Welcome to “Applied Portfolio Analysis,” a comprehensive guide designed to walk you through the intricacies of calculating essential portfolio return measurements. With step-by-step instructions and detailed implementation examples in MS Excel, this monograph is crafted to empower practitioners in their day-to-day work.

This guide focuses on applying key portfolio return metrics within a portfolio-centric framework for optimal portfolio selection. Through practical examples, you’ll gain valuable insights into the real-world application of portfolio analysis, setting the stage for effective decision-making.

Tailored for investment consultants/advisors, actuaries, asset managers, retirement plan sponsors, academics, and finance students, this book caters to a diverse audience. Whether you are a seasoned professional or a student entering the finance realm, “Applied Portfolio Analysis” provides the knowledge and tools you need for success.

Unlock the power of portfolio analysis and elevate your understanding of optimal portfolio selection with this essential resource.