Portfolio management and investment decision

Type :

Indian project

Pages :

42 pages

Format :

.doc

Published date :

04/06/2009

Category :

Economics & finance

Sub category :

Finance

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Summary :

Objectives and methodology.
Sources of information.
1. Limitations.
Introduction, importance and need of study.
Portfolio management.
Objectives of portfolio management.
Need for portfolio management.
Portfolio management process.
Elements of portfolio management.
Returns on portfolio.
Risk on portfolio.
Risk return analysis.
1. People involved in portfolio management.
2. Functions of portfolio managers.
3. Technique's of portfolio management.
Portfolio management and diversification.
1. Horizontal Diversification
2. Additional facilities offered by most of the schemes
3. Beta.
4. Efficient frontier.
Concept of efficient portfolio.
Modification to the efficient frontier.
1. Short selling.
2. Leveraged portfolio.
Capital Asset Pricing Model(CAPM)
Findings.
National Stock Exchange of India (NSE)
1. Objectives.
2. Promoters.
NSE-NIFTY
Bombay stock exchange
1. Securities traded
Recent developments in indian stock market.
Stock exchanges in India.
Stock exchanges in the world.
Portfolio management services.
1. Fortis securities.
Mutual Fund Vs PMS.
1. Investment philosophy.
2. Investment process.
3. Product offerings.
Investment details.
Portfolio disclosure.
1. Valuation report.
2. Holding statement.
3. Transaction report.
4. Gain/loss report.

Abstract

A portfolio is a collection of securities since it is really desirable to invest the entire funds of an individual or an institution or a single security, it is essential that every security be viewed in a portfolio context. Thus it seems logical that the expected return of the portfolio. portfolio analysis considers the determine of future risk and return in holding various blends of individual securities. portfolio expected return is a weighted average of the expected return of the individual securities but portfolio variance, in short contrast, can be something reduced portfolio risk is because risk depends greatly on the co-variance among returns of individual securities. Portfolios, which are combination of securities, may or may not take on the aggregate characteristics of their individual parts. Since portfolios expected return is a weighted average of the expected return of its securities, the contribution of each security the portfolio's expected returns depends on its expected returns and its proportionate share of the initial portfolio's market value. It follows that an investor who simply wants the greatest possible expected return should hold one security; the one which is considered to have a greatest expected return. Very few investors do this, and very few investment advisers would counsel such and extreme policy instead, investors should diversify, meaning that their portfolio should include more than one security.