Investment and Portfolio Management - Assignment Example

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Investment and Portfolio Management

This research will begin with the statement that investment refers to the current commitment of dollars for a period of time so as to derive future payments that will compensate the investor for-

The period for which the funds have been committed
The expected rate of inflation during this period of time
Compensation for the risk associated with the investment, i.e. the uncertainty of future payments

The process of selection of investment categories requires analyzing, estimating and evaluating the expected risk return trade-off for the alternative investments available. Investment needs and Financial Plan differs from individual to individual, and changes with respect to the life cycle of the individual. After the investment decision is undertaken by the individual, the major function is to manage the investment portfolio evaluating the performance of the portfolio and updating the portfolio based on the changes in the economic environment and the investor’s needs. The investor has a sum of $100,000 to invest into financial products such as debt, equity, derivatives or cash according to his or her choice. The objective of the portfolio or the investment policy statement is to achieve long term growth of capital. In addition to that, the fund aims minimizing risk of capital loss through portfolio diversification. The portfolio will be monitored, analyzed and reported upon over the chosen time horizon. The return of the funds is evaluated relative to S&P 500 index. ...Show more


This article will explore the subject of investment and portfolio management. In order to analyze the environments of selected companies, various analysis tools such as Industry Analysis; Portfolio Performance Analysis; Macro-Economic Analysis etc will be included in the paper.

Author : pfritsch
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