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...

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Detalles Bibliográficos
Otros Autores: Rodriguez, Julie, author (author), Kaczmarek, Piotr, author
Formato: Libro electrónico
Idioma:Inglés
Publicado: [Place of publication not identified] : Wiley [2016]
Edición:First edition
Colección:THEi Wiley ebooks.
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.