Portfolio management

Type :

Indian project

Pages :

42 pages

Format :

.doc

Published date :

03/05/2009

Category :

Economics & finance

Sub category :

Finance

Oboulo.com selection criteria

$ 19.95 Add to cart

Summary :

Introduction.
What is portfolio management?
Meaning and definition of portfolio management.
Need and importance.
Objectives.
Scope of the study.
1. Primary data.
2. Secondary data.
Limitations.
Industry profile.
1. What is insurance?
2. Insurance industry.
3. History.
4. Insurance regulatory authority.
Riders and options.
1. Personal accident benefits.
2. Terminal illness.
3. Dreaded disease benefit.
4. Major surgical assistance.
5. Waviver of premium.
6. Hike sumassurance.
Taxbenefits.
Benefits of insurance.
Company profile.
1. Background.
2. Business objectives.
3. Organizational goals.
4. Achievements.
5. Future.
HDFC Standard Life Insurance Company Ltd.
Accolades and recognation.
1. Financial expertise.
2. Range of solutions.
3. Track record so far.
4. Products.
5. Customer service.
Standard Life Assurance Company.
1. About the products.
A study of information systems adopted at HDFC to cater to the needs of customers.
1. Impact of liberalization.
2. Customer service.
3. Production innovation.
4. Information technology and insurance.
Some areas of future growth in HDFC.
1. Life insurance.
2. Health insurance.
3. Pension.
Topic of the study.
1. Portfolio management.
2. Importance of portfolio management.
3. Objectives of portfolio management.
Portfolio management in India.
Who can be a portfolio manager?
1. Functions of portfolio manager.
2. Methods of operations.
3. Returns on portfolio.
4. Risk-return analysis.
SEBI guidelines to the portfolio managers.
Portfolio selection.
1. Markowitz model.
2. The specific model.
3. Efficient frontier.
Concept of efficient portfolio.
Modification to the efficient frontier.
Capital asset pricing model.
Dow Jones theory.
Random Wald Theory.
Assumptions.
Data analysis and interpretation.
Average returns of the company.
Standard deviation of the company.
Calculations of correlations.
Correlation between HDFC and Satyam.
Correlation between ITC and Satyam.
Portfolio weights.
Calculation of portfolio risks.
Calculation of portfolio returns.
Suggestions.

Abstract

The financial market plays a crucial role in the economic development of the country by facilitating the allocation of scarce resources. The allocation function of financial market essentially involves the allocation of resources. One of the proper ways of the allocation of resources is portfolio. portfolio analysis considers the determination of future risk and return in holding various blends of individual securities. portfolio analysis includes analyzing the range of possible portfolio that can be constituted from a given set of securities.

portfolio management and investment decision as a concept became familiar with the conclusion of Second World War when things in the stock market had liberally ruined the fortunes of individuals, companies and even Government.

It was then discovered that investing in various scripts instead of pouring all the money in a single security yielded better return with low risk percentage. The credit goes to HARTMERKOWITZ who is known to have pioneered the concept of combining high yielded securities with these low but steady yielding securities to achieve optimum correlation coefficient of shares.