The Fundamental Index

The Fundamental Index PDF

Author: Robert D. Arnott

Publisher: John Wiley & Sons

Published: 2011-03-25

Total Pages: 338

ISBN-13: 1118045483

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2008 American Publishers Awards for Professional and Scholarly Excellence (The PROSE Awards) Finalist/Honorable mention, Business, Finance & Management. The Fundamental Index examines a new approach to indexing that can overcome the structural return drag created by traditional capitalization-based indexing strategies, and in so doing, enhance the performance of your portfolio. Throughout this book, Robert Arnott and his colleagues outline this breakthrough strategy and explain how it can be used to improve investment returns, typically at lower risk and lower cost than most conventional investments.

Asset Management

Asset Management PDF

Author: Stephen Satchell

Publisher: Springer

Published: 2016-09-20

Total Pages: 369

ISBN-13: 3319307940

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This book presents a series of contributions on key issues in the decision-making behind the management of financial assets. It provides insight into topics such as quantitative and traditional portfolio construction, performance clustering and incentives in the UK pension fund industry, pension fund governance, indexation, and tracking errors. Markets covered include major European markets, equities, and emerging markets of South-East and Central Asia.

Unconventional Success

Unconventional Success PDF

Author: David F. Swensen

Publisher: Simon and Schuster

Published: 2005-08-09

Total Pages: 417

ISBN-13: 074327461X

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The author of Pioneering Portfolio Management shows individuals how to avoid the for-profit mutual fund industry and get better returns on their money. In Unconventional Success, investment legend and bestselling author David F. Swensen offers incontrovertible evidence that the for-profit mutual fund industry consistently fails the average investor. From excessive management fees to the frequent “churning” of portfolios, the relentless pursuit of profits by mutual fund management companies harms individual clients. Perhaps most destructive of all are the hidden schemes that limit investor choice and reduce returns, including pay-to-play product-placement fees, stale-price trading scams, soft-dollar kickbacks, and 12b-1 distribution charges. Even if investors manage to emerge unscathed from an encounter with the profit-seeking mutual fund industry, individuals face the likelihood of self-inflicted pain. The common practice of selling losers and buying winners (and doing both too often) damages portfolio returns and increases tax liabilities, delivering a one-two punch to investor aspirations. In short: Nearly insurmountable hurdles confront ordinary investors. Swensen’s solution: A contrarian investment alternative that promotes well-diversified, equity-oriented, market-mimicking portfolios that reward investors who exhibit the courage to stay the course. Swensen suggests implementing his nonconformist proposal with investor-friendly, not-for-profit investment companies such as Vanguard and TIAA-CREF. By avoiding actively managed funds and employing client-oriented mutual fund managers, investors create the preconditions for investment success. Bottom line? Unconventional Success provides the guidance and financial know-how for improving the personal investor’s financial future. “Reveals why the mutual fund industry as a whole does a disservice to the individual investor.” —Booklist “What he has to say is worth listening to.” —The New York Times

Active Index Investing

Active Index Investing PDF

Author: Steven A. Schoenfeld

Publisher: John Wiley & Sons

Published: 2011-08-04

Total Pages: 535

ISBN-13: 1118160800

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For over three decades, indexing has become increasingly accepted by both institutional and individual investors. Index benchmarks and investment products that track them have been a driving force in the transformation of investment strategy from art to science. Yet investors’ understanding of the sophistication of this burgeoning field has lagged the growing use of index products. Active Index Investing is the definitive guide to how indexes are constructed, how index-based portfolios are managed, and how the world’s most sophisticated investors use index-based strategies to enhance performance, reduce costs and minimize the risks of investing. Active Index Investing provides a comprehensive overview of (1) the investment theories that are the foundation of index based investing, (2) best practices in benchmark construction, (3) the growing world of index-based investment vehicles, (4) cutting-edge index portfolio management techniq ues and (5) the myriad ways investors can and do capture the benefits of indexing. Active Index Investing has a unique format that captures the views and perspectives of over 40 of the investment industry’s leading experts and practitioners, while maintaining a holistic view of this complex subject matter. In addition to the Appendix and Glossary within the book, it features an E-ppendix, available at www.IndexUniverse.com

The Index Card

The Index Card PDF

Author: Helaine Olen

Publisher: Penguin

Published: 2016-01-05

Total Pages: 256

ISBN-13: 0698186656

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“The newbie investor will not find a better guide to personal finance.” —Burton Malkiel, author of A RANDOM WALK DOWN WALL STREET TV analysts and money managers would have you believe your finances are enormously complicated, and if you don’t follow their guidance, you’ll end up in the poorhouse. They’re wrong. When University of Chicago professor Harold Pollack interviewed Helaine Olen, an award-winning financial journalist and the author of the bestselling Pound Foolish, he made an off­hand suggestion: everything you need to know about managing your money could fit on an index card. To prove his point, he grabbed a 4" x 6" card, scribbled down a list of rules, and posted a picture of the card online. The post went viral. Now, Pollack teams up with Olen to explain why the ten simple rules of the index card outperform more complicated financial strategies. Inside is an easy-to-follow action plan that works in good times and bad, giving you the tools, knowledge, and confidence to seize control of your financial life.

Attachment

Attachment PDF

Author: Ross A. Thompson

Publisher: Guilford Publications

Published: 2021-04-23

Total Pages: 466

ISBN-13: 1462546021

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"Nine central issues relevant to attachment theory and research constitute this volume: Defining attachment and attachment security, Measuring the security of attachment, The nature and functioning of internal working models, Stability and change in attachment security, Influence of early attachment, Culture and attachment, Separation and loss, Attachment-based interventions, and Attachment, systems, and services. This is a time of widening interest in attachment theory, and this book exists alongside others that provide perspective on the field as a whole. The authors of these chapters have synthesized their views into fresh perspectives that, juxtaposed with others addressing the same questions, offer novel and useful insights into the current status of attachment theory and research, and perspective on its future"--

The Lazy Fundamental Analyst

The Lazy Fundamental Analyst PDF

Author: Fred Piard

Publisher: Harriman House Limited

Published: 2014-10-06

Total Pages: 162

ISBN-13: 0857194518

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A simple, quick and effective approach to quantitative fundamental analysis The Lazy Fundamental Analyst presents a collection of strategies based on the application of quantitative analysis to fundamentals-based investing. It will appeal to anyone looking for simple, effective and low-risk investing strategies. The strategies are organised by ten business sectors: Consumer Discretionary, Consumer Staples, Energy, Financials, Health Care, Industrials, Information Technology, Materials, Telecommunication Service and Utilities. For each sector a strategy is proposed for large capitalisations (companies in the S&P 500 Index) and another is given for small capitalisations (companies in the Russell 2000 index). For each sector, and each strategy, Fred Piard explains how to follow his 'lazy' approach to choose stocks by using only a couple of financial ratios. The strategies eschew detailed due diligence of companies and markets - instead they rely on applying quantitative techniques to filter out the best investments in each sector. These strategies can be managed in just a few minutes per month, making them suitable for those who only have limited time to devote to investing but still wish to have a winning return. Portfolio protection through the use of market timing and hedging is also presented and this can be used with any of the strategies. If you don't have the inclination for in-depth fundamental analysis, or only have a few spare minutes per month for your investing, try Fred Piard's lazy approach to quantitative analysis.

The Big Secret for the Small Investor

The Big Secret for the Small Investor PDF

Author: Joel Greenblatt

Publisher: John Wiley & Sons

Published: 2011-05-09

Total Pages: 79

ISBN-13: 1119979714

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Acclaim for Joel Greenblatt's New York Times bestseller THE LITTLE BOOK THAT BEATS THE MARKET "One of the best, clearest guides to value investing out there." —Wall Street Journal "Simply perfect. One of the most important investment books of the last fifty years!" —Michael Price "A landmark book-a stunningly simple and low-risk way to significantly beat the market!" —Michael Steinhardt, the dean of Wall Street hedge-fund managers "The best book on the subject in years." —Financial Times "The best thing about this book-from which I intend to steal liberally for the next edition of The Only Investment Guide You'll Ever Need-is that most people won't believe it. . . . That's good, because the more people who know about a good thing, the more expensive that thing ordinarily becomes. . . ." —Andrew Tobias, author of The Only Investment Guide You'll Ever Need "This book is the finest simple distillation of modern value investing principles ever written. It should be mandatory reading for all serious investors from the fourth grade on up." —Professor Bruce Greenwald, director of the Heilbrunn Center for Graham and Dodd Investing, Columbia Business School

Fundamentals of Data Visualization

Fundamentals of Data Visualization PDF

Author: Claus O. Wilke

Publisher: O'Reilly Media

Published: 2019-03-18

Total Pages: 390

ISBN-13: 1492031054

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Effective visualization is the best way to communicate information from the increasingly large and complex datasets in the natural and social sciences. But with the increasing power of visualization software today, scientists, engineers, and business analysts often have to navigate a bewildering array of visualization choices and options. This practical book takes you through many commonly encountered visualization problems, and it provides guidelines on how to turn large datasets into clear and compelling figures. What visualization type is best for the story you want to tell? How do you make informative figures that are visually pleasing? Author Claus O. Wilke teaches you the elements most critical to successful data visualization. Explore the basic concepts of color as a tool to highlight, distinguish, or represent a value Understand the importance of redundant coding to ensure you provide key information in multiple ways Use the book’s visualizations directory, a graphical guide to commonly used types of data visualizations Get extensive examples of good and bad figures Learn how to use figures in a document or report and how employ them effectively to tell a compelling story

Fundamental Immunology

Fundamental Immunology PDF

Author: William E. Paul

Publisher: Lippincott Williams & Wilkins

Published: 2012-12-10

Total Pages: 1313

ISBN-13: 1451117833

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Fundamental Immunology Seventh Edition This standard-setting textbook has defined the field of immunology since 1984, and is now in its Seventh Edition continuing to deliver the detailed, authoritative, and timely coverage readers expect. This comprehensive, up-to-date text is ideal for graduate students, post-doctoral fellows, basic and clinical immunologists, microbiologists and infectious disease physicians, and any physician treating diseases in which immunologic mechanisms play a role. Now full-color throughout the book's fully revised and updated content reflects the latest advances in the field. Current insights enhance readers' understanding of immune system function. The text's unique approach bridges the gap between basic immunology and the disease process. Extensive coverage of molecular biology explains the molecular dynamics underlying immune disorders and their treatment. Abundant illustrations and tables deliver essential information at a glance. Plus a convenient companion website features the fully searchable text with all references linked to PubMed. Look inside and discover... * Fully revised and updated content reflects the latest advances in the field. * Current insights enhance readers' understanding of immune system function * Unique approach bridges the gap between basic immunology and the disease process. * Extensive coverage of molecular biology explains the molecular dynamics underlying immune disorders and their treatment. * Abundant illustrations and tables deliver essential information at a glance. PLUS... A convenient companion website features the fully searchable text with all references linked to PubMed. Pick up your copy today!