Portfolio Management in Practice

Everything you need to know about Corporate Finance

Christine Brentani (Author)

9780750659062, Elsevier Science

Paperback, published 5 December 2003

240 pages, Illustrated
23.4 x 16.5 x 1.6 cm, 0.41 kg

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

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.

Subject Areas: Investment & securities [KFFM], Banking [KFFK]