Trading and Money Management in a Student-Managed Portfolio

A textbook for classes associated with student managed investment funds. It summarizes the disciplines and skills necessary for trading by means of a methodical pedagogy. It teaches readers to build a ranking model for securities and write a research report for a sell-side firm. It covers equities, fixed income, derivatives, and hedge funds.

Autorentext

Jason Greene is Professor of Finance at Southern Illinois University and faculty advisor for the Saluki Student Investment Fun (SSIU), which provides SIU students with hands-on experience in portfolio management and investment research.

Klappentext

This hands-on textbook for student managed investment funds (SMIFs) presents the applied material that textbooks on portfolios and investments always overlook. Its focus on "how-to" questions summarizes the disciplines and skills necessary for trading. Covering equities, hedge funds and derivatives, and fixed income, it captures the breadth and the detail necessary for developing and executing trading strategies.Developed specifically for SMIF courses, the book features calculations, examples, and software that help students move from talking about markets to taking positions in them.

Zusammenfassung
"This textbook for advanced undergraduate and graduate students who participate in a student-managed portfolio is designed to fill the gap between traditional academic textbooks on investments and portfolio management, and practice-oriented books on specific investment strategies."-- ProtoView.com, March 2014 "The Bruce and Greene text provides a comprehensive toolkit for the practical management of a student managed investment fund, including many detailed examples taken from real world funds. It thoroughly covers all of the major topics in leading investments texts, but supplements theory with realistic practical application."-- Gary C. Sanger, Louisiana State University

Inhalt

Chapter 1: Investment Philosophy and Process

Chapter 2: Organization

Chapter 3: Security Selection

Chapter 4: Portfolio Construction

Chapter 5: Presentations

Chapter 6: Performance Evaluation and Reporting

Chapter 7: Tools

Chapter 8: Student Forums, Symposiums, and Competitions

Chapter 9: Student-Managed Funds: Present and Future

Appendix