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Investment appraisal

This page contains a selection of journal articles on aspects of investment appraisal, including tools and techniques, and examples of investment appraisal techniques for IT and other projects.

What's on this page?

  • eBooks
  • Online articles
  • Articles and books in the Library collection

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Expert help for your enquiries and research.

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eBooks

The Library provides full text access to a selection of key business and reference eBooks from leading publishers. eBooks are available to logged-in ICAEW members, ACA students and other entitled users.

Valuation: measuring and managing the value of companies

The book concerns the valuation of companies. It includes sections on valuation techniques, analysing and forecasting performance, market values, and the management of organisations.

The Warren Buffett way

Uses the life of Warren Buffett as a guide to making successful investments. The strategies for investment appraisal are built around a series of key tenets, but there are more details chapters providing advice on buying a business, managing a portfolio and general money management.

All about investing

Provides inexperienced investors with what they need to know to get started. Includes techniques for establishing realistic investment goals, buying the proper assets to meet those goals, and constructing a safe and suitable portfolio of long-term investments.

Showing 3 of 8 items

Terms of use: You are permitted to access, download, copy, or print out content from eBooks for your own research or study only, subject to the terms of use set by our suppliers and any restrictions imposed by individual publishers. Please see individual supplier pages for full terms of use.

Online articles

The library provides access to a range of articles in full text from leading business, finance and management journals. Access to articles is provided to logged-in ICAEW members, ACA students and other entitled users subject to suppliers' terms of use.

Ditch the losers in your portfolio

Simon Brown recommends fixing up your investment portfolio by selling struggling stock, learning from the mistake and moving on.

4 ways to value a business

If you're considering selling your business, understanding how potential buyers would value it will allow you to better evaluate offers and negotiate a fair deal. Here's an overview of common valuation methods, including discounted cash flow, valuation multiples, replacement cost/liquidation value and the value of synergies from combining businesses.

Understanding risk tolerance in investing

This short overview article explains that before developing your investment strategy you need to decide the amount of risk you can tolerate. There are three main factors influencing your personal risk tolerance: risk capacity, required risk and risk preference.

Showing 3 of 12 items

Articles and books in the Library collection

The ICAEW Library & Information Service collection includes a range of articles, books and online resources on investment appraisal. Please contact us if you would like to borrow a book or request a copy of an article.

Selected articles and books

Click on the links below to see our catalogue record and holdings for each item.

Investing in AIM
Money Management, March 2015, pages 40-43
The author reviews the investment opportunities presented by the AIM (Alternative Investment Market) sector of the London Stock Exchange. Looks at the risks and opportunities, as well as the favourable tax treatment of AIM investments. Contains a table showing the top performing funds with a high allocation of AIM companies in their portfolios.

Capital investment: a guide to making better decisions 
Boyd, G. (CAI, 2013)
This guide presents a comprehensive and applied approach to assessing capital investment proposals, and the methods that can be used to help business develop and appraise proposals and achieve optimal outcomes. It is written for managers and senior managers involved in the approval of capital investment proposals, as well as financial controllers looking for a system to help ensure better investment decisions.

Corporate finance- principles and practice 
Watson, D. (Financial Times Prentice Hall, 2013)
The aim of this book is to provide an introduction to the core concepts and key topic areas of corporate finance in an approachable, 'user-friendly' style. Includes chapters: an overview of investment appraisal methods; investment appraisal - applications and risk.

Find more books and articles

To find out how you can borrow books from the Library please see our guide to book loans.

You can obtain copies of articles or extracts of books and reports by post, fax or email through our document supply service.

Can't find what you are looking for?

If you're having trouble finding the information you need, ask the Library & Information Service. Contact us by telephone on +44 (0)20 7920 8620, by fax on +44 (0)20 7920 8621 or by email at library@icaew.com.

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