Managing Investment Portfolios: A Dynamic Process (CFA Institute Investment Series) by John L. Maginn CFA (Editor), Donald L. Tuttle CFA (Editor), Dennis W. McLeavey CFA (Editor), Jerald E. Pinto CFA (Editor) Anybody read this book? If so, is it any good? I think some of it is probably covered in the curriculum but I was looking for a single reference source.
Anything affiliated with the CFA is a joke.
Pixel Wrote: ------------------------------------------------------- > Anything affiliated with the CFA is a joke. so true
newsuper Wrote: ------------------------------------------------------- > Managing Investment Portfolios: A Dynamic Process > (CFA Institute Investment Series) by John L. > Maginn CFA (Editor), Donald L. Tuttle CFA > (Editor), Dennis W. McLeavey CFA (Editor), Jerald > E. Pinto CFA (Editor) > > Anybody read this book? If so, is it any good? I > think some of it is probably covered in the > curriculum but I was looking for a single > reference source. I believe I have this book at home, got it used back in college. Which edition is yours or when was it copyrighted? Mine is pretty old and worn with a blue hard cover. I read it back in 2004. Had some great basics which I would equate to the info in Level I. I’ll take a look when I get off work and get back to you …
Pixel Wrote: ------------------------------------------------------- > Anything affiliated with the CFA is a joke. how about CQF? this looks like a gimmick as well.
CQF is also a joke.
daviskr Wrote: ------------------------------------------------------- > newsuper Wrote: > -------------------------------------------------- > ----- > > Managing Investment Portfolios: A Dynamic > Process > > (CFA Institute Investment Series) by John L. > > Maginn CFA (Editor), Donald L. Tuttle CFA > > (Editor), Dennis W. McLeavey CFA (Editor), > Jerald > > E. Pinto CFA (Editor) > > > > Anybody read this book? If so, is it any good? > I > > think some of it is probably covered in the > > curriculum but I was looking for a single > > reference source. > > I believe I have this book at home, got it used > back in college. Which edition is yours or when > was it copyrighted? Mine is pretty old and worn > with a blue hard cover. > > I read it back in 2004. Had some great basics > which I would equate to the info in Level I. I’ll > take a look when I get off work and get back to > you … This would be Version 3, published 2007. I was looking for something a bit more indepth than the LI material though.
Ha! I just pulled mine off the bookshelf and it’s from 1983! I’m flipping through the contents and the updated one might be up your alley. It looks like an abridged version of the material from all three levels of the CFA exam during the 80’s. I might just bring this to work for reference as I’m sure a whole lot of the material is still relevant. I’d be interested to know the differences between the older one and yours. Are you looking to buy this book from Amazon or something? Rough contents are: •Part I - Principles of Financial Asset Management - Conceptualizing Portfolio Management - Basic Financial Concepts: Risk and Return •Part II - Investor Objectives and Constraints – Determination of Portfolio Policies - Institutional Investors - Individual Investors •Part III Expectational Factors - Capital Market Expectations: Macro - Sector and Individual Asset Expectations: Micro •Part IV - Integration of Portfolio Policies and Expectational Factors - Asset Allocation - Fixed Income - Equity - Real Estate - Implementation of Strategy: Execution •Part V - Managing the Investor’s Portfolio - Monitoring the Portfolio and Responding to Change - Evaluating Portfolio Performance - Management Skills for Investment Managers
Yeah, was thinking about grabbing it off Amazon. It looks like it might be what I am after
I checked out the updated book on Amazon. Looks like a good overall reference, so I’m purchasing it too. Much more information in the newer version: alternatives, economics, etc.
yep, added it to my Xmas wishlist
Part of it is the L3 curriculum.
1morelevel Wrote: ------------------------------------------------------- > Part of it is the L3 curriculum. yeah I figured it is pretty much covered throught the 3 levels (I’m yet to do L3), but I was keen to have something in one place for easy reference.
I_Passed_Level_1 Wrote: ------------------------------------------------------- > Pixel Wrote: > -------------------------------------------------- > ----- > > Anything affiliated with the CFA is a joke. > > > how about CQF? this looks like a gimmick as well. Didn’t you get the memo? CFA/MBA/CAIA/FRM/CQF/CPA/JD/CMA/CIMA/etc are all worthless. Additionally, a bachelors degree/associates degree/HS Diploma is worthless too. Best practice would be to get the GED and start applying for Ph D programs.
daviskr Wrote: ------------------------------------------------------- > Ha! I just pulled mine off the bookshelf and it’s > from 1983! I’m flipping through the contents and > the updated one might be up your alley. It looks > like an abridged version of the material from all > three levels of the CFA exam during the 80’s. I > might just bring this to work for reference as I’m > sure a whole lot of the material is still > relevant. > > I’d be interested to know the differences between > the older one and yours. Are you looking to buy > this book from Amazon or something? Rough > contents are: > > •Part I - Principles of Financial Asset > Management > - Conceptualizing Portfolio Management > - Basic Financial Concepts: Risk and Return > > •Part II - Investor Objectives and Constraints – > Determination of Portfolio Policies > - Institutional Investors > - Individual Investors > > •Part III Expectational Factors > - Capital Market Expectations: Macro > - Sector and Individual Asset Expectations: > Micro > > •Part IV - Integration of Portfolio Policies and > Expectational Factors > - Asset Allocation > - Fixed Income > - Equity > - Real Estate > - Implementation of Strategy: Execution > > •Part V - Managing the Investor’s Portfolio > - Monitoring the Portfolio and Responding to > Change > - Evaluating Portfolio Performance > - Management Skills for Investment Managers Nice job with the •'s