Unit-7 Portfolio Management and Evaluation
Specification of Investment Objectives and Constraints
Investment objectives and constraints form the cornerstone of any effective investment strategy. ...
Selection of Asset Mix
The selection of an asset mix is a critical step in investment strategy. It involves deciding the...
Formulation of Portfolio Strategy
Formulating a portfolio strategy is a fundamental process in investment management that involves ...
Selection of Securities
The selection of securities is a critical process in building an investment portfolio. It involve...
Portfolio Execution
Portfolio execution refers to the actual process of buying and selling securities to construct or...
Portfolio Revision
Portfolio revision involves the process of reviewing and adjusting the components of an investmen...
Evaluation of Portfolio
Portfolio evaluation is a crucial part of the investment management process that involves assessi...
Performance calculation methods
1. Sharpe's Ratio Sharpe's ratio is a tool used to help investors understand the return of an inv...