Professional Documents
Culture Documents
Investment Management
Investment Management
Investment Management
Learning Objectives
Understand the meaning of investment
Understand how investment in real assets
differs from investment in financial assets
Understand the various steps involved in the
process of investment.
Investment
Current commitment of money or other resources for a
period of time in order to derive future payments that will
compensate the investor for :
It involves
Portfolio rebalancing (to maintain target asset allocation)
Portfolio up gradation (selling over-priced securities and
buying under-priced securities)
Portfolio Performance Evaluation
Measurement of performance considering the return and
the risk