图书信息
图书目录
投资分析与组合管理（第9版，英文改编）
《投资分析与组合管理（第九版）》作为注册金融分析师(cFA)资格考试指定用书，是集当代投资理论和分析技术之大成的投资学的权威教材。《投资分析与组合管理（第九版）》包括6个部分，共20章，循序渐进地介绍投资分析和组合管理的基本内容。其中第1部分和第2部分分别介绍了投资分析的背景和相关理论。从第3部分开始，从理论过渡到实践，具体介绍投资分析中的估值方法和实践。第3部分介绍资产估值的基本方法，第4、5部分则是分别对股票和债券进行分析。第6部分介绍了投资策略的比较和评价。
本书理论阐述新颖，案例分析翔实。特别适合作为高等学校投资学、金融学、金融工程专业双语教学的高年级本科生教材和研究生教材，也可以作为实际工作者的参考书。
作者：
陈志娟 马长峰
定价：
65.00元
出版时间：
2015-07-21
ISBN：
978-7-04-042601-4
物料号：
42601-00
读者对象：
高等教育
一级分类：
经济
二级分类：
金融学
三级分类：
金融学
重点项目：
“十一五”国家规划教材
版面字数：
1040.000千字
开本：
16开
全书页数：
663页
装帧形式：
平装
- 导读
- Part 1 T he Investment Background
- Chapter 1 The Investment Setting
- 1.1 What Is an Investment?
- 1.2 Measures of Return and Risk
- 1.3 Determinants of Required Rates of Return
- 1.4 Relationship between Risk and Return
- Chapter 2 The Asset Allocation Decision
- 2.1 Individual Investor Life Cycle
- 2.2 The Portfolio Management Process
- 2.3 The Need For a Policy Statement
- 2.4 Input to the Policy Statement
- 2.5 The Importance of Asset Allocation
- Chapter 3 Selecting Investments in a Global Market
- 3.1 The Case for Global Investments
- 3.2 Global Investment Choices
- 3.3 Historical Risk–Returns on Alternative Investments
- Chapter 4 Organization and Functioning of Securities Markets
- 4.1 What Is a Market?
- 4.2 Primary Capital Markets
- 4.3 Secondary Financial Markets
- 4.4 Detailed Analysis of Exchange Markets
- Part 2 D evelopments in Investment Theory
- Chapter 5 Efficient Capital Markets
- 5.1 Why Should Capital Markets Be Efficient?
- 5.2 Alternative Efficient Market Hypotheses
- 5.3 Tests and Results of Efficient Market Hypotheses
- 5.4 Behavioral Finance
- 5.5 Implications of Efficient Capital Markets
- Chapter 6 An Introduction to Portfolio Management
- 6.1 Some Background Assumptions
- 6.2 Markowitz Portfolio Theory
- Chapter 7 An Introduction to Asset Pricing Models
- 7.1 Capital Market Theory: An Overview
- 7.2 The Capital Asset Pricing Model
- 7.3 Relaxing the Assumptions
- 7.4 Additional Empirical Tests of the CAPM
- 7.5 The Market Portfolio: Theory Versus Practice
- Chapter 8 Multifactor Models of Risk and Return
- 8.1 Arbitrage Pricing Theory
- 8.2 Multifactor Models and Risk Estimation
- Part 3 V aluation Principles and Practices
- Chapter 9 Analysis of Financial Statements
- 9.1 Major Financial Statements
- 9.2 Analysis of Financial Ratios
- 9.3 Computation of Financial Ratios
- 9.4 Evaluating Internal Liquidity
- 9.5 Evaluating Operating Performance
- 9.6 Risk Analysis
- 9.7 Analysis of Growth Potential
- 9.8 Comparative Analysis of Ratios
- 9.9 The Value of Financial Statement Analysis
- 9.10 Specific Uses of Financial Ratios
- Chapter 10 An Introduction to Security Valuation
- 10.1 An Overview of the Valuation Process
- 10.2 Why a Three-Step Valuation Process?
- 10.3 Theory of Valuation
- 10.4 Valuation of Alternative Investments
- 10.5 Relative Valuation Techniques
- 10.6 Estimating the Inputs: The Required Rate of Return and the Expected Growth Rate of Valuation Variables
- PART 4 A nalysis and Management of Common Stocks
- Chapter 11 Macroanalysis and Microvaluation of the Stock Market
- 11.1 The Components of Market Analysis
- 11.2 Macromarket Analysis
- 11.3 Microvaluation Analysis
- 11.4 Valuation Using the Earnings Multiplier Approach
- 11.5 Estimating Expected Earnings per Share
- 11.6 Estimating the Stock Market Earnings Multiplier
- 11.7 Microvaluation of World Markets
- Chapter 12 I ndustry Analysis
- 12.1 Why Do Industry Analysis?
- 12.2 The Business Cycle and Industry Sectors
- 12.3 Structural Economic Changes and Alternative Industries
- 12.4 Evaluating the Industry Life Cycle
- 12.5 Analysis of Industry Competition
- 12.6 Estimating Industry Rates of Return
- 12.7 Industry Analysis Using the Relative Valuation Approach
- 12.8 Other Relative Valuation Ratios
- 12.9 Global Industry Analysis
- Chapter 13 Company Analysis and Stock Valuation
- 13.1 Company Analysis versus Stock Valuation
- 13.2 Economic, Industry, and Structural Links to Company Analysis
- 13.3 Company Analysis
- 13.4 Estimating Intrinsic Value
- 13.5 Analysis of Growth Companies
- 13.6 Measures of Value Added
- 13.7 Influences on Analysis
- 13.8 Global Company and Stock Analysis
- Chapter 14 Technical Analysis
- 14.1 Underlying Assumptions of Technical Analysis
- 14.2 Advantages of Technical Analysis
- 14.3 Challenges to Technical Analysis
- 14.4 Technical Trading Rules and Indicators
- Chapter 15 Equity Portfolio Management Strategies
- 15.1 Passive versus Active Management
- 15.2 An Overview of Passive Equity Portfolio Management Strategies
- 15.3 An Overview of Active Equity Portfolio Management Strategies
- 15.4 Value versus Growth Investing: A Closer Look
- 15.5 An Overview of Style Analysis
- 15.6 Asset Allocation Strategies
- PART 5 A nalysis and Management of Bonds
- Chapter 16 Bond Fundamentals
- 16.1 Basic Features of a Bond
- 16.2 The Global Bond Market Structure
- 16.3 Alternative Bond Issues
- 16.4 Obtaining Information on Bond Prices
- Chapter 17 The Analysis and Valuation of Bonds
- 17.1 The Fundamentals of Bond Valuation
- 17.2 Computing Bond Yields
- 17.3 Calculating Future Bond Prices
- 17.4 Bond Valuation Using Spot Rates
- 17.5 What Determines Interest Rates?
- 17.6 Calculating Forward Rates from the Spot Rate Curve
- 17.7 Term-Structure Theories
- 17.8 What Determines the Price Volatility for Bonds?
- 17.9 Yield Spreads with Embedded Options
- Chapter 18 Bond Portfolio Management Strategies
- 18.1 Bond Portfolio Performance, Style, and Strategy
- 18.2 Passive Management Strategies
- 18.3 Active Management Strategies
- 18.4 Core-Plus Management Strategies
- 18.5 Matched-Funding Management Strategies
- 18.6 Contingent and Structured Management Strategies
- PART 6 Sp ecification and Evaluation of Asset Management
- Chapter 19 Professional Money Management, Alternative Assets, and Industry Ethics
- 19.1 The Asset Management Industry: Structure and Evolution
- 19.2 Private Management and Advisory Firms
- 19.3 Organization and Management of Investment Companies
- 19.4 Investing in Alternative Asset Classes
- 19.5 Ethics and Regulation in the Professional Asset Management Industry
- 19.6 What Do You Want from a Professional Asset Manager?
- Chapter 20 Evaluation of Portfolio Performance
- 20.1 What Is Required of a Portfolio Manager?
- 20.2 Composite Portfolio Performance Measures
- 20.3 Application of Portfolio Performance Measures
- 20.4 Portfolio Performance Evaluation: Some Extensions
- 20.5 Factors That Affect Use of Performance Measures
- 20.6 Evaluation of Bond Portfolio Performance
- 20.7 Reporting Investment Performance
- Glossary
- FREQUENTLY USED SYMBOLS
- 版权
相关图书
1