No full text
Book published as author, translator, etc. (Books)
The Complete Guide to Portfolio Performance: Appraise, Analyze, Act
François, Pascal; Hübner, Georges
2024John Wiley & Sons
Editorial reviewed
 

Files


Full Text
No document available.

Send to



Details



Keywords :
Portfolio Management; Portfolio Performance; Investments; Asset Management
Abstract :
[en] In The Complete Guide to Portfolio Performance: Appraise, Analyse, Act, a team of finance professors with extended practical experience deliver a hands-on desk reference for asset and wealth managers suitable for everyday use. Intuitively organized and full of concrete examples of the real-world implementation of the concepts discussed within, the book provides a comprehensive coverage of all important portfolio performance matters across 18 chapters of actionable and clearly described content. The authors have provided relevant cross-referencing where appropriate, “Key Takeaways and Equations” sections at the end of each chapter, and pointers to additional resources for anyone interested in pursuing further research. You'll also find: - Discussions of more than a hundred classical and modern performance measures organized logically and with a focus on their applications - Strategies for selecting appropriate performance measures based on your situation as a manager or investor - Explanations of analytical techniques (statistical approaches, attribution, fund ratings...) enabling a comprehensive use of performance-related information - Applications of portfolio performance criteria in concrete investment decision-making processes - Highly actionable and logically organized material that's easy to find at a moment's notice - A full set of pedagogical powerpoint slides and excel worksheets with all data and formulas. Perfect for investors, portfolio managers, advisors, analysts, and regulators, The Complete Guide to Portfolio Performance is also a must-read reference for students and practitioners of asset and wealth management, as well as those pursuing certification such as CFA, CIPM, CIIA, and CAIA.
Disciplines :
Finance
Author, co-author :
François, Pascal
Hübner, Georges  ;  Université de Liège - ULiège > HEC Liège Research > HEC Liège Research: Financial Management for the Future
Language :
English
Title :
The Complete Guide to Portfolio Performance: Appraise, Analyze, Act
Publication date :
2024
Publisher :
John Wiley & Sons
ISBN/EAN :
978-1119930174
Number of pages :
1088
Peer reviewed :
Editorial reviewed
Available on ORBi :
since 17 May 2024

Statistics


Number of views
63 (12 by ULiège)
Number of downloads
0 (0 by ULiège)

Bibliography


Similar publications



Contact ORBi