PPT-Investment Analysis and Portfolio Management

Expectations from the Course At the end of the Course Students will understand What are Securities Investment Markets and their Functions Investment Media Investment Companies How to . Dr.Lakshmi Kalyanaraman. 1. Bond portfolio investment strategies. Dr.Lakshmi Kalyanaraman. 2. Passive management strategies. a. Buy and hold. b. Indexing. Dr.Lakshmi Kalyanaraman. 3. Active management strategies. Presentation by David Smith Chartered FSCI Head of Portfolio Management CI, Kleinwort Benson Jersey. ?. The Basis of the Theory. Modern portfolio theory.  (. MPT. ) is a theory of . investment.  which attempts to maximize a portfolios expected . Earnings Today. Martin Cassell, CFA. CEO & CIO. Questions to Address. How can future investment earnings be estimated?. Why does the earnings rate matter?. Does history matter?. How can rolling time periods help manage results?. ESQUIRE CAPITAL INVESTMENT ADVISORS LLP. Overview. Our investment process is based on a balanced approach to quantitative and qualitative research and analysis techniques to assess and select the underlying stock. . MGT 531. Lecture #. 26. Investment and portfolio management. MGT 531. The course assumes little prior applied knowledge in the area of finance.. References. Kristina (2010) . ‘Investment Analysis and Portfolio Management’.. presentation does not constitute an offer to sell or the solicitation to buy any securities. This presentation relates to managed investment accounts included in the Qualified Marginable Composite managed by Shearer & Gray Investment Management LLC. Some of the data contained in this presentation was obtained from sources believed to be accurate, but such sources have not been independently verified. The performance information contained herein . Bodie, Kane and Marcus. Essentials of Investments . 9. th. Global Edition. . 18. 18.1 Investment Clients, Service Providers, Objectives of Performance Evaluation. Passive Management. Diversified portfolio with no security mispricing identification. George D. Starr. Sr. Director, PPM Practice. CA. Welcome. George D. Starr. is a Sr. . Director . at CA . in . the Project and Portfolio Management services practice. In his career he has worked with over 200 . Office of Portfolio Analysis. Division of Program Coordination, Planning, and Strategic Initiatives. National Institutes of Health. Office of Portfolio Analysis. Director – Dr. George Santangelo. Established. BUS 550. IT Portfolio Management. The Process. Framework. Steps to Implement. Business Process Modeling. Key Stakeholders. RACI Analysis. The Tool. Leading software for IT. Tying it all together. Benefits. LESSON 1 REVIEW QUESTIONS. 1. . WHAT IS THE MAIN THING INVESTMENT BANKS DO?. 2. . WHAT ARE THE 7 MAJOR FUNCTIONS OF INVESTMENT BANKS?. 3. WHAT ARE THE 3 AREAS OF EMPLOYMENT – JOB FUNCTIONS?. LESSON 1 INTRODUCTION REVIEW (. to joining RBC Gopa worked in the asset management industry as a US equity portfolio manager at Cumberland Private Wealth Management and at Sceptre Investment Counsel Before joining the investment ind Dr. Lakshmi Kalyanaraman. 1. Equity portfolio construction. Managers analyse economy, industries and companies to estimate a stock’s intrinsic value.. Evaluate firms’ strategies and competitive advantage and recommend individual stocks for... AND ITS ROLE FOR THE PAST 20 YEARS IN TRINIDAD & TOBAGO . . IMPORTANT MILESTONES 1994 - 2014. WHAT VC IS NOT. WHAT VC IS. PENSION FUNDS. INSURANCE COMPANIES. FOUNDATIONS / ENDOWMENTS. WEALTHY INDIVIDUALS.