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An Overview of Shariah-Compliant Funds
This checklist looks at leasing, equity, development, and commodity funds that are compliant with shariah law, outlining what they are and how they operate. -
Analysis Using Monte Carlo Simulation
This checklist describes Monte Carlo simulation and its uses in the financial sector. -
Applying the Gordon Growth Model
This checklist examines the Gordon growth model, its principal applications, and its main strengths and weaknesses. -
Calculating a Company’s Net Worth
This checklist looks at how you measure the net worth of a company. -
Calculating Total Shareholder Return
This checklist considers the importance of the overall returns delivered to shareholders and outlines two alternative methods of calculation. -
Fund of Hedge Funds: Understanding the Risks and Returns
This checklist outlines the ways in which funds of hedge funds operate, and their risks and returns. -
Hedge Funds: Understanding the Risks and Returns
This checklist outlines the ways in which hedge funds operate, and their risks and returns. -
How to Use Credit Rating Agencies
This checklist provides advice on how to use credit rating agencies. -
Identifying and Investing in Niche (Alternative) Investments: Art, Wine, and Coins
This checklist outlines some alternative investments, such as art, wine, and coins. -
Investing in Employee Pension Plans: Understanding the Risks and Returns
This checklist outlines employee pension plans and discusses their risks and returns. -
Mean–Variance Optimization: A Primer
This checklist describes the principles of mean–variance optimization and how they are applied in investment. -
Obtaining an Equity Value Using the Weighted Average Cost of Capital (WACC)
This checklist outlines the basic principles of using the weighted average cost of capital (WACC) to calculate the market value of a company. -
Overview of Tax Deeds
This checklist provides an overview of tax deeds. -
Stock Markets: Their Structure and Function
This checklist describes stock markets, their structure and function, reasons for investing, and some things to look out for. -
Structured Investment Vehicles
This checklist explains structured investment vehicles. -
The Bond Market: Its Structure and Function
This checklist describes the bond market and outlines its structure and function. -
The Efficient Market Hypothesis
This checklist explores the efficient market hypothesis in relation to financial markets. -
Trading in Commodities: Why and How
This checklist outlines the why and how of commodity or futures trading. -
Trading in Corporate Bonds: Why and How
This checklist outlines why and how corporate bonds are traded. -
Trading in Equities on Stock Exchanges
This checklist outlines equity trading on stock exchanges. -
Trading in Government Bonds: Why and How
This checklist outlines the ways in which government bonds are traded. -
Understanding and Using the Repos Market
This checklist outlines how the repos market works. -
Understanding Portfolio Analysis
This checklist provides an overview of portfolio analysis and considers when and how the techniques can be used to maximum advantage. -
Understanding Price Volatility
This checklist provides an overview of price volatility, including some of the factors that can generate rapid gyrations in markets, as well as considering how volatility can, on occasion, present opportunities. -
Understanding Private Equity Strategies: An Overview
This checklist outlines the primary strategies used in private-equity investment. -
Using Dividend Discount Models
This checklist examines the strengths and weaknesses of dividend discount models and looks at ways in which they can be used to maximum advantage. -
Using Investment Funds (Unit and Investment Trusts)
This checklist describes how to use investment funds, and how to identify and minimize the risks involved. -
Using Multistage Dividend Discount Models
This checklist outlines the main uses of multistage dividend discount models and considers their advantages and disadvantages over standard dividend discount models. -
Using Shareholder Value Analysis
This checklist outlines how shareholder value analysis (SVA) is used.

