Investment and portfolio management
Subtitle: a practical introduction
By: Ian Pagdin and Michelle Hardy
Contributors: Hardy, Michelle, author
Publisher: Kogan Page
Published: 2018
Language: eng
Number of pages: 599
ISBN-13: 9780749480059
Subjects: Investments; Portfolio management
Description: "Investment and portfolio management" offers a contemporary, comprehensive and accessible introduction to the subject. It is the essential guide for practitioners, students of finance - both undergraduates and postgraduates - and people preparing for professional examinations. Expert authors Ian Pagdin and Michelle Hardy share their extensive experience of working in the financial sector, illustrating concepts with real-world case studies and examples. Each chapter is written in a concise, easy-to-follow style, allowing readers to navigate their way through different topics and to develop their knowledge and understanding of the key financial products, investment strategies and risks in financial markets and portfolio management. With an emphasis on practice but covering all the theory, this book is a must-have for anyone working in or towards a career in financial markets and investment.
Notes: Includes bibliographical references, glossary and index.
Table of contents: title: Financial markets; title: Introduction --; title: Defining financial markets --; title: History and developments of financial markets --; title: Financial markets today --; title: Categorization of markets --; title: The key participants in a financial market --; title: Cross-border transactions --; title: Recent developments in financial markets --; title: Financial crises -- -- Global fund management industry; title: Introduction --; title: The global investment management industry and its major players --; title: Global issues shaping in 2017 --; title: The size of the UK investment management industry --; title: Fund valuation --; title: Measurement of AUM in the UK --; title: Asset management house structure --; title: Investment managers --; title: Future developments in the fund management industry -- -- Main market participants; title: Introduction --; title: Central banks --; title: Wholesale banking --; title: Retail banking --; title: Private banks --; title: Investment banks --; title: Private equity --; title: Sovereign wealth funds --; title: Hedge funds --; title: Pension funds and insurance companies --; title: Private investors -- -- Types of risk; title: Introduction --; title: Types of risk --; title: Measuring risk -- -- Investment theory; title: Introduction --; title: Random walk theory --; title: Efficient market hypothesis --; title: Modern portfolio theory --; title: Measurement of performance under modern portfolio theory --; title: Capital asset pricing model --; title: Arbitrage pricing theory --; title: Behavioural finance --; title: Investment returns -- -- Investment classes : fixed-interest (debt); title: Introduction --; title: Bond issuers and bond types --; title: Nominal or par value of a bond --; title: Types of coupon or interest rates payable on a bond --; title: When will the coupon or interest be paid? --; title: Maturity or other repayment of a bond --; title: Identifying a bond --; title: Where can investors buy bonds? --; title: Bond ownership --; title: Costs of buying a bond --; title: Factors of affecting bond prices --; title: Understanding risk in bonds and its effect on bond prices --; title: Measuring the return on a bond --; title: The risks of investing in bonds --; title: Bond taxation --; title: The advantages and disadvantages of investing in bonds -- -- Investment classes: equity; title: Introduction --; title: Types of shares --; title: Nominal and market values of shares --; title: Changes in the number of issued shares --; title: Stock exchanges --; title: Trading shares --; title: The effect of corporate actions on the costs of buying and selling shares --; title: Possible returns from holding shares as an investment --; title: Measuring returns from shares --; title: Risks of investing in share s--; title: Factors affecting the prices of shares --; title: Advantages and disadvantages of equity investment --; title: Are private equity and equity the same? -- -- Investment classes : collective investments; title: Introduction --; title: Advantages --; title: Disadvantages --; title: Different types of collective -- -- Investment classes : derivatives; title: Introduction --; title: Derivative uses for investors --; title: Types of derivative --; title: Determining the option premium --; title: Methods of ending a derivative contract --; title: Trading derivatives -- -- Investment classes : Alternative investments; title: Introduction --; title: General risks of investing in alternative assets --; title: Collectibles and chattels --; title: Commodities --; title: Gold --; title: Crowdfunding --; title: Property --; title: Collective funds --; title: Structured products -- -- Portfolio management : the adviser and the client -- Portfolio management : utilization of retail fund management products; title: Introduction --; title: Introduction --; title: Identification and setting of portfolio objectives --; title: Implementation of appropriate investment strategy -- -- Taxation; title: Introduction --; title: Residency and domicile --; title: Withholding tax --; title: Income taxation --; title: Trusts --; title: National insurance --; title: Investment income or unearned income tax --; title: Capital gains tax (CGT) --; title: Inheritance tax (IHT) --; title: Stamp duty --; title: Value added tax (VAT) --; title: Corporation tax -- -- Financial regulation and supervision; title: Introduction --; title: The reasons for regulation : the importance of financial stability --; title: Regulatory landscape in the United Kingdom --; title: Regulatory landscape in the European Union --; title: Regulatory landscape in the United States of America --; title: Regulatory landscape in Hong Kong --; title: Regulatory landscape in China --; title: Regulatory landscape in Singapore --; title: Regulation and supervision style --; title: Anti-money-laundering and prevention of financial crime --; title: Complaints and dispute resolution.