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Essentials of Investments 6/E(投資學概論)

Essentials of Investments 6/E(投資學概論)

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本書英文原著結合理論與實務,一直是投資領域的經典教科書。《投資學概論》導讀版根據英文原著的內文順序,逐頁同步整理出各段落的中文摘要。學習者透過先行閱讀中文,具備該章節所提出的重要概念,並建構出基礎的知識架構後,再進入英文課文的研讀,將能事半功倍地理解英文原著的相關內容。

目次

Part 1 Elements of Investments

  • Chapter 1 Investments: background and Issues

  • Chapter 2 Financial Securities

  • Chapter 3 Securities Markets

  • Chapter 4 Mutual Funds and Other Investment companies

Part 2 Portfolio Theory

  • Chapter 5 Risk and Return: Past and Prologue

  • Chapter 6 Efficient Diversification

  • Chapter 7 Capital Assent Pricing and Arbitrage Pricing Theory

  • Chapter 8 Efficient Markets and the Behavioral Critique

Part 3 Debt Securities

  • Chapter 9 Bond Prices and Yields

  • Chapter 10 Managing bond Portfolios

Part 4 Security Analysis

  • Chapter 11 Macroeconomic and Industry Analysis

  • Chapter 12 Equity valuation

  • Chapter 13 Financial Statement Analysis

Part 5 Derivative Markets

  • Chapter 14 Options Markets

  • Chapter 15 Option Valuation

  • Chapter 16 Futures Markets

Part 6 Active Investment Management

  • Chapter 17 Performance Evaluation and Active Portfolio Management

  • Chapter 18 Globalization and International Investing

  • Chapter 19 Behavioral Finance and technical Analysis

  • Chapter 20 Taxes, Inflation, and Investment Strategy

  • Chapter 21 Investors and the Investment Process

  • Appendix A References

  • Appendix B References to CFA Questions

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