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Investment portfolio management

Our selection of articles and guides can help you identify best practices, techniques and tools to apply to your investment portfolio

What's on this page?

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

Contact the Library

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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. If you are unable to access an eBook, please see our Help and support advice or contact library@icaew.com.

All about investing

Provides inexperienced investors with what they need to know to get started.

All about short selling

How to get started with short selling so that it can be safely worked into an overall investment programme.

Alternative alternatives

Provides a comprehensive but accessible introduction to the assets known as Alternative Alternatives (AA).

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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 leading business, finance and management journals. These journals are available to logged-in ICAEW members, ACA students and other entitled users subject to suppliers' terms of use.

The compelling story of investing overseas

The article focuses on the significance of offshore investments - "investors should have 30% to 50% of their total investment portfolio offshore."

The right amount of stocks to own at every age

The article offers guidelines for portfolio allocation. Topics discussed include tips on finding the right balance of stocks and bonds including investing just a little to get started, owning plenty of stocks during the mid-career and how increasing stock holdings can dramatically boost the chances that savings will last.

How to overhaul your portfolio in just 7 days

The article offers tips in overhauling an investment portfolio in just one week and become a better investor. Topics discussed include looking at how many stock and stock fund sales were made in the past year, asset allocation as the key driver of both portfolio's short-term price swings and its likely long-run return, and diversification of investments.

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Access to articles is provided subject to suppliers’ terms of use.

Articles and books in the Library collection

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 web chat or by email at library@icaew.com.

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