Investment and Portfolio Management
eBook - ePub

Investment and Portfolio Management

A Practical Introduction

  1. English
  2. ePUB (mobile friendly)
  3. Available on iOS & Android
eBook - ePub

Investment and Portfolio Management

A Practical Introduction

About this book

For students of finance at both undergraduate and postgraduate level, or those preparing for professional examinations, Investment and Portfolio Management develops knowledge and understanding of the key financial products, investment strategies and risks in financial markets in the UK and internationally.

With an emphasis on practice, Investment and Portfolio Management presents the theory and its relevance and application in the financial workplace. The authors draw on their experience working in the financial sector to illustrate concepts with case studies, examples and problems, including material relevant to candidates studying for professional examinations offered by the major professional bodies in the subject area (Charted Institute of Investment, CII & Chartered Institute of Securities and Investment, CISI). Each chapter is written in an easy-to-follow style, allowing readers to navigate their way through different topics without issue, avoiding complicated technical jargon, in favour of simpler terms and writing style. To meet the criteria for those studying for academic and professional courses, links are provided to more in-depth material and in-chapter features to encourage self-directional learning.

Online supporting resources for this book include lecture slides and figures from the book.

Frequently asked questions

Yes, you can cancel anytime from the Subscription tab in your account settings on the Perlego website. Your subscription will stay active until the end of your current billing period. Learn how to cancel your subscription.
No, books cannot be downloaded as external files, such as PDFs, for use outside of Perlego. However, you can download books within the Perlego app for offline reading on mobile or tablet. Learn more here.
Perlego offers two plans: Essential and Complete
  • Essential is ideal for learners and professionals who enjoy exploring a wide range of subjects. Access the Essential Library with 800,000+ trusted titles and best-sellers across business, personal growth, and the humanities. Includes unlimited reading time and Standard Read Aloud voice.
  • Complete: Perfect for advanced learners and researchers needing full, unrestricted access. Unlock 1.4M+ books across hundreds of subjects, including academic and specialized titles. The Complete Plan also includes advanced features like Premium Read Aloud and Research Assistant.
Both plans are available with monthly, semester, or annual billing cycles.
We are an online textbook subscription service, where you can get access to an entire online library for less than the price of a single book per month. With over 1 million books across 1000+ topics, we’ve got you covered! Learn more here.
Look out for the read-aloud symbol on your next book to see if you can listen to it. The read-aloud tool reads text aloud for you, highlighting the text as it is being read. You can pause it, speed it up and slow it down. Learn more here.
Yes! You can use the Perlego app on both iOS or Android devices to read anytime, anywhere — even offline. Perfect for commutes or when you’re on the go.
Please note we cannot support devices running on iOS 13 and Android 7 or earlier. Learn more about using the app.
Yes, you can access Investment and Portfolio Management by Ian Pagdin,Michelle Hardy in PDF and/or ePUB format, as well as other popular books in Business & Commodities. We have over one million books available in our catalogue for you to explore.

Information

Publisher
Kogan Page
Year
2017
Print ISBN
9780749480059
eBook ISBN
9780749480066
Edition
1
Subtopic
Commodities

INDEX

Alpha – technical risk ratio 6567, 13839, 141, 146, 14748 see also keywords
houses 68
used as performance measure 66
Alpha-seeking investments 429
Alternative Investment Market (AIM) 214, 23941, 251, 256
Altman, E (and) 11920 see also risk, measuring
Altman Z-score 119
Altman Z-score Plus 120
arbitrage pricing theory 130, 15861 see also Ross, S
articles/papers (on)
2008 financial crisis in Financial Times and The Guardian (Kirchgaessner, S and Sieff, K) 36
commenting on sovereign wealth fund investments (Financial Times) 85
crowdfunding: comparative regulatory provisions of different countries (International Organization of Securities Commissions, 2014) 340
‘How Big Bang changed the city of London for ever’ (Robertson, J) 4
‘Lest we forget why we had a financial crisis’: Forbes magazine (Denning, S) 36
research paper (Black and Scholes) 309
tax evasion: Financial Times (Allen, K) 454
ASEAN member states 539, 539
Ash, A (head of research, Bullion Vault.com) 335
Asia 6, 7
markets 9
asset management firms: the top five 4344
BlackRock 43
BNY Mellon 44
Fidelity International 44
history of 43
State Street Global Advisors (SSGA) 44
Vanguard Asset ...

Table of contents

  1. Cover
  2. Title Page
  3. Copyright
  4. Contents
  5. Acknowledgements
  6. Introduction
  7. About the authors
  8. 01 Financial markets
  9. 02 Global fund management industry
  10. 03 Main market participants
  11. 04 Risk
  12. 05 Investment theory
  13. 06 Investment classes: Fixed-interest (debt)
  14. 07 Investment classes: Equity
  15. 08 Investment classes: Collective invesments
  16. 09 Investment classes: Derivatives
  17. 10 Investment classes: Alternative investments
  18. 11 Portfolio management: The adviser and the client
  19. 12 Portfolio management: Utilization of retail fund management products
  20. 13 Taxation
  21. 14 Financial regulation and supervision
  22. Glossary
  23. References
  24. Index
  25. Backcover