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Mastering Portfolio Investment Management Process

Learn the essentials of portfolio investment management process, including planning, investor conditions, market conditions, policies, asset allocation, implementations, and monitoring. Evaluate investment performance effectively.

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Mastering Portfolio Investment Management Process

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  1. MANAJEMEN INVESTASI DAN PORTOFOLIOLecture 9: Portfolio Investment Management Process MIP/MB-IPB/08

  2. Portfolio Investment Process • Planning • Investor Conditions • Market Conditions • Investment/Speculative Policies • Statement of Investment Policies • Strategic Asset Allocation • Implementations • Internal-External Management • Security – Manager Selection • Tactical Asset Allocation • Monitoring • Evaluate Statement of Investment Policy • Evaluate Investment Performance Source: Radcliffe MIP/MB-IPB/08

  3. Portfolio Planning Stage Investor Conditions 1. Financial Status * Marketable & Nonmarketable assets & liabilties * Financial Distress 2. Knowledge 3. Risk Tolerance Market Conditions 1. Long-Term Expectations 2. Short-Term Expectations Investor Policies 1. Strategic Asset Allocation * Current * Passive Rebalancing 2. Speculation Strategy * Tactical Asset Allocation * Security Selection 3. Internal /.External Management • Statement of Investment Policy • Objective • Strategy (policies) • Constraints Source: Radcliffe MIP/MB-IPB/08

  4. Portfolio Implementation Stage Statement of Investment Policy Current Market Conditions • Rebalance Tactical Asset Allocation • Asset Classes • Sectors / Industries Security and / or Manager Selection Source: Radcliffe MIP/MB-IPB/08

  5. Untukmelihat file lengkapnyasilahkanmenghubungikamidiwww.mb.ipb.ac.id

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