Fundamentals of Investment Management
Table of Contents

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Program Details

Part One: Introduction to Investments

Chapter 1: The Investment Setting

Chapter 2: Security Markets

Chapter 3: Participating in the Market

Chapter 4: Investment Companies: Mutual Funds, Exchange-Traded Funds, Closed-End funds, and Unit Investment Trusts

Part Two: Analysis and Valuation of Equity Securities

Chapter 5: Economic Activity

Chapter 6: Industry Analysis

Chapter 7: Valuation of the Individual Firm

Chapter 8: Financial Statement Analysis

Part Three: Issues in Efficient Markets

Chapter 9: Efficient Markets and Anomalies

Chapter 10: Behavioral Finance and Technical Analysis

Part Four: Fixed-Income and Leveraged Securities

Chapter 11: Bond and Fixed-Income Fundamentals

Chapter 12: Principles of Bond Valuation and Investment

Chapter 13: Convertible Securities and Warrants

Part Five: Derivative Products

Chapter 14: Put and Call Options

Chapter 15: Commodities and Financial Futures

Chapter 16: Stock Index Futures and Options

Part Six: Broadening the Investment Perspective

Chapter 17: A Basic Look at Portfolio Management and Capital Market Theory

Chapter 18: Duration and Bond Portfolio Management

Chapter 19: International Securities Markets

Chapter 20: Investments in Real Assets

Chapter 21: Alternative Investments: Private Equity and Hedge Funds

Chapter 22: Measuring Risks and Returns of Portfolio Managers


Appendix A: Compound Sum of $1

Appendix B: Compound Sum of an Annuity of $1

Appendix C: Present Value of $1

Appendix D: Present Value of an Annuity of $1

Appendix E: Time Value of Money and Investment Applications

Appendix F: Using Calculators for Financial Analysis