Investments

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  • Year: 2,017

  • Edition: 11

  • Pages: 1,040

  • Pages In File: 1,041

  • Language: English

  • Topic: 1

  • Identifier: 978-1-259-27717-7

  • Org File Size: 33,181,197

  • Extension: pdf

  • Toc: Cover......Page 1Investments......Page 2About the Authors......Page 6Contents......Page 9Preface......Page 17Distinctive Features......Page 20Supplements......Page 25Acknowledgments......Page 27Chapter 1 The Investment Environment......Page 301.1 Real Assets versus Financial Assets......Page 311.2 Financial Assets......Page 32Consumption Timing......Page 34Separation of Ownership and Management......Page 351.4 The Investment Process......Page 37The Risk–Return Trade-Off......Page 38Efficient Markets......Page 39Financial Intermediaries......Page 40Investment Bankers......Page 42Venture Capital and Private Equity......Page 43Antecedents of the Crisis......Page 44Changes in Housing Finance......Page 46Mortgage Derivatives......Page 48The Rise of Systemic Risk......Page 49The Shoe Drops......Page 50The Dodd-Frank Reform Act......Page 51End of Chapter Material......Page 522.1 The Money Market......Page 56Treasury Bills......Page 57Commercial Paper......Page 58Repos and Reverses......Page 59Yields on Money Market Instruments......Page 602.2 The Bond Market......Page 62Treasury Notes and Bonds......Page 63Municipal Bonds......Page 64Corporate Bonds......Page 67Mortgages and Mortgage-Backed Securities......Page 68Common Stock as Ownership Shares......Page 69Stock Market Listings......Page 70Preferred Stock......Page 71Dow Jones Industrial Average......Page 72The Standard & Poor’s 500 Index......Page 76Foreign and International Stock Market Indexes......Page 77Bond Market Indicators......Page 78Options......Page 79Futures Contracts......Page 80End of Chapter Material......Page 813.1 How Firms Issue Securities......Page 86Publicly Traded Companies......Page 87Shelf Registration......Page 88Initial Public Offerings......Page 89Brokered Markets......Page 91 Market Orders......Page 92Trading Mechanisms......Page 93 Dealer Markets......Page 943.3 The Rise of Electronic Trading......Page 95NASDAQ......Page 97The New York Stock Exchange......Page 98Algorithmic Trading......Page 99High-Frequency Trading......Page 100Dark Pools......Page 1013.6 Globalization of Stock Markets......Page 1023.7 Trading Costs......Page 1033.8 Buying on Margin......Page 1043.9 Short Sales......Page 1073.10 Regulation of Securities Markets......Page 111The Sarbanes-Oxley Act......Page 112Insider Trading......Page 114End of Chapter Material......Page 1154.1 Investment Companies......Page 1204.2 Types of Investment Companies......Page 121Managed Investment Companies......Page 122Commingled Funds......Page 123Investment Policies......Page 124International Funds......Page 125How Funds Are Sold......Page 126 Operating Expenses......Page 12712b-1 Charges......Page 128Fees and Mutual Fund Returns......Page 1294.5 Taxation of Mutual Fund Income......Page 1314.6 Exchange-Traded Funds......Page 1324.7 Mutual Fund Investmen