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Investments: Principles of Portfolio and Equity Analysis

In a world of specialization, no other profession likely requires such broad, yet in-depth knowledge than that of financial analyst. Financial analysts must not only possess a broad understanding of the financial markets-including structure, organization, efficiency, portfolio management, risk and return, and planning and construction-but they must also have a strong sense of how to evaluate industries and companies prior to engaging in an analysis of a specific stock. Investments: Principles of Portfolio and Equity Analysis provides the broad-based knowledge professionals and students of the markets need to manage money and maximize return. The book

  • Details market structure and functions, market anomalies, secondary market basics, and regulation
  • Describes investment assets and asset classes, types of positions and orders, as well as forecasting methodologies
  • Discusses return and risk characteristics, portfolio diversification and management, the basics of both technical analysis and major technical indicators, and much more
  • A companion Workbook, which includes learning outcomes, summary overviews, and problems and solutions sections is available and sold separately

Author Information

Patrick W. Dorsey, CFA, Chicago, IL, USA.

Anthony M. Fiore, CFA, New York City, NY, USA.

Ian Rossa O’Reilly, CFA, Toronto, Canada.

More Details from CFA Intsitute

ISBN: 978-0-470-91580-6
656 pages
March 2011, ©2011