Portfolio management is the art and science of selecting and overseeing a group of investments that meet the longterm financial objectives and risk tolerance of a client, a company, or an. This course aims to provide a basic knowledge of the theories and practices of modern portfolio choice and investment decision. Pdf modern banking and strategic portfolio management. Rarely, investors current money income exactly balances with their consumption desires.
Portfolio management refers to managing money of an individual under the expert guidance of portfolio managers. Investment analysis and portfolio management pdf free. Investment analysis and portfolio management 5 the course assumes little prior applied knowledge in the area of finance. Portfolio management mutual fund investment, asset. Course objectives investment analysis and portfolio management course objective is to help. Pdf investment analysis and portfolio management kamal. Investment analysis and portfolio management 2jnu ole 1. Download investment analysis and portfolio management pdf. This template has added almost all the important aspects of process that might help you to do the investment analysis and maintain a perfect portfolio. Valuation and hedging of americanstyle lookback and barrier options c. An investment portfolio is one of the most important document that a investor or trader should have. The process of designing it might not be known to all thus you can follow the model portfolio example template mentioned here. Passive portfolio management mimics the investment holdings of a particular index in order to achieve similar results.
Among those alternative investment choices, one may clearly find the investment practices under varying interestrate conditions of prime. Portfolio management refers to managing an individuals investments in the form of bonds, shares, cash, mutual funds etc so that he earns the maximum profits within the stipulated time frame. Portfolio management meaning and important concepts. Security analysis and portfolio management objectives. As the names imply, active portfolio management usually involves more. The course is intended for 32 academic hours 2 credit points. Start tracking your investments in stocks, mutual fund, gold, bank deposits, property and get all. Here you can download the free lecture notes of mba investment management notes pdf im notes materials with multiple file linksmba investment management notes pdf im notes pdf. Click here to track and analyse your mutual fund investments, stock portfolios, asset allocation.1490 390 1602 1225 42 362 15 403 1548 687 1646 1130 1073 1427 1254 432 604 1380 1010 340 386 95 693 1135 27 1443 1453 123 47 735 653 1124 799 1270 484 178 14 1085 241 1025 311