An Introduction to Investment Funds - Risk Books
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An Introduction to Investment Funds

By Petko Bahovski

Overview

Petko Bahovski, who has previously worked for Coutts and Credit Suisse, managing teams of private bankers, and for JP Morgan as Executive Director, teaches you how to select funds based on the reliability of the business model and investment processes used by asset managers, as well as the quality and substance of their operations.

You'll learn how to assess management companies and fund structures, what pertinent questions to ask regarding the fund’s service providers, and also how to perform thorough compliance and background checks on fund managers. An Introduction to Investment Funds empowers you with an increased awareness of the funds available, along with an understanding of their pitfalls and strengths, thereby enabling you to make better-informed investment decisions.

Take a look at the introduction from the book here to get a clear idea of how you can benefit from the knowledge it contains...

Publish date: 30 Oct 2015

Availability: In stock

Product Unit Price Qty
Book - An Introduction to Investment Funds
£85.00
eBook - An Introduction to Investment Funds
EPUB
£64.00
OR

Book description

Professional asset management is one of the largest and most profitable businesses in the world. The value of professionally managed assets at the end of 2014 was estimated to be US$74 trillion. The variety of products and funds to choose from is enormous. The purpose of this book is to provide a concise summary of the different types of investment funds that are being offered.

Investment funds may be termed differently in different countries around the world. For example they are also known as investment trusts in the UK, mutual funds in the US, FCP in Luxembourg, SICAF in Luxembourg and Switzerland, SICAV in France, Italy, Luxembourg and Switzerland and unit trusts in Ireland and the UK. For consistency the term “investment funds” is used.

Chapters cover:

  • Bond Funds
  • Bond-and-Equity Funds
  • Equity Funds
  • Asset-Allocation Funds
  • Alternative Investment Funds
  • Fund Tools
  • Asset Classes by Country, Region and Industry

For each type of fund above the following points are addressed:

  • Fund description: what is the fund about?
  • For whom is the fund suitable?
  • What is the fund’s investment strategy or investment objective?
  • What is the fund’s benchmark?
  • Portfolio analysis
  • Risk and reward profile
  • What are the main risks of investing in the fund?
  • How will this fund make money?
  • What are the fund’s fees and expenses?

Book details

ISBN
Book - 9781782722076 / eBook - 9781782722663
Publish date
30 Oct 2015
Format
Paperback
Size
155mm x 235mm

Author biography

Petko Bahovski

Petko Bahovski started his banking career in American Express, Brighton, UK in 1994. After completing his undergraduate degree in Accounting and Finance at the London School of Economics in 1995, Petko worked for two years as head of the corporate dealing desk of ING Bank in Sofia, Bulgaria. In 1997 while he was doing a two years Masters Program in Finance at Brandeis University, Boston, Petko worked as an Emerging Markets bond Analyst at Baring Asset Management.

Upon completing his degree, Petko joined Chase Manhattan Bank, and worked in Emerging Markets Bond sales in New York and Mexico City. In 2000 Petko moved to London, to join JPMorgan’s Eastern Europe Local markets credit and rates sales desk. In 2006 he moved to JPMorgan Singapore where he became Global Emerging Markets Product Manager for the Asia Region. He constantly travelled in the region, predominantly to China, Hong Kong, Japan, Taiwan, Philippines and Korea.

In 2008 Petko moved to Credit Suisse - Zürich, to manage a team that was covering Russian and Central Asian Russian speaking private banking clients. In 2011 Petko joined Coutts Zürich, to head their Russian, Ukrainian and Central Asian private banking teams. Petko started to provide consulting services in July 2012. As a consultant Petko is successfully helping his clients to implement change, build stronger, more competitive and profitable organisations.

Table of contents

1. Bond Funds

  • Money-market funds
  • Classic bond funds
  • Country- or region-specific bond funds
  • Global bond funds
  • Emerging-markets bond funds
  • Corporate bond funds
  • Inflation-linked bond funds
  • High-yield bond funds
  • Municipal bond funds

2. Bond-and-Equity Funds

  • Convertible-bond funds
  • Balanced funds
  • Total-return funds
  • Exchange-traded funds

3. Equity Funds

  • Equity-indexed funds
  • Equity value funds
  • Equity growth funds
  • Equity blend funds
  • Equity sector funds
  • Equity income or dividend funds
  • Global equity funds
  • Emerging-markets equity funds

4. Asset-Allocation Funds

  • Target-date funds
  • Target-allocation funds
  • Target-income funds

5. Alternative Investment Funds

  • Real-estate funds and REITs
  • Commodity funds
  • Hedge funds
  • Private-equity funds
  • Foreign-exchange funds
  • Sustainable and responsible funds

6. Fund Tools

  • Fund-selection process
  • Investment funds’ fees and costs
  • Your financial portfolio versus your overall wealth
  • Bonds credit rating table
  • Risk and return profile table
  • Risks to consider when investing in funds

Customer Reviews

Average customer reviews for An Introduction to Investment Funds

The complete funds industry universe at your desk

The book show the complete universe of traditional and alternative fund asset classes. Author's extensive professional experience in major Investment banks and wealth manager gives to the reader a different perspective to understand how the industry works. Moreover it is written in a plain english which makes it an useful tool for virtually anyone interested in this topic- experienced professionals,students and newbies in investment industry.

Review by Dragomir , 30/08/2016

A concise guide to fund investing

This book is a complete and concise guide to investment funds, covering funds in both the traditional and alternative asset classes, asset allocation funds and providing a global view across geographies. It will help the reader to understand the fund management industry, the differences in investment strategies and styles of the different funds and to make informed fund-selection decisions. The book is based on the author?s practical experience across multiple investment platforms in major investment banks and wealth managers. It is equally suitable for institutional investors, family offices as well as for individual investors managing own investment and retirement portfolios.
Review by Stoyan , 23/08/2016

A concise guide to investing in funds

This book is a complete and concise guide to investment funds, covering funds in both the traditional and alternative asset classes, asset allocation funds and providing a global view across geographies. It will help the reader to understand the fund management industry, the differences in investment strategies and styles of the different funds and to make informed fund-selection decisions. The book is based on the author?s practical experience across multiple investment platforms in major investment banks and wealth managers. It is equally suitable for institutional investors, family offices as well as for individual investors managing own investment and retirement portfolios.
Review by Stoyan , 17/08/2016

Read more reviews

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