Everand Logo

Welcome to Everand!

  • Discover millions of ebooks, audiobooks, and so much more with a free trial

    Only $11.99/month after trial. Cancel anytime.

    Portfolio Management in Practice
    Portfolio Management in Practice
    Portfolio Management in Practice
    Ebook218 pages3 hours

    Portfolio Management in Practice

    By Christine Brentani

    5/5

    ()

    Read preview

    About this ebook

    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

    *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
    LanguageEnglish
    PublisherElsevier Science
    Release dateDec 5, 2003
    ISBN9780080480084
    Portfolio Management in Practice

    Related to Portfolio Management in Practice

    Related ebooks

    Banks & Banking For You

    View More
    View More

    Related podcast episodes

    Related articles

    • Article

      Sa’s Top Equity Funds

      Oct 8, 2021

      Sa’s Top Equity Funds
      8 min read

    • Article

      Build The Perfect Portfolio

      Mar 31, 2021

      Build The Perfect Portfolio
      5 min read

    • Article

      Dealmaker

      Sep 16, 2017

      Dealmaker
      2 min read

    • Article

      Valuing LIC

      Nov 26, 2020

      Valuing LIC
      9 min read

    • Article

      To Catch A Thief

      Apr 5, 2023

      Inflation is a thief. So says legendary investor Warren Buffett. At the Berkshire Hathaway AGM last year, he said that not only does inflation swindle equity investors, it swindles bond investors and the people who keep their cash under the mattress.

      1 min read

    • Article

      10 Best ETFs to Buy for an All-Weather Portfolio

      Aug 30, 2018

      It used to be that investors asked themselves the question, "How many mutual funds should I have in my portfolio?" They still ask the same question of diversification, but more in terms of exchange-traded funds (ETFs). A portfolio of just two ETFs mi

      7 min read

    • Article

      Maintaining A Recovery?

      Jan 22, 2021

      Maintaining A Recovery?
      1 min read

    • Article

      Should You Listen to Warren Buffett?

      May 27, 2020

      Warren Buffett made news in early May by stating that "passive management" should remain an integral part of an investor's portfolio. For years, Buffett has crafted and stuck to a very specific investing strategy: "Rule No. 1: Never lose money. Rule

      4 min read

    • Article

      Best UK funds

      Aug 17, 2022

      Best UK funds
      6 min read

    • Article

      Best UK funds

      Sep 1, 2022

      Best UK funds
      6 min read

    • Article

      Best UK funds

      Oct 5, 2022

      Best UK funds
      6 min read

    • Article

      Best UK funds

      Jan 6, 2023

      Best UK funds
      6 min read

    • Article

      Best Funds To Beat Inflation

      Sep 1, 2022

      Best Funds To Beat Inflation
      6 min read

    • Article

      Best Funds To Beat Inflation

      Oct 4, 2022

      Best Funds To Beat Inflation
      6 min read

    • Article

      Pointers On A Sustainable Portfolio

      Sep 10, 2021

      as an investor, one could almost be forgiven for being either petrified or excited given an abundance of investment possibilities. Choice and variety are meant to be good, right? A catch, though, is that choices can no longer be constructed simply on

      3 min read

    • Article

      Best UK funds

      Nov 14, 2022

      Best UK funds
      6 min read

    • Article

      Analysing For Unintended Risk

      May 28, 2021

      risk has always been a primary consideration for fund managers and their clients. However, what each party has in mind when thinking about risk and how to manage it can be quite divergent. Clear and thorough communication around risk is therefore an

      3 min read

    Related categories

    Reviews for Portfolio Management in Practice

    5/5

    3 ratings0 reviews

    What did you think?

    Tap to rate

    Review must be at least 10 words

      Book preview

      Portfolio Management in Practice - Christine Brentani

      Enjoying the preview?
      Page 1 of 1