Investment Planning
A comprehensive commentary on investment planning and theory. Only available in online format.
One Year Subscription Only Terms
Subscribers receive the product(s) listed on the Order Form and any Updates made available during the annual subscription period. Shipping and handling fees are not included in the annual price.
Subscribers are advised of the number of Updates that were made to the particular publication the prior year. The number of Updates may vary due to developments in the law and other publishing issues, but subscribers may use this as a rough estimate of future shipments. Subscribers may call Customer Support at 800-833-9844 for additional information.
Subscribers may cancel this subscription by: calling Customer Support at 800-833-9844; emailing customer.support@lexisnexis.com; or returning the invoice marked 'CANCEL'.
If subscribers cancel within 30 days after the product is ordered or received and return the product at their expense, then they will receive a full credit of the price for the annual subscription.
If subscribers cancel between 31 and 60 days after the invoice date and return the product at their expense, then they will receive a 5/6th credit of the price for the annual subscription. No credit will be given for cancellations more than 60 days after the invoice date. To receive any credit, subscriber must return all product(s) shipped during the year at their expense within the applicable cancellation period listed above.
Product description
A comprehensive commentary on investment planning and theory. Only available in online format.
Investment Planning provides a comprehensive explanation of the various investment choices available within South Africa. It assists financial planners and investors in understanding the vagaries of investment markets and adopts a practical approach to creating efficient investment portfolios for different risk profiles on both the South African and overseas investment markets.
Part 1 deals with various types of investments, such as the money, capital, stock and property markets and the legal framework. Part 2 deals with the application of these principles to deliver the best returns for the level of risk acceptable within a portfolio. It offers basic tools for creating sound investment strategies for their clients.
Note: This online product must be added to a base package. Price varies according to package chosen and number of users. "Request a quote" and a sales agent will contact you.
Table of contents
Part 1
Chapter 1A - Managing the Client’s Money
Chapter 1 - Financial Markets and Basic Financial Mathematics
Chapter 2 - The Money Market
Chapter 3 - The Capital Market
Chapter 4 - The Stock Market
Chapter 5 - Valuation of shares
Chapter 6 - Interpretation of Financial Accounts
Chapter 7 - Ratio Analysis
Chapter 8 - Collective Investment Schemes
Chapter 9 - Hedge Funds
Chapter 10 - Options
Chapter 11 - Futures
Chapter 12 - The Property Market
Chapter 13 - Alternative Investments
Chapter 14 - Tank Containers
Chapter 15 - Insurance as an Investment
Chapter 16 - Tax Implications for Investors
Chapter 17 - Estate Duty Implications for Investors
Chapter 18 - Financial Intelligence Centre Act
Chapter 19 - The Financial Advisory and Intermediary Services Act
Part 2
Chapter 1 - Modern Portfolio Theory
Chapter 2 - Asset Allocation
Chapter 3 - Risk
Chapter 4 - Asset Class Returns
Chapter 5 - Foreign Exchange
Chapter 6 - Overseas Investment
Chapter 7 - Equity Investment Styles
Chapter 8 - The Economy
Chapter 9 - Multi-manager Management
Chapter 10A - Behavioural Finance
Chapter 10 - Market Timing
Chapter 11 - Investment Planning
Chapter 12 - Investment Planning: A Case Study
Appendices
A: Code of Ethics and Professional Responsibility
B: Collective Investment Schemes Control Act
C: Policyholder Protection Rules
D: Corporate Governance
F: Financial Advisory and Intermediary Services Act
G: Retirement Fund Reform
I: South African Revenue Service Tax Guide for Share Owners
J: Final Recommendations on the International Panel on Growth
K: Financial Services Board
L: Amendment of Regulation 28
M: Treating Customers Fairly
