Portfolio Management in Practice

1st Edition

Authors: Christine Brentani
Paperback ISBN: 9780750659062
eBook ISBN: 9780080480084
Imprint: Butterworth-Heinemann
Published Date: 5th December 2003
Page Count: 240
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Table of Contents

Introduction; Managing Portfolios; Portfolio Theory; Measuring Returns; Indices; Bond Portfolio Management; Portfolio Construction; Types of Analysis; Valuation Methodologies- Shares; Financial Statement Analysis and Financial Ratios; Types of Funds Explained; Answers to Quizes; Glossary.

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

Key Features

Inspired from the basic entry level training courses that have been developed by major international banks worldwide. Will enable MSc Finance students, MBA students and those already in the finance profession to gain an understanding of the basic information and principles underlying the topic under discussion *Questions with answers, study topics, practical "real world" examples and text with an extensive bibliography and references ensure learning outcomes can be immediately applied

Readership

MSc Finance Students, MBA students studying Finance options, and new finance professionals


Details

No. of pages:
240
Language:
English
Copyright:
© Butterworth-Heinemann 2004
Published:
Imprint:
Butterworth-Heinemann
eBook ISBN:
9780080480084
Paperback ISBN:
9780750659062

About the Authors

Christine Brentani Author

Affiliations and Expertise

Independent Financial Consultant