Investment Management

· Comprehensively covers all the fundamentals
· Gives strong guidance on risk and solutions to it
· Describes the financial markets

This manual should equip any prospective investment manager with a sound knowledge of the fundamentals of portfolio planning and investment management. It shows how to identify a customer’s problems and needs and covers a huge range of investment products. Furthermore, it shows how to identify risk and offers solutions to combat it through diversification, asset allocation, and passive or active management. Also included is an overview of how the various financial markets and their respective instruments work and an introduction to taxation of investment income.