Portfolio Management in Practice

Book 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

*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

Table of contents

  1. Front Cover
  2. Portfolio Management in Practice
  3. Copyright Page
  4. Contents
  5. Preface
  6. Introduction
  7. Chapter 1. Managing portfolios (1/3)
  8. Chapter 1. Managing portfolios (2/3)
  9. Chapter 1. Managing portfolios (3/3)
  10. Chapter 2. Portfolio theory (1/4)
  11. Chapter 2. Portfolio theory (2/4)
  12. Chapter 2. Portfolio theory (3/4)
  13. Chapter 2. Portfolio theory (4/4)
  14. Chapter 3. Measuring returns (1/5)
  15. Chapter 3. Measuring returns (2/5)
  16. Chapter 3. Measuring returns (3/5)
  17. Chapter 3. Measuring returns (4/5)
  18. Chapter 3. Measuring returns (5/5)
  19. Chapter 4. Indices (1/3)
  20. Chapter 4. Indices (2/3)
  21. Chapter 4. Indices (3/3)
  22. Chapter 5. Bond portfolio management (1/4)
  23. Chapter 5. Bond portfolio management (2/4)
  24. Chapter 5. Bond portfolio management (3/4)
  25. Chapter 5. Bond portfolio management (4/4)
  26. Chapter 6. Portfolio construction (1/4)
  27. Chapter 6. Portfolio construction (2/4)
  28. Chapter 6. Portfolio construction (3/4)
  29. Chapter 6. Portfolio construction (4/4)
  30. Chapter 7. Types of analysis (1/5)
  31. Chapter 7. Types of analysis (2/5)
  32. Chapter 7. Types of analysis (3/5)
  33. Chapter 7. Types of analysis (4/5)
  34. Chapter 7. Types of analysis (5/5)
  35. Chapter 8. Valuation methodologies - shares (1/5)
  36. Chapter 8. Valuation methodologies - shares (2/5)
  37. Chapter 8. Valuation methodologies - shares (3/5)
  38. Chapter 8. Valuation methodologies - shares (4/5)
  39. Chapter 8. Valuation methodologies - shares (5/5)
  40. Chapter 9. Financial statement analysis and financial ratios (1/3)
  41. Chapter 9. Financial statement analysis and financial ratios (2/3)
  42. Chapter 9. Financial statement analysis and financial ratios (3/3)
  43. Chapter 10. Types of funds explained (1/4)
  44. Chapter 10. Types of funds explained (2/4)
  45. Chapter 10. Types of funds explained (3/4)
  46. Chapter 10. Types of funds explained (4/4)
  47. Answers to quizzes (1/3)
  48. Answers to quizzes (2/3)
  49. Answers to quizzes (3/3)
  50. Glossary (1/3)
  51. Glossary (2/3)
  52. Glossary (3/3)
  53. Bibliography
  54. Index (1/3)
  55. Index (2/3)
  56. Index (3/3)

Product information

  • Title: Portfolio Management in Practice
  • Author(s): Christine Brentani
  • Release date: December 2003
  • Publisher(s): Butterworth-Heinemann
  • ISBN: 9780080480084