used a book like this in the past, I will certainly refer to it frequently now. 4 stars Carol EH Scott-Conner, MD, PhD, MBA American College of Physician Executives Does Health 2.0 enhance or detract from traditional medical care delivery, and can private practice business models survive? How does transparent business information and reimbursement data impact the modern competitive healthcare scene? How are medical practices, clinics, and physicians evolving as a result of rapid health- and non-health-related technology change? Does transparent quality information affect the private practice ecosystem? Answering these questions and more, this newly updated and revised edition is an essential tool for doctors, nurses, and healthcare administrators; management and business consultants; accountants; and medical, dental, business, and healthcare administration graduate and doctoral students. Written in plain language using nontechnical jargon, the text presents a progressive discussion of management and operation strategies. It incorporates prose, news reports, and regulatory and academic perspectives with Health 2.0 examples, and blog and internet links, as well as charts, tables, diagrams, and Web site references, resulting in an all-encompassing resource. It integrates various medical practice business disciplines-from finance and economics to marketing to the strategic management sciences-to improve patient outcomes and achieve best practices in the healthcare administration field. With contributions by a world-class team of expert authors, the third edition covers brand-new information, including: The impact of Web 2.0 technologies on the healthcare industry Internal office controls for preventing fraud and abuse Physician compensation with pay-for-performance trend analysis Healthcare marketing, advertising, CRM, and public relations eMRs, mobile IT systems, medical devices, and cloud computing and much more! |
| certificate in investment performance management: Finding a Real Cowboy James Pasztor, 2010-09-17 In the Wild West atmosphere of financial services, it can seem impossible to separate the good guys from the bad. Not many laws protect average citizens, and the rules that do exist are not always followed or enforced. Still, some classic cowboys who work hard and refuse to quit until the job is done remain. It is possible to work with financial planners who can help you achieve goals that will make life better for you and your family. First, it is important to understand some ground rules. Setting measurable goals, re-evaluating your plan on a regular basis and taking charge of your life are prerequisites to beginning your search for the right financial planner. Youll also need to ask key questions to weed out the salespeople from the true advisers who can help you achieve measurable objectives. In Finding a Real Cowboy, youll be equipped with everything you need to plot a path to protect your money from Wall Street and keep it growing and working for you. |
| certificate in investment performance management: Undiversified Ellen Carr, Katrina Dudley, 2021-08-03 Diversification is a core principle of investing. Yet money managers have not applied it to their own ranks. Only around 10 percent of portfolio managers—the people most directly responsible for investing your money—are female, and the numbers are even worse at the ownership level. What are the causes of this underrepresentation, and what are its consequences—including for firms’ and clients’ bottom lines? In Undiversified, experienced practitioners Ellen Carr and Katrina Dudley examine the lack of women in investment management and propose solutions to improve the imbalance. They explore the barriers that subtly but effectively discourage women from entering and staying in the industry at each point in the pipeline. At the entry level, the lack of visible role models discourages students from considering the field, and those who do embark on an investment management career face many obstacles to retention and promotion. Carr and Dudley highlight the importance of informal knowledge about how to navigate career tracks, without which women are left at a disadvantage in an industry that lionizes confidence. They showcase a diverse constellation of successful female portfolio managers to demystify the profession. Drawing on wide-ranging research, interviews with prospective, current, and former industry practitioners, and the authors’ own experiences, Undiversified makes a compelling case that increasing the number of women could help transform active investment management at a time when it is under threat from passive strategies and technological innovation. |
| certificate in investment performance management: Introduction to Investment Management C. Ronald Sprecher, 1975 |
| certificate in investment performance management: Encyclopedia of Sustainable Management Samuel Idowu, René Schmidpeter, Nicholas Capaldi, Liangrong Zu, Mara Del Baldo, Rute Abreu, 2023-11-21 This encyclopedia is the most comprehensive and up-to-date source of reference for sustainability in business and management. It covers both traditional and emerging concepts and terms and is fully international in its scope. More than 700 contributions of internationally renowned experts provide a definitive access to the knowledge in the area of sustainable and responsible management. All actors in the field will find reliable and up to date definitions and explanations of the key terms and concepts of management in this reference work. The Encyclopedia of Sustainable Management represents all aspects of management and business conduct. It takes sustainability as a management concept that gives due credit to the complexity and diverging constraints in which businesses and corporations act today, and it emphasizes and focuses approaches that help ensure that today's management decisions and actions will be the basis for tomorrow's prosperity. |
| certificate in investment performance management: Directory of Global Professional Accounting and Business Certifications Lal Balkaran, 2007-02-16 Praise for Directory of Global Professional Accounting and Business Certifications In a globalized world, employers are confronted by a bewildering variety of professional qualifications, some valid, some less weighty and some spurious and fraudulent. This excellent compilation enables the reader to touch base with such organizations and explore their true credentials through access to their whereabouts including Web sites. It is additionally pleasing that updates will be provided via the publisher's own Web site. --Professor Dr. Gerald Vinten Deputy Principal, Thames Graduate School, Ilford, London Past president, chairman and committee chair, and member of several professional bodies (including the Institute of Internal Auditors, Royal Society of Health, CIPFA, and AAT) I've often wondered what the 'alphabet soup' after some colleagues' names means and how impressed I really should be. Now I can find out!...This directory will be a valuable reference guide for human resource professionals and anyone else who wants to know what those letters mean and how seriously to take them. --James Roth, PhD, CIA, CCSA President, AuditTrends The Directory of Global Professional Accounting and Business Certifications by Lal Balkaran is an indispensable reference source for anyone involved in the international accounting, auditing, and business professions. It is global, comprehensive, accurate, and easy to use. It is like having a personal contact book to all the world's professional organizations. --Belverd E. Needles Jr. Ernst & Young Alumni Professor, DePaul University Organized as a directory for easy reference of accounting and business designations, designatory letters, and contact information of all disciplines, Directory of Global Professional Accounting and Business Certifications contains over 960 bodies administering well in excess of 2000 designations and designatory letters in 145 countries. This handy, yet comprehensive, directory also provides an index with a country-by-country listing of the professional designations that exist there. |
| certificate in investment performance management: Metrology for Inclusive Growth of India Dinesh K. Aswal, 2020-11-09 This book describes the significance of metrology for inclusive growth in India and explains its application in the areas of physical–mechanical engineering, electrical and electronics, Indian standard time measurements, electromagnetic radiation, environment, biomedical, materials and Bhartiya Nirdeshak Dravyas (BND®). Using the framework of “Aswal Model”, it connects the metrology, in association with accreditation and standards, to the areas of science and technology, government and regulatory agencies, civil society and media, and various other industries. It presents critical analyses of the contributions made by CSIR-National Physical Laboratory (CSIR-NPL), India, through its world-class science and apex measurement facilities of international equivalence in the areas of industrial growth, strategic sector growth, environmental protection, cybersecurity, sustainable energy, affordable health, international trade, policy-making, etc. The book will be useful for science and engineering students, researchers, policymakers and entrepreneurs. |
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