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About Portfolio Management PDF Textbook

The purpose of this text is to help the student learn how to manage their money to derive the maximum benefit from what they earn. Mixing investment instruments and capital markets with the theoretical detail on evaluating investments and opportunities to satisfy risk-return objectives along with how investment practice and theory is influenced by globalization. The material is intended to be rigorous and empirical yet not overly quantitative. Reilly/Brown provides the best foundation, used extensively by professionals, organizations, and schools across the country. A great source for those with both a theoretical and practical need for investment expertise. 

Table of contents of Portfolio Management Textbook PDF

Introduction ……………………………………………………………………………4

  1. Investment environment and investment management process……………………7
    1.1 Investing versus financing……………………………………………………7
    1.2. Direct versus indirect investment …………………………………………….9
    1.3. Investment environment……………………………………………………..11
    1.3.1. Investment vehicles …………………………………………………..11
    1.3.2. Financial markets………………………………………………………19
    1.4. Investment management process…………………………………………….23
    Summary…………………………………………………………………………..26
    Key-terms…………………………………………………………………………28
    Questions and problems……………………………………………………………29
    References and further readings…………………………………………………..30
    Relevant websites…………………………………………………………………31
  2. Quantitative methods of investment analysis………………………………………32
    2.1. Investment income and risk………………………………………………….32
    2.1.1. Return on investment and expected rate of return……………………32
    2.1.2. Investment risk. Variance and standard deviation……………………35
    2.2. Relationship between risk and return………………………………………..36
    2.2.1. Covariance……………………………………………………………36
    2.2.2. Correlation and Coefficient of determination…………………………40
    2.3. Relationship between the returns on stock and market portfolio……………42
    2.3.1. Characteristic line and Beta factor…………………………………….43
    2.3.2. Residual variance………………………………………………………44
    Summary……………………………………………………………………………45
    Key-terms………………………………………………………………………….48
    Questions and problems……………………………………………………………48
    References and further readings……………………………………………………50
  3. Theory for investment portfolio formation…………………………………………51
    3.1. Portfolio theory………………………………………………………………51
    3.1.1. Markowitz portfolio theory……………………………………………51
    3.1.2. The expected rate of return and risk of portfolio……………………..54
    3.2. Capital Asset Pricing Model…………………………………………………56
    3.3. Arbitrage Price Theory………………………………………………………59
    3.4. Market Efficiency Theory……………………………………………………62
    Summary……………………………………………………………………………64
    Key-terms………………………………………………………………………….66
    Questions and problems……………………………………………………………67
    References and further readings……………………………………………………70
  4. Investment in stocks………………………………………………………………………………71
    4.1. Stock as specific investment…………………………………………………..71
    4.2. Stock analysis for investment decision making………………………………72
    4.2.1. E-I-C analysis……………………………………………………….73
    4.2.2. Fundamental analysis………………………………………………..75
    4.3. Decision making of investment in stocks. Stock valuation…………………..77
    4.4. Formation of stock portfolios…………………………………………………82
    4.5. Strategies for investing in stocks……………………………………………..84
    Summary…………………………………………………………………………..87
    Key-terms…………………………………………………………………………90
    Investment Analysis and Portfolio Management
    3
    Questions and problems…………………………………………………………..90
    References and further readings…………………………………………………..93
    Relevant websites………………………………………………………………….93
  5. Investment in bonds……………………………………………………………….94
    5.1. Identification and classification of bonds……………………………………94
    5.2. Bond analysis: structure and contents………………………………………..98
    5.2.1. Quantitative analysis…………………………………………………..98
    5.2.2. Qualitative analysis…………………………………………………..101
    5.2.3. Market interest rates analysis…………………………………………103
    5.3. Decision making for investment in bonds. Bond valuation…………………106
    5.4. Strategies for investing in bonds. Immunization……………………………109
    Summary…………………………………………………………………………113
    Key-terms………………………………………………………………………..116
    Questions and problems………………………………………………………….117
    References and further readings………………………………………………… 118
    Relevant websites………………………………………………………………..119
  6. Psychological aspects in investment decision making…………………………..120
    6.1. Overconfidence……………………………………………………………..120
    6.2. Disposition effect……………………………………………………………123
    6.3. Perceptions of investment risk………………………………………………124
    6.4. Mental accounting and investing……………………………………………126
    6.5. Emotions and investment decisions…………………………………………128
    Summary………………………………………………………………………….130
    Key-terms………………………………………………………………………..132
    Questions and problems………………………………………………………….132
    References and further readings…………………………………………………133
  7. Using options as investments……………………………………………………..135
    7.1. Essentials of options………………………………………………………..135
    7.2. Options pricing……………………………………………………………..136
    7.3. Using options. Profit and loss on options…………………………………..138
    7.4. Portfolio protection with options. Hedging…………………………………141
    Summary…………………………………………………………………………143
    Key-tems…………………………………………………………………………145
    Questions and problems………………………………………………………….146
    References and further readings…………………………………………………147
    Relevant websites………………………………………………………………..147
  8. Portfolio management and evaluation……………………………………………148
    8.1. Active versus passive portfolio management………………………………148
    8.2. Strategic versus tactical asset allocation……………………………………150
    8.3. Monitoring and revision of the portfolio……………………………………152
    8.4. Portfolio performance measures……………………………………………154
    Summary…………………………………………………………………………156
    Key-terms………………………………………………………………………..158
    Questions and problems………………………………………………………….158
    References and further readings…………………………………………………160
    Relevant websites………………………………………………………………..161
    Abbreviations and symbols used…………………………………………………….162
    Bibliography…………………………………………………………………………164
    Annexes………………………………………………………………………………165

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