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Managing my investments
Managing my investments

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Week 4: Investment in practice – practices, styles, history and performance


Welcome to Week 4 of Managing my investments – a week that further explores investment management practices before moving on to the issue of how investment management performance can be measured. Watch the following video to hear Martin Upton introduce these topics.

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Assessing the performance of an investment, or a portfolio of investments, is part of the ‘review’ stage of the four stages model for investment management that you have been using during this course. Finding that your investments have been underperforming their target returns may be the trigger to revising your portfolio or seeking out a new investment manager.

You’ll also look at a number of high-profile investment management episodes in recent history. These are interesting stories in themselves but many also provide guidance or warnings about the pitfalls that can be encountered when investing.