Portfolio Management Process and sources of uncertainity
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This document discusses the portfolio management process and policy statement. It contains the following key points: 1) The portfolio management process involves focusing on capital market conditions, constructing the portfolio according to risk levels, implementing the portfolio, and monitoring it with a feedback loop of updates. 2) A policy statement is needed to provide input to the portfolio based on the investor's goals, standards for evaluation, and other benefits. It involves constructing a statement that outlines the investment objectives, constraints, and unique needs/preferences of the investor. 3) Examining current and projected conditions involves analyzing financial, economic, political, and social factors that could impact the portfolio. The feedback loop allows monitoring the portfolio and updating it based
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This document provides an overview of financial statement analysis. It discusses how business decision makers use analysis to evaluate prospects and risks. Key types of analysis include credit analysis, equity analysis, management and control analysis, and mergers and acquisitions analysis. The main sources of information for analysis are quantitative sources like financial statements and qualitative sources like management discussions. The document then outlines various components of financial statement analysis like accounting analysis, financial analysis, and prospective analysis.
Steve Gordon - Health Sector Business Breakfast
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Ppt01 1
1) Financial reporting in Bangladesh provides information to stakeholders to aid in capital allocation decisions. Key stakeholders include investors, creditors, standard setters, and management.
2) The objectives of financial reporting are to provide useful and decision-relevant information about a company's economic resources and changes in resources. This allows users to assess management stewardship and make resource allocation decisions.
3) Several challenges can threaten reliable financial reporting, including management bias, globalization, and technological changes. Standards aim to reduce bias and meet users' needs.
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Portfolio Management Process and sources of uncertainity
- 2. Portfolio
- 4. Portfolio Management Process • Focus • Capital Market Policy statement • Current • Projected Examine Conditions • Construct portfolio • Risk levels Implement • Monitor • Update Feedback Loop
- 5. Policy Statement The Need For a Policy Statement Input To The Policy Statement Constructing The Policy Statement
- 6. The Need For a Policy Statement Investor Goals Standards For Evaluation Other Benefits
- 7. Input To The Policy Statement • Capital Preservations • Capital Appreciation • 25-yld • 65-Year-Old Investment Objectives • Liquidity needs • Time Horizon • Tax Concerns • Legal and regulatory Factors • Unique needs preferences Investment Constraints
- 8. Constructing The Policy Statement General Guidelines • Investor and advisor • Set Of question • Satisfactory Answers Some Common Mistakes • Employer Sponsored Retirement plan • Issue of stock Trading
- 9. Examine Current and Projected Conditions Financial Economic Political Social
- 10. Feedback Loop Monitor and update Investor`s Need Environmental conditions Evaluate Portfolio conditions
- 11. Thank You..! M.com Batch 2013-15 UCP Mr. Noor ur Rahman