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Visualizing Financial Data / Edition 1

Visualizing Financial Data / Edition 1

by Julie Rodriguez, Piotr KaczmarekJulie Rodriguez
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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.

Product Details

ISBN-13: 9781118907856
Publisher: Wiley
Publication date: 05/02/2016
Pages: 480
Sales rank: 819,506
Product dimensions: 7.30(w) x 9.10(h) x 1.00(d)

About the Author

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.

Table of Contents

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

Customer Reviews