Do you want to work in the financial industry? Do you want to work with wealth management?

Or do you just want to know the basics of managing your own investment portfolio or help protect a family member or a friend? Here are some of the basics that you need to know.

These are the author's personal notes from a course in portfolio management for the fund industry at Institut Financiere de Banque de Luxembourg in the Duchy of Luxembourg, supplemented with other personal notes from other courses and other institutions to expand the subject. The notes are only lecture notes and need revision.

After this you can go on to tackle more complicated treaties and you will find there is abundant literature about investment and portfolio management.