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The process of portfolio management

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Babasab Patil
Babasab Patil

The process of portfolio management

Economy & FinanceBusiness
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The Process of Portfolio Management
[object Object],[object Object]
Outline ,[object Object],[object Object],[object Object],[object Object],[object Object]
Introduction ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Investments ,[object Object],[object Object],[object Object],[object Object],[object Object]
Security Analysis ,[object Object],[object Object],[object Object],[object Object],[object Object]
Portfolio Management ,[object Object],[object Object],[object Object],[object Object]
Portfolio Management (cont’d) ,[object Object],[object Object],[object Object]
Purpose of Portfolio Management ,[object Object],[object Object],[object Object],[object Object]
Low Risk vs. High Risk Investments
Low Risk vs. High Risk Investments (cont’d) ,[object Object],[object Object],[object Object],[object Object],[object Object]
The Portfolio Manager’s Job ,[object Object],[object Object],[object Object],[object Object]
The Six Steps of Portfolio Management ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
The Six Steps of Portfolio Management (cont’d) Learn the Basic Principles of Finance (Chapters 1 – 3) Set Portfolio Objectives (Chapters 4 – 5) Formulate an Investment Strategy (Chapters 6 – 14) Have a Game Plan for Portfolio Revision (Chapters 15 – 18) Protect the Portfolio When Appropriate (Chapters 21 – 25) Evaluate Performance (Chapters 19 - 20)
Overview of the Text ,[object Object],[object Object],[object Object],[object Object]
PART ONE Background, Basic Principles, and Investment Policy ,[object Object],[object Object],[object Object],[object Object]
PART ONE Background, Basic Principles, and Investment Policy (cont’d) ,[object Object],[object Object],[object Object]
PART ONE Background, Basic Principles, and Investment Policy (cont’d) ,[object Object],[object Object],[object Object],[object Object]
PART ONE Background, Basic Principles, and Investment Policy (cont’d) ,[object Object],[object Object],[object Object]
PART ONE Background, Basic Principles, and Investment Policy (cont’d) ,[object Object],[object Object],[object Object]
PART ONE Background, Basic Principles, and Investment Policy (cont’d) ,[object Object],[object Object],[object Object],[object Object]
PART TWO Portfolio Construction ,[object Object],[object Object],[object Object],[object Object],[object Object]
PART TWO Portfolio Construction (cont’d) ,[object Object],[object Object],[object Object]
PART TWO Portfolio Construction (cont’d) ,[object Object],[object Object],[object Object],[object Object],[object Object]
PART TWO Portfolio Construction (cont’d) ,[object Object],[object Object],[object Object],[object Object],[object Object]
PART TWO Portfolio Construction (cont’d) ,[object Object],[object Object],[object Object]
PART THREE Portfolio Management ,[object Object],[object Object],[object Object]
PART THREE Portfolio Management (cont’d) ,[object Object],[object Object],[object Object],[object Object]
PART THREE Portfolio Management (cont’d) ,[object Object],[object Object]
PART THREE Portfolio Management (cont’d) ,[object Object],[object Object],[object Object],[object Object],[object Object]
PART THREE Portfolio Management (cont’d) ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
PART THREE Portfolio Management (cont’d) ,[object Object],[object Object],[object Object],[object Object],[object Object]
PART FOUR Portfolio Protection and Contemporary Issues ,[object Object],[object Object],[object Object]
PART FOUR Portfolio Protection and Contemporary Issues (cont’d) ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
PART FOUR Portfolio Protection and Contemporary Issues (cont’d) ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

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The process of portfolio management

  • 1. The Process of Portfolio Management
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  • 10. Low Risk vs. High Risk Investments
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  • 14. The Six Steps of Portfolio Management (cont’d) Learn the Basic Principles of Finance (Chapters 1 – 3) Set Portfolio Objectives (Chapters 4 – 5) Formulate an Investment Strategy (Chapters 6 – 14) Have a Game Plan for Portfolio Revision (Chapters 15 – 18) Protect the Portfolio When Appropriate (Chapters 21 – 25) Evaluate Performance (Chapters 19 - 20)
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