DNYANSAGAR INSTITUTE OF MANAGEMENT & RESEARCH

2015-16/MBA-II/ Sem-IV

ASSIGNMENT: WEALTH & PORTFOLIO MANAGEMENT (413)

Q.1 DISCUSS DIFFERENT TYPES OF FINANCIAL INSTRUMENTS AVAILABLE

FOR AN INDIVIDUAL INVESTOR.

Q2. WHAT DO YOU MEAN BY WEALTH MANAGEMENT? HOW IS

WEALTH MANAGEMENT DIFFERENT FROM FINANCIAL PLANNING?

Q3. DISCUSS THE ROLE OF A PORTFOLIO MANAGER WITH RESPECT TO

A DIVERSIFIED PORTFOLIO.

Q4. WRITE SHORT NOTES ON:

a. TREYNOR’S PORTFOLIO PERFORMANCE MEASURE

b. JENSEN’S PORTFOLIO PERFORMANCE MEASURE

Q5. DISCUSS CAPITAL ASSET PRICING MODEL (CAPM) IN DETAIL.

DATE: 26/02/2016 LAST DATE OF SUBMISSION: 15/03/2016