検索 画像 地図 Play YouTube ニュース Gmail ドライブ もっと見る »
マイ ライブラリ | ヘルプ | ブックス検索オプション | ウェブ履歴 | ログイン

ブックス

Handbook of Investment Administration

前表紙
0 レビュー
John Wiley & Sons, 2008/03/11 - 520 ページ
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 information for the practitioner. The Handbook takes the main aspects of investment administration and drills down into the detail of these from a retail perspective. It covers areas that are unique to the private client business such as trusts. It explains the background on why processes are undertaken providing as essential reference aid for the practitioner.

Key features include:

  • A full range of Investment Administration functions from New Business to Settlement through to Corporate Actions.
  • Specialist areas such as Trusts and Charities are covered in depth.
  • Concise introduction to each subject providing interesting background information, followed by a detailed review.
  • Essential reading for candidates undertaking Securities & Investment Institute IAQ exams examinations.

  

レビュー - レビューを書く

レビューが見つかりませんでした。

関連書籍

Managing Hedge Fund Managers: Quantitative and Qualitative Performance Measures
Managing Hedge Fund Managers: Quantitative and Qualitative Performance Measures
E. J. Stavetski
限定表示 - 2009
An Introduction to Mutual Funds Worldwide
An Introduction to Mutual Funds Worldwide
Ray Russell
限定表示 - 2007
36 Stratagems for Investors: Timeless Financial Wisdom from a Chinese Classic
36 Stratagems for Investors: Timeless Financial Wisdom from a Chinese Classic
Hsbc Jintrust,HSBC Jintrust Fund Management
限定表示 - 2009
すべての関連書籍 »

ページのサンプル

目次

Part II Investment Administration
31
Part III Other Considerations
207
Part IVInvestment Accounts and Products
303
Glossary
463
Bibliography
481
Reading Material
483
Index
487
著作権

多く使われている語句

amount appointed authorised bank beneficiaries bonds broker cash charity client collective investment corporate actions counterparty covered warrants Crest custodian dealing dividend electronic ensure execution gilt HMRC holding income individual investment administration investment firm investment funds investment management investor ISA manager market maker ment OEICs offer option outsourcing pension portfolio power of attorney purchase received resident rights issue risk rules securities sell settle settlement shareholders SIPP take place tion trade transaction types underlying asset unit trusts v v v v v v v v v v v v v v v v v v v v v v v v v v v v v v v v v v v v v v v v v v v v v v v v v v v v v wealth management

著者について (2008)

Kevin Rothwell has spent his entire working life within the Financial Services Industry and his hands-on experience has given him a detailed knowledge of such areas as private client investment management, investment administration and dealing, settlement and custody. He has held senior posts in both front office and back office positions with and has undertaken a varied portfolio of investment projects. 

More recently Kevin has set up his own company that excels in providing specialised and bespoke consultancy and training for a number of large financial institutions both at home and abroad. 

Already a Fellow of the Securities and Investment Institute, he was delighted to have been made a Senior Technical Advisor for them. As well as teaching towards the Securities and Investment Institutes post-graduate Diploma in Investment Operations, Kevin is also the author of International Certificate in Financial Advice Workbook which is published by the SII.

書誌情報

QR code for Handbook of Investment Administration
書籍名Handbook of Investment Administration
Securities Institute
著者Kevin Rothwell
出版社John Wiley & Sons, 2008
ISBN0470724129, 9780470724125
ページ数520 ページ
  
引用のエクスポートBiBTeX EndNote RefMan