Investment portfolios - PowerPoint PPT Presentation


Mandatum AM Senior Loan Strategy

This pre-contractual disclosure outlines the Mandatum AM Senior Loan Strategy, which promotes environmental and social characteristics in its investment basket. Investments are monitored based on the UN Global Compact principles and the carbon footprint is measured and disclosed annually. Mandatum i

2 views • 5 slides


The Ultimate Guide to the Best Investment Plans

Investment planning is essential for achieving financial stability and growth. It involves the strategic allocation of resources into various investment vehicles to meet specific financial goals. Whether you are saving for retirement, your child's education, or looking to grow your wealth, having a

0 views • 6 slides



Unlocking Investment Potential_ The Role of a Mutual Fund Consultant

In today\u2019s dynamic financial environment, making informed investment decisions is essential to achieving long-term financial success. A mutual fund consultant plays a pivotal role in guiding investors through the complexities of mutual fund investments, ensuring their portfolios are well-aligne

0 views • 6 slides


The Ultimate Guide to Choosing the Best Investment Plan

Investing is a crucial component of building long-term wealth and securing financial stability. However, with a myriad of investment options available, selecting the best investment plan can be overwhelming. This comprehensive guide will help you understand different types of investment plans, their

0 views • 6 slides


Investment Portfolio Performance Update and Market Trends

Explore the latest updates on investment portfolios, including a reflection on past performance, current market trends, and the impact of exponential companies. The data showcases gains and losses in both USD and Rand values, emphasizing the importance of staying informed and calm in volatile market

0 views • 11 slides


Understanding ESG Investing: A Path to Sustainable Future

ESG investing, which focuses on Environmental, Social, and Governance factors, is crucial for addressing global challenges and promoting sustainability. By considering impact portfolios, thematic portfolios, and systematic approaches, investors can be part of the solution by supporting companies tha

0 views • 16 slides


Exploring Opportunities in the Nigerian Capital Market

The Nigerian Capital Market offers abundant opportunities for individuals, institutions, and government entities, allowing for wealth creation and career development. Through avenues like REITs, investors can tap into diversified portfolios of income-producing real estate projects. Career paths with

0 views • 15 slides


Customised Investment Portfolios at West Indies Stockbrokers Limited

Explore Customised Investment Portfolios (CIPs) offered by West Indies Stockbrokers Limited, comprising primarily of Exchange Traded Funds (ETFs) providing access to global stock and bond markets. Learn about ETFs, market indices, benefits of investing in CIPs, and portfolio performance. Make inform

0 views • 24 slides


Understanding Behavioral Finance in "Finance for Normal People

Delve into the world of behavioral finance as presented in "Finance for Normal People," exploring how investors and markets behave based on cognitive and emotional factors. The book covers topics such as cognitive shortcuts and errors, emotional biases, and correcting investment mistakes. It also di

0 views • 20 slides


Technical Appraisal of Infrastructure Development Project

A detailed discussion on the investment project cycle, investment project appraisal, technical appraisal with components and techniques, and decision factors. Includes a case study on Rural Connectivity Improvement Project (RCIP). Raises critical questions regarding design, engineering, organization

0 views • 40 slides


Role of Securities Firms and Investment Banks in Financial Markets

Securities firms and investment banks play a vital role in facilitating the transfer of funds between suppliers and users in financial markets with efficiency and low costs. Investment banks assist businesses and governments in raising funds through securities issuance, while securities firms aid in

0 views • 26 slides


Business Investment Opportunities- Best Investment Options in India 2024 for Hig

Find effective Business investment opportunities and investment fundamentals with CreditQ, your trusted business platform. Review the key investing plan considerations. For smart and effective generating wealth, balance return expectations, risk tole

2 views • 9 slides


INVESTMENT PROPERTIES

Explore key definitions, measurements, and disclosures related to Investment Property under Ind-AS and AS-1, with examples distinguishing between investment property and non-investment property. Learn about dual-purpose properties and how to differentiate them for accounting purposes.

0 views • 24 slides


Stock Pitch Competition: Crafting a Winning Investment Thesis

Prepare for a stock pitch competition with the Exeter Student Investment Fund by understanding what makes a strong investment thesis, the importance of catalysts, and how to differentiate your insight for a mispriced stock. Learn the key components of a pitch, from industry and company overview to v

0 views • 14 slides


The Boundaries of Investment Arbitration: Crossroads of Trade and Human Rights Law

This material delves into the overlapping realms of investment arbitration, trade law, and European human rights law in investor-state disputes. It examines the use of ECtHR and WTO references in arbitration rulings, the nuances of citation choices, the appeal of juridical rulings, and the comparati

0 views • 18 slides


Financial Planning Essentials: Establishing a Solid Investment Program

Explore the key steps involved in establishing an investment program, including assessing current financial conditions, setting financial goals, budgeting, understanding investment goals, and managing personal debt. Dive into the importance of liquidity, factors influencing investment decisions, and

0 views • 66 slides


Insights on Investment Strategies and Trusts in Q1 2016

Delve into the world of investment with insights on market trends, risk assessment, ideal investments in equities and funds, and a focus on closed-end investment trusts in the UK. Explore expert opinions on long-term strategies, asset value discounts, governance principles, and more, all presented i

0 views • 36 slides


Understanding Bonds and Financial Instruments in the Market

Bonds are financial instruments issued by corporations or governments to borrow money from investors. They promise to repay the borrowed amount with interest on a fixed schedule. Different types of bonds include U.S. Government Securities, Municipal Bonds, and Corporate Bonds, each carrying varying

0 views • 8 slides


Long-Term Investment Decision Making and Financial Feasibility Evaluation

Explore the process of long-term decision-making in corporate strategic decisions, focusing on growth opportunities and financial feasibility evaluations. Learn about investment appraisal methods including Discounted Cash Flow, Net Present Value, and Internal Rate of Return, alongside the importance

0 views • 46 slides


Understanding Risk and Return in Capital Markets

This chapter delves into the concepts of risk and return in capital markets, exploring historical trends, tradeoffs, common versus independent risk, and the importance of diversification in stock portfolios. Readers will discover the performance of various types of securities over time and gain insi

0 views • 68 slides


Enhancing Country Platforms for Technical Assistance and Quality Assurance in Investment Strategies

The Second Investors Group in St. Albans, United Kingdom, in February 2016 focused on country platforms, technical assistance, and quality assurance in the context of investment strategies. Key feedback emphasized a bottom-up approach, holistic issue resolution, and defining quality in investment ca

0 views • 16 slides


Understanding Investment Funds: Types, Benefits, and Management

Investment funds offer a way for clients to invest money to meet specific objectives, managed by professionals who select suitable investments based on fund goals. Funds pool money from multiple investors for economies of scale, diversification, and access to professional management. Collective inve

0 views • 11 slides


Enhancing Scholarship Through Teaching and Outreach Portfolios

Explore the impact of using teaching and outreach portfolios to document scholarly contributions at the University of Arizona. Discover the inclusive view of scholarship, peer review processes, interpreting course evaluations, and strategies for documenting outreach and service. Learn from presenter

0 views • 31 slides


Investment Decision Rules and Methods in Corporate Finance

Explore investment decision rules and methods in corporate finance, including calculating NPV, comparing investment projects, payback rule, and internal rate of return. Learn how to select investment projects efficiently based on financial value calculations. Discover the advantages and disadvantage

0 views • 23 slides


Insights on Elections, Markets, and Your Portfolio: An Analyst's Playbook

Explore the historical impact of elections on portfolios, economic policies, and market uncertainties. Gain valuable insights on election cycles, market trends during election years, correlations between elections and recessions, and historical market performance based on different presidential term

0 views • 47 slides


The 48 Hour Investment Process at Cove Street Capital

Explore the investment philosophy and process at Cove Street Capital through the lens of Principal and Portfolio Manager Ben Claremon. Learn about fundamental value investing, key investment questions, and why it matters to job seekers in investment management.

0 views • 52 slides


Mastering Your Investment Goals: A Comprehensive Guide

This comprehensive guide on investing covers setting appropriate goals, understanding key investment characteristics, working with professionals, safeguarding against scams, assessing risk tolerance, and aligning personal values with investment choices. Learn to define and prioritize your financial

0 views • 42 slides


Understanding Asset Allocation and Portfolio Management

Explore the process of asset allocation, which involves distributing wealth among different countries and asset classes for investment purposes. Learn about asset classes, the components of structured portfolio management processes, and the individual investor life cycle stages. Dive into strategies

0 views • 46 slides


Understanding Net Investment in Capital Assets and Its Importance

Net Investment in Capital Assets is a critical component of an entity's financial position, reflecting the value of capital assets owned. It represents the portion of the net position that is not spendable as it is invested in assets. Calculating Net Investment in Capital Assets involves subtracting

1 views • 17 slides


Ministry of Investment - Addressing Economic Growth in South Sudan

The Ministry of Investment in South Sudan plays a crucial role in attracting and facilitating both domestic and foreign investments to enhance the country's economic development post-conflict. Established after the Revitalized Agreement in 2018, the ministry focuses on creating a conducive business

0 views • 26 slides


Understanding Bonds: Characteristics, Issuers, and Investment Insights

Bonds are financial instruments representing loans, allowing companies and governments to raise funds. This article explores the characteristics of bonds, including tradeability, issuer profiles, terms like face value and coupon rate, and the importance of bonds in investment portfolios.

0 views • 12 slides


Business Case for Investment in New Variety Development

Emphasizing the shift from viewing plant breeding as a cost to recognizing it as an investment that yields returns, this chapter focuses on creating compelling business cases for investments in demand-led plant breeding. It discusses investment decisions, costs estimation, and management, highlighti

0 views • 17 slides


TaskStream: Empowering Educational Excellence through Digital Portfolios

TaskStream is a cloud-based software tool that facilitates the creation of e-portfolios for students and educators to showcase their work and achievements. It enables users to submit assignments online for assessment and accreditation purposes, helping schools improve their programs and learning out

0 views • 7 slides


International Investment Dispute Resolution Advisory Centre by UNCITRAL

The UNCITRAL Advisory Centre on International Investment Dispute Resolution aims to address the increasing number of investment disputes faced by countries, particularly developing and least developed nations. The Centre provides technical assistance, legal advice, and capacity-building to help thes

0 views • 8 slides


The Future of Commercial and Investment Dispute Resolution: The Multilateral Investment Court vs. International Arbitration

International dispute resolution systems, particularly arbitration, face challenges like cost and time efficiency. The Multilateral Investment Court (MIC), proposed by the EU, aims to replace traditional ISDS systems and provide a permanent multilateral court for investment disputes. The MIC incorpo

0 views • 16 slides


Equity Portfolio Management Strategies by Dr. Lakshmi Kalyanaraman

Explore the world of equity portfolio management strategies through the expert insights provided by Dr. Lakshmi Kalyanaraman. Learn about constructing effective portfolios, analyzing market sectors, tactical asset allocation, and more to enhance wealth and make informed investment decisions.

0 views • 54 slides


Understanding Investments: Objectives, Decision Making, and Goals

Investments involve committing money for future benefits, balancing risk and return. The nature, scope, and objectives of investments guide decision-making processes, considering factors like time, risk, and diversification. Investment goals range from short-term to long-term priorities, aiming to i

0 views • 35 slides


Showcase of Performing Arts Scholarships Finalists' Portfolios

Explore the impressive portfolios of Ruth DeYoung Kohler Scholarship finalists in the performing arts. Witness the talent and dedication of Kaitlyn Fritz from Howards Grove High School with her music theatre selections, and dive into Camille Staats' compelling dance pieces showcasing cultural divers

0 views • 5 slides


Overview of CISI Exam Revision Course for Securities & Investment

Explore the CISI exam revision course for securities and investment, offered by the leading professional body for investment industry staff. Learn about the qualifications, global presence, and diverse range of exams focused on the international marketplace. Gain a valuable understanding of investme

0 views • 115 slides


Exploring Sustainable and Responsible Investment at RSMR SRI Conference

Delve into the world of Sustainable and Responsible Investment (SRI) with insights from the RSMR SRI Conference held on 9th November 2017. Discover adviser-friendly tools and support offered by sriServices and Fund EcoMarket, aiming to align clients' goals and values with investment decisions. Explo

0 views • 16 slides