Fundamentals of Investment: A Practitioner's Guide

ISBN-13: 9781138061620 / Angielski / Miękka / 2019 / 436 str.

Brian O'Loughlin; Frank O'Brien

Opis

This new edition offers a comprehensive review of the operations of the industry post-financial crisis, from a variety of perspectives. It presents a clear linkage between investment theory and concepts (the ‘fundamentals’) and the practical application of these concepts to the financial planning and advisory process.

Spis treści

Chapter 1. Introduction  Part I Assets and investment returns  Chapter 2. Securities markets and the investment assets  Chapter 3. Investing in bonds  Chapter 4. Investing in equities  Chapter 5. Alternative assets  Chapter 6. Historical investment returns  Chapter 7. The real economy and the markets  Chapter 8. Derivatives  Part II Investment risk and capital market theory  Chapter 9. Investment, investors and risk  Chapter 10. Portfolio theory  Chapter 11. Modelling prospective returns  Part III Investment management in practice  Chapter 12. Fund Management  Chapter 13. Pension fund investment  Chapter 14. Pension fund structures and regimes  Chapter 15. The retail investor’s choices  Chapter 16. Performance measurement and style analysis