Overview
- Provides an overview and analysis of portfolio management and investments techniques
- Includes real life case studies and practical examples
- Introduces students to the implementation of models in Excel
Part of the book series: Springer Texts in Business and Economics (STBE)
Access this book
Tax calculation will be finalised at checkout
Other ways to access
Table of contents (15 chapters)
-
Front Matter
-
Equity Securities
-
Front Matter
-
-
Bonds
-
Front Matter
-
-
Derivatives
-
Front Matter
-
Keywords
About this book
This textbook provides a comprehensive introduction to portfolio management and investments. Focusing on four core areas – portfolio management, equities, bonds, and derivatives – it is primarily intended for undergraduate and graduate students alike. However, it will also benefit practitioners working in the fields of financial analysis and portfolio management and professionals who aspire to such professional activities in the financial industry. To ensure its high practical relevance, the book includes a host of case studies and examples from real-world practice, mainly from the German and Swiss financial markets. Additionally, the book shows how to implement the models in Microsoft Excel.
Authors and Affiliations
About the author
Enzo Mondello is owner and managing director of CfBS Center for Business Studies AG (Switzerland), where he provides live and online preparatory courses for the Chartered Financial Analyst (CFA®), Financial Risk Manager (FRM®), Chartered Alternative Investment Analyst (CAIA®), and Certified Management Accountant (CMA) certifications. From 2003 to 2011, he developed and directed both the Master of Advanced Studies (MAS) in Corporate Finance and Banking and Finance (CFA® Track) at the University of Applied Sciences Northwestern Switzerland. He has published several books with Springer Gabler. In addition to his work, he is currently also a lecturer at the University of St. Gallen (Switzerland) for financial risk management and applied finance and for banking and corporate finance at Kalaidos University of Applied Sciences in Zurich (Switzerland).
Bibliographic Information
Book Title: Applied Fundamentals in Finance
Book Subtitle: Portfolio Management and Investments
Authors: Enzo Mondello
Series Title: Springer Texts in Business and Economics
DOI: https://doi.org/10.1007/978-3-658-41021-6
Publisher: Springer Gabler Wiesbaden
eBook Packages: Economics and Finance, Economics and Finance (R0)
Copyright Information: The Editor(s) (if applicable) and The Author(s), under exclusive license to Springer Fachmedien Wiesbaden GmbH, part of Springer Nature 2023
Hardcover ISBN: 978-3-658-41020-9Published: 24 June 2023
Softcover ISBN: 978-3-658-41023-0Due: 25 July 2023
eBook ISBN: 978-3-658-41021-6Published: 23 June 2023
Series ISSN: 2192-4333
Series E-ISSN: 2192-4341
Edition Number: 1
Number of Pages: XXI, 590
Number of Illustrations: 33 b/w illustrations, 61 illustrations in colour
Topics: Capital Markets, Risk Management, Business Finance, Investment Appraisal