Portfolio Management for Financial Advisers

Introduction to CFA exams. Private wealth management. Portfolio management for institutional investors. Portfolio management in global context.

Literatura podstawowa:

Managing Individual Investors Portfolios, Chapter 2 Managing Investment Portfolios: A Dynamic Process, 3rd edition, J.W.Bronson, M.H.Scanlan, and J.R.Squires, CFA Institute, 2008; Life-Cycle Investing, Chapter 3, Investment Management for Taxable Private Investors, J.Wilcox, J.E.Horvitz, and Dan diBartolomo, The Research Foundation of CFA Institute, 2006; Excerpts from, Lifestyle, Wealth Transfer and Asset Classes?, Chapter 4 and Techniques for Improving After-Tax Investment Performance , Chapter 6, Investment Management for Taxable Private Investors, J.Wilcox, J.E.Horvitz, and Dan diBartolomo, The Research Foundation of CFA Institute, 2006; Multiple Asset Locations, Chapter 5, Integrated Wealth Management, J.L.P.Brune, Euromoney Institutional Investors Plc, 2002; Low-basis stock, Chapter 10 Integrated Wealth Management The New Direction for Portfolio Managers, J.L.P.Brunel, Euromoney Institutional Investors Plc, 2002; Goals-Based Investing: Integrating Traditional and Behavioral Finance, D.Nevins, Journal of Wealth Management, Institutional Investors, 2004; Managing Institutional Investor Portfolios, Chapter 3, R.Ch.Tschampion, L.B.Siegel, D.J.Takahashi, and J.L.Maginn, Managing Investment Portfolios: A Dynamic Process, 3rd edition, CFA Institute, 2008.

Literatura uzupełniająca:

The case for International Diversification, Chapter 9, International Investments, 5th edition, B.Solnik and D.McLeavey, Addison Wesley, 2003; Currency Risk Management, Chapter 11, International Investments, 5thy edition, B.Solnik and D.McLeavey, Addison Wesley, 2003; Investing in Emerging Stock Markets, Yesim Tokat and Nelson Wicas, The Journal of Wealth Management, Institutional Investors, Inc., Fall 2004; Beyond the Big 50, Opportunities in Emerging Markets, M.J.Fredericks, The Journal of Investing, Institutional Investors, Inc, Spring 2005; Structuring the Global Investment Process, Chapter 13, International Investments, 5th edition, B.Solnik and D.McLeavey, Addison Wesley, 2003.

Publikacje własne:

The author is a Chartered Financial Analyst (CFA) charterholder.

egzamin tradycyjny-pisemny: 50.00%

egzamin testowy: 50.00%