Table of Contents

About the Instructor vii


Welcome CIMA Qualification Exam Candidates ix


Fundamentals 1


Statistics and Methods 3


Applied Finance and Economics 19


Global Capital Markets History and Valuation 39


Investments 45


Investment Vehicles 47


Equity 53


Fixed Income 63


Alternative Investments 71


Options, Futures, and Other Derivatives 81


Real Assets 87


Portfolio Theory and Behavioral Finance 93


Portfolio Theories and Models 95


Behavioral Finance Theory 103


Personal Investment Philosophies and Styles 111


Tools and Strategies Based on Technical Analysis 117


Risk and Return 119


Attributes of Risk 121


Risk Measurements 125


Performance Measurement and Attribution 129


Portfolio Construction and Consulting Process 137


Investments & Wealth Institute Code of Professional Responsibility 139


Client Discovery 151


Investment Policy 155


Portfolio Construction 161


Manager Search, Selection, and Monitoring 165


Portfolio Review and Revisions 177

About the Author

Wiley empowers learners, researchers, universities, and corporations to achieve their goals in an ever-changing world. For over 200 years, Wiley has been helping people and organizations develop the skills and knowledge they need to succeed. Wiley develops digital education, learning, assessment, and certification solutions to help universities, businesses, and individuals move between education and employment and achieve their ambitions. By partnering with learned societies, we support researchers to communicate discoveries that make a difference. Our online scientific, technical, medical, and scholarly journals, books, and other digital content build on a 200-year heritage of quality publishing.