Top 10 Best Portfolio Management Books

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TOP 10 BEST PORTFOLIO

MANAGEMENT BOOKS
BY DHEE R A J V A I D Y A LEAVE A C O M M E NT
FILED U N D E R : RECOM M E N D E D BOOKS
http://www.wallstreetmojo.com/top-best-portfolio-management-books/ 1/18
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Top Best Portfolio Management Books If you want to improve your skill in any subject,
read as many books as you can. This is the advice we all have got when we were growing
up. Still, we seem to neglect this advice and get busy in the noise of the information world.
Today, we would hand you an opportunity to pay heed to this old advice. We will list down
best books on portfolio management. These books will help you gure out what to learn in
portfolio management if you are a beginner and these books will also teach how to reach
the next level of your career if you already have few years of experience.
So if your interest or profession is portfolio management, read these top 10 books and you
will make great things happen.
Lets plunge in right away.
#1 Pioneering Portfolio Management:

An Unconventional Approach to Institutional Investment, Fully Revised and Updated
by David F. Swensen
As the title suggests, this book is really pioneering. If you want to get a grip over institutional
portfolio management, this book is for you.
188
BOOK REVIEW
This best portfolio management book is not only a conglomeration of insights about how to
multiple your return, but it is also the combination of great insights of nance, strategy,
asset allocation, investment and management. Readers who have read through this book
not only recommended this book to every nance students, they also mentioned that this
book is a must read for MBA students. This book is not written on the basis of the
knowledge the authors have about the subject; rather this book is personally tested and this
techniquegenerated stunning 41% annual return.
BEST TAKEAWAYS FROM THIS BEST PORTFOLIO MANAGEMENT

BOOK
This best portfolio management book is a must read if you are a student of nance.
Experts have mentioned that this is among the top 10 must reads on investment.
You will not only learn the fundamentals of portfolio management, you will also learn
long-time horizon investing which is unconventional and which helped authors made
billions of dollars.
The material of the book has been tested over 15 years and yielded tremendous
results. Imagine what you would be able to do if you grab this book.
Get this book >>

#2 Active Portfolio Management:

A Quantitative Approach for Producing Superior Returns and Controlling Risk
by Richard Grinold & Ronald Kahn
188
This top portfolio management book is a great account on thequantitative approach of

portfolio management. Have a look at the review and the best takeaways to know more.
BOOK REVIEW
As per the readers of this book, this book is a must read for every risk manager and trader.
This book is useful to risk managers and traders because they can use this book as a manual
for building Barclays Index Plus funds. But if you dont have any idea about quants, then this
book wont be suitable for you. You need to know the basic calculus and linear algebra to be
able to decipher the merit of this book. That means this book is not for beginners. If you
have some domain experience, this book will be invaluable to you.
BEST TAKEAWAYS FROM THIS TOP PORTFOLIO MANAGEMENT

BOOK
This best portfolio management book will teach you the perfect balance between
management skill and portfolio risk.

This book is a great combination of fundamental concepts and quantitative approach
so that you can learn the portfolio management in its truest sense.
This book is a must read book on portfolio management and very much
comprehensive. This book is 624 pages long.
Get this book >>

#3 Behavioral Portfolio Management:

#3 Behavioral Portfolio Management:

How successful investors master their emotions and build superior portfolios
C. Thomas Howard
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Most people think that portfolio management has to do most with money, but its all about
thepsychology of the investor. Know more in the review and in the best takeaways.
BOOK REVIEW
This top portfolio management book is all about how you can master your emotions to fetch
better return. The author talks about maintaining a healthy distance between you and your
portfolio. For example, the author mentioned that we believe that over-diversi cation will
mitigate the risk, but if we are holding more than 20 stocks, there is no actual bene t in
holding more than 20 stocks. Moreover, you would also learn some unconventional tips on
behavioral nance. And you would also learn how to optimize the irrationality of the market.
KEY TAKEAWAYS FROM THIS BEST PORTFOLIO MANAGEMENT

BOOK
There are four things you would learn from this book (in detail)
Go for only one strategy that you have been using and be consistent with it. Dont
change it because of short term loss.
Dont go for 15-20 stocks in the portfolio. Rather keep a small number of stocks.
Authors favorite number is 10 at most.

If you want to emphasize on a single industry or a country, go with that. Do not afraid
to concentrate on one thing for long time.

And the last part of the puzzle which is the most controversial is to keep your own
independence. According to the author, investing by committee never works.
Get this book >>

188
#4 Portfolio Management under Stress:

A Bayesian-Net Approach to Coherent Asset Allocation
by Riccardo Rebonato & Alexander Denev
This book will break the status-quo and will talk about the most unconventional best
practices of portfolio management.
BOOK REVIEW
This top portfolio management book presents a ground-breaking concept on stress testing
methodology. They have mentioned that risk models based on historical data fails to warn
us about the major events that would shake the economic world. This is not usual way to
look at portfolio management. The only issue with this book it is very lengthy for usual
readers, but professionals who have the habit of dealing with thousands of pages regularly
would seem to nd great value in this book.


BOOK
This best portfolio management book targets the core nance professionals and does
a great job providing value.
This book has not only conveyed an unconventional approach of portfolio
management, it has also provided a step-by-step plan so that readers can implement
this new approach.
This book is priced quite reasonably compared to the materials provided in the book.
188
Get this book >>

#5 Investment Analysis and Portfolio

Management
(with Thomson ONE Business School Edition and Stock-Trak Coupon)
by Frank K. Reilly& Keith C. Brown
If you are ever worried about your investment in your personal life, pick this book up and
learn how professionals think about investments.
BOOK REVIEW
This book is certainly not for everyone. If you are someone who wants to read portfolio
management without the complexity of quantitative nance, this book will serve the
purpose. Moreover, this book is of 1080 pages which is a quite huge in terms of being
applicable to people who love practical examples. However, many readers of this book have
mentioned that this book has long explanations which build intuition for your own
investment decisions.

BOOK
If you use this book as a textbook, it will serve the purpose.
This best portfolio management book is quite comprehensive and doesnt necessarily
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suit beginners because it will go in depth of most of the topics in portfolio
management.
All nance major should read this book at least once to build the sensibility in
investment analysis.
Get this book >>

#6 Running Money:
Professional Portfolio Management (Mcgraw-Hill/Irwin Series in Finance, Insurance, and Real
Estate)
by Scott Stewart, Christopher Piros & Je rey Heisler
If you want to master business investment decision making, pick up this book. Lets know
more about this in the review and in the best takeaways.
BOOK REVIEW
If you are new to portfolio management and want to start with a book, this book will serve
your purpose. This book is particularly written for beginners and intermediate students;
thus you would be able to master fundamentals in portfolio management. Moreover, you
will also learn about the practical aspects of portfolio management. If you are preparing for
CFA curriculum, this book will aid you with its directly applicable fundamentals. Moreover,
you will get to know what works in portfolio management, what doesnt work and also how
to make things work in the most pro table manner. This book is one of the best books for
portfolio managers and you certainly cant give it a miss if you want to take your investment
career to the next level.

188
BEST TAKEAWAYS FROM THISPORTFOLIO MANAGEMENT BOOK
If you have ever thought of reading something useful and practical under 600 pages,
this is the book you should pick up. This book is not only recommended by top
portfolio managers, they also carry this book with them.
If you pick this book up, you will get covered up because this book covers almost all
topics you need to learn in portfolio management and investment analysis.
The readers have strongly mentioned that if you are a nancial advisor, you must read
this nook.
Get this book >>

#7 Portfolio Management for New

Products: Second Edition
by Robert G. Cooper, Scott J. Edgett & Elko J. Kleinschmidt
This book is easy to read and would be able to give you access to the vast concepts of
portfolio management on new product development.
BOOK REVIEW
Most readers who have gone through this top portfolio management book have mentioned
that this book is a bible on portfolio management. You would be able to receive great
insights on portfolio management especially in those cases where you would like to revise
portfolio management process. You will also get to learn about many companies and how
188
they manage their portfolio which will give ideas about how to manage yours. Moreover,
this book covers a lot of issues in portfolio management and how to solve them.

BOOK
This is a perfect guide for those who would like to minimize their errors in new
product development and want to understand the practical application of portfolio
management.
You will learn new strategies to assess and re-align your organizations current R&D
operations.
This best portfolio management book is treated as a bible of portfolio management.
Thus within 400 pages you will get to know most of the fundamentals in portfolio
management to make your mark in your career.
Get this book >>

#8 Investment Leadership and Portfolio

Management:
The Path to Successful Stewardship for Investment Firms (Wiley Finance)
by Brian D. Singer & Greg Fedorinchik
This book will explain perfectly the role of investment leadership in portfolio management.
BOOK REVIEW
This is a great book on diverse perspectives of portfolio management. It is not a book which
188
will explain how to beat the market, but it will surely give you the fundamentals for
operations investment process, valuation andanalysis and portfolio design. The author
encourages readers that they should go for top-down, fundamental long-term investment.
And they think making investments is a discipline which you become good at over time. This
book is great in terms of merit and all nance professionals should read this book.
KEY TAKEAWAYS FROM THIS TOP PORTFOLIO MANAGEMENT

BOOK
This best portfolio management book addresses the concerns of leadership in

portfolio management and o ers tentative solutions for these concerns.
One of the authors of this book is Chairman of the CFA Institute Board of Governors,
so you can understand the value he would provide in this book.
This book will explain the strong correlation between investment leadership and
portfolio management and how to make use of the information.
Get this book >>

#9 Optimizing Corporate Portfolio

Management:
Aligning Investment Proposals with Organizational Strategy
by Anand Sanwal & Gary Crittenden
This book aligns the organizational strategy with portfolio management. Portfolio
management cant get better than this.
188
BOOK REVIEW
This is a great book on corporate portfolio management. And if you want to learn a no-
nonsense approach to corporate portfolio management, go no further than this book.

Moreover, if you want to build a corporate portfolio in your organization, the practical
insights and pragmatic solutions will help you install the processes. And if you would like to
become a good resource allocator, this book would be invaluable to you.

BOOK
If you want to take the leap from the theoretical portfolio to the application, this book
is for you.
Authors Seven Deadly Sins are a great guide for anyone who are responsible for
capital/corporate allocation.
Get this book >>

#10 Portfolio Management Formulas:

Mathematical Trading Methods for the Futures, Options, and Stock Markets
by Ralph Vince
This book is an old one but carries tremendous value about portfolio management and its
di erent aspects.
BOOK REVIEW
188
This book is old but speci c. In this book you will nd two neglected mathematical tools you
need to successfully compete in todays commodities market. You will also learn how to
diversify your portfolio in terms of right quantities for each market. But this book needs a
background in mathematics without which it would be di cult for you to understand the
computations and explanations.

BOOK
This book will teach you a systematic way to build portfolio so that you dont lose
money in the long run.

Its not a collection of old thoughts in a new guide. The author has thought through all
the fundamentals and gave a refreshing alternativeto all already believed concepts.
Get this book >>

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FILED U N D E R : RECOM M E N D E D BOOKS
DHEERAJ VAIDYA
worked as JPMorgan Equity Analyst, ex-CLSA India Analyst ; edu
quali cation - engg (IIT Delhi), MBA (IIML); This is my personal blog that
aims to help students and professionals become awesome in Financial
Analysis. Here, I share secrets about the best ways to analyze Stocks,
buzzing IPOs, M&As, Private Equity, Startups, Valuations and

Entrepreneurship.
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9/21/2017 Top 10 Best Portfolio Management Books

HOME ABOUT FREE COURSES

TOP 10 BEST PORTFOLIO

FILED U N D E R : RECOM M E N D E D BOOKS

Lets plunge in right away.

#1 Pioneering Portfolio Management:

techniquegenerated stunning 41% annual return.

BEST TAKEAWAYS FROM THIS BEST PORTFOLIO MANAGEMENT

Get this book >>

#2 Active Portfolio Management:

A Quantitative Approach for Producing Superior Returns and Controlling Risk

by Richard Grinold & Ronald Kahn

This top portfolio management book is a great account on thequantitative approach of

have some domain experience, this book will be invaluable to you.

BEST TAKEAWAYS FROM THIS TOP PORTFOLIO MANAGEMENT

management skill and portfolio risk.

Get this book >>

#3 Behavioral Portfolio Management:

#3 Behavioral Portfolio Management:

KEY TAKEAWAYS FROM THIS BEST PORTFOLIO MANAGEMENT

Authors favorite number is 10 at most.

to concentrate on one thing for long time.

Get this book >>

#4 Portfolio Management under Stress:

by Riccardo Rebonato & Alexander Denev

practices of portfolio management.

would seem to nd great value in this book.

BEST TAKEAWAYS FROM THIS TOP PORTFOLIO MANAGEMENT

BEST TAKEAWAYS FROM THIS TOP PORTFOLIO MANAGEMENT

This book has not only conveyed an unconventional approach of portfolio

Get this book >>

#5 Investment Analysis and Portfolio

by Frank K. Reilly& Keith C. Brown

KEY TAKEAWAYS FROM THIS BEST PORTFOLIO MANAGEMENT

If you use this book as a textbook, it will serve the purpose.

Get this book >>

by Scott Stewart, Christopher Piros & Je rey Heisler

career to the next level.

BEST TAKEAWAYS FROM THISPORTFOLIO MANAGEMENT BOOK

portfolio managers, they also carry this book with them.

Get this book >>

#7 Portfolio Management for New

by Robert G. Cooper, Scott J. Edgett & Elko J. Kleinschmidt

portfolio management on new product development.

BEST TAKEAWAYS FROM THIS TOP PORTFOLIO MANAGEMENT

This best portfolio management book is treated as a bible of portfolio management.

Get this book >>

#8 Investment Leadership and Portfolio

by Brian D. Singer & Greg Fedorinchik

KEY TAKEAWAYS FROM THIS TOP PORTFOLIO MANAGEMENT

This best portfolio management book addresses the concerns of leadership in

portfolio management and how to make use of the information.

Get this book >>

#9 Optimizing Corporate Portfolio

by Anand Sanwal & Gary Crittenden

nonsense approach to corporate portfolio management, go no further than this book.

become a good resource allocator, this book would be invaluable to you.

KEY TAKEAWAYS FROM THIS BEST PORTFOLIO MANAGEMENT

Get this book >>

#10 Portfolio Management Formulas:

KEY TAKEAWAYS FROM THIS BEST PORTFOLIO MANAGEMENT

money in the long run.

Get this book >>

OTHER BOOKS THAT YOU MAY LIKE