Exam (elaborations)

Lecture Notes & Practice Bank: Investment Analysis and Portfolio Management – (CFA-Style)

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Written in

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This is a comprehensive set of lecture notes and practice resources for Investment Analysis and Portfolio Management. Covering 28 chapters, this material is designed to align with the CFA Institute framework, offering a deep dive into investment asset classes, risk and return, and the Capital Asset Pricing Model (CAPM). Key topics include security trading, mutual funds, the Efficient Market Hypothesis, behavioral finance, and advanced valuation models for equities and options. The resource also features problem sets and CFA-style practice questions to help students and finance professionals master bond portfolio management, macroeconomic analysis, and the theory of active portfolio management. It is an essential guide for those preparing for professional certification or advanced academic studies in finance.

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Institution

Lecture Notes & Practice Bank: Investment Analysis

Course

Lecture Notes & Practice Bank: Investment Analysis

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Institution: Lecture Notes & Practice Bank: Investment Analysis
Course: Lecture Notes & Practice Bank: Investment Analysis

Document information

Uploaded on: January 26, 2026
Number of pages: 358
Written in: 2025/2026
Type: Exam (elaborations)
Contains: Questions & answers

Subjects

investment analysis
portfolio management
asset classes
risk and return
financial instrument
equity valuation
bond portfolios
derivative mar
capital asset pricing model capm
efficient market hypothesis

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Lecture Notes & Practice Bank: Investment Analysis and Portfolio Management – (CFA-Style)

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