Reports in Investment Management

Investment Management

Introduction

I. The 5 Questions
Why to invest?
What to invest?
Where to invest?
Where to invest?
When to invest?
How to invest?

II. Investment Management Process
Setting the Investment Objective
Establishing Investment Policy
Selecting the Portfolio Strategy
Selecting the Assets
Measuring and Evaluating Performance

III. Investment Environment
Introduction to the Investment Environment
Investment Avenues
Investment Attributes
Comparison of Investment Avenues
Investment decision Making: Approaches
Common Errors in Investment Management
Investment and Speculation
Investment Wisdom
Securities Market
The Broker

IV. Active Asset Allocation
Introduction to Asset allocation
Asset Allocation Classes
Tactical Asset allocation
Management of Asset Allocation
Asset Allocation Process
The Portfolio Upgrade
Using Futures in Asset allocation
Narach Investment Feed

V. Investment Management and Trading in the Stock Market
Estimation of the Intrinsic Value of a Stock – B. Gamboa
Margin of Safety – B. Gamboa
The Time Value of Money - Lachica
Investment Management and Inflation
Investment Management and the First Trade
Investment Management and the First Position
Stock Market Investment Rules - Bergonio
Stock Market Investment Strategies - Bergonio
Investment Management and Stock Market Simulation - Alatiit
Investment Management and Investor Preparation -Bagason
Psychology of the Successful Investor - Lachica
Qualities of the Successful Investor – S. Gamboa
Risk and Return – Bagason-
The Capital Asset Pricing Model - Bagason
The Arbitrage Pricing Theory - Bagason
Market Efficiency - Justo
E-trade and the Three-In-One Account - Bascon
National Stock Exchange India: The Nifty List - Derla
Investment Management and Mutual Funds - Solidon
Investment Management and Forex Trading - Amante
Investment management and real Estate - Alforte
Real Estate and Home Loan Secrets - Figueroa

VI. Role of Options and Futures
What are Options?
Types of Options
Option Styles, Class and series
Option Concepts
Investment World and Reflections

VII. Creating a Business Strategy
Checklist for Starting a Business
Formation of an Investment Club