The Tools & Techniques of Investment Planning, 3rd Edition

Stephan R. Leimberg, Robert J. Doyle, Jr., Thomas R. Robinson, and Robert R. Johnson

ISBN: 978-1-939829-16-0

Product #: 2730003

Format: Paperback, 8 ½” x 11”, Approx. 600 pages

Pub. Date: November 2013

About the Book

This new 3rd edition of The Tools & Techniques of Investment Planning provides students with a straightforward approach to a complicated topic. This book tackles the challenging topic of investment planning in a way that allows students to turn information into real-world strategies. The tools and devices used in investment planning are broken down and combined with a description of how to apply these concepts using solid investment strategies. Formulas, tables, exhibits, and numbers are presented that will help equip students to construct sound investment plans.

New chapters in this edition include: An Introduction to the Investment Planning Process, Hedge Funds, Separately Managed Accounts and Unified Managed Accounts, and Structured Products. Combined with the existing fully updated chapters, these new chapters provide a foundation for discovering, understanding, and applying solid investment planning strategies for today’s investor.

Table of Contents

Chapter 1

Chapter 2

Chapter 3

Chapter 4

Chapter 5

Chapter 6

Chapter 7

Chapter 8

Chapter 9

Chapter 10

Chapter 11

Chapter 12

Chapter 13

Chapter 14

Chapter 15

Chapter 16

Chapter 17

Chapter 18

Chapter 19

Chapter 20

Chapter 21

Chapter 22

Chapter 23

Chapter 24

Chapter 25

Chapter 26

Chapter 27

Chapter 28

Chapter 29

Chapter 30

Chapter 31

Chapter 32

Chapter 33

Chapter 34

Chapter 35

Chapter 36

Chapter 37

Chapter 38

Chapter 39

Chapter 40

Chapter 41

Chapter 42

Chapter 43

Chapter 44

Chapter 45

Chapter 46

Chapter 47

Chapter 48

Appendices | Index

Introduction to Investment Planning

Cash and Cash Equivalents

United States Government Securities

Corporate Bonds

Convertible Securities

Municipal Bonds

Stripped Bonds

Zero-Coupon Bonds

Promissory Notes

Guaranteed Investment Contracts (GICs)

Common Stocks

Preferred Stock

Warrants and Rights

Stock Options

Financial Futures

Commodity Futures

Mutual Funds

Exchange-Traded Funds (ETFs)

Hedge Funds

Separately Managed Accounts and Unified Managed Accounts

Structured Products

Life Insurance


Real Estate

REITs (Real Estate Investment Trusts)

Asset-Backed Securities

Oil and Gas

Gold and Other Precious Metals


Limited Partnerships

Private Placements and Venture Capital

American Depositary Receipts

Investment Risk

Measuring Investment Risk

Time Value Concepts

Measuring Investment Returns

Measuring Yield

Security Valuation

Asset Pricing Models

Portfolio Management and Measurement

Asset Allocation and Portfolio Construction

Investment Strategies

Formula Investing

Hedging and Option Strategies

Leveraging Investment Assets

Taxation of Investment Vehicles

Tax-Efficient Investment Strategies

Investment Strategies for Tax-Advantaged Accounts

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