190,000+ Books, Games & Puzzles in-stock 🇳🇿 

Come visit us in-store this weekend! 📚 Open 7 days, 8:30am–5pm

The Complete Guide to Portfolio Performance

Appraise, Analyze, Act
By Pascal François and Georges Hübner
0.0 (0 reviews)
Brief Description
An intuitive and effective desk reference for performance measurement in asset and wealth management 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... Read More
Format: Hardback
$18899
AVAILABLE WITH SUPPLIER Ships from our Auckland warehouse within 3-4 weeks

Found a better price? Request a price match

Book Hero Magic formatted this description to make it easier to read. While it's new and still learning, it may not be perfect - your feedback is welcome! Description

An intuitive and effective desk reference for performance measurement in asset and wealth management

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 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.

Book Details

INFORMATION

ISBN: 9781119930174

Publisher: John Wiley & Sons Inc

Format: Hardback

Date Published: 02 May 2024

Country: United States

Imprint: John Wiley & Sons Inc

Audience: Tertiary education

DIMENSIONS

Spine width: 64.0mm

Width: 198.0mm

Height: 239.0mm

Weight: 1656g

Pages: 1088

Collections

Education & Reference Finance & Economics Finance & Investment Georges Hübner Non-Fiction Pascal François

About the Author

PASCAL FRANÇOIS is Professor of Finance at HEC Montréal. He is the founding director of the Canadian Derivatives Institute and a former co-editor of Finance, the academic journal of the French Finance Association. He holds a PhD from Sorbonne University and ESSEC.

GEORGES HÜBNER is Professor of Finance at HEC Liège (Liège University, Belgium). Georges serves as a non-executive director at Belfius Bank and Belfius Asset Management, as well as an expert member of the investment committee of the CERN pension fund (Geneva). He is also the founder of two fintech companies, Gambit Financial Solutions and Sopiad. He holds a PhD from INSEAD.

More from Education & Reference

View all
  • Revenge of the Tipping Point
    Twenty-five years after the publication of his groundbreaking first book, Malcolm Gladwell returns with a brand new volume that reframes the lessons of The Tipping Point in a startling and revealing light. What does the heartbreaking fate of the cheetah tell us about the way we raise our children? Why do elite universities care so much about sports? What is...
    By Malcolm Gladwell
    Paperback
    $2999
    Elsewhere:
    $3999
    (1)
    Available
    Ships in 4-6 weeks
  • The Body Keeps the Score
    The Body Keeps the Score by Dr Bessel van der Kolk is a compelling and compassionate exploration of the deep-seated impact of trauma on the human body and mind. This groundbreaking work delves into the complex causes of trauma and paints a vivid picture of the revolutionary treatments that are enabling countless individuals to reclaim their lives filled with purpose...
    By Bessel van der Kolk
    Paperback
    $2400
    Elsewhere:
    $3000
    In Stock
    Ships Monday
  • Dylan's Pick Dylan's Pick
    One Last Question, Prime Minister
    From Muldoon to Luxon, untold stories from the House of Parliament Barry Soper has spent close to five decades questioning New Zealand's prime ministers.From the imposing, larger-than-life characters of Rob Muldoon and David Lange, to the golden age of Helen Clark and John Key, and the post-Covid era of Jacinda Ardern and the 'Chrises', Soper's insight and nose for a...
    By Barry Soper
    Paperback
    $3199
    Elsewhere:
    $3999
    (6)
    In Stock
    Ships Monday
  • New Release
    Song of the Birds
    A stunning and panoramic history of native birds in Aotearoa, from the bestselling author of The Meaning of Trees For millions of years, the song of the birds echoed throughout Aotearoa, with no one around to hear it. While the arrival of humans would transform their story forever - birds may have changed us even more. In this beautiful and...
    By Robert Vennell
    Hardback
    $4499
    Elsewhere:
    $5500
    In Stock
    Ships Monday
  • Kitchen Confidential
    The classic bestseller from the star of Parts Unknown and No Reservations: 25th Anniversary edition, with a new introduction by Irvine Welsh. BEFORE THERE WAS THE BEAR, THERE WAS BOURDAIN. ‘Elizabeth David written by Quentin Tarantino’ — A.A. Gill ‘Fantastic: as lip-smackingly seductive as a bowl of fat chips and pungent aioli’ — Daily Telegraph After twenty-five years of sex,...
    By Anthony Bourdain
    Paperback
    $2500
    Elsewhere:
    $2799
    (2)
    In Stock
    Ships Monday
  • 1984 Nineteen Eighty-Four
    In the drab and oppressive world of 1984 Nineteen Eighty-Four, George Orwell introduces us to Winston Smith, a man haunted by the omnipresent surveillance and control exercised by the Party and its enigmatic leader, Big Brother. Winston works diligently at the Ministry of Truth, where his job is to alter historical records to fit the ever-changing narrative dictated by the...
    By George Orwell
    Paperback
    $1299
    In Stock
    Ships Monday
  • Lucky You're Tough
    New Release
    Lucky You're Tough
    Lucky You're Tough chronicles the early life of helicopter pilot and NZSAS soldier Mark Law, from growing up in the rural wilds of Whangamōmona through to surviving a series of life-threatening events that would shape his life and career. After a career as a badged soldier in the NZSAS that led to an intriguing stint with the British SAS and...
    By Ron Crosby and Mark Law
    Paperback
    $3199
    Elsewhere:
    $3999
    (1)
    In Stock
    Ships Monday
  • Hormone Health is Mental Health
    New Release
    Hormone Health is Mental Health
    Hormone Health is Mental Health is a lifechanging guide to understanding perimenopause and midlife women's mental health - and how understanding your hormones is the first step to feeling like yourself again. This book is for women in their thirties, forties, and fifties who feel like they're falling apart. Women who feel like their brains and bodies are betraying them,...
    By Dr Fatima Khan
    Paperback
    $3299
    Elsewhere:
    $4000
    In Stock
    Ships Monday
  • The Age Code
    What if the food you eat could rewind your biological clock? 'Clear and compelling' — Chris van Tulleken 'Really interesting and insightful' — Joe Wicks 'Fascinating' — Tim Spector From the rising incidence of cancer in the under-50s to increased infertility rates, there are signs everywhere that growing numbers of us are ageing too quickly. Why? Many believe there’s one...
    By David Cox
    Paperback
    $2999
    Elsewhere:
    $3799
    (1)
    In Stock
    Ships Monday
  • New Release
    American Hagwon
    ‘Profoundly generous and humane’ DOUGLAS STUART‘Engrossing … brilliantly imagined’ COLM TÓIBÍN‘Breathtaking … I adored it’ ELIF SHAFAK‘Extraordinary’ TARA WESTOVERMin Jin Lee, the acclaimed author of Pachinko, returns with a breathtaking contemporary epic that follows one family as they reckon with personal dreams and familial duty. John and Helen Koh and their three children – Bo, DH and Mido – are...
    By Min Jin Lee
    Paperback
    $3199
    Elsewhere:
    $3999
    (2)
    In Stock
    Ships Monday
  • The 48 Laws Of Power
    The 48 Laws of Power by Robert Greene is a modern classic that delves into the complexities of power dynamics and strategies for gaining and maintaining power. Greene meticulously examines the principles that have driven those who wield power, from ancient rulers and military leaders to modern-day figures. The book unfolds through historical anecdotes, examining the tactics, victories, and mistakes...
    By Robert Greene
    Paperback
    $3400
    Elsewhere:
    $4500
    In Stock
    Ships Monday
  • The Explosive Child [Sixth Edition]
    The Explosive Child by Ross W. Greene, PhD, now in its revised and updated sixth edition, delves deeply into a revolutionary, research-based approach to understanding and parenting children who frequently display severe fits of temper and other challenging behaviours. Penned by a distinguished clinician and pioneer in addressing the needs of children with social, emotional, and behavioural difficulties, this ground-breaking...
    By Ross W Greene, PhD
    Paperback
    $2300
    Elsewhere:
    $3299
    In Stock
    Ships Monday

Why buy from us?

Book Hero is not a chain store or big box retailer. We're an independent 100% NZ-owned business on a mission to help more Kiwis rediscover a love of books and reading!

Service & Delivery

Service & Delivery

Our warehouse in Auckland holds over 190,000 books, toys, board games and puzzles in-stock so you're not waiting for your order to arrive from overseas.

Auckland Bookstore

Auckland Bookstore

We're primarily an online store, but for your convenience you can pick up your order for free from our bookstore, which is right next door to our warehouse in Hobsonville.

Our Gifting Service

Our Gifting Service

Books make wonderful thoughtful gifts and we're here to help with gift-wrapping and cards. We can even send your gift directly to your loved one.

The Latest at Book Hero

View all