Visualizing Financial Data 1st Edition by Julie Rodriguez, Piotr Kaczmarek 1118907981 9781118907986

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Product details:

ISBN 10: 1118907981 

ISBN 13: 9781118907986

Author: Julie Rodriguez, Piotr Kaczmarek

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. 

Table of contents:

Part 1: Information Gains Through Data Visualizations
Chapter 1: Paving a Path Toward
Information Delivery Needs
Industry Demands
Enabling Factors
Summary

Chapter 2: Benefits of Using
The Purpose of Charts
Making Comparisons
Establishing Connections
Drawing Conclusions
How to Leverage Charts
Summary

Part 2: Transforming Data for Active Investment Decisions
Chapter 3: Security Assessment
Tile Framework
Stocks
Bonds
Mutual Funds
ETFs
Tile Collection
Summary

Chapter 4: Portfolio Construction
Asset Allocation
Sector Analysis
Sector Leadership
Sectors and Alpha Factors
Risk Management
Overlap of Holdings
Stress Tests
Summary

Chapter 5: Trading
Ticker
Quote
Watchlist
Visual System: Ticker, Quote, and Watchlist
Summary

Chapter 6: Performance Measurement
Market Performance
Investment Firm Composite
Portfolio Gain/Loss
Attribution
Return Attribution
Risk Attribution
Summary

Part 3: Showcasing Data for Effective Communications
Chapter 7: Financial Statements
Statement of Cash Flows
Nonprofit Organizations
For-Profit Organizations
Statement of Financial Activity
Operating Budget
Summary

Chapter 8: Pension Funds
Plan Members
Members in Valuation
Post Retirement
Retirement Programs
Contributions versus Benefits
Additions by Source
Changes in Retirees & Beneficiaries
History of Member Salary
Funding Ratio
Summary

Chapter 9: Mutual Funds
Core Components
Allocation Profile
Fees
Performance
Risk
Fund Fact Sheets
Mutual Fund Comparison
Total Returns
Ranking Against Benchmarks
Summary

Chapter 10: Hedge Funds
Long/Short Positions
Long Positions and Benchmarking
Fund Characteristics
Strategy Rank
Strategy Rank and Ranges
Strategy Analysis
All Strategy Averages
Single Strategy Averages
Fund Level Returns
Summary

Part 4: Next Steps
Chapter 11: Data Visualization Principles
Cater to Your Audience
Provide Clarity
Be Efficient
Summary

Chapter 12: Implementing the Visuals
Business Value Assessment
Implementation Effort
Available Methods
Solution Score
Summary

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Tags: Julie Rodriguez, Piotr Kaczmarek, Visualizing, Financial