1.Chapter-opening vignettes serve to outline the upcoming material in the chapter and provide students with a road map of what they will learn.
2.Concept checks to enable students to determine whether they have understood the preceding material.
3.Numbered examples allows students to learn how to solve specific problems step-by-step as well as gain insight into general principles by seeing how they are applied to answer concrete questions.
4.Words from the Street boxes which contain short articles from business periodicals, such as The Wall Street Journal.
5.Excel applications, Excel exhibits, and Excel problems.
6.Problem sets for students to practice in solving problem and increase their understanding of investments.
7.Exam prep questions for the CFA exams are available in selected chapters.
8. CFA problems from recent CFA examinations in applicable chapters. These questions represent the kinds of questions that professionals in the field believe are relevant to the ’real world.
9.E-investment boxes are exercises that provide students with simple activities to enhance their experience using the Internet. Easy-to-follow instructions and questions are presented so students can utilize what they have learned in class and apply it to today’s Web-driven world.
作者簡介
Zvi Bodie
現職：Boston University – Finance
Alex Kane
現職：University of California - San Diego
Alan J. Marcus
現職：Boston College - Finance Department
Jain Ravi
現職：National University of Singapore
目 錄
PART I: INTRODUCTION
Ch 1 The Investment Environment
Ch 2 Asset Classes and Financial Instruments
Ch 3 How Securities Are Traded
Ch 4 Mutual Funds and Other Investment Companies
PART II: PORTFOLIO THEORY AND PRACTICE
Ch 5 Introduction to Risk, Return, and the Historical Record
Ch 6 Risk Aversion and Capital Allocation to Risky Assets
Ch 7 Optimal Risky Portfolios
Ch 8 Index Models
PART III: EQUILIBRIUM IN CAPITAL MARKETS
Ch 9 The Capital Asset Pricing Model
Ch10 Arbitrage Pricing Theory and Multifactor Models of Risk and Return
Ch11 The Efficient Market Hypothesis
Ch12 Behavioral Finance and Technical Analysis
Ch13 Empirical Evidence on Security Returns
PART IV: FIXED-INCOME SECURITIES
Ch14 Bond Prices and Yields
Ch15 The Term Structure of Interest Rates
Ch16 Managing Bond Portfolios
PART V: SECURITY ANALYSIS
Ch17 Macroeconomic and Industry Analysis
Ch18 Equity Valuation Models
Ch19 Financial Statement Analysis
PART VI: OPTIONS, FUTURES, AND OTHER DERIVATIVES
Ch20 Options Markets: Introduction
Ch21 Option Valuation
Ch22 Futures Markets
Ch23 Futures, Swaps, and Risk Management
PART VII: APPLIED PORTFOLIO MANAGEMENT
Ch24 Portfolio Performance Evaluation
Ch25 International Diversification
Ch26 Hedge Funds
Ch27 The Theory of Active Portfolio
Ch28 Investment Policy and the Framework of the CFA Institute
