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Investment and Portfolio Management

Investment and Portfolio Management

A Practical Introduction

Ian Pagdin, Michelle Hardy

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About the book

For students of finance at both undergraduate and postgraduate level, or those preparing for professional examinations, Investment and Portfolio Management develops knowledge and understanding of the key financial products, investment strategies and risks in financial markets in the UK and internationally.

With an emphasis on practice, Investment and Portfolio Management presents the theory and its relevance and application in the financial workplace. The authors draw on their experience working in the financial sector to illustrate concepts with case studies, examples and problems, including material relevant to candidates studying for professional examinations offered by the major professional bodies in the subject area (Charted Institute of Investment, CII & Chartered Institute of Securities and Investment, CISI). Each chapter is written in an easy-to-follow style, allowing readers to navigate their way through different topics without issue, avoiding complicated technical jargon, in favour of simpler terms and writing style. To meet the criteria for those studying for academic and professional courses, links are provided to more in-depth material and in-chapter features to encourage self-directional learning.

Online supporting resources for this book include lecture slides and figures from the book.

Table Of Contents

    • Chapter - 01: Introduction;
  • Section - ONE: Financial Markets;
    • Chapter - 02: Main Market Participants;
    • Chapter - 03: Global Fund Management Industry;
    • Chapter - 04: Investment Theory;
  • Section - TWO: Investment Classes;
    • Chapter - 05: Equity;
    • Chapter - 06: Debt;
    • Chapter - 07: Mutual Funds;
    • Chapter - 08: Derivatives;
    • Chapter - 09: Alternative Investments;
  • Section - THREE: Risk;
    • Chapter - 10: Types of Risk;
    • Chapter - 11: Financial Regulation and Supervision;
  • Section - FOUR: Portfolio Management;
    • Chapter - 11: The Advisor and the Client;
    • Chapter - 12: Issues Involved in the Management of Retail Fund Management Products;
    • Chapter - 13: Taxation


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Book Details

  • EAN: 9780749480059
  • Edition: 1
  • Published: 3rd November 2017
  • Paperback
  • Format: 232x156
  • 616 pages

About the Author

Ian Pagdin is Course Leader for Banking & Finance Masters and a variety of finance and international finance courses at Sheffield Hallam University. His background is finance, having worked in the finance industry for 22 years, including 19 years as an independent financial adviser.

Michelle Hardy is a senior lecturer and module leader for several key modules on a variety of finance and international finance courses at Sheffield Hallam University. Her background is corporate banking and international wealth management for 14 years. She is a fellow of the Institute of Chartered Accountants in England and Wales

Ian Pagdin

Michelle Hardy

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