This document provides an introduction to investments. It discusses what investments are, why individuals invest, and the basis of investment decisions. Key points include:
- Investments involve committing money for a period of time to generate additional money in the future through interest, dividends, or price appreciation.
- Individuals invest to improve future welfare by trading off current consumption for higher future consumption. All investment decisions involve balancing expected return and risk.
- Understanding investments is important both for earning better returns and as a potential profession. The underlying decisions involve considering the tradeoff between risk and expected return. Risk is the possibility that the realized return differs from what is expected.
- The investment decision process involves security analysis,
Unless you can predict the future, investing is a risky business. Know your goals, your needs and your tolerance for risk before you put your money at stake.
Financial Markets - Money market-Organized and Unorganized-Sub markets
Capital market- Primary market-IPO-FPO- NFO, Book Building-Right Issue-Private placement- Bonus issue-Buyback
Secondary Market-Stock exchanges- Role and functions of Stock Exchanges- BSE-NSE.
Regulatory authorities and their functions – RBI, SEBI
noorulhadi Lecturer at Govt College of Management Sciences, noorulhadi99@yahoo.com
i have prepared these slides and still using in mylectures, Reference: Portfolio management by S kevin and online sources
Unless you can predict the future, investing is a risky business. Know your goals, your needs and your tolerance for risk before you put your money at stake.
Financial Markets - Money market-Organized and Unorganized-Sub markets
Capital market- Primary market-IPO-FPO- NFO, Book Building-Right Issue-Private placement- Bonus issue-Buyback
Secondary Market-Stock exchanges- Role and functions of Stock Exchanges- BSE-NSE.
Regulatory authorities and their functions – RBI, SEBI
noorulhadi Lecturer at Govt College of Management Sciences, noorulhadi99@yahoo.com
i have prepared these slides and still using in mylectures, Reference: Portfolio management by S kevin and online sources
The Asset Allocation Decision-investment ch02.pptxFamiFamz1
Questions to be answered:
What is asset allocation?
What are the four steps in the portfolio management process?
What is the role of asset allocation in investment planning?
Why is a policy statement important to the planning process?
In this web conference we will learn about mutual funds as a tool for long-term savings for families.
We will discuss the elements of a fund and costs associated with funds. We will discuss ways in which mutual funds fit into a military families’ financial plan. We will also learn about performance measures and important characteristics of mutual funds highlighted in the prospectus. Finally we will learn about ways in which we can make decisions using fund screeners. We will use several case studies to illustrate.
Angel Investor View on ASEAN Common Fund for StartupGoutama Bachtiar
Profiled at ASEAN Workshop on SME Business and Technology Incubator', hosted by ASEAN Secretariat along with Indonesia Ministry of Cooperatives and SME in June 2013.
A portfolio is a Frame of financial assets such as stocks, bonds, commodities, currencies and cash equivalents including mutual, exchange-traded and closed funds. A portfolio can also consist of non-publicly tradable securities, like real estate, art, and private investments.
Investors should construct an investment portfolio in accordance with their risk tolerance and investing objectives. Securities can be used to build a diversified portfolio, but stocks, bonds, and cash are generally considered a portfolio's core building blocks.
The asset owners demonstrate a sound and considerable investment strategy to Environmental, Social and Governance (ESG) to maximize the long-term investment and better manage of Risk.
The asset owner strategies are required to focus on managing ESG-risks, seeking sustainable investment opportunities to create good financial returns and contribute to solutions for major problems in our global society.
Introduction to financial management and financial markets sonarevankar
Meaning of finance, scope, objectives of financial management , duties , roles & responsibilities of a financial manager, organisation of finance function, Indian financial system, types of financial markets
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[Note: This is a partial preview. To download this presentation, visit:
https://www.oeconsulting.com.sg/training-presentations]
Sustainability has become an increasingly critical topic as the world recognizes the need to protect our planet and its resources for future generations. Sustainability means meeting our current needs without compromising the ability of future generations to meet theirs. It involves long-term planning and consideration of the consequences of our actions. The goal is to create strategies that ensure the long-term viability of People, Planet, and Profit.
Leading companies such as Nike, Toyota, and Siemens are prioritizing sustainable innovation in their business models, setting an example for others to follow. In this Sustainability training presentation, you will learn key concepts, principles, and practices of sustainability applicable across industries. This training aims to create awareness and educate employees, senior executives, consultants, and other key stakeholders, including investors, policymakers, and supply chain partners, on the importance and implementation of sustainability.
LEARNING OBJECTIVES
1. Develop a comprehensive understanding of the fundamental principles and concepts that form the foundation of sustainability within corporate environments.
2. Explore the sustainability implementation model, focusing on effective measures and reporting strategies to track and communicate sustainability efforts.
3. Identify and define best practices and critical success factors essential for achieving sustainability goals within organizations.
CONTENTS
1. Introduction and Key Concepts of Sustainability
2. Principles and Practices of Sustainability
3. Measures and Reporting in Sustainability
4. Sustainability Implementation & Best Practices
To download the complete presentation, visit: https://www.oeconsulting.com.sg/training-presentations
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2. Outline
• What is meant by “Investment”?
• Why do individuals invest?
• Basis of Investment Decisions
• Structuring the Decision Process
• New External Environment
– Globalization
– New versus Old Economy
– Technology
3. Meaning of Investments
• Commitment of money that is expected to
generate additional money
• Current commitment of money for a period
of time to desire future payments that will
compensate the investor for
– The time the funds are committed
– The expected rate of inflation, and
– The uncertainty of the future payments
• The investor can can be an individual, a
government, and/or a corporation
4. Why do individuals
invest?
• To achieve a higher level of consumption in
the future by forgoing consumption today
• To improve our welfare in the future
• Investments help us achieve tradeoff
between current consumption and future
consumption
• Basic element of all investment decisions:
trade-off between expected return and
risk
5. Why Study Investments?
• The Personal Aspects
– To earn better returns in relation to the risk we
assume when we invest
– Knowledge of investments help investors
understand the relationship between risk and
return
• Investment as a Profession
(Financial Advisor, Stock Broker, Stock
Trader)
6. • Underlying investment decisions: the
tradeoff between expected return
and risk
– Expected return is not usually the same
as realized return
• Risk: the possibility that the realized
return will be different than the
expected return
Investment Decisions
7. • Investors manage
risk at a cost -
lower expected
returns (ER)
• Any level of
expected return
and risk can be
attained
Risk
ER
Risk-free Rate
Bonds
Stocks
The Tradeoff Between
ER and Risk
8. • Two-step process:
– Security analysis and valuation
• Necessary to understand security
characteristics
– Portfolio management
• Selected securities viewed as a single unit
• How efficient are financial markets in
processing new information?
• How and when should it be revised?
• How should portfolio performance be
measured?
The Investment Decision
Process
9. • Uncertainty in ex post returns
dominates decision process
– Future unknown and must be estimated
• Foreign financial assets: opportunity to
enhance return or reduce risk
• Quick adjustments needed to a
changing environment
• The Internet and investment
opportunities
• Institutional investors important
Factors Affecting the
Process