Investment Planning

Written by three leading investment management experts, this essential planning tool examines risk analysis, risk reduction through diversification, expected returns of various investments, the nature of securities markets and investment companies, and other vital topics. You'll find valuable portfolio-building material on stocks, mutual funds, annuities, insurance, options, futures, derivatives, and much more.

Somnath Basu is a professor of finance at California Lutheran University.

Preface	p. ix
Investment Planning and the Financial Planning Process	p. 1
Securities Markets	p. 17
Overview of Financial Instruments	p. 39
The Time Value of Money	p. 55
Investment Return and Risk	p. 71
Portfolio Management	p. 91
Modern Portfolio Theory	p. 117
Asset Allocation and Diversification	p. 135
Asset Pricing Models	p. 155
Fundamental Analysis	p. 169
Equity Valuation	p. 205
Bond Valuation	p. 231
Mutual Funds	p. 265
Derivative Instruments and Markets	p. 281
Trading Strategies Using Derivatives	p. 317
Taxation and Tax Strategies	p. 343
Index	p. 359
Table of Contents provided by Ingram. All Rights Reserved.

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Summary

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Table of Contents

Supplemental Materials