- Strategic and tactical asset allocation
- Overall portfolio beta and duration
- Portfolio design, achieving target beta and duration with problems and solutions.
- Portfolio design target return approach.
- Portfolio revision, problem and solution.
- Portfolio insurance.
- Evaluation of Portfolio performance.
Visual aids
The visual aids Nos. 32 - 40 given below will help the faculty make a presentation on
portfolio management.
Visual aid 32 - Portfolio Management
Portfolio Management
The basics- Meaning
- Basic principles
- Designing
- Price movements
- Financial performance
- Decision on investment quantum
- Asset allocation
- Evaluation of portfolio performance
This visual aid will enable the faculty to introduce the subject of Portfolio management.
Faculty may refer to the information given in the Reading Material for Learning Unit 5.
Visual aid 33 - Coverage
Coverage
- Stock exchange
- Value based investing
- Economy, Industry and Firm
- Technical Analysis and Charting
- Capital Asset Pricing
- Portfolio Design
Faculty may refer to the information given in the Reading Material for Learning Unit 5.
Visual aid 34 - Stock Exchange