Portfolio Management: Theory & Practice

Since our inception, the core mission of Schultz Collins has been to help investors make rational, informed and intelligent investment decisions. Prudent decision making, however, requires a basic understanding of capital markets and a familiarity with evolving research in the field of Financial Economics.

In 2006, we published Portfolio Management: Theory and Practice to summarize relevant academic findings. The book’s goal is to provide a short, non-technical introduction to portfolio design, implementation, monitoring and management. It is directed towards investors wishing to understand critical asset management issues without having to become experts in the fields of finance, economics, and statistics.

Now, in 2016, we are pleased to release an updated Theory and Practice that reflects new data and research findings.

We hope you enjoy the material.

All linked references for Theory and Practice are available here.

Theory and Practice: Preface

Chapter One – Basic Portfolio Management Concepts

Chapter Two – Diversification, Correlation & Asset Allocation

Chapter Three – Asset Classes

Chapter Four – Dimensions of Risk and Return

Chapter Five – Building the Portfolio

Chapter Six – Investment Strategies and Investment Vehicles

Chapter Seven – Portfolio Management And Investor Risk Tolerance

Chapter Eight – Investment Fees and Trading Costs

Chapter Nine – Designing, Implementing, and Managing an Investment Portfolio—The Role of the Investment Advisor


Previous Editions:

Portfolio Management: Theory and Practice – April 2008 Revision

Portfolio Management: Theory and Practice – Jan 2006 Revision

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