PROJECT TITLE: Study of Equity Portfolio Management Services

The equity portfolio return profiles can be modified by the use of different investment
management strategies. To achieve the desired investment objective a portfolio
manager has to take necessary steps with respect to his decision on asset
allocation, risk diversification, benchmarking, monitoring, forecasting the future
economic performance as well as the market movement, investors risk tolerance
assessment and finally the return generation with respect to the appropriate
investment risk undertaken.
In this project, we will concentrate on investment management basics and
formulation of effective portfolio management strategy.

Industry to be covered:
Industry: Banking

Team Members and Companies:

Timeline

Primary study and data collection for all 6 companies: 25 Aug 15

Analysis of Portfolios : 31 Aug 15
Summary of findings : 07 Sep 15
Draft Project Report : 12 Sep 15
Final Report Preparation and submission : 14 Sep 15

Scope of Project
The project will discuss the following topics:

Why do we need investment?

What are the alternatives available to an investor?
What is equity portfolio management & why it is desirable?
Risk associated with equity portfolio management and its framework.
Brief of selected portfolios of companies.
Factors responsible for determining the effective composition of a portfolio?
Criteria for Performance valuation of Portfolio.
Conclusion

References

Economic Times
Investopedia
Business Magazines like Business Today, Business World
SEBI
http://www.nptel.ac.in/courses/110105036/m15l29.pdf

http://pages.stern.nyu.edu/~adamodar/New_Home_Page/background/portmg
mt.htm
http://www.tflguide.com/2010/12/investment-young-people.html
www.moneycontrol.com