CFA INSTITUTE INVESTMENT SERIES

The expansive companion workbook to the Investment Management volume in the CFA Institute's Portfolio Management in Practice series provides students and industry professionals the opportunity to practice key concepts in the portfolio management process. Filled with stimulating exercises, this text is designed to help learners explore the multifaceted topic of investment management in a meaningful and productive way.

The Investment Management Workbook is structured to further readers' hands-on experience with a variety of learning outcomes, summary overview sections, challenging practice questions, and solutions. Featuring the latest tools and information to help users become confident and knowledgeable investors, this workbook includes sections on professionalism in the industry, fintech, hedge fund strategies, and more.

With the workbook, readers will learn to:

• Form capital market expectations
• Understand the principles of the asset allocation process
• Determine comprehensive investment strategies within each asset class
• Integrate considerations specific to high net worth individuals or institutions into the selection of strategies
• Execute and evaluate chosen strategies and investment managers

Investment Management compiles all aspects of the portfolio management process into the first volume in the Portfolio Management in Practice series. This volume delves into contemporary CFA Institute knowledge on fixed income portfolio management, passive and active equity investing, hedge fund strategies and provides a detailed summary of evaluating chosen strategies.

To further develop an understanding of the tools and techniques explored here, don't forget to pick up the Portfolio Management In Practice, Volume 1: Investment Management Workbook— which provides a comprehensive companion study guide containing Learning Outcomes and Summary Overview sections along with challenging practice questions and solutions for the material.

The companion workbook to the Investment Management volume in the CFA Institute’s Portfolio Management in Practice series provides students and professionals with essential practice regarding key concepts in the portfolio management process. Filled with stimulating exercises, this text is designed to help learners explore the multifaceted topic of investment management in a meaningful and productive way.

The Investment Management Workbook is structured to further readers’ hands-on experience with a variety of learning outcomes, summary overview sections, challenging practice questions, and solutions. Featuring the latest tools and information to help users become confident and knowledgeable investors, this workbook includes sections on professionalism in the industry, fintech, hedge fund strategies, and more.

With the workbook, readers will learn to:

• Form capital market expectations
• Understand the principles of the asset allocation process
• Determine comprehensive investment strategies within each asset class
• Integrate considerations specific to high net worth individuals or institutions into the selection of strategies
• Execute and evaluate chosen strategies and investment managers

Well suited for individuals who learn on their own, this companion resource delivers an example-driven method for practicing the tools and techniques covered in the primary Investment Management volume, incorporating world-class exercises based on actual scenarios faced by finance professionals every day.