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Portfolio Analytics

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eBook details

  • Title: Portfolio Analytics
  • Author : Wolfgang Marty
  • Release Date : January 19, 2014
  • Genre: Finance,Books,Business & Personal Finance,Science & Nature,Mathematics,Industries & Professions,Economics,
  • Pages : * pages
  • Size : 2884 KB

Description

This textbook first introduces the reader to return measurement and then goes on to compare the time-weighted rate of return (TWR) with the money-weighted rate of return (MWR). To emphasize the importance of risk in conjunction with return, different tracking errors are analyzed and ex-post versus ex-ante risk figures are compared. The author then proceeds to modern portfolio theory (MPT) and illustrates how the constraints interfere substantially in the construction of optimized portfolios. As a conclusion, the book provides the reader with all the essential aspects of investment controlling.


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