Internet Applications

Margin Notes and Internet Exercises are available for each chapter. Click on a chapter number below, then choose an application.

Part One: Background, Basic Principles, and Investment Policy
 1  The Process of Portfolio Management
 2  The Two Key Concepts in Finance
 3  A Review of Statistical Principles Useful in Finance
 4  Setting Portfolio Objectives
 5  Investment Policy

Part Two: Portfolio Construction
 6  The Mathematics of Diversifications
 7  Why Diversification Is a Good Idea
 8  International Investment and Diversification
 9  The Capital Markets and Market Efficiency
10 Picking the Equity Players
11 Security Screening
12 Bond Prices and the Importance of Duration
13 Bond Selection
14 The Role of Real Assets

Part Three: Portfolio Management
15  Revision of Equity Portfolio
16  Revision of Fixed-Income Portfolio
17  Principles of Options and Option Pricing
18  Option Overwriting
19  Performance Evaluation
20  Fiduciary Duties and Responsibilities

Part Four: Portfolio Protection and Emerging Topics
21  Principles of the Futures Market
22  Benching the Equity Players
23  Removing Interest Rate Risk
24  Integrating Derivative Assets and Portfolio Management
25  Contemporary Issues in Portfolio Management