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Lecture Investments (8th edition): Chapter 1 - Zvi Bodie, Alex Kane, Alan J. Marcus
Chapter 1 - The investment environment. This chapter can help you become an informed practitioner of investments. We will focus on investments in securities such as stocks, bonds, or options and futures contracts, but much of what we discuss will be useful in the analysis of any type of investment. The chapter will provide you with background in the organization of various securities markets; will survey.
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Lecture Investments (8th edition): Chapter 2 - Zvi Bodie, Alex Kane, Alan J. Marcus
Chapter 2 - Asset classes and financial investments. In this chapter, we first describe money market instruments. We then move on to debt and equity securities. We explain the structure of various stock market indexes in this chapter because market benchmark portfolios play an important role in portfolio construction and evaluation. Finally, we survey the derivative security markets for options and futures contracts.
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Lecture Investments (8th edition): Chapter 3 - Zvi Bodie, Alex Kane, Alan J. Marcus
Chapter 3 - How securities are traded. This chapter has been largely rewritten to reflect the ongoing transformation of trading practices, the growing dominance of electronic trading, the accelerating consolidation of securities markets, and continuing regulatory reform, in particular the response to the Sarbanes-Oxley Act.
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Lecture Investments (8th edition): Chapter 4 - Zvi Bodie, Alex Kane, Alan J. Marcus
Chapter 4 - Mutual funds and other investment companies. We begin the chapter by describing and comparing the various types of investment companies available to investors. We then examine the functions of mutual funds, their investment styles and policies, and the costs of investing in these funds. Next we take a first look at the investment performance of these funds.
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Lecture Investments (8th edition): Chapter 5 - Zvi Bodie, Alex Kane, Alan J. Marcus
Chapter 5 - Learning about return and risk from the historical record. Casual observation and formal research both suggest that investment risk is as important to investors as expected return. while we have theories about the relationship between risk and expected return that would prevail in rational capital markets, there is no theory about the levels of risk we should find in the marketplace. we can at best estimate the level of risk likely to confront investors by analyzing historical experience.
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Lecture Investments (8th edition): Chapter 6 - Zvi Bodie, Alex Kane, Alan J. Marcus
Chapter 6 - Risk aversion and capital allocation to risky assets. In this chapter, we begin by introducing two themes in portfolio theory that are centered on risk. The first is the tenet that investors will avoid risk unless they can anticipate a reward for engaging in risky investments. The second theme allows us to quantify investors’ personal trade-offs between portfolio risk and expected return.
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Lecture Investments (8th edition): Chapter 7 - Zvi Bodie, Alex Kane, Alan J. Marcus
In this chapter, we first motivate the discussion by illustrating the potential gains from simple diversification into many assets. We then proceed to examine the process of efficient diversification from the ground up, starting with an investment menu of only two risky assets, then adding the risk-free asset, and finally, incorporating the entire universe of available risky securities. We learn how diversification can reduce risk without affecting expected returns.
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Lecture Investments (8th edition): Chapter 9 - Zvi Bodie, Alex Kane, Alan J. Marcus
Chapter 9 - The capital asset pricing model. This chapter contains additional material on the “art” of selecting reasonable parameter values for portfolio construction, and a discussion of what can go wrong when inputs are derived solely from recent historical experience.
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Lecture Investments (8th edition): Chapter 10 - Zvi Bodie, Alex Kane, Alan J. Marcus
Chapter 10 - Arbitrage pricing theory and multifactor models of risk and return. We begin by showing how the decomposition of risk into market versus firm-specific influences that we introduced in earlier cha pters can be extended to deal with the multifaceted nature of systematic risk. Multifactor models of security returns can be used to measure and manage exposure to each of many economy-wide factors such as business-cycle risk, interest or inflation rate risk, energy price risk, and so on.
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Lecture Investments (8th edition): Chapter 11 - Zvi Bodie, Alex Kane, Alan J. Marcus
Chapter 11 - The efficient market hypothesis. We critically evaluate recent suggestions for “fundamental indexing” as a response to market errors in security valuation. We show that these strategies are nothing more than variations on the value-tilted portfolio strategies discussed earlier in the chapter.
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Lecture Investments (8th edition): Chapter 17 - Zvi Bodie, Alex Kane, Alan J. Marcus
Chapter 17 - Macroeconomic and industry analysis. This chapter treats the broad-based aspects of fundamental analysis - macroeconomic and industry analysis. The two chapters following cover firm-specific analysis. We begin with a discussion of international factors relevant to firm performance, and move on to an overview of the significance of the key variables usually used to summarize the state of the macroeconomy. We then discuss government macroeconomic policy.
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Lecture Investments (8th edition): Chapter 18 - Zvi Bodie, Alex Kane, Alan J. Marcus
Chapter 18 - Equity valuation models. This chapter describes the valuation models that stock market analysts use to uncover mispriced securities. The models presented are those used by fundamental analysts, those analysts who use information concerning the current and prospective profitability of a company to assess its fair market value. We start with a discussion of alternative measures of the value of a company.
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Lecture Investments (8th edition): Chapter 19 - Zvi Bodie, Alex Kane, Alan J. Marcus
Chapter 19 - Financial statement analysis. The chapter has been updated to address current issues in fair value accounting. It also contains additional discussion of the proper interpretation of market-to-book ratios.
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Ebook Investments (8th edition): Part 1
(BQ) Investments (8th edition) - Zvi Bodie, Alex Kane, Alan J. Marcus, is intended primarily as a textbook for courses in investment analysis. This text will introduce you to major issues currently of concern to all investors. It can give you the skills to conduct a sophisticated assessment of current issues and debates covered by both the popular media as well as more-specialized finance journals. Whether you plan to become an investment professional, or simply a sophisticated individual investor, you will find these skills essential.
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Ebook Investments (8th edition): Part 2
(BQ) In the 8th Edition, we have further extended our systematic collection of Excel spreadsheets that give tools to explore concepts more deeply than was previously possible. These spreadsheets are available on the Web site for this text, and provide a taste of the sophisticated analytic tools available to professional investors.
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Ebook CFA 2016 Schweser Secret Sauce
Ethical and Professional Standards, Quantitative Methods, Economics, Financial Reporting and Analysis, Corporate Finance, Portfolio Management, Securities Markets and Equity Investments,... As the main contents of the ebook CFA 2016 Schweser Secret Sauce. Invite you to consult.
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Giáo trình Lập và phân tích dự án: Phần 1
Giáo trình Lập và phân tích dự án cung cấp cho sinh viên những kiến thức về đầu tư, dự án đầu tư, lập, phân tích dự án đầu tư và quản lý dự án đầu tư. Phần 1 giáo trình gồm nội dung 4 chương đầu giáo trình. Giáo trình được biên soạn dành cho sinh viên hệ Cao đẳng chuyên ngành Kế toán. Đây cũng là tài liệu tham khảo hữu ích cho những ai quan tâm đến vấn đề trên.
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Giáo trình Lập và phân tích dự án: Phần 2
Phần 2 giáo trình gồm nội dung chương 5 đến chương 8 (hết) của giáo trình. Nội dung phần này gồm có: Phân tích tài chính trong dự án đầu tư; phân tích kinh tế xã hội và đánh giá tác động về môi trường trong dự án đầu tư; ứng dụng excel trong lập và phân tích dự án; một số nội dung về quản lý thực hiện dự án.
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Bài giảng Đầu tư quốc tế: Chương 1 - Huỳnh Thị Thúy Giang
Chương 1 của bài giảng Đầu tư quốc tế trình bày những vấn đề tổng quan về đầu tư quốc tế. Trong chương này người học sẽ tìm hiểu một số nội dung chính sau: khái niệm về đầu tư quốc tế và vốn đầu tư quốc tế, các hình thức đầu tư quốc tế trên thế giới, xu hướng đầu tư quốc tế trên thế giới. Mời các bạn cùng tham khảo.
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Bài giảng Đầu tư quốc tế: Chương 2 - Huỳnh Thị Thúy Giang
Bài giảng Đầu tư quốc tế - Chương 2 đề cập đến vấn đề đa dạng hóa đầu tư gián tiếp quốc tế. Các nội dung chính được trình bày trong chương này gồm có: Suất sinh lời vốn đầu tư nước ngoài, lợi ích của đầu tư cổ phiếu quốc tế, lợi ích của đầu tư trái phiếu quốc tế, đa dạng hóa đầu tư quốc tế.
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Bài giảng Đầu tư quốc tế: Chương 4 - Huỳnh Thị Thúy Giang
Bài giảng chương 4 cung cấp cho người học những kiến thức về chi phí vốn cho đầu tư nước ngoài. Những nội dung chính cần nắm trong chương này gồm: Cơ cấu vốn đầu tư nước ngoài, chi phí vốn của MNCs, chi phí trung bình của vốn đối với các dự án đầu tư nước ngoài, suất chiết khấu, tạo lập cơ cấu vốn mục tiêu.
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Bài giảng Đầu tư quốc tế: Chương 6 - Huỳnh Thị Thúy Giang
Bài giảng Đầu tư quốc tế - Chương 6 trang bị cho người học những hiểu biết về chiến lược đầu tư nước ngoài của MNCs. Các nội dung chính trong chương gồm: Lý thuyết về công ty đa quốc gia, các chiến lược đầu tư nước ngoài của các công ty đa quốc gia, luận giải về đầu tư trực tiếp nước ngoài và sự sống còn, xây dựng một chiến lược mở rộng trên phạm vi toàn cầu. Mời các bạn cùng tham khảo.
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Bài giảng Đầu tư quốc tế: Chương 5 - Huỳnh Thị Thúy Giang
Chương 5 của bài giảng Đầu tư quốc tế giúp người học có thêm những hiểu biết về ngân sách vốn cho công ty đa quốc gia. Trong chương này sẽ đề cập đến một số nội dung như: Các cơ sở của ngân sách vốn, các vấn đề trong phân tích đầu tư nước ngoài, thẩm định dự án đầu tư nước ngoài, phân tích rủi ro chính trị, lượng giá phương án phát triển và dự án đầu tư. Mời các bạn cùng tham khảo.
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Lecture Quantitative investment analysis: Chapter 1 – CFA Institute
Chapter 1 – The time value of money. This chapter explain an interest rate as the sum of a real risk-free rate and premiums that compensate investors for distinct types of risk, distinguish between the stated annual interest rate and the effective annual rate, calculate the future value (FV) or present value (PV) of a single sum of money,...
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Lecture Investments: Principles of portfolio and equity analysis: Chapter 1 - CFA Institute
Chapter 1 - Market organization and structure. This chapter introduces how the financial system operates and explains how well-functioning financial systems lead to wealthy economies. Financial analysts need to understand how the financial system works because their analyses often lead to trading decisions.
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Lecture Investments: Principles of portfolio and equity analysis: Chapter 2 - CFA Institute
Chapter 2 - Security market indices. This lecture is organized as follows. Section 2 defines a security market index and explains how to calculate the price return and total return of an index for a single period and over multiple periods. Section 3 describes how indices are constructed and managed. Section 4 discusses the use of market indices. Sections 5, 6, and 7 discuss various types of indices, and Section 8 concludes and summarizes the reading. Practice problems follow the conclusions and summary.
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Lecture Investments: Principles of portfolio and equity analysis: Chapter 3 - CFA Institute
Chapter 3 - Market efficiency . The topics discussed in this chapter are: Definition of efficient markets; different forms of market efficiency; evidence regarding market efficiency; implications for fundamental analysis, technical analysis, and portfolio management; market pricing anomalies; behavioral finance.
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Lecture Investments: Principles of portfolio and equity analysis: Chapter 4 - CFA Institute
Chapter 4 - Portfolio management: An overview . This chapter provides an explanation of why a portfolio approach is important to all types of investors in achieving their financial goals. A comparison is made of the financial needs of different types of individual and institutional investors. An outline is provided for the steps in the portfolio management process. The chapter concludes with a discussion of the types of investment management products that are available to investors and how they apply to the portfolio approach.
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Lecture Investments: Principles of portfolio and equity analysis: Chapter 5 - CFA Institute
Chapter 5 - Portfolio risk and return (Part I). In this chapter, we will explore the process of examining the risk and return characteristics of individual assets, creating all possible portfolios, selecting the most efficient portfolios, and ultimately choosing the optimal portfolio tailored to the individual in question.
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Lecture Investments: Principles of portfolio and equity analysis: Chapter 6 - CFA Institute
Chapter 6 - Portfolio risk and return (Part II). The topics discussed in this chapter are: Portfolio risk and return, optimal risky portfolio and the capital market line (CML), return-generating models and the market model, systematic and non-systematic risk, capital asset pricing model (CAPM) and the security market line (SML), performance measures, arbitrage pricing theory (APT) and factor models.
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