By
Christine Brentani, Independent Financial Consultant
Description
As individuals are becoming more and more responsible for ensuring their own financial future, portfolio or fund management has taken
on an increasingly important role in banks' ranges of offerings to their clients. In addition, as interest rates have come down and
the stock market has gone up and come down again, clients have a choice of leaving their saving in deposit accounts, or putting those
savings in unit trusts or investment portfolios which invest in equities and/or bonds. Individuals are becoming aware that they might
need to top up government pension allocations. Likewise, corporations who run employee pension schemes have to ensure that they are
able to cover their current and future liabilities. Investing in unit trusts or mutual funds is one way for individuals and corporations
alike to potentially enhance the returns on their savings.
Introduction to Portfolio Management covers the:
*Theoretical
underpinnings of portfolio management
*Basics of portfolio construction
*Constraints to be considered when building a client portfolio
*Types of analysis used for asset allocation and stock selection
*Main types of funds available to investors
Included in series
Essential Capital Markets
Audience:
MSc Finance Students, MBA students studying Finance options, and new finance professionals
