Security analysis and portfolio management in Collabo Interactive Solutions

Type :

Indian project

Pages :

45 pages

Format :

.doc

Published date :

04/20/2009

Category :

Business & market

Sub category :

Business strategy

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Summary :

Introduction
What is portfolio management?
Objective of the study
Research methodology
Major limitations of the study
Review of literature
1. History of stock exchange
2. Definition of stock exchange
3. Nature and functions of stock exchange
4. Regulations of a stock exchange
Profile of Securities and Exchange Board of India (SEBI)
1. Objectives of SEBI
2. Salient features of SEBI
Profile of National Stock Exchange
Profile of Bombay Stock Exchange
Approaches to security analysis
Industry analysis
Financial analysis
Trend analysis
Technical analysis
Tables and interpretations
Conclusion
Bibliography

Abstract

portfolio management is both an art and a science. It is a dynamic decision making process, one that is continuous and systematic but also requires a great deal of judgment. The objective of this project is to blend theory and practice to achieve a consistent portfolio management process. This dynamic process is designed to be applied in a comprehensive and logical fashion to variety of objectives and constraints in an increasingly more volatile and global capital markets. This project will discuss various theories and widely used techniques for combining different investments to create portfolios meeting specific goals and objectives within given risk parameters. These include selecting suitable investment policies and strategies, balancing asset, integrated risk management, efficient diversification, and market efficiency, measuring and attributing performance for an investment portfolio. Some considerations are given to analyzing international assets and techniques of using them both opportunistically (tactically) and strategically. Specific risks of global investing such as country, political, currency, convertibility, liquidity and settlement are treated. Key issues in managing emerging market portfolios are analyzed. For making proper investment involving both risk and return, the investor has to make study of the alternative avenues of the investment-their risk and return characteristics, and make a proper projection or expectation of the risk and return of the alternative investments under consideration. He has to tune the expectations to this preference of the risk and return for making a proper investment choice. The process of analyzing the individual securities and the market as a whole and estimating the risk and return expected from each of the investments with a view to identify undervalues securities for buying and overvalues securities for selling is both an art and a science that is what called security analysis.