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The Complete Guide to Portfolio Performance
Appraise, Analyze, Act
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...
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Format: Hardback
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The Complete Guide to Portfolio Performance
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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
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.
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