Bodie, Z: ISE Essentials of Investments

Part 1: ELEMENTS OF INVESTMENTS 1. Investments: Background and Issues 2. Asset Classes and Financial Instruments 3. Securities Markets 4. Mutual Funds and Other Investment Companies Part 2: PORTFOLIO THEORY 5. Risk, Return, and the Historical Record 6. Efficient Diversification 7. Capital Asset Pricing and Arbitrage Pricing Theory 8. The Efficient Market Hypothesis 9. Behavioral Finance and Technical Analysis Part 3: DEBT SECURITIES 10. Bond Prices and Yields 11. Managing Bond Portfolios Part 4: SECURITY ANALYSIS 12. Macroeconomic and Industry Analysis 13. Equity Valuation 14. Financial Statement Analysis Part 5: DERIVATIVE MARKETS 15. Options Markets 16. Option Valuation 17. Futures Markets and Risk Management Part 6: ACTIVE INVESTMENT MANAGEMENT 18. Evaluating Investment Performance 19. International Diversification 20. Hedge Funds 21. Taxes, Inflation, and Investment Strategy 22. Investors and the Investment Process Appendixes1. References 2. References to CFA Questions

Zvi Bodie is Professor Emeritus at Boston University, where he taught from 1973 to 2016. Today, he is an independent financial consultant and educator. His main professional interest is to firmly establish finance as an applied science built on the principles explained in his books and websites. He holds a Ph.D. from the Massachusetts Institute of Technology and has served on the finance faculty at the Harvard Business School and MIT's Sloan School of Management. His textbook Financial Economics coauthored by Nobel-Prize winning economist Robert C. Merton has been translated into 9 languages. In addition to his textbooks, Bodie has coauthored two books for the mass market: Risk Less and Prosper: Your Guide to Safer Investing and Worry-Free Investing A Safe Approach to Achieving Your Lifetime Financial Goals. In 2007, the Retirement Income Industry Association gave him its Lifetime Achievement Award for applied research. He has authored and edited many books and articles on pensions and investing for retirement. With the support of the Research Foundation of the CFA Institute, he organized a series of 3 conferences on the theory and practice of life-cycle finance. Currently he serves as senior advisor to the Investments and Wealth Institute and consults for a number of financial firms including Dimensional Fund Advisors.