Visualizing financial data / Julie Rodriguez, Piotr Kaczmarek.

Format:

Book

Author/Creator:

Rodriguez, Julie, author.

Kaczmarek, Piotr, author.

Series:

THEi Wiley ebooks.

Language:

English

Subjects (All):

Information visualization.

Finance--Data processing.

Finance.

Genre:

Statistics.

Physical Description:

1 online resource (410 pages)

Edition:

First edition

Place of Publication:

[Place of publication not identified] : Wiley, [2016]

System Details:

Access using campus network via VPN at home (THEi Users Only).

text file

Summary:

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.

Contents:

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

Part 2: Transforming Data for Active Investment Decisions

Chapter 3: Security Assessment

Tile Framework

Stocks

Bonds

Mutual Funds

ETFs

Tile Collection

Chapter 4: Portfolio Construction

Asset Allocation

Sector Analysis

Risk Management

Chapter 5: Trading

Ticker

Quote

Watchlist

Visual System: Ticker, Quote, and Watchlist

Chapter 6: Performance Measurement

Market Performance

Investment Firm Composite

Portfolio Gain/Loss

Attribution

Part 3: Showcasing Data for Effective Communications

Chapter 7: Financial Statements

Statement of Cash Flows

Statement of Financial Activity

Operating Budget

Chapter 8: Pension Funds

Plan Members

Contributions versus Benefits

Funding Ratio

Chapter 9: Mutual Funds

Core Components

Fund Fact Sheets

Mutual Fund Comparison

Chapter 10: Hedge Funds

Long/Short Positions

Long Positions and Benchmarking

Fund Characteristics

Strategy Rank

Strategy Analysis

Part 4: Next Steps

Chapter 11: Data Visualization Principles

Cater to Your Audience

Provide Clarity

Be Efficient

Chapter 12: Implementing the Visuals

Business Value Assessment

Implementation Effort

Available Methods

Solution Score

Titlepage

Copyright

Dedication

About the Authors

About the Technical Editors

Acknowledgments

End-User License Agreement.

Notes:

Description based upon print version of record.

Description based on online resource; title from PDF cover (ebrary, viewed May 17, 2016).

ISBN:

9781119277514

1119277515

9781118907986

1118907981

OCLC:

947837678