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Tanima Dutta, Lovely Professional University Unit 9: Portfolio Management

Unit 9: Portfolio Management Notes

CONTENTS
Objectives
Introduction

9.1 Turning your Goals into a Strategy
9.2 Risk-reward Concept
9.3 Investment Risk Pyramid

9.4 Portfolio Strategies
9.5 Building an Investment Portfolio
9.6 Risk Reduction in the Stock Portion of a Portfolio
9.7 Value Investing
9.8 Growth Investing

9.9 Summary
9.10 Keywords
9.11 Self Assessment

9.12 Review Questions
9.13 Further Readings

Objectives

After studying this unit, you will be able to:
Explain Risk-Reward Concept
Discuss Investment Risk Pyramid

Explain specification of investment objectives and constraints
Describe portfolio strategy formulation
Discuss asset allocation

Define asset classes
Explain diversification
Discuss risk reduction in the stock portion of a portfolio
Understand the selection of asset mix
Discuss selection security

Describe portfolio execution
Explain growth investing
Understand value investing

Explain performance index

LOVELY PROFESSIONAL UNIVERSITY 243