Monday 5 January 2015

Nature/ Meaning,scope,objectives of Investment management

Nature/ Meaning of Investment management – investment management is the professional asset management of various securities ( shares , bonds and other securities ) and other assets ( eg. Real estate in order to meet specified goals for the benefit of the investors may be institutions ( insurance company , pension funds , corporations , charities , educational institutions etc .) or private investors ( both directly via investment contracts and more commonly via collectively investment schemes eg. Mutual funds or exchange traded funds ..

Scope of investment management –

Understanding the various investment decision rule .

To know what are the good investment decision rules

Knowing the categories of investment decision rule .

You can take investment decision only after analyzing entire process of investment that stats with funds contribution and ends with getting expectations fulfilled .

The investment decision rule allow you to formalize the process and specify what  condition or conditions need to be meet to accept the project..

you will take the decision on lifting showing that the required expectation in terms of returns and insurance at any cost ..

objectives of investment management

Primary objective

safety
 income 
growth of capital 

secondary objectives 

text maximization 
marketability / liquidity

forms of investment - cash, bonds, shares, property, mutual funds

alternative forms of investment - futures, forex, gold, bitcoins etc ..

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