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  • Investment Management: An Introduction

    Transféré par

    nas
    7 vues17 pages
    This document provides an overview of investment management. It defines investment as committing funds to generate additional income or growth over time. Investments can range from safe, low-risk options to riskier choices. The key parties in an investment are investors who supply capital, and users who employ the funds. Investments are distinguished from speculation by having a longer time horizon, lower risk, and consistent returns. Successful investments are planned and based on analysis rather than tips or rumors. The objectives of investment include good returns, reduced risk, liquidity, and protecting funds from inflation. Favorable investment factors include legal protections and a stable currency and financial system. Common investment vehicles encompass direct options like bonds, stocks and mutual funds, as well

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    investment management

    Titre original

    Investmentmanagement Anjaligopallokendra 121126095502 Phpapp01

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    This document provides an overview of investment management. It defines investment as committing funds to generate additional income or growth over time. Investments can range from safe, low-risk options to riskier choices. The key parties in an investment are investors who supply capital, and users who employ the funds. Investments are distinguished from speculation by having a longer time horizon, lower risk, and consistent returns. Successful investments are planned and based on analysis rather than tips or rumors. The objectives of investment include good returns, reduced risk, liquidity, and protecting funds from inflation. Favorable investment factors include legal protections and a stable currency and financial system. Common investment vehicles encompass direct options like bonds, stocks and mutual funds, as well

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    © All Rights Reserved
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    7 vues17 pages

    Investment Management: An Introduction

    Transféré par

    nas
    This document provides an overview of investment management. It defines investment as committing funds to generate additional income or growth over time. Investments can range from safe, low-risk options to riskier choices. The key parties in an investment are investors who supply capital, and users who employ the funds. Investments are distinguished from speculation by having a longer time horizon, lower risk, and consistent returns. Successful investments are planned and based on analysis rather than tips or rumors. The objectives of investment include good returns, reduced risk, liquidity, and protecting funds from inflation. Favorable investment factors include legal protections and a stable currency and financial system. Common investment vehicles encompass direct options like bonds, stocks and mutual funds, as well

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    © All Rights Reserved
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    sur 17

    An Introduction

    IN V ES TM EN T
    M A N A G EM EN T

    W hat is Investm ent


    Investment is the employment of funds
    with the aim of achieving additional
    income or growth in value.
    Essential Quality- Waiting for Reward.
    Commitment of resources- To accrue

    future benefits.
    Long term Commitment

    FinancialM eaning
    An investment is Financial investment
    if
    Assets Allocation
    Positive Return
    Time frame

    Investm ent Range

    Safe
    Investment
    s

    Risky
    Investme
    nt

    Investors point ofview Supplier of Capital


    Commitment of a persons fund
    To derive Future income Interest, Dividends, Rent, Premiums,

    Pensions benefits, Appreciation of value


    of principle capital

    Not important- use of money


    Considered to be transfers of

    financial assets

    Econom ic Investm ent


    Net Additions to the economys capital
    stock.
    ( goods and services ) are Economic
    Investments
    Thus Investment implies formation of
    new and productive capital in the
    form of new things
    Inventories and human capital are
    included in investment

    IN VESTM EN T RELATIO N SH IPS

    2 PARTIES
    Investo Investo
    rs
    rs
    Supplie
    Users
    rs

    Investm ents v/s Speculation


    Particulars

    Investment

    Speculation

    Time Horizon

    Long term ( > 12 months)

    Short term ( one


    day)

    Risk

    Limited

    High risk

    Return

    Consistent and moderate

    High profits/ gains

    Use of funds

    Own funds through savings

    Own or borrowed
    funds

    Decisions

    Safety, liquidity,
    profitability, stability,
    performance

    information,
    judgment, hunches,
    beliefs

    Investm ent and G am bling


    Particulars

    Investment

    Gambling

    Time Horizon

    Long term ( > 12 months)

    Short term (few


    hours)

    Risk

    Limited

    High risk

    Return

    Consistent and moderate

    High profits/ gains

    Planning

    Planned

    Unplanned

    Use of funds

    Own funds through savings

    Own or borrowed
    funds

    Decisions

    Scientific analysis, nature


    of risk

    Tips, rumors,
    hunches, beliefs

    Im portance ofInvestm ents


    Longer life
    expectanc
    y
    Income

    Taxation

    Inflation

    Interest
    Rates

    O bjective ofInvestm ent


    Good Rate of Return
    Reduced risk
    Liquidity in time of emergency
    Safety of funds
    Hedge against inflation
    Money in future

    Favorable Factors
    To function effectively- favorable

    environment Is must.
    Business Activities are marked bySocial economic and political
    considerations.
    Economic and Political factors are
    important.
    There are four main considerations.

    M ain Favorable factors

    Factors

    Legal Safeguards
    Stable Currency
    Existence of F.I and F.S
    Form of business
    organization
    Choice of Investment

    Investm ent M edia


    Direct Investment
    alternativesFixed principal incentives

    Cash
    Saving accounts
    Saving certificates
    Government bonds
    Corporate bonds and
    debentures

    Variable Principle
    Securities

    Equity Shares
    Convertible Debentures
    Preference
    Securities

    Indirect Investment
    Alternatives

    Pension Funds
    Provident Funds
    Insurance
    Investment Companies
    Unit trust of India

    Non- Securities
    Investments

    Real Estate
    Mortgages
    Commodities
    Art, Antique and other

    Features ofinvestm ent


    program
    Safety of principal
    Liquidity
    Income stability
    Appreciation and PP Stability
    Legality and Freedom From
    Care
    Tangibility

    Investm ent Policy


    Investment Policy
    Investment Analysis
    Valuation of Securities
    Portfolio Construction

    Subm itted to
    Mrs. Navneet Kaur

    Bhatiya

    Subm itted by
    Anjali Patel
    Gopal Uikey
    Lokendra Ankaley

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