Process Of Portfolio Management
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The document outlines the process of portfolio management in 4 parts: Part 1 discusses background principles like risk tolerance and investment policy. Part 2 covers portfolio construction including diversification and asset allocation. Part 3 is about portfolio maintenance through active or passive management and performance evaluation. Part 4 addresses portfolio protection strategies and contemporary issues such as derivatives.
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The document provides an overview of the process of portfolio management. It discusses 6 key steps: 1) learning basic finance principles, 2) setting objectives, 3) formulating an investment strategy, 4) planning for revisions, 5) evaluating performance, and 6) protecting the portfolio. The document also outlines 4 parts that will be covered: background and principles, portfolio construction, management, and protection/contemporary issues. Traditional investments like security analysis and portfolio management are introduced.
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Asset allocation involves dividing investments among different asset classes to reduce risk through diversification. The key steps are determining an appropriate risk profile based on goals and time horizon, then allocating funds across stocks, bonds, and other assets. The main strategies are strategic asset allocation, which assigns long-term weights, and tactical asset allocation, which allows short-term deviations. The optimal mix depends on an individual's risk tolerance and time horizon.
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This document summarizes the portfolio management process of Arif Habib Investments Limited, an asset management company in Pakistan. It outlines Arif Habib's 6-step portfolio management process, which includes identifying investor objectives, developing market expectations, creating investment strategies, monitoring portfolios, rebalancing as needed, and measuring performance. The document also lists the various funds and investment plans offered by Arif Habib, including 16 mutual funds, 2 pension funds, and 9 investment plans, covering both open-ended and closed-ended options.
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Process Of Portfolio Management
- 1. The Process of Portfolio Management
- 10. Low Risk vs. High Risk Investments
- 14. The Six Steps of Portfolio Management (cont’d) Learn the Basic Principles of Finance (Chapters 1 – 3) Set Portfolio Objectives (Chapters 4 – 5) Formulate an Investment Strategy (Chapters 6 – 14) Have a Game Plan for Portfolio Revision (Chapters 15 – 18) Protect the Portfolio When Appropriate (Chapters 21 – 25) Evaluate Performance (Chapters 19 - 20)