Investments

Bodie, Kane, and Marcus Investments 11e

PART I
Introduction
1 The Investment Environment
2 Asset Classes and Financial Instruments
3 How Securities Are Traded
4 Mutual Funds and Other Investment Companies

PART II
Portfolio Theory and Practice
5 Risk, Return, and the Historical Record
6 Capital Allocation to Risky Assets
7 Optimal Risky Portfolios
8 Index Models

PART III
Equilibrium in Capital Markets
9 The Capital Asset Pricing Model
10 Arbitrage Pricing Theory and Multifactor Models of Risk and Return
11 The Efficient Market Hypothesis
12 Behavioral Finance and Technical Analysis
13 Empirical Evidence on Security Returns

PART IV
Fixed-Income Securities
14 Bond Prices and Yields
15 The Term Structure of Interest Rates
16 Managing Bond Portfolios

PART V
Security Analysis
17 Macroeconomic and Industry Analysis
18 Equity Valuation Models
19 Financial Statement Analysis

PART VI
Options, Futures, and Other Derivatives
20 Options Markets: Introduction
21 Option Valuation
22 Futures Markets
23 Futures, Swaps, and Risk Management

PART VII
Applied Portfolio Management
24 Portfolio Performance Evaluation
25 International Diversification
26 Hedge Funds
27 The Theory of Active Portfolio Management
28 Investment Policy and the Framework of the CFA Institute

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.