1. PORTFOLIO MANAGEMENT

2. CONTENTS: CONTENTS Introduction Of Portfolio Management Objectives
Types
Tools
Steps
Major Study Areas
Company Profile
Limitation
Conclusion

3. INTRODUCTION: INTRODUCTION Portfolio:
The term portfolio refers to any collection of financial assets such as stocks, bonds and cash. Portfolio may be held by individual investors, banks, stockholders etc. and managed by financial professionals hedge funds, banks etc.

4. Portfolio Management
A portfolio management (PM) refers to the science of analyzing the strengths, weakness, opportunities and threats (SWOT) for performing wide range of activities related to the one’s portfolio for maximizing the return at a given risk.

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Portfolio management helps in making selection of Growth Vs. Safety and various other trade off.
When designing a successful portfolio, must identify investment risk tolerance and investment objectives. Then portfolio decisions require a careful selection of a mix of securities to meet those strategic objectives.

6. Types Of Portfolio Management
1 } Discretionary
2} Non-Discretionary
3} Advisory
1} Discretionary: Under these services, the choice as well as the timings of the investment decisions rest solely with the Portfolio Manager.

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2} Non Discretionary: Under these services, the portfolio manager only suggests the investment ideas. The choice as well as the timings of the investment decisions rest solely with the Investor . However the execution of trade is done by the portfolio manager. 3} Advisory: Under these services, the portfolio manager only suggests the investment ideas. The choice as well as the execution of the investment decisions rest solely with the Investor.

8. Purpose of Portfolio Management
Reducing risk rather than increasing return
Taking decision about investment mix and policy
Matching investments to objectives
Assets allocation for individual as institution
Balancing risk against performance

9. T ools necessary to help make better portfolio management decisions
Managing multiple portfolios
Entering global transactions
Fundamental analysis and technical analysis
Instant access to Internet research
Asset allocation analysis
How to make tax effective decisions
Other features:
Investment selection
Careful portfolio construction

10. Steps Of Portfolio Management
Learn the basic principles of function
Set portfolio objectives
Formulate an investment strategy
Have a game plan for portfolio revision
Evaluate management
Protect the portfolio when appropriate

19. Thanks