The Investment Advisor Body of Knowledge + Test Bank. IMCA

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СКАЧАТЬ style="font-size:15px;">      Angie Lutterman, CPA (Chief Financial Officer)

      Ceil Oetting, PHR (Senior Director, Human Resources)

      Stephanie Lasser, CAE, CMP (Director of Education and Conferences)

      Jamie Lewis (Education & Product Development Manager)

      Cheryl Brandes (Education Programs Manager)

      Tricia Fleming (Education Programs Coordinator and Administrator)

      Jill Ladouceur (Director of Creative Services)

      Ryan Hoffman (Director of Communications)

      Debbie Nochlin (Managing Editor, Investments & Wealth Monitor and Journal of Investment Consulting)

      A special thanks goes to Jamie Lewis for organizing and managing this project. Your patience and persistence were critical. This would never have come together without your tireless work. Thank you, Jamie!

      Contributing Authors

      M.J. Alhabeeb, PhD

      Noel Amenc, PhD

      Howard J. Atkinson, CIMA, CFA

      Mark J. Anson, PhD, JD, CPA, CFA, CAIA

      Kris Boudt, PhD

      Alistair Bryne, PhD, CFA

      Gerald W. Buetow Jr., PhD, CFA

      Roger G. Clarke, PhD

      W. Sean Cleary, PhD, CFA

      Bruce M. Collins, PhD

      Robert M. Conroy, DBA, CFA

      Garry B. Crowder, JD

      Christopher L. Culp, PhD

      Joakim Darras

      Pamela P. Drake, PhD, CFA

      Frank J. Fabozzi, PhD, CFA, CPA

      Ryan C. Fuhrmann, CFA

      Khalid Ghayur, CFA

      Felix Goltz

      Larry Harris, PhD

      Ronan G. Heaney

      IMCA

      David Iverson

      Robert R. Johnson, PhD, CFA

      David M. Jones, PhD

      Paul D. Kaplan, CFA

      Hossein Kazemi, PhD, CFA

      Dorothy C. Kelly, CFA

      Stephan A. Komon, CFA

      Mark Kritzman, CFA

      Asjeet S. Lamba, CFA

      Veronique Le Sourd

      Richard C. Marston, PhD

      Lionel Martellini, PhD

      Ron Mensink, CFA

      Michael B. Miller

      Benedict Peeters

      Stephen C. Platt, CFA

      Michael Pompian, CFA, CFP, CAIA

      Ellen J. Rachlin

      Bernd Scherer, PhD

      Thomas Schneeweis, PhD, CAIA

      Shani Shamah

      Barry M. Sine, CFA

      Vijay Singal, PhD, CFA

      Frank E. Smudde, CFA

      Robert A. Strong, CFA

      Jarrod W. Wilcox, PhD

      Richard Yamarone

      Subject Matter Experts and Colleagues (who directly or indirectly influenced the development of this text)

      Yacine Ait-Sahalia, PhD

      Andrew Ang, PhD

      Garry Bridgeman, CIMA

      Jean Brunel, CFA

      Mike Gallmeyer, PhD

      Chris Geczy, PhD

      Roger Gibson, CFA, CFP

      John Granzow, CIMA

      Mark Harbour, CFA, CIMA

      Michael Kitces, MTAX, CFP

      Jeff Jaffe, PhD

      Richard Joyner, CPA, PFS, CFP, CIMA, CPWA

      Greg LaBlanc, JD

      Pierre Liang, PhD, CPA

      Wai Lee, PhD

      Andrew Lo, PhD

      Arthur Lyons

      Craig MacKinlay, PhD

      Toby Moskowitz, PhD

      Dede Pahl

      Raghuram Rajan, PhD

      Tarun Ramadorai, PhD

      Doug Rogers, CFA

      Geert Rouwenhorst, PhD

      Shashin Shah, CFA, CFP

      Ron Surz, CIMA

      Jeff Thomas, JD, CIMA, CPWA

      Vijay Vaidyanathan, PhD

      Pietro Veronesi, PhD

      Scott Welch, CIMA

      Introduction

      The Purpose of This Textbook

      This textbook has been developed with two objectives in mind: Consolidate the key concepts, research, theories, and application that form the critical knowledge and skills of investment advisors and consultants into one volume; and offer CIMA certification candidates a comprehensive resource to help them in their studies as they proceed through their candidacy.

      The Layout and Structure of This Textbook

      We have leveraged works from some of the best minds in academia and industry to present a unified body of text that encompasses the CIMA Core Topics List. While the readings in the textbook follow the CIMA exam content blueprint by domain and section, not all of the (525) line items found on that list are covered in this book. That being said, you will find that most of those topics are reviewed in this text, and just as important, each is covered at a level of depth СКАЧАТЬ