Presenting applied theory alongside real-world examples,Fundamentals of Investment Managementprovides 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 text is user-friendly, but makes no concessions to the importance of covering the latest and most important material for the student of investments.
Table of Contents
Table of Contents
Part One: Introduction to Investments
Chapter 1: The Investment Setting
Chapter 2: Security Markets
Chapter 3: Participating in the Market
Chapter 4: Investment Companies: Mutual Funds, Exchange-Traded Funds, Closed-End funds, and Unit Investment Trusts
Part Two: Analysis and Valuation of Equity Securities
Chapter 5: Economic Activity
Chapter 6: Industry Analysis
Chapter 7: Valuation of the Individual Firm
Chapter 8: Financial Statement Analysis
Part Three: Issues in Efficient Markets
Chapter 9: Efficient Markets and Anomalies
Chapter 10: Behavioral Finance and Technical Analysis
Part Four: Fixed-Income and Leveraged Securities
Chapter 11: Bond and Fixed-Income Fundamentals
Chapter 12: Principles of Bond Valuation and Investment
Chapter 13: Convertible Securities and Warrants
Part Five: Derivative Products
Chapter 14: Put and Call Options
Chapter 15: Commodities and Financial Futures
Chapter 16: Stock Index Futures and Options
Part Six: Broadening the Investment Perspective
Chapter 17: A Basic Look at Portfolio Management and Capital Market Theory
Chapter 18: Duration and Bond Portfolio Management
Chapter 19: International Securities Markets
Chapter 20: Investments in Real Assets
Chapter 21: Alternative Investments: Private Equity and Hedge Funds
Chapter 22: Measuring Risks and Returns of Portfolio Managers
Appendices
Appendix A: Compound Sum of $1
Appendix B: Compound Sum of an Annuity of $1
Appendix C: Present Value of $1
Appendix D: Present Value of an Annuity of $1
Appendix E: Time Value of Money and Investment Applications
Appendix F: Using Calculators for Financial Analysis
