INVESTMENT PORTFOLIO PLANNING POPPLEWELL K. Księgarnia

Investment Portfolio Planning

For the private investor, finding an individual investment opportunity can be taxing enough, given the number of investment vehicles that exist. Constructing a portfolio of investments, with a view to maximizing return with controlled risk invariably requires a shrewd understanding of different investment markets. It is also a question of constructing a risk profile to assess income and capital needs now and in the future.

This unique book brings to the reader a succinct and practical guide to the easiest way to build an investment portfolio. It describes the concepts of risk and market volatility in a way that deliberately avoids the use of jargon. Investment advisers will find it is bang up to date with regulatory detail and product descriptions while the general reader will find it invaluable as a guide to investment opportunities.

Contents

Introduction

1 Fundamental Principles of Investment Strategy

2 Values and Market Prices of Assets, Investment Returns, and Interrelationships between Asset Classes

3 Investment Strategies - An Introduction

4 Deposit-based Investments ('Cash')

5 Fixed-Interest Investments

6 Index-Linked Investments

7 National Savings

8 Property

9 Equities

10 With-Profit Investments

11 Summary of Asset Class Features

12 Unit Trusts and Open-Ended Investment Companies (OEICs)

13 Investment Trusts

14 Investment Bonds

15 Individual Savings Accounts (ISAs)

16 Pensions

17 Offshore Investment

Index

178 pages

Po otrzymaniu zamówienia poinformujemy,
czy wybrany tytuł polskojęzyczny lub anglojęzyczny jest aktualnie na półce księgarni.