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Visualizing Financial Data

Paperback Engels 2016 9781118907856
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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.

Specificaties

ISBN13:9781118907856
Taal:Engels
Bindwijze:paperback
Aantal pagina's:480
Verschijningsdatum:21-6-2016

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Inhoudsopgave

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
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          Visualizing Financial Data