PPT-Investment and portfolio management

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. 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. MGT 531. Lecture #27. 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’.. 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?. 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 . Prepared by John . Lafare. Vice President & Director, Information Technology Group. The Capital Group Companies. Sacred Symbols of Wall Street?. About the Capital Group. Who we are:. One of the world’s largest and most respected . December 2015. Introduction. Asset management is the service of professionally investing money. The largest segment of the asset management . in . the United States is made up of registered investment companies. . 4. Services. . 5. Client Team Structure. . . 6. Investments. . 7. Family . Office . Services. . . 15. . Tax Planning & Compliance. . . 17. Accounting & Financial Planning . 1Q2021 Separately Managed Accounts WESTERN ASSET CURRENT MARKET MUNI PORTFOLIOS Investment overviewWestern Asset Current Market Muni Portfolios invest in municipal bonds for substantial individual and | March 20 20 PAST PERFORMANCE IS NOT NECESSARILY INDICATIVE OF FUTURE RESULTS. FOR CLIENT USE ONLY. NOT FOR FURTHER DISTRIBUTION. Certain securities may not remain in the portfolio at the time th 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. . Pravin. Kumar . Agrawal. Assistant Professor. Department of Business Management. PhD (Finance). T. h. a. t. . p. a. rt. . o. f. . i. n. c. o. m. e. . wh. i. c. h. . is. . n. o. t. . c. o. 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... 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 . 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.