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Essentials of Investment: A DRIVER Framework Approach

About the Author

Foundation

Session 1: Investment Foundations - From Financial Management to Investment Decisions
Session 2: Investment Vehicles and Markets
Session 3: Risk and Return - Quantifying Uncertainty

Portfolio Theory and Construction

Session 4.1: Portfolio Theory Fundamentals
Session 4.2: Multi-Asset Optimization
Session 4.3: Practical Implementation

Security Valuation

Session 5: Valuation of Fixed-Income Securities
Session 6.1: Financial Statement Analysis
Session 6.2: DCF Modeling Workshop
Session 6.3: Integrated Valuation Project

Market Dynamics and Investment Strategies

Session 7: Market Efficiency and Behavioral Finance
Session 8.1: Factor Foundations
Session 8.2: Multi-Factor Models
Session 8.3: Implementation Strategies

Advanced Topics

Session 9: International Diversification and Global Factor Strategies
Session 10: Alternative Investments and Portfolio Diversification
Session 11.1: Tax Fundamentals
Session 11.2: Asset Location Strategies
Session 11.3: Harvesting & Optimization

Capstone

Session 12: Comprehensive Investment Policy Statement and Portfolio Management Integration

Appendices

Session 4: Portfolio Construction in Practice
Session 6: Equity Valuation Models
Session 8: Factor-Based Investing

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By Cinder Zhang, Ph.D.

© Copyright 2024-2025, Cinder Zhang, Ph.D..

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