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Investment Management
We shall cover:Equity portfolio managementDebt portfolio management
 
 
Investment Management Functions
•
Set Investment policy 
•
Perform security Analysis
•
Construct a portfolio
•
Revise the portfolio
•
Evaluate the performance of the portfolio
Security Analysis
Technical Analysis
•
Fundamental Analysis
 
 
Portfolio Construction
•
selectivity (micro forecasting)
•
timing (macro forecasting)
•
diversification
Portfolio Revision
 
(
Repetition of the previous three steps)
•
Motivations
•
size of the transaction costs & the perceived improvement 
Portfolio Performance Evaluation
 
•
risk & returns
•
benchmarks
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