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picture1_Data Security Ppt 74568 | Bodie 11e Ppt Ch28


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File: Data Security Ppt 74568 | Bodie 11e Ppt Ch28
chapter overview the elements in investment management process objectives of individual and institutional investors major classes of institutional investors investment for the long run investments bodie kane marcus 2018 mcgraw ...

icon picture PPTX Filetype Power Point PPTX | Posted on 01 Sep 2022 | 3 years ago
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                   Chapter Overview
     • The elements in investment management 
        process
     • Objectives of individual and institutional 
        investors
     • Major classes of institutional investors
     • Investment for the long run
                                       INVESTMENTS | BODIE, KANE, 
                                       MARCUS
                              ©2018 McGraw-Hill Education             28-2
       The Investment Management 
                             Process
     • The elements of the investment process
        • Planning: Establishing all the elements necessary 
           for decision making (data about clients/capital 
           markets)
        • Execution: Details of optimal asset allocation and 
           security selection
        • Feedback: Adapting to changes in expectations 
           and objectives and changes in portfolio 
           composition
                                       INVESTMENTS | BODIE, KANE, 
                                       MARCUS
                              ©2018 McGraw-Hill Education             28-3
           CFA Institute Investment 
               Management Process
                                       INVESTMENTS | BODIE, KANE, 
                                       MARCUS
                              ©2018 McGraw-Hill Education             28-4
     Components of the Investment 
               Management Process
                                       INVESTMENTS | BODIE, KANE, 
                                       MARCUS
                              ©2018 McGraw-Hill Education             28-5
     Components of the Investment 
                   Policy Statement
                                       INVESTMENTS | BODIE, KANE, 
                                       MARCUS
                              ©2018 McGraw-Hill Education             28-6
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...Chapter overview the elements in investment management process objectives of individual and institutional investors major classes for long run investments bodie kane marcus mcgraw hill education planning establishing all necessary decision making data about clients capital markets execution details optimal asset allocation security selection feedback adapting to changes expectations portfolio composition cfa institute components policy statement...

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