The Tools & Techniques of Investment Planning

Discover sound investment strategies for clients with a current understanding of the How's and Why s. Written in every-day language and presented in topic-specific sections the title eliminates complicated instructions from multiple resources! The Tools & Techniques format facilitates cross-reference review and, thus, provides a better understanding of the title s practical and theoretical concepts. You will access succinct solutions to one of the most challenging… (more)

Discover sound investment strategies for clients with a current understanding of the How's and Why s. Written in every-day language and presented in topic-specific sections the title eliminates complicated instructions from multiple resources! The Tools & Techniques format facilitates cross-reference review and, thus, provides a better understanding of the title s practical and theoretical concepts. You will access succinct solutions to one of the most challenging planning areas including a detailed two-chapter discussion of the time value of money concepts and applications. The authors deliver practical insight into relationships that exist among present value, future value, and interest rate calculations. As a financial planner utilizing this title, you are assured analysis synchronized with client-based objectives.

Draws together the important topical concepts and investment instruments of:

Fundamental & technical analysis

Commodity & single-stock futures

Corporate & municipal bonds

Government & asset-based securities

Exchange-traded & mutual funds

Direct & indirect real estate holdings

Hedging & option strategies

Investment risk

Modern portfolio theory

Performance measurement

Asset pricing models

Portfolio construction

Formula Investing

Equity holdings in stocks

Newly Revised 2nd Edition of Tools & Techniques of Investment Planning includes relevant topics such as controlling volatility, behavioral finance, free cash flow to the firm, forex markets, dividend yield approach, strategic asset allocation, tactical asset allocation and so much more. Tools & Techniques of Investment Planning will be invaluable at increasing your responsiveness through comprehensive, technically relevant answers that are quickly found and reflect current regulations.

Chapters to feature: the top 12

Portfolio Management and Measurement

Asset Allocation and Portfolio Construction

Hedging and Option Strategies

Exchange-Traded Funds (ETFs)

REITs (Real Estate Investment Trusts)

Financial Futures

Mutual Funds

Measuring Yield

Convertible Securities

Asset Pricing Models

Asset-Backed Securities

Common Stocks

Delivers value at any knowledge level introductory, overview & review!

Testimonials

In each of our books we had one major goal in mind: To create the single best source of up-to-date, pragmatic and transferable information on the topics you need to help others.

Stephan R. Leimberg, Lead Author of Tools & Techniques