Fundamentals of Investment Strategy

Authors

• Bei Cui
• Nga Pham
• Ummul Ruthbah

Description

This book is a practical, research-informed guide designed for individual investors, students, and others seeking a deeper understanding of personal investing and modern investment strategies. It is part of the MCFS-Springer Series in Finance.

Developed through extensive teaching experience and the authors’ empirical research, the book blends educational theory with actionable practice. It covers essential topics such as portfolio construction, asset allocation, behavioural biases, and risk management, all reinforced by data-driven analysis and references to global investment literature. A distinctive feature is the inclusion of “Practitioner Perspectives” – guest contributions, case studies, and career reflections from wealth managers, superannuation fund portfolio managers, index fund managers, fund strategists and other investment experts.

These insights offer readers a behind-the-scenes look at how investment strategies are executed in practice and illuminate various career paths in the finance industry. The result is a resource that is both informative and practical, suitable for learners, aspiring professionals, and self-directed investors.