Investments (2026 Release)
暫譯: 投資 (2026 版)

Zvi Bodie,Alex Kane,Alan J. Marcus,Nicholas M. Racculia

Investments (2026 Release)
  • 出版商: McGraw-Hill Education
  • 出版日期: 2026-05-25
  • 售價: $1,920
  • 貴賓價: 9.8 折 $1,881
  • 語言: 英文
  • 頁數: 1006
  • ISBN: 1265967032
  • ISBN-13: 9781265967031
  • 相關分類: 投資理財 Investment

    • 下單後立即進貨 (約5~7天)

相關主題

商品描述

Investments serves as a graduate (MBA) text designed primarily for investment analysis courses. It presents material through a framework rooted in fundamental principles, addressing key issues relevant to investors. Aligning with the CFA Institute, the authors ensure the text complements the CFA curriculum. The central theme is the near-efficiency of security markets, emphasizing that most securities are priced correctly based on their risk and return, while highlighting that competitive markets do not provide 'free lunches' to participants. A second theme explores the risk-return trade-off, while also emphasizing asset allocation and providing an in-depth look at futures, options, and derivatives.

商品描述(中文翻譯)

《投資》是一本為研究生（MBA）課程設計的教科書，主要針對投資分析課程。它通過根植於基本原則的框架來呈現材料，解決與投資者相關的關鍵問題。與 CFA Institute 對齊，作者確保該文本補充 CFA 課程。核心主題是證券市場的近乎有效性，強調大多數證券的價格是基於其風險和回報正確定價的，同時指出競爭市場不會為參與者提供「免費午餐」。第二個主題探討風險與回報的權衡，同時強調資產配置，並深入分析期貨、選擇權和衍生品。

作者簡介

作者：Zvi Bodie
現職：Boston University

作者：Alex Kane
現職：University of California, San Diego

作者：Alan J. Marcus
現職：Boston College

作者：Nicholas M. Racculia
現職：St. Vincent College

作者簡介(中文翻譯)

作者：Zvi Bodie
現職：波士頓大學

作者：Alex Kane
現職：加州大學聖地牙哥分校

作者：Alan J. Marcus
現職：波士頓學院

作者：Nicholas M. Racculia
現職：聖文森特學院

目錄大綱

PART I: INTRODUCTION
Ch 1 The Investment Environment
Ch 2 Asset Classes and Financial Instruments
Ch 3 How Securities Are Traded
Ch 4 Mutual Funds and Other Investment Companies

PART II: PORTFOLIO THEORY AND PRACTICE
Ch 5 Risk, Return, and the Historical Record
Ch 6 Capital Allocation to Risky Assets
Ch 7 Efficient Diversification
Ch 8 Index Models

PART III: EQUILIBRIUN IN CAPITAL MARKETS
Ch 9 The Capital Asset Pricing Model
Ch10 Arbitrage Pricing Theory and Multifactor Models of Risk and Return
Ch11 The Efficient Market Hypothesis
Ch12 Behavioral Finance, Technical Analysis, and Artificial Intelligence
Ch13 Empirical Evidence on Security Returns

PART IV: FIXED-INCOME SECURITIES
Ch14 Bond Prices and Yields
Ch15 The Term Structure of Interest Rates
Ch16 Managing Bond Portfolios

PART V: SECURITY ANALYSIS
Ch17 Macroeconomic and Industry Analysis
Ch18 Equity Valuation Models
Ch19 Financial Statement Analysis

PART VI: OPTIONS, FUTURES, AND OTHER DERIVATIVES
Ch20 Options Markets: Introduction
Ch21 Option Valuation
Ch22 Futures Markets
Ch23 Futures, Swaps, and Risk Management

PART VII: APPLIED PORTFOLIO MANAGEMENT
Ch24 Portfolio Performance Evaluation
Ch25 International Diversification
Ch26 Alternative Assets
Ch27 The Theory of Active Portfolio Management
Ch28 Investment Policy and the Framework of the CFA Institute

目錄大綱(中文翻譯)

PART I: INTRODUCTION

Ch 1 The Investment Environment

Ch 2 Asset Classes and Financial Instruments

Ch 3 How Securities Are Traded

Ch 4 Mutual Funds and Other Investment Companies



PART II: PORTFOLIO THEORY AND PRACTICE

Ch 5 Risk, Return, and the Historical Record

Ch 6 Capital Allocation to Risky Assets

Ch 7 Efficient Diversification

Ch 8 Index Models



PART III: EQUILIBRIUN IN CAPITAL MARKETS

Ch 9 The Capital Asset Pricing Model

Ch10 Arbitrage Pricing Theory and Multifactor Models of Risk and Return

Ch11 The Efficient Market Hypothesis

Ch12 Behavioral Finance, Technical Analysis, and Artificial Intelligence

Ch13 Empirical Evidence on Security Returns



PART IV: FIXED-INCOME SECURITIES

Ch14 Bond Prices and Yields

Ch15 The Term Structure of Interest Rates

Ch16 Managing Bond Portfolios



PART V: SECURITY ANALYSIS

Ch17 Macroeconomic and Industry Analysis

Ch18 Equity Valuation Models

Ch19 Financial Statement Analysis



PART VI: OPTIONS, FUTURES, AND OTHER DERIVATIVES

Ch20 Options Markets: Introduction

Ch21 Option Valuation

Ch22 Futures Markets

Ch23 Futures, Swaps, and Risk Management



PART VII: APPLIED PORTFOLIO MANAGEMENT

Ch24 Portfolio Performance Evaluation

Ch25 International Diversification

Ch26 Alternative Assets

Ch27 The Theory of Active Portfolio Management

Ch28 Investment Policy and the Framework of the CFA Institute

類似商品

最後瀏覽商品 (2)