Visualizing financial data
A fresh take on financial data visualization for greater accuracy and understanding Your data provides a snapshot of the state of your business and is key to the success of your conversations, decisions, and communications. But all of that communication is lost — or incorrectly interpreted — without...
Otros Autores: | , |
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Formato: | Libro electrónico |
Idioma: | Inglés |
Publicado: |
[Place of publication not identified] :
Wiley
[2016]
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Edición: | First edition |
Colección: | THEi Wiley ebooks.
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Materias: | |
Ver en Biblioteca Universitat Ramon Llull: | https://discovery.url.edu/permalink/34CSUC_URL/1im36ta/alma991009630208806719 |
Tabla de Contenidos:
- Intro
- Part 1: Information Gains Through Data Visualizations
- Chapter 1: Paving a Path Toward Visual Communications
- Information Delivery Needs
- Industry Demands
- Enabling Factors
- Summary
- Chapter 2: Benefits of Using Visual Methods
- The Purpose of Charts
- How to Leverage Charts
- Summary
- Part 2: Transforming Data for Active Investment Decisions
- Chapter 3: Security Assessment
- Tile Framework
- Stocks
- Bonds
- Mutual Funds
- ETFs
- Tile Collection
- Summary
- Chapter 4: Portfolio Construction
- Asset Allocation
- Sector Analysis
- Risk Management
- Summary
- Chapter 5: Trading
- Ticker
- Quote
- Watchlist
- Visual System: Ticker, Quote, and Watchlist
- Summary
- Chapter 6: Performance Measurement
- Market Performance
- Investment Firm Composite
- Portfolio Gain/Loss
- Attribution
- Summary
- Part 3: Showcasing Data for Effective Communications
- Chapter 7: Financial Statements
- Statement of Cash Flows
- Statement of Financial Activity
- Operating Budget
- Summary
- Chapter 8: Pension Funds
- Plan Members
- Contributions versus Benefits
- Funding Ratio
- Summary
- Chapter 9: Mutual Funds
- Core Components
- Fund Fact Sheets
- Mutual Fund Comparison
- Summary
- Chapter 10: Hedge Funds
- Long/Short Positions
- Long Positions and Benchmarking
- Fund Characteristics
- Strategy Rank
- Strategy Analysis
- Summary
- Part 4: Next Steps
- Chapter 11: Data Visualization Principles
- Cater to Your Audience
- Provide Clarity
- Be Efficient
- Summary
- Chapter 12: Implementing the Visuals
- Business Value Assessment
- Implementation Effort
- Available Methods
- Solution Score
- Summary
- Titlepage
- Copyright
- Dedication
- About the Authors
- About the Technical Editors
- Acknowledgments
- End-User License Agreement.