Resources

Resources

Books, downloads, key terms and answers to frequent questions.

Publishing

NXW Investment Library

Foundations in Finance
Volume 1 · Coming soon

Foundations in Finance: From Theory to Practice

The core ideas every investor needs before the other volumes: money and markets, the time value of money, risk and return, reading financial statements, valuing bonds and stocks, and building a first portfolio.

IMoney and marketsIITime value of moneyIIIRisk and returnIVFinancial statementsVValuationVIPortfolios
  • Starting point for the NXW Investment Library
  • Glossary, quizzes and exercises with answers
  • Practice labs in Excel and R

MAI Huu Minh, PhD

Index Investing
Volume 2 · 37 chapters · 8 parts

Index Investing: From Theory to Practice

What an index is, why indexing works, how to design, build and test an index, index products and investing for life, the latest trends — ESG, climate-risk, carbon, commodity, housing, derivatives-based, currency and crypto indexes, factor-weighted smart indexes, the new indexes of Vietnam — and the NXW toolkit: the Indexes Observatory and testing a new index idea with CCPI.

IFoundationsIITheoryIIIIndex designIVBuild and testVIndex productsVIInvestVIILatest trends and innovationsVIIIThe NXW Toolkit
  • Chapter 1 free to read online
  • Glossary, 20-question quiz and 5 exercises with answers
  • 5 hands-on exercises on the CCPI platform
  • Practice labs in Excel and R

MAI Huu Minh, PhD, TRAN Phan Bao Ngoc & HUYNH Nguyen Quoc Buu

Commodity Investing
Volume 3 · 22 chapters · 6 parts

Commodity Investing: From Theory to Practice

What commodities are and why they matter, energy, metals and agriculture, spot and futures markets, futures curves, contango, backwardation and the roll, where returns come from, hedging for producers and buyers, commodity indexes, ETFs and funds, commodities in a portfolio, the rice, coffee, rubber and steel markets of Vietnam and Asia — and the NXW toolkit: commodity indexes in the Indexes Observatory and testing a strategy with CCPI.

IFoundationsIIMarkets and instrumentsIIIThe sectorsIVTheoryVProducts and practiceVIInvest
  • Chapter 1 free to read online
  • Glossary, 20-question quiz and 5 exercises with answers
  • Practice labs in Excel and R

MAI Huu Minh, PhD

Forex and Crypto Investing
Volume 4 · 22 chapters · 6 parts

Forex and Crypto Investing: From Theory to Practice

How exchange rates are set, spot, forwards, swaps and options, the dong and the currencies of Asia, blockchains, bitcoin, ether and stablecoins, parity theories and what really drives prices, carry, momentum and hedging, crypto strategies and DeFi, currency and crypto indexes, regulation, risks and scams, and the rules in Vietnam — and the NXW toolkit: currency and crypto indexes in the Indexes Observatory and practice trades on VTP.

IFoundationsIIMarkets and instrumentsIIIDrivers and theoryIVStrategiesVProducts and practiceVIInvest
  • Chapter 1 free to read online
  • Glossary, 20-question quiz and 5 exercises with answers
  • Practice labs in Excel and R

MAI Huu Minh, PhD

ESG and Sustainable Investing
Volume 5 · 22 chapters · 6 parts

ESG and Sustainable Investing: From Theory to Practice

Vietnam Readiness

What ESG means and why it matters to investors, ESG data and ratings and why they disagree, climate risk, carbon and taxonomies, exclusion, best-in-class and impact strategies, green, social and sustainability bonds, ESG indexes and funds, the evidence on returns, greenwashing and how to spot it, disclosure rules in Asia, and how ready Vietnam is — and the NXW toolkit: ESG and climate indexes in the Indexes Observatory and testing an ESG index idea with CCPI.

IFoundationsIIData and ratingsIIIStrategiesIVTheory and evidenceVProducts and practiceVIInvest
  • Chapter 1 free to read online
  • Glossary, 20-question quiz and 5 exercises with answers
  • Practice labs in Excel and R

MAI Huu Minh, PhD

Portfolio Management
Volume 6 · Forthcoming

Portfolio Management: From Theory to Practice

A forthcoming volume of the library on portfolio management.

MAI Huu Minh, PhD

Media

NXW video

The NXW corporate presentation: a short tour of the Next Wealth platform.

NXW corporate presentation · 1 min 35 s · Full HD · voice and music

Glossary

Key terms

Index

A basket of securities, a rule book and a number that summarises their prices.

Benchmark

An index used as a yardstick to judge the performance of a fund or portfolio.

Rebalancing

The periodic update of an index's constituents and weights under its rules.

Free float

The part of a company's shares available for trading by the public.

ETF

An exchange-traded fund: a fund that tracks an index and trades on the stock exchange.

Back-test

A simulation of how a strategy or index would have performed in the past.

Tracking difference

The gap between a fund's return and the return of its index.

Point-in-time data

Data stored exactly as known on each date, to avoid look-ahead bias.

Contango

A futures curve where later contracts are priced above nearer ones.

Full glossary, A to Z →

FAQ

Frequently asked questions

What is NXW?

NXW — Next Wealth builds data, indexes and tools that help investors understand markets and invest with discipline.

Can NXW build an index for my company?

Yes. We design the methodology, back-test it, calculate the index daily and publish it with factsheets and data feeds.

Do you offer training in Vietnamese?

Yes — courses and workshops are available in English and Vietnamese.

Is the information on this site investment advice?

No. Information on this site is for education and information only and is not investment advice.

How can I contact NXW?

Use the contact form; we usually reply within 2 working days.