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基本説明
Besides the basics of portfolio or fund management, types of analysis used for asset allocation and stock selection and main types of funds available to investors are also discussed.
Full 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
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.
