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This textbook provides a comprehensive introduction to portfolio management and investments. Focusing on four core areas - portfolio management, equities, bonds, and derivatives - it is primarily intended for undergraduate and graduate students alike. However, it will also benefit practitioners working in the fields of financial analysis and portfolio management and professionals who aspire to such professional activities in the financial industry. To ensure its high practical relevance, the book includes a host of case studies and examples from real-world practice, mainly from the German and Swiss financial markets. Additionally, the book shows how to implement the models in Microsoft Excel.
List of contents
Part 1: Portfolio Management.- Chapter 1. Return.- Chapter 2. Risk.- Chapter 3. Other Investment Characteristics.- Chapter 4. Efficient Risky Portfolios.- Chapter 5. Optimal Portfolio.- Chapter 6 Capital Asset Pricing Model and Fama-french Model.- Chapter 7. Portfolio Management Process.- Part 2: Equity Securities.- Chapter 8 Dividend Discount Model.- Chapter 9 Free Cash Flow Models.- Chapter 10 Multiples.- Part 3: Bonds.- Chapter 11 Bond Price and Yield.- Chapter 12 Duration and Convexity.- Part 4: Derivatives.- Chapter 13 Futures, Forwards, and Swaps.- Chapter 14 Options: Basics and Valuation.- Chapter 15 Option Strategies.
About the author
Enzo Mondello is owner and managing director of CfBS Center for Business Studies AG (Switzerland), where he provides live and online preparatory courses for the Chartered Financial Analyst (CFA®), Financial Risk Manager (FRM®), Chartered Alternative Investment Analyst (CAIA®), and Certified Management Accountant (CMA) certifications. From 2003 to 2011, he developed and directed both the Master of Advanced Studies (MAS) in Corporate Finance and Banking and Finance (CFA® Track) at the University of Applied Sciences Northwestern Switzerland. He has published several books with Springer Gabler. In addition to his work, he is currently also a lecturer at the University of St. Gallen (Switzerland) for financial risk management and applied finance and for banking and corporate finance at Kalaidos University of Applied Sciences in Zurich (Switzerland).
