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Discover sound investment strategies for clients with a current understanding of the “How’s” and “Why’s.” Written in every-day language and presented in topic-specific sections—the title eliminates complicated instructions from multiple resources! The Tools & Techniques format facilitates cross-reference review and, thus, provides a better understanding of the title’s practical and theoretical concepts. You will access succinct solutions to one of the most challenging planning areas—including a detailed two-chapter discussion of the time value of money concepts and applications. The authors deliver practical insight into relationships that exist among present value, future value, and interest rate calculations. As a financial planner utilizing this title, you are assured analysis synchronized with client-based objectives.
Draws together the important topical concepts and investment instruments of:
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Fundamental & technical analysis
Commodity & single-stock futures
Corporate & municipal bonds
Government & asset-based securities
Exchange-traded & mutual funds
Direct & indirect real estate holdings
Hedging & option strategies
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Investment risk
Modern portfolio theory
Performance measurement
Asset pricing models
Portfolio construction
Formula Investing
Equity holdings in stocks
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Newly Revised 2nd Edition of Tools & Techniques of Investment Planning includes relevant topics such as controlling volatility, behavioral finance, free cash flow to the firm, forex markets, dividend yield approach, strategic asset allocation, tactical asset allocation and so much more. Tools & Techniques of Investment Planning will be invaluable at increasing your responsiveness through comprehensive, technically relevant answers that are quickly found and reflect current regulations.
Chapters to feature: the top 12
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Portfolio Management and Measurement
Asset Allocation and Portfolio Construction
Hedging and Option Strategies
Exchange-Traded Funds (ETFs)
REITs (Real Estate Investment Trusts)
Financial Futures
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Mutual Funds
Measuring Yield
Convertible Securities
Asset Pricing Models
Asset-Backed Securities
Common Stocks
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Delivers value at any knowledge level—introductory, overview & review!
Testimonials
“ In each of our books we had one major goal in mind: To create the single best source of up-to-date, pragmatic and transferable information on the topics you need to help others.”
— Stephan R. Leimberg, Lead Author of Tools & Techniques
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