Visualizing Financial Data E-Book

Julie Rodriguez

• Herausgeber: John Wiley & Sons
• Kategorie: Wissenschaft und neue Technologien
• Sprache: Englisch

Seitenzahl: 369

Veröffentlichungsjahr: 2016

Beschreibung

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.

Leseprobe

CONTENTS

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

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

Risk Management

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

Summary

Part 3: Showcasing Data for Effective Communications

Chapter 7: Financial Statements

Statement of Cash Flows

Statement of Financial Activity

Operating Budget

Summary

Chapter 8: Pension Funds

Plan Members

Contributions versus Benefits

Funding Ratio

Summary

Chapter 9: Mutual Funds

Core Components

Fund Fact Sheets

Mutual Fund Comparison

Summary

Chapter 10: Hedge Funds

Long/Short Positions

Long Positions and Benchmarking

Fund Characteristics

Strategy Rank

Strategy Analysis

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

Titlepage

Copyright

Dedication

About the Authors

About the Technical Editors

Acknowledgments

End-User License Agreement

List of Tables

List of Illustrations

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Guide

Cover

Part 1: Information Gains Through Data Visualizations

Chapter 1: Paving a Path Toward Visual Communications

Start Reading

Chapter 2: Benefits of Using Visual Methods

Part 2: Transforming Data for Active Investment Decisions

Chapter 3: Security Assessment

Chapter 4: Portfolio Construction

Chapter 5: Trading

Chapter 6: Performance Measurement

Part 3: Showcasing Data for Effective Communications

Chapter 7: Financial Statements

Chapter 8: Pension Funds

Chapter 9: Mutual Funds

Chapter 10: Hedge Funds

Part 4: Next Steps

Chapter 11: Data Visualization Principles

Chapter 12: Implementing the Visuals

Title Page

Front Matter

Dedication

End-User License Agreement

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Part 1Information Gains Through Data Visualizations

Chapter 1: Paving a Path Toward Visual Communications

Chapter 2: Benefits of Using Visual Methods

Chapter 1Paving a Path Toward Visual Communications

Visual communications can alleviate problems related to your complex data deluge, extract key points from your data, and help you create a visual narrative. The sequence of events, influencing factors, and unknown truths are examples of individual data stories that can become clearer with visual communications. Visualizations tell stories with charts to address a variety of needs starting with your own needs to evaluate data, communicate to peers, convince the board, present to clients, or report regulatory compliance. This chapter evaluates the current data state and presents a paved path toward a future with hardware and software advancements that you can use to create your own visual narrative.