Julie Rodriguez, Piotr Kaczmarek

Visualizing Financial Data (eBook, ePUB)

• Format: ePub

Produktbeschreibung

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 proper data visualizations that provide context and accurate representation of the numbers. In Visualizing Financial Data, authors Julie Rodriguez and Piotr Kaczmarek draw upon their understanding of information design and visual communication to show you how to turn your raw data into meaningful information. Coverage includes current conventions paired with innovative visualizations that cater to the unique requirements across financial domains, including investment management, financial accounting, regulatory reporting, sales, and marketing communications. Presented as a series of case studies, this highly visual guide presents problems and solutions in the context of real-world scenarios. With over 250 visualizations, you ll have access to relevant examples that serve as a starting point to your implementations. Expand the boundaries of data visualization conventions and learn new approaches to traditional charts and graphs Optimize data communications that cater to you and your audience Provide clarity to maximize understanding Solve data presentation problems using efficient visualization techniques Use the provided companion website to follow along with examples The companion website gives you the illustration files and the source data sets, and points you to the types of resources you need to get started.

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Produktdetails

• Verlag: John Wiley & Sons
• Seitenzahl: 480
• Erscheinungstermin: 20. April 2016
• Englisch
• ISBN-13: 9781118907986
• Artikelnr.: 44948804

Autorenporträt

JULIE RODRIGUEZ is an Information Architect with experience in user research, analysis, and design for complex systems. She has patented her work in commodities trading and data visualizations for MATLAB, and publishes industry articles on user experience and data analysis and visualization. PIOTR KACZMAREK is an Information Designer with over 20 years of experience in qualitative and quantitative data visualizations, presented in formats ranging from print and digital displays to interactive animations. The companion website gives you the illustration files and the source data sets, and points you to the types of resources you need to get started.

Inhaltsangabe

Foreword xv Introduction xvii PART 1: INFORMATION GAINS THROUGH DATA
VISUALIZATIONS CHAPTER 1: Paving a Path Toward Visual Communications 3
Information Delivery Needs 5 Industry Demands 6 Enabling Factors 8 Summary
11 CHAPTER 2: Benefits of Using Visual Methods 15 The Purpose of Charts 16
Making Comparisons 17 Establishing Connections 19 Drawing Conclusions 22
How to Leverage Charts 25 Summary 31 PART 2: TRANSFORMING DATA FOR ACTIVE
INVESTMENT DECISIONS CHAPTER 3: Security Assessment 35 Tile Framework 36
Stocks 39 Bonds 42 Mutual Funds 44 ETFs 50 Tile Collection 55 Summary 58
CHAPTER 4: Portfolio Construction 61 Asset Allocation 62 Sector Analysis 67
Sector Leadership 67 Sectors and Alpha Factors 78 Risk Management 85
Overlap of Holdings 87 Stress Tests 99 Summary 106 CHAPTER 5: Trading 109
Ticker 110 Quote 117 Watchlist 127 Visual System: Ticker, Quote, and
Watchlist 138 Summary 140 CHAPTER 6: Performance Measurement 143 Market
Performance 144 Investment Firm Composite 151 Portfolio Gain/Loss 157
Attribution 161 Return Attribution 161 Risk Attribution 171 Summary 177
PART 3: SHOWCASING DATA FOR EFFECTIVE COMMUNICATIONS CHAPTER 7: Financial
Statements 183 Statement of Cash Flows 184 Nonprofit Organizations 184
For-Profit Organizations 191 Statement of Financial Activity 202 Operating
Budget 206 Summary 212 CHAPTER 8: Pension Funds 217 Plan Members 218
Members in Valuation 219 Post Retirement 227 Retirement Programs 232
Contributions versus Benefits 241 Additions by Source 241 Changes in
Retirees & Beneficiaries 250 History of Member Salary 253 Funding Ratio 257
Summary 264 CHAPTER 9: Mutual Funds 267 Core Components 268 Allocation
Profile 269 Fees 277 Performance 285 Risk 293 Fund Fact Sheets 312 Mutual
Fund Comparison 318 Total Returns 319 Ranking Against Benchmarks 324
Summary 332 CHAPTER 10: Hedge Funds 335 Long/Short Positions 336 Long
Positions and Benchmarking 344 Fund Characteristics 349 Strategy Rank 356
Strategy Rank and Ranges 361 Strategy Analysis 363 All Strategy Averages
364 Single Strategy Averages 367 Fund Level Returns 373 Summary 378 PART 4:
NEXT STEPS CHAPTER 11: Data Visualization Principles 383 Cater to Your
Audience 384 Provide Clarity 394 Be Efficient 403 Summary 414 CHAPTER 12:
Implementing the Visuals 417 Business Value Assessment 418 Implementation
Effort 422 Available Methods 427 Solution Score 428 Summary 432 Index 435