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Table of contents
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Chapter 1 - Investment philosophy and process
Pages 1-30 - Book chapterAbstract only
Chapter 2 - Stock selection
Pages 31-90 - Book chapterAbstract only
Chapter 3 - Investing with exchange traded funds
Pages 91-128 - Book chapterAbstract only
Chapter 4 - Portfolio construction
Pages 129-191 - Book chapterAbstract only
Chapter 5 - Performance evaluation
Pages 193-283 - Book chapterAbstract only
Chapter 6 - Trading algorithms
Pages 285-315 - Book chapterAbstract only
Chapter 7 - Presentations
Pages 317-440 - Book chapterAbstract only
Chapter 8 - Tools
Pages 441-491 - Book chapterNo access
Appendix 1 - Advisors guide to organization of a SMIF
Pages 493-531 - Book chapterNo access
Appendix 2 - Forums, symposiums, and competitions
Pages 533-568 - Book chapterNo access
Index
Pages 569-578
About the book
Description
Student-Managed Investment Funds: Organization, Policy, and Portfolio Management, Second Edition, helps students work within a structured investment management organization, whatever that organizational structure might be. It aids them in developing an appreciation for day-to-day fund operations (e.g., how to get portfolio trade ideas approved, how to execute trades, how to reconcile investment performance), and it addresses the management of the portfolio and the valuation/selection process for discriminating between securities. No other book covers the "operational" related issues in SMIFs, like organizations, tools, data, presentation, and performance evaluation. With examples of investment policy statements, presentation slides, and organizational structures from other schools, Student-Managed Investment Funds can be used globally by students, instructors, and administrators alike.
Student-Managed Investment Funds: Organization, Policy, and Portfolio Management, Second Edition, helps students work within a structured investment management organization, whatever that organizational structure might be. It aids them in developing an appreciation for day-to-day fund operations (e.g., how to get portfolio trade ideas approved, how to execute trades, how to reconcile investment performance), and it addresses the management of the portfolio and the valuation/selection process for discriminating between securities. No other book covers the "operational" related issues in SMIFs, like organizations, tools, data, presentation, and performance evaluation. With examples of investment policy statements, presentation slides, and organizational structures from other schools, Student-Managed Investment Funds can be used globally by students, instructors, and administrators alike.
Key Features
- Addresses the basics of valuation as well as issues related to maintaining compliance, philosophy, performance measurement, and evaluation
- Provides explanations and examples about organizing a student-managed fund
- Reviews fundamental stock valuation approaches like multi-stage DDM, FCF, and price multiples
- Addresses the basics of valuation as well as issues related to maintaining compliance, philosophy, performance measurement, and evaluation
- Provides explanations and examples about organizing a student-managed fund
- Reviews fundamental stock valuation approaches like multi-stage DDM, FCF, and price multiples
Details
ISBN
978-0-12-817866-9
Language
English
Published
2020
Copyright
Copyright © 2020 Elsevier Inc. All rights reserved.
Imprint
Academic Press