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Mindmap PM - M1 (1)

The document outlines various investment strategies and goals for individual and institutional investors, focusing on short-term and long-term objectives such as growth and stable income. It discusses portfolio theory, risk management, and the importance of diversification in achieving a favorable risk-return trade-off. Additionally, it covers asset management processes, including portfolio construction, monitoring, and evaluation across different types of investment vehicles.

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20 views

Mindmap PM - M1 (1)

The document outlines various investment strategies and goals for individual and institutional investors, focusing on short-term and long-term objectives such as growth and stable income. It discusses portfolio theory, risk management, and the importance of diversification in achieving a favorable risk-return trade-off. Additionally, it covers asset management processes, including portfolio construction, monitoring, and evaluation across different types of investment vehicles.

Uploaded by

2292364
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PDF, TXT or read online on Scribd
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invest for growth

Short term goals

Individual investors Reduce risk

Long term goals


invest for stable income Types of investors Portfolio theory
(equally weighted risk / avg risk)
Institution investors risk of portfolio / risk of a single security
Diversification ratio

Portfolio approach in investing Composition matters for the Risk-​return Trade-​off


(high risk, high return)
(benefits of investing as portfolio?)

Not necessarily downside protection

OVERVIEW
Foundation /
Goals
Planning
R48 (1)
Preparation of IPS (R51) macro > industry > firm
Buy-​side
Asset management firms Goals
Sell-​side

(various styles + asset classes) Target asset allocation


(2) Execution (asset classes? weights?)
Full-​service asset managers
Steps
Security analysis
Specialist asset managers Strategies of asset managers Portfolio management process (2 methods: down & up)
Asset management
(specialized in a specific security) (purposes of each step?)
Portfolio construction
Multi-​boutique
(tập hợp nhiều specialist AM) (Equity)
Goals
Active versus Passive management (3)

Feedback Portfolio monitoring and rebalancing


NAV = Net value of assets in the pool /Number of shares

(P khác NAV) Portfolio evaluation and reporting


Closed-​end fund
Asset management and pooled investment

Opened-​end fund
(P = NAV) Mutual funds
money market fund Classification

Bond mutual fund


based on investment task

Pooled investment
Stock mutual fund

(P xấp xỉ NAV)
Exchange-​trade funds (ETFs)

Separately managed accounts

qualified investors
leverage Hedge funds Other pooled investment
less regulated

Buyout funds

Venture capital funds

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