Investment management refers to handling financial assets by buying and selling them to achieve investment objectives over short or long term time horizons. It involves devising investment strategies, managing investment portfolios, and providing additional services like banking, budgeting, and taxes. The main goals of investment are safety of principal, income generation, growth, and maintaining liquidity. Common types of investments include stocks, bonds, and cash equivalents. The investment process involves assessing one's financial situation, setting objectives, allocating assets, selecting strategies, and ongoing monitoring.
For Videos use the links below
0 Course Introduction:: https://www.youtube.com/watch?v=9km4aXTus5c
1 Financial system and Environment : https://www.youtube.com/watch?v=BC2bAftm43c
2 Participants in a Financial System: https://www.youtube.com/watch?v=IEv_y7_aR7o
3 Functions of a Financial System: https://www.youtube.com/watch?v=T73-Dd8RM4I
4 Financial System and its components: https://www.youtube.com/watch?v=ovkAjEO8YAw
5 Efficiency of a financial system: https://www.youtube.com/watch?v=8xEUtvKYvPc
For Videos use the links below
0 Course Introduction:: https://www.youtube.com/watch?v=9km4aXTus5c
1 Financial system and Environment : https://www.youtube.com/watch?v=BC2bAftm43c
2 Participants in a Financial System: https://www.youtube.com/watch?v=IEv_y7_aR7o
3 Functions of a Financial System: https://www.youtube.com/watch?v=T73-Dd8RM4I
4 Financial System and its components: https://www.youtube.com/watch?v=ovkAjEO8YAw
5 Efficiency of a financial system: https://www.youtube.com/watch?v=8xEUtvKYvPc
Module 1 -Intoduction to Securities and InvestmentLAKSHMI V
Meaning and concept of Securities and Investment, Speculation, Difference between speculation and Investment,Objectives of Investment, Process of Investment. Investment Avenues, Investment Constraints, Sources of Investment informan, Investment strategies under economic growth and inflation
Chapter 8- Introduction to Investment.pptxAilynSBulatao
INVESTMENT TOPIC AND ANYTHING RELATED TO BUSINESS Investment is the employment of funds with the aim of getting return on it.
In general terms, it means the use of money in the hope of making more money
In finance, it means the purchase of a financial product or other item of value with an expectation of favorable future returns.
Refers to concept of deferred consumption, which involves purchasing an asset, giving loan or keeping funds in a bank account with the aim of generating future returns
Commodities: include metals, oil, grain, and animal products, as well as financial instruments and currencies.
They can either be traded through commodity futures—which are agreements to buy or sell a specific quantity of a commodity at a specified price on a particular future date—or ETFs. Commodities can be used for hedging risk or for speculative purposes. Alternative investments is a catch-all category that includes hedge funds and private equity.
Hedge funds are so-called because they can hedge their investment bets by going long and short on stocks and other investments.
Private equity enables companies to raise capital without going public. Hedge funds and private equity were typically only available to affluent investors deemed "accredited investors" who met certain income and net worth requirements. The starting point in this process is to determine the characteristics of the various investments and then matching them with the individuals need and preferences.
These objectives may be tangible such as buying a car, house etc. and intangible objectives such as social status, security etc.
Long term high priority objectives:
Some investors look forward and invest on the basis of objectives of long term needs. They want to achieve financial independence in long period. For example, investing for post retirement period or education of a child etc. investors, usually prefer a diversified approach while selecting different types of investments.
Summer intern Project "Study on Commodity Trading and Investments"chezhiang
The study and analysis that involves:
•concepts of commodities trading in india.
•various trends in commodity trading investments.
•role of commodities in indian financial markets.
•present situation of the commodities in indian market and suggest for any improvements thereafter.
A perception of an individual equity investorAnkesh Gorkhali
Investors commonly perform investment decision by making use of fundamental analysis technical analysis and judgment.
It is assumed that information structure and the factors in the market systematically influence individuals investment decisions as well as market outcomes.
Individual Equity Investor makes market behavior derives from psychological principles of decision making to explain why people buy or sell stocks. These factors will focus upon how investors interpret and act on information to make investment decisions.
Sociology in Motion_ Interactive Exploration of Society's Dynamics and Patter...Do My Assignment
Envision traveling this route with a trustworthy guide by your side. Now let's examine the domain of portfolio management. Additionally, discover how using assignment help services may aid in understanding and managing investment portfolios.
Memorandum Of Association Constitution of Company.pptseri bangash
www.seribangash.com
A Memorandum of Association (MOA) is a legal document that outlines the fundamental principles and objectives upon which a company operates. It serves as the company's charter or constitution and defines the scope of its activities. Here's a detailed note on the MOA:
Contents of Memorandum of Association:
Name Clause: This clause states the name of the company, which should end with words like "Limited" or "Ltd." for a public limited company and "Private Limited" or "Pvt. Ltd." for a private limited company.
https://seribangash.com/article-of-association-is-legal-doc-of-company/
Registered Office Clause: It specifies the location where the company's registered office is situated. This office is where all official communications and notices are sent.
Objective Clause: This clause delineates the main objectives for which the company is formed. It's important to define these objectives clearly, as the company cannot undertake activities beyond those mentioned in this clause.
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Liability Clause: It outlines the extent of liability of the company's members. In the case of companies limited by shares, the liability of members is limited to the amount unpaid on their shares. For companies limited by guarantee, members' liability is limited to the amount they undertake to contribute if the company is wound up.
https://seribangash.com/promotors-is-person-conceived-formation-company/
Capital Clause: This clause specifies the authorized capital of the company, i.e., the maximum amount of share capital the company is authorized to issue. It also mentions the division of this capital into shares and their respective nominal value.
Association Clause: It simply states that the subscribers wish to form a company and agree to become members of it, in accordance with the terms of the MOA.
Importance of Memorandum of Association:
Legal Requirement: The MOA is a legal requirement for the formation of a company. It must be filed with the Registrar of Companies during the incorporation process.
Constitutional Document: It serves as the company's constitutional document, defining its scope, powers, and limitations.
Protection of Members: It protects the interests of the company's members by clearly defining the objectives and limiting their liability.
External Communication: It provides clarity to external parties, such as investors, creditors, and regulatory authorities, regarding the company's objectives and powers.
https://seribangash.com/difference-public-and-private-company-law/
Binding Authority: The company and its members are bound by the provisions of the MOA. Any action taken beyond its scope may be considered ultra vires (beyond the powers) of the company and therefore void.
Amendment of MOA:
While the MOA lays down the company's fundamental principles, it is not entirely immutable. It can be amended, but only under specific circumstances and in compliance with legal procedures. Amendments typically require shareholder
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Unveiling the Secrets How Does Generative AI Work.pdfSam H
At its core, generative artificial intelligence relies on the concept of generative models, which serve as engines that churn out entirely new data resembling their training data. It is like a sculptor who has studied so many forms found in nature and then uses this knowledge to create sculptures from his imagination that have never been seen before anywhere else. If taken to cyberspace, gans work almost the same way.
Discover the innovative and creative projects that highlight my journey throu...dylandmeas
Discover the innovative and creative projects that highlight my journey through Full Sail University. Below, you’ll find a collection of my work showcasing my skills and expertise in digital marketing, event planning, and media production.
Business Valuation Principles for EntrepreneursBen Wann
This insightful presentation is designed to equip entrepreneurs with the essential knowledge and tools needed to accurately value their businesses. Understanding business valuation is crucial for making informed decisions, whether you're seeking investment, planning to sell, or simply want to gauge your company's worth.
Putting the SPARK into Virtual Training.pptxCynthia Clay
This 60-minute webinar, sponsored by Adobe, was delivered for the Training Mag Network. It explored the five elements of SPARK: Storytelling, Purpose, Action, Relationships, and Kudos. Knowing how to tell a well-structured story is key to building long-term memory. Stating a clear purpose that doesn't take away from the discovery learning process is critical. Ensuring that people move from theory to practical application is imperative. Creating strong social learning is the key to commitment and engagement. Validating and affirming participants' comments is the way to create a positive learning environment.
Digital Transformation and IT Strategy Toolkit and TemplatesAurelien Domont, MBA
This Digital Transformation and IT Strategy Toolkit was created by ex-McKinsey, Deloitte and BCG Management Consultants, after more than 5,000 hours of work. It is considered the world's best & most comprehensive Digital Transformation and IT Strategy Toolkit. It includes all the Frameworks, Best Practices & Templates required to successfully undertake the Digital Transformation of your organization and define a robust IT Strategy.
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Implicitly or explicitly all competing businesses employ a strategy to select a mix
of marketing resources. Formulating such competitive strategies fundamentally
involves recognizing relationships between elements of the marketing mix (e.g.,
price and product quality), as well as assessing competitive and market conditions
(i.e., industry structure in the language of economics).
Tata Group Dials Taiwan for Its Chipmaking Ambition in Gujarat’s DholeraAvirahi City Dholera
The Tata Group, a titan of Indian industry, is making waves with its advanced talks with Taiwanese chipmakers Powerchip Semiconductor Manufacturing Corporation (PSMC) and UMC Group. The goal? Establishing a cutting-edge semiconductor fabrication unit (fab) in Dholera, Gujarat. This isn’t just any project; it’s a potential game changer for India’s chipmaking aspirations and a boon for investors seeking promising residential projects in dholera sir.
Visit : https://www.avirahi.com/blog/tata-group-dials-taiwan-for-its-chipmaking-ambition-in-gujarats-dholera/
Personal Brand Statement:
As an Army veteran dedicated to lifelong learning, I bring a disciplined, strategic mindset to my pursuits. I am constantly expanding my knowledge to innovate and lead effectively. My journey is driven by a commitment to excellence, and to make a meaningful impact in the world.
[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
2. Investment management refers to the handling of financial
assets and other investments not only buying but also selling
them.
Investment Management consists of devising a short or long
term strategy for acquiring and disposing of portfolio
holdings.
It can also include banking, budgeting, and tax services and
duties, as well.
The term most often means to managing the holdings within
an investment portfolio, and the trading of them to achieve a
specific investment objective.
What is Investment Management?
3. What is Investment?
The term ‘investment’ or ‘investing’ is closely related to
concepts in economics, finance, and business management.
Investment refers to the active redirection of monetary
resources and assets towards profit generation and future
benefits, rather than consuming them as they are generated.
4. Who is an investor?
Investors could be institutions or private investors.
Institutions, which primarily invest in assets, include
corporations, pension funds, insurance companies, etc.
Private investors are those individuals who have, directly
through investment contracts or through collective investment
schemes, (like exchange trade funds or mutual funds), made
investments for future income.
6. Characteristics of investment
Main features or characteristics of investment:
1. Risk Factor
2. Expectation of return
3. Safety
4. Liquidity
5. Marketability
6. Stability of Income
7. Factors Favourable for Investment
(i) Management Outlook .
(ii) Competitor’s Strategy.
(iii) Opportunities created by technological change.
(iv) Market forecast.
(v) Fiscal Incentives .
(vi) Cash flow Budget.
(vii) Non-economic factors.
8. Types of investment
1. Stocks: There are two types of stock:
a. Common stock and b. Preferred stock
2. Bonds: Bonds are considered a more stable investment
compared to stocks because they usually provide a steady flow of
income.
3. Cash equivalent: Cash equivalent investments protect your
original investment and let you have access to your money.
It include:
Savings accounts
Money market accounts
Certificates of deposit (CDs)
9. Investment process
An investment process is a set of guidelines that govern the
behaviour of investors in a way which allows them to remain
faithful to the principles of their investment philosophy.
The process of investment involves careful study and
analysis of the various classes of assets and the risk-return
ratio attached to it.
10. Stages of the Investment Process
The investment process is summarised in 5 key
stages:
Assess Current Financial Situation;
Define Investment Objectives;
Allocate Assets;
Select an Investment Process Strategy; and.
Monitor and Manage Investment Process.
11. DIFFERENCE BETWEEN INVESTMENT AND SPECULATION
S.I Investment Speculation
1. Investment is rationally based on the knowledge
of past share price behaviour.
Speculation is purely based on the hope that the
future price will be higher rather than on
anything tangible.
2. Investment requires an investor to do some work
before hand and decisions are made based on
known facts and figure.
Speculation is usually based on wild rumours
and unsubstantiated hearsays which cannot be
checked for accuracy.
3. Investment is made for the long term i.e. two
years or more .
Speculation is usually for the short run.
4. Over a long period of time, true investment tends
to produce a positive result and True investors
can sleep soundly at night
Speculation is likely to lead to many sleepless
nights and anxious days since its result is so
uncertain.
