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Investment planning for financial professionals

Author: Geoffrey A Hirt; Stanley B Block; Somnath Basu
Publisher: New York : McGraw-Hill, ©2006.
Edition/Format:   Print book : EnglishView all editions and formats
Summary:
"In Investment Planning for Financial Professionals, two of the best-known authors in the investment planning field, Geoffrey A. Hirt and Stanley B. Block, have joined forces with finance expert, Somnath Basu, to show financial planners how to successfully manage their clients' investments consistent with their personal objectives and levels of risk tolerance." "This detailed reference carefully explains the
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Material Type: Internet resource
Document Type: Book, Internet Resource
All Authors / Contributors: Geoffrey A Hirt; Stanley B Block; Somnath Basu
ISBN: 0071437215 9780071437219 9780071327213 0071327215
OCLC Number: 61362753
Description: ix, 369 pages : illustrations ; 29 cm
Contents: Investment planning and the financial planning process --
Securities markets --
Overview of financial instruments --
The time value of money --
Investment return and risk --
Portfolio management --
Modern portfolio theory --
Asset allocation and diversification --
Asset pricing models --
Fundamental analysis --
Equity valuation --
Bond valuation --
Mutual funds --
Derivative instruments and markets --
Trading strategies using derivatives --
Taxation and tax strategies.
Responsibility: Geoffrey A. Hirt, Stanley B. Block, Somnath Basu.
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Abstract:

"In Investment Planning for Financial Professionals, two of the best-known authors in the investment planning field, Geoffrey A. Hirt and Stanley B. Block, have joined forces with finance expert, Somnath Basu, to show financial planners how to successfully manage their clients' investments consistent with their personal objectives and levels of risk tolerance." "This detailed reference carefully explains the essential theory required to understand how financial markets work - and describes step by step how best to diversify and balance a portfolio of investments to reduce risk and increase expected returns."

"Ranging from fixed-income securities, common and preferred stock, and mutual funds to options, futures, derivatives, and other investment vehicles, Investment Planning For Financial Professionals cuts through the complexities of today's financial landscape with clear, concise coverage."--Jacket.

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