Fundamentals of Investments: Valuation and Management: 2026 Release ISE

Part 1: Introduction
1. A Brief History of Risk and Return
2. The Investment Process
3. Overview of Security Types
4. Mutual Funds, ETFs, and Other Investment Companies


Part 2: Stock Markets
5. The Stock Market
6. Common Stock Valuation
7. Stock Price Behavior and Market Efficiency
8. Behavioral Finance and the Psychology of Investing


Part 3: Interest Rates and Bond Valuation
9. Interest Rates
10. Bond Prices and Yields


Part 4: Portfolio Management
11. Diversification and Risky Asset Allocation
12. Return, Risk, and the Security Market Line
13. Performance Evaluation and Risk Management


Part 5: Futures And Options
14. Mutual Funds, ETS, and Other Fund Types
15. Stock Options
16. Option Valuation


Part 6: Topics In Investments
17. Alternative Investments
18. Corporate and Government Bonds
19. Projecting Cash Flow and Earnings
20. Global Economic Activity and Industry Analysis
21. (online): Mortgage-Backed Securities

Fundamentals of Investments introduces students with little background to the essentials of investing in an accessible, student-friendly style. The text emphasizes intuition, basic principles, and real-world examples from familiar companies, making concepts easy to grasp and apply. Organized for both classroom and hands-on learning, it provides a strong foundation for portfolio practice, real-life decision-making, and future study toward credentials like the CFA.