Handbook of investment administration /

Investment Administration has a key role to play in the many and varied investment products and services that are available in the retail investment marketplace. Kevin Rothwell's Handbook of Investment Administration provides a comprehensive and readable source of both background and practical...

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Bibliographic Details
Call Number:Libro Electrónico
Main Author: Rothwell, Kevin
Corporate Author: Securities & Investment Institute
Format: Electronic eBook
Language:Inglés
Published: Chichester, England ; Hoboken, NJ : John Wiley & Sons, ©2007.
Series:Securities and Investment Institute series.
Subjects:
Portfolio management > Handbooks, manuals, etc.
Investment advisors > Handbooks, manuals, etc.
Financial planners > Handbooks, manuals, etc.
Saving and investment > Handbooks, manuals, etc.
Gestion de portefeuille > Guides, manuels, etc.
Conseillers en placements > Guides, manuels, etc.
Planificateurs financiers > Guides, manuels, etc.
BUSINESS & ECONOMICS > Investments & Securities > General.
Financial planners
Investment advisors
Portfolio management
Saving and investment
Investition
Portfoliomanagement
Handbooks and manuals
Ratgeber.
Online Access:Texto completo (Requiere registro previo con correo institucional)
Table of Contents:
  • Introductory Elements. Wealth Management
  • Investment Administration. New and Closing Business
  • Trading
  • Settlement
  • Corporate Actions
  • Other Considerations. Custody
  • Tax
  • Powers of Attorney
  • Outsourcing
  • Investment Accounts and Products. Individual Savings Accounts (ISAs)
  • Collective Investment Schemes
  • Trusts
  • Charities
  • Self-Invested Personal Pensions
  • Derivative Products
  • Glossary.

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