FactSet login
NOTE: Use your Sheridan email (for example, username@sheridancollege.ca) for registration or look up your FactSet username. UPN address (for example, username@shernet.sheridancollege.ca) is NOT your actual email and you won't be able to receive any emails at the address that contains shernet portion.
Help Guides for FactSet Portfolio Analysis 3.0
- Beginners Guide to Portfolio Analysis 3.0This Guide to Portfolio Analysis will especially help students taking Portfolio Management classes, such as FINA 43007
- FactSet Essentials: Portfolio Analysis coursePlease log into the FactSet Learning website to access this short course ( https://learning.factset.com )
Books in the Sheridan Library collection
Successful Investing Is a Process by
A process-driven approach to investment management that lets you achieve the same high gains as the most successful portfolio managers, but at half the cost What do you pay for when you hire a portfolio manager? Is it his or her unique experience and expertise, a set of specialized analytical skills possessed by only a few? The truth, according to industry insider Jacques Lussier, is that, despite their often grandiose claims, most successful investment managers, themselves, can't properly explain their successes. In this book Lussier argues convincingly that most of the gains achieved by professional portfolio managers can be accounted for not by special knowledge or arcane analytical methodologies, but proper portfolio management processes whether they are aware of this or not. More importantly, Lussier lays out a formal process-oriented approach proven to consistently garner most of the excess gains generated by traditional analysis-intensive approaches, but at a fraction of the cost since it could be fully implemented internally. Profit from more than a half-century's theoretical and empirical literature, as well as the author's own experiences as a top investment strategist Learn an approach, combining several formal management processes, that simplifies portfolio management and makes its underlying qualities more transparent, while lowering costs significantly Discover proven methods for exploiting the inefficiencies of traditional benchmarks, as well as the behavioral biases of investors and corporate management, for consistently high returns Learn to use highly-efficient portfolio management and rebalancing methodologies and an approach to diversification that yields returns far greater than traditional investment programs
ISBN: 9781118464793Publication Date: 2013-01-28
Investment Leadership and Portfolio Management by
An industry leader candidly examines the role of investmentleadership in portfolio management Investment Leadership & Portfolio Management providesa top down analysis of successful strategies, structures, andactions that create an environment that leads to strong macroinvestment performance and rewarding investor outcomes. Byexamining how to manage and lead an investment firm throughsuccessful investment decision-making processes and actions, thisbook reveals what it will take to succeed in a radically changedinvestment landscape. From firm governance and firm structure-forsingle capability, multi-capability, and investment and productfirms-to culture, strategy, vision, and execution, authors BrianSinger, Barry Mandinach, and Greg Fedorinchik touch upon key topicsincluding the differences between leading and managing; investmentphilosophy, process, and portfolio construction; communication andtransparency; and ethics and integrity. Leadership issues in investment firms are a serious concern,and this book addresses those concerns Details the strong correlation between excellence in investmentleadership and excellence in portfolio management Written by a group of experienced professionals in the field,including the Chairman of the CFA Institute Board of Governors Understanding how to operate in today's dynamic investmentenvironment is critical. Investment Leadership & PortfolioManagement contains the insights and information needed to makesignificant strides in this dynamic arena.
ISBN: 9780470435403Publication Date: 2009-10-26
Key online finance journals
- Full-text Business and Economics Electronic JournalsUse this link to see all of the available Full Text Business and Economic Electronic Journals available to Sheridan staff and students.
