'Institutional investment before the First World War. The Union Marine Insurance Company, 1897-1915' in S Marriner (ed), Business and Businessmen. Studies in business, economic and accounting history

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  • Name Securities investment practice & process
  • Name Investors & investor behaviour

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Explores changes in size and composition of Union's investment portfolio and, at a micro level, the factors influencing investment management in the years before the First World War. Provides tables showing analysis of the portfolio as well as schedules of securities, in particular highlighting the holdings of overseas securities. Sheds much light on the important Liverpool insurance industry generally and on the firm in particular