Ian Pagdin, Michelle Hardy

Investment and Portfolio Management (eBook, ePUB)

A Practical Introduction

• Format: ePub

Produktbeschreibung

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.

Produktdetails

• Verlag: Kogan Page eBook
• Seitenzahl: 616
• Erscheinungstermin: 3. November 2017
• Englisch
• ISBN-13: 9780749480066
• Artikelnr.: 50004361

Autorenporträt

Ian Pagdin is Course Leader for Banking & Finance Masters and a variety of finance and international finance courses at Sheffield Hallam University. His background is finance, having worked in the finance industry for 22 years, including 19 years as an independent financial adviser.

Michelle Hardy is a senior lecturer and module leader for several key modules on a variety of finance and international finance courses at Sheffield Hallam University. Her background is corporate banking and international wealth management for 14 years. She is a fellow of the Institute of Chartered Accountants in England and Wales

Inhaltsangabe

Chapter
01: Introduction; Section
ONE: Financial Markets; Chapter
02: Main Market Participants; Chapter
03: Global Fund Management Industry; Chapter
04: Investment Theory; Section
TWO: Investment Classes; Chapter
05: Equity; Chapter
06: Debt; Chapter
07: Mutual Funds; Chapter
08: Derivatives; Chapter
09: Alternative Investments; Section
THREE: Risk; Chapter
10: Types of Risk; Chapter
11: Financial Regulation and Supervision; Section
FOUR: Portfolio Management; Chapter
11: The Advisor and the Client; Chapter
12: Issues Involved in the Management of Retail Fund Management Products; Chapter
13: Taxation