Portfolio Mangement

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Introduction What is Portfolio? Portfolio Management History of Portfolio Management Major Task of Portfolio Management

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Presented To Sir Muhammad Adnan Arshad

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Presented By M.Awais 7125 Rizwan Ullah 7138 Gulbaz Arshad 7105 Saba Babar 7141 Sanam Muneer 7106

Saba Babar 7141:

Saba Babar 7141 Introduction What is Portfolio? Portfolio Management History of Portfolio Management Major Task of Portfolio Management

What is Portfolio?:

Portfolio refers to invest in a group of securities rather to invest in a single security. “Don’t Put all your eggs in one basket” Portfolio help in reducing risk without sacrificing return. What is Portfolio?

Portfolio Management :

Portfolio Management is the process of creation and maintenance of investment portfolio. Portfolio management is a complex process which tries to make investment activity more rewarding and less risky. Portfolio Management

History of Portfolio Management :

History of Portfolio Management Mc Farlan is the first person who planned the approach of the portfolio management in the investment concerns. Later various personalities developed this portfolio management. It is the responsibility of the senior member of the team in the organization. It is also called productive team of the company.

Major tasks involved with Portfolio Management:

Taking decisions about investment mix and policy Matching investments to objectives Asset allocation for individuals and institution Balancing risk against performance Major tasks involved with Portfolio Management

M.Awais 7125:

M.Awais 7125 Types of Portfolio Management Discussing Portfolio Management How To Diversify Risk in Portfolio Management Portfolio Management Models

Portfolio Management Models :

Portfolio Management Models Capital Asset Pricing Model In which the asset responds only to: Market risks or non diversifiable risks Expected return of the market Expected rate of return of an asset with no risks involved

Portfolio Management Models :

Arbitrage Pricing Theory Arbitrage Pricing Theory highlights the relationship between an asset and several similar market risk factors. Portfolio Management Models

Portfolio Management Models :

Modern Portfolio Theory According to Modern Portfolio Theory, while designing a portfolio, the ratio of each asset must be chosen and combined carefully in a portfolio for maximum returns and minimum risks. Portfolio Management Models

Portfolio Management Models :

Value at Risk Model Value at Risk model is used by financial experts to estimate the risk involved in any financial portfolio over a given period of time. Portfolio Management Models

Rizwan Ullah 7138:

Rizwan Ullah 7138 Kind Of Shares Information on Bonds Perfect Portfolio Manager Role of Portfolio Manager Portfolio Revision Strategies

Sanam Munir 7106 :

Sanam Munir 7106 Phases of Portfolio Management Security Analysis. Portfolio Analysis.

Phases of Portfolio Management:

Five phases can be identified in the process : Security Analysis. Portfolio Analysis. Portfolio Selection. Portfolio revision. Portfolio evaluation. Phases of Portfolio Management

1. Security Analysis.:

1. Security Analysis. It involves the evaluation and analysis of risk return features of individual securities. The basic approach for investing in securities is to sell the overpriced securities and purchase under priced securities.

2.Portfolio Analysis: :

2.Portfolio Analysis: Investors make investment in various securities to diversify the investment to make it risk averse By selecting the different sets of securities and varying the amount of investments in each security, various portfolios are designed.

M.Gulbaz Arshad 7105 :

M.Gulbaz Arshad 7105 Phases of Portfolio Management Portfolio Selection. Portfolio revision. Portfolio evaluation.

3. Portfolio Selection:

3 . Portfolio Selection Portfolio is selected on the basis of input from previous phase Portfolio Analysis. The main target of the portfolio selection is to build a portfolio that offer highest returns at a given risk . The portfolios that yield good returns at a level of risk are called as efficient portfolios.

4. Portfolio Revision:

4 . Portfolio Revision Due to dynamic changes in the economy and financial markets investor needs to do portfolio revision by buying new securities and selling the existing securities. As a result of portfolio revision, the mix and proportion of securities in the portfolio changes.

5. Portfolio Evaluation :

5 . Portfolio Evaluation This phase involves the regular analysis and assessment of portfolio performances in terms of risk and returns over a period of time.

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