Books in Investment management

A First Course in Model Validation and Model Risk Management

1st Edition
January 1, 2026
Jonathan Schachter + 2 more
English

A First Course in Model Validation and Model Risk Management explains in step-by-step, practical terms how mathematical models owned by financial institutions are essential to their public (sales, trading, risk management, and internal audit) and private (merger and acquisition, and IPO) activities. Like a diverse fleet of cars maintained by a rental car location, a bank must make sure customers can “drive” any of its models in seeking a profit or hedge in a specific financial product.The book is divided into three sections on conventional pricing and risk models, including risk-neutral and historical measures. Chapters consider modeling basics, marked-to-market asset classes, market risk, credit risk, portfolio risk, operational risk, capital model risk, and financial crime, along with machine learning, AI, and Python specific modeling and risk assessment techniques. Problems sets, video examples, sample Python code, and an instructor manual are offered on companion and instructor sites to support learning and provide an opportunity to put concepts into practice. A refresher in statistics and an abbreviation glossary are included across two appendices.

Performance Attribution Volume 2

2nd Edition
November 1, 2025
Brian Singer + 2 more
English
Paperback
9 7 8 0 1 2 8 1 8 3 0 1 4
eBook
9 7 8 0 1 2 8 1 8 3 0 2 1

Performance Attribution Volume 2: Analysis and Reporting, Second Edition explains the practical aspects of building or interpreting a top-to-bottom performance attribution system applicable to many asset classes. Requiring a familiarity with the principal concepts of portfolio analysis, it features standard methodologies and alternative approaches to the attribution of diverse assets, including derivatives, fixed income, and hedge funds. Based on the authors’ Performance Evaluation and Attribution of Security Portfolios (2012), its concentration on the ethical standards embodied by GIPS includes a summary of provisions for the presentation of risk in a firm’s investments.

Performance Evaluation and Attribution Volume 1

2nd Edition
October 1, 2025
Russ Wermers + 1 more
English
Paperback
9 7 8 0 1 2 8 1 8 2 9 7 0
eBook
9 7 8 0 1 2 8 1 8 2 9 8 7

Performance Evaluation and Attribution Volume 1: Asset Pricing and Models, Second Edition, presents an updated, comprehensive exploration of portfolio evaluation. Based on the authors’ Performance Evaluation and Attribution of Security Portfolios (2012), this Second Edition adds four new chapters and updated content throughout in its practical approach to measuring manager skills and using recent statistical techniques to solve investment problems. Added are new factor models, including the newly developed q-factor model and the new models of Fama and French; new examples; and new work on qualitative considerations used in performance evaluation. Highly detailed, Performance Evaluation and Attribution Volume 1: Asset Pricing and Models, Second Edition, combines academic rigor with practical applications and guidance for applications of diverse approaches.

Mergers, Acquisitions, and Other Restructuring Activities

12th Edition
September 15, 2025
Donald DePamphilis
English
Paperback
9 7 8 0 4 4 3 1 6 1 0 6 3
eBook
9 7 8 0 4 4 3 1 6 1 0 7 0

Mergers, Acquisitions, and Other Restructuring Activities: An Integrated Approach to Process, Tools, Cases, and Solutions, Twelfth Edition presents the most current and comprehensive M&A on M&A environments, M&A processes, M&A valuation and modeling, deal structuring and financing strategies, and alternative business and restructuring strategies. Covering relevant academic research published since 2021 make the 12th edition a balanced, comprehensive guide to the complex and dynamically changing world of M&A. With content relevant to industries worldwide, this new edition illustrates the most germane strategies and tactics in today's marketplace.

Valuing and Investing in Equities

1st Edition
November 19, 2020
Francesco Curto
English
Paperback
9 7 8 0 3 2 3 8 9 9 2 4 6

Valuing and Investing in Equities: CROCI: Cash Return on Capital Investment develops a common-sense framework for value investors. By distinguishing investors from speculators, it acknowledges the variety of styles and goals in the financial markets. After explaining the intuition behind due diligence, portfolio construction, and stock picking, it shows the reader how to perform these steps and how to evaluate their results. Francesco Curto illuminates the costs and opportunities afforded by valuation strategies, inflation, and bubbles, emphasizing their effects on each other within the CROCI framework. Balancing analytics with an engaging clarity, the book neatly describes a comprehensive, time-tested approach to investing. Annual returns from this investment approach demand everyone’s attention.

Student-Managed Investment Funds

2nd Edition
July 23, 2020
Brian Bruce
English
Paperback
9 7 8 0 1 2 8 1 7 8 6 6 9
eBook
9 7 8 0 1 2 8 1 7 8 6 7 6

Student-Managed Investment Funds: Organization, Policy, and Portfolio Management, Second Edition, helps students work within a structured investment management organization, whatever that organizational structure might be. It aids them in developing an appreciation for day-to-day fund operations (e.g., how to get portfolio trade ideas approved, how to execute trades, how to reconcile investment performance), and it addresses the management of the portfolio and the valuation/selection process for discriminating between securities. No other book covers the "operational" related issues in SMIFs, like organizations, tools, data, presentation, and performance evaluation. With examples of investment policy statements, presentation slides, and organizational structures from other schools, Student-Managed Investment Funds can be used globally by students, instructors, and administrators alike.

Valuing and Investing in Equities

1st Edition
April 16, 2020
Francesco Curto
English
Paperback
9 7 8 0 1 2 8 1 3 8 4 8 9
eBook
9 7 8 0 1 2 8 1 3 8 4 9 6

Environmental, Social, and Governance (ESG) Investing

1st Edition
January 30, 2020
John Hill
English
Paperback
9 7 8 0 1 2 8 1 8 6 9 2 3
eBook
9 7 8 0 1 2 8 1 8 6 9 3 0

Environmental, Social, and Governance (ESG) Investing: A Balanced Analysis of the Theory and Practice of a Sustainable Portfolio presents a balanced, thorough analysis of ESG factors as they are incorporated into the investment process. An estimated 25% of all new investments are in ESG funds, with a global total of $23 trillion and the U.S. accounting for almost $9 trillion. Many advocate the sustainability goals promoted by ESG, while others prefer to maximize returns and spend their earnings on social causes. The core problem facing those who want to promote sustainability goals is to define sustainability investing and measure its returns. This book examines theories and their practical implications, illuminating issues that other books leave in the shadows.

Public-Private Partnerships for Infrastructure

2nd Edition
May 29, 2018
E. R. Yescombe + 1 more
English
Hardback
9 7 8 0 0 8 1 0 0 7 6 6 2
eBook
9 7 8 0 0 8 1 0 0 7 6 7 9

Public-Private Partnerships for Infrastructure - Principles of Policy and Finance, Second Edition explains how public private partnerships are prepared, procured, financed, and managed from both the public- and private-sector perspectives. As the use of public private partnerships continues to develop world-wide, both in the area of public policy and private financing and contracting, the Second Edition of this leading textbook: Captures and explains the latest approaches, providing a comprehensive all-round guide for those on both the public- and private-sector sides of the table Emphasises a step-by-step approach within a comprehensive, cross-referenced format Includes clear explanations of PPP evaluation, structuring and financing concepts for the benefit of those new to the topic: no prior knowledge is assumed or required Provides detailed reference points for more experienced practitioners Draws from the authors’ experience and practice in PPP markets worldwide to provide a perspective on practical application of the key underlying principles Includes an extensive glossary of technical and financial terms used in the PPP sector

Financing Entrepreneurship and Innovation in Emerging Markets

1st Edition
November 13, 2017
Lourdes Casanova + 2 more
English
Hardback
9 7 8 0 1 2 8 0 4 0 2 5 6
eBook
9 7 8 0 1 2 8 0 4 0 2 6 3

Financing Entrepreneurship and Innovation in Emerging Markets offers an original perspective on the links between macro data on innovation, data on micro-entrepreneuria... processes and venture capital supply. The authors synthesize two disparate fields of research and thinking—innovation and entrepreneurship and economics—to illuminate how domestic companies compete and the business environment in which entrepreneurial firms operate. Its broad scope and firm linkages between processes at different levels leapfrogs research topics. For those investigating entrepreneurship and innovation in the early stages of economic development, this book demonstrates how micro and macro foundations of productivity, and hence economic growth and development, are inextricably intertwined.

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Books in Investment management

A First Course in Model Validation and Model Risk Management

Performance Attribution Volume 2

Performance Evaluation and Attribution Volume 1

Mergers, Acquisitions, and Other Restructuring Activities

Valuing and Investing in Equities

Student-Managed Investment Funds

Valuing and Investing in Equities

Environmental, Social, and Governance (ESG) Investing

Public-Private Partnerships for Infrastructure

Financing Entrepreneurship and Innovation in Emerging Markets