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xiv, 177 p. ; 22 cm.
Green Library
xxiv, 437 p. : ill ; 24 cm.
A real-world guide to becoming a top-performing equity analyst Praise for Best Practices for Equity Research Analysts: "Jim Valentine has taken his decades of experience as a highly successful security analyst and written an effective and comprehensive guide to doing the job right. Ionly wish I had this book by my side throughout my career." -- Byron R. Wien, Vice Chairman, Blackstone Advisory Partners LP "Given the fast pace and high-pressure nature of the markets, analysts don't have the luxury to make mistakes. James J. Valentine's Best Practices for Equity ResearchAnalysts should be required reading for all new and experienced analysts, particularly those who were not lucky enough to be brought up in the business under amentor. Valentine can be that mentor." -- Jami Rubin, Managing Director, Global Investment Research, Goldman Sachs "Jim's book is an excellent window into the world of securities research. Very few works cover the complete life cycle of an analyst and the necessary balance betweentheory and practice. This is one of them." -- Juan-Luis Perez, Global Director of Research, Morgan Stanley "Valentine's book doesn't rehash the basics of finance but covers all the nonacademic topics in terms of how the analysts should manage their time, resources, data, and contacts in order to come up with the best stock picks. This book is required reading for beginning analysts and a must-read for all analysts who want todevelop an edge." -- Carl Schweser, Founder of Schweser's Study Program for the CFA Exam "Best Practices for Equity Research Analysts is by far the best written and most comprehensive book that I have read on how to become a top-notch analyst. I shouldn't be surprised; it was written by one of the best analysts that Wall Street has ever seen. Every securities firm should require their analysts to read this book." -- Eli Salzmann, Portfolio Manager Most equity research analysts learn their trade on the job by apprenticing under a senior analyst. However, equity analysts who work for senior producers often havelittle time or incentive to train new hires, and those who do have the time may not have research skills worth emulating. Now, Best Practices for Equity Research Analysts offers promising equity research analysts a practical curriculum for mastering their profession. James J. Valentine, a former Morgan Stanley analyst, explains everything today's competitive analyst needs to know, providing practical training materials for buyand sell-side research analysis in the United States and globally. Conveniently organized for use as a learning tool and everyday reference on the job, Best Practices for Equity Research Analysts covers the five primary areasof the equity research analyst's role: Identifying and monitoring critical factors Creating and updating financial forecasts Deriving price targets or a range of targets Making stock recommendations Communicating stock ideas Expanding upon material covered in undergraduate courses but written specifically to help you perform in the real world, this authoritative book gives you access to the wisdom and expertise of leading professionals in the field. You'll learn best practices for setting up an information hub, influencing others, identifying the critical factors and information sources for better forecasting, creating a better set of financial forecast scenarios, improving valuation and stock-picking techniques, communicating your message effectively, making ethical decisions, and more. Without Best Practices for Equity Research Analysts, you're just treading water in the sink-or-swim world of the equity analyst.
(source: Nielsen Book Data)9780071736381 20160605
Business Library
1 online resource (xxiii, 262 p.).
  • Ralph J. Acampora
  • Laszlo Birinyi
  • Walter Deemer
  • Paul Desmond
  • Gail Dudack
  • Robert J. Farrell
  • Ian McAvity
  • John Murphy
  • Robert Prechter
  • Linda Raschke
  • Alan R. Shaw
  • Anthony Tabell
  • Stan Weinstein
  • Conviction : countering the skeptics and the scoundrels
  • The evolution of technical analysis
  • Luck, astrology, and other unsanctioned signs
  • Creativity, talent, and the art of the craft
  • The challenge of emotions
  • The path to success : formal education
  • Favorite patterns and Indicators.
x, 238 p. ; 24 cm.
SAL3 (off-campus storage)
xi, 95 p. ; 23 cm.
SAL3 (off-campus storage)
vii, 74 p. : ill ; 23 cm.
SAL3 (off-campus storage)
xx, 252 p. : ill.
  • About the Authors xi Preface xiii Acknowledgments xv Introduction xvii PART ONE: Explanation of the GIPS Standards CHAPTER 1. Fundamentals of Compliance 3 Scope of the GIPS Standards 3 History of the GIPS Standards 4 Governance of the GIPS Standards 5 Organization of the GIPS Standards 7 Fundamentals of Compliance 8 Summary 12 CHAPTER 2. Defining the Firm and Composites 13 Defining the Firm 13 Defining Composites 23 Summary 50 PART TWO: The Methodology for Calculating Returns CHAPTER 3. Portfolio Return Measurement 53 Single Period Rate of Return 54 Time Value of Money 63 Performance of the Investor: Money Weighted Returns 67 Internal Rate of Return 71 Performance of the Investment Manager: Time Weighted Returns 77 Portfolio Return Calculations for the GIPS Standards 82 Summary 90 CHAPTER 4. Composite Return Measurement 91 Composite Constituents 91 Composite Returns 93 Single Period Composite Return Considerations 97 Multi-period Composite Returns 100 Summary 107 CHAPTER 5. Dispersion and Risk Measurement 109 Internal Dispersion 109 Equal Weighted Dispersion 111 Asset Weighted Dispersion 114 Risk 119 Summary 137 PART THREE: Reporting and Maintaining Compliance with the GIPS Standards CHAPTER 6. Disclosing and Advertising Composite Performance 141 Required Numerical Information 141 Required Disclosures 149 Length of Time for Disclosures 168 Presentation and Disclosure Recommendations 168 Supplemental Information 170 GIPS Advertising Guidelines 171 Summary 177 CHAPTER 7. Wrap-Fee/SMA, Private Equity, and Real Estate 179 Wrap-Fee/Separately Managed Accounts 180 Private Equity 188 Real Estate 198 Summary 203 CHAPTER 8. Maintaining Compliance with the GIPS Standards 205 Organization and Oversight 205 Return Calculation 211 Error Correction 215 Managing Composites and Presentations 220 Summary 226 CHAPTER 9. Verification 227 Verification 228 Performance Examinations 229 Verification Considerations 230 Required Verification Procedures 234 The Verifier's Report 241 Preparing for Verification 241 Summary 245 Index 247.
  • (source: Nielsen Book Data)9781118266595 20160610
The first and only comprehensive explanation of GIPS, including how to comply with and implement them While the CFA Institute has published Global Investment Performance Standards (GIPS) for years, there has never been a serious discussion of their implementation and best use. In this new book, that void is filled, and you'll quickly discover how to calculate, present, and interpret investment performance conforming to standards that are currently used in over thirty countries worldwide. Covering both the mathematics of relevant investment statistics and the policies and procedures for achieving and maintaining compliance, this book is a comprehensive guide to successfully using GIPS standards in today's turbulent investment environment. Chapters include information on GIPS fundamentals, performance composites, risk and dispersion measurement, and much more Examples are provided throughout, and supplemental formulas make the book usable as a reference Provides the detailed knowledge currently needed by a large group of investment professionals If you're in the field of finance, Complying with the Global Investment Performance Standards (GIPS) is a book you need to read.
(source: Nielsen Book Data)9781118266595 20160610
379 pages : illustrations ; 23 cm
East Asia Library
41 p. ; 28 cm.
Business Library
xv, 415 p. : ill. ; 24 cm.
Law Library (Crown)
xiv, 321 p. : ill. ; 24 cm.
Law Library (Crown)
viii, 89 p. ; 23 cm.
SAL3 (off-campus storage)
1 online resource (vi, 26 p.).
1 online resource (57 p.)
1 electronic text : HTML file.
1 electronic text : HTML file.
xiv, 241 p. ; 24 cm.
  • 1. The trusted adviser takes a fall
  • 2. The age of deception
  • 3. The blessing of the leviathans
  • 4. Heads we win
  • 5. Tails you lose
  • 6. The sound of silence
  • 7. The edge
  • 8. Voodoo management
  • 9. The big squeeze
  • 10. Does it matter?
  • 11. The greed merchants
  • 12. Here's to the next time.
A controversial analysis of investment banking.
(source: Nielsen Book Data)9781591840879 20160527
SAL3 (off-campus storage)
xv, 368 p., [8] p. of plates : ill. ; 25 cm.
  • Bubbles
  • South Philly
  • Morgan Stanley
  • The Prince of Silicon Valley
  • Miniscribe
  • An early brush with the SEC
  • Tech takes off
  • The dream house
  • Building a powerhouse
  • Netscape
  • The dream team
  • Amazon
  • The senator
  • Credit Suisse First Boston
  • The mule in the lobby
  • The flaming Ferraris
  • The friends of Frank
  • Monarch of the valley
  • Leaning on the analysts
  • Denver
  • Mike Grunwald
  • The hottest IPO ever
  • Grunwald's blunder
  • John Doe 526
  • A secret weapon
  • "A concerned citizen"
  • A last hurrah for hot IPOs
  • The gumshoes go to work
  • Culture clash
  • The prosecutors
  • "Time to clean up those files"
  • The Denver traders talk
  • Damage control
  • The unwritten rules of research
  • A vote of confidence
  • Eliot Spitzer
  • Spinning
  • Obstruction
  • The court house steps
  • Quattrone takes the stand
  • Juror no. 1
  • A new attitude
  • "You did a fine job"
  • The verdict
  • Reversal
  • Epilogue.
Green Library


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