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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
  • Further resources

Contact the Library

Expert help for your enquiries and research.

E  library@icaew.com

T  +44 (0)20 7920 8620


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.

Advising the wealthy client: a handbook for working with the ultra wealthy

Countries are racing to disclose bank accounts to garner more tax income from the ultra wealthy and the politics of being in the “1% club” are not always positive. Yet these are important clients with important needs.

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.

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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.

Buyers eye UK retail assets as high street reopens

As the UK reopens high street retail, investors are said to be investigating retail real estate opportunities. But the market is likely to be slow to recover.

The white-hot music IP market

Why musicians are selling their songs and recordings to activist intellectual property aggregators and other music companies.

Target-date funds are too risky for savers

The author gives a criticism of target-date funds, believing that they are too aggressive with their equity allocations which can lead to panic in bear markets.

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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 through our document supply service.

Further resources

You may also find the following Knowledge Guides useful:

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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