The Investment Advisor Body of Knowledge + Test Bank: Readings for the Cima Certification (Hardcover)

Acknowledgments vii

Introduction xi

CHAPTER 1 IMCA Code of Professional Responsibility and Standards of Practice 1

CHAPTER 2 Regulatory Considerations 37

CHAPTER 3 Statistics and Methods 47

CHAPTER 4 Applied Finance and Economics 105

CHAPTER 5 Global Capital Markets: History and Valuation 235

CHAPTER 6 Attributes of Risk 307

CHAPTER 7 Risk Measurements 321

CHAPTER 8 Performance Measurement and Attribution 333

CHAPTER 9 Traditional Global Investments: Equity and Fixed Income 393

CHAPTER 10 Fixed-Income Vehicles 471

CHAPTER 11 Foreign Exchange Market 547

CHAPTER 12 Alternative Investments 569

CHAPTER 13 Options, Futures, and Other Derivatives 651

CHAPTER 14 Tools and Strategies Based on Technical Analysis 703

CHAPTER 15 Portfolio Theories and Models 759

CHAPTER 16 Behavioral Finance Theory 815

CHAPTER 17 Client Discovery 899

CHAPTER 18 Investment Policy Statement (IPS) 997

CHAPTER 19 Portfolio Risk Management Strategies 1017

CHAPTER 20 Manager Search, Selection, and Monitoring 1049

CHAPTER 21 Perform Portfolio Review and Revisions Process 1083

IMCA 1103

About the Author 1105

Index 1107