'Modern portfolio theory' diaporamas de présentation

Analyse the nature and impact of the main types of Investment Risk on Investment Performance.

Made for You. Analyse the nature and impact of the main types of Investment Risk on Investment Performance. Investment Principles and Risk Gap 42-49. David Coard FCSI.

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What is it?

What is it?. Asset allocation involves selecting the proportions of various types of assets to include in a portfolio. In designing an overall asset allocation strategy, the advisor must consider which asset classes to include for a particular client.

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CHAPTER 11

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Credit risk measurement: Developments over the last 20 years

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Professionals on the ERISA Fiduciary Firing Line

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GOOD TO GREAT By: Jim Collins

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CERTIFIED FINANCIAL PLANNER CERTIFICATION PROFESSIONAL EDUCATION PROGRAM Investment Planning

CERTIFIED FINANCIAL PLANNER CERTIFICATION PROFESSIONAL EDUCATION PROGRAM Investment Planning. Session 6 Modern Portfolio Theory & Application, Capital Market Line (CML), Security Market Line (SML) & Asset Allocation. Session Details. Markowitz Portfolio Theory. Assumptions made:

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Portfolio Optimization

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Annual Conference of Treasurers Woodbrooke Saturday, May 10, 2014

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Intro to Financial Management

Intro to Financial Management. Personal Finances. Review. Homework Dividend payment theories Residual dividend theory Clientele theory Information effect Agency costs Expectations theory Earnings predictability concerns Policies Constant dividend payout Stable dollar

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PORTFOLIO OPTIMISATION

PORTFOLIO OPTIMISATION. AGENDA. Introduction Theoretical contribution Perceived role of Real estate in the Mixed-asset Portfolio Methodology Results Sensitivity Conclusion and Advice. INTRODUCTION. OBJECTIVE : Portfolio Optimization Consider proportion of Property Investments Client:

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Investing for Retirement

Investing for Retirement.

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Institutional perspective on real estate investing

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Discussion: Use of ecosystem level productivity as a fishery management tool

Discussion: Use of ecosystem level productivity as a fishery management tool. New England Not used in management, but currently under consideration for use in management Mid-Atlantic Likely to be under consideration in the near future South Atlantic Never considered Gulf of Mexico

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Financial Applications of RMT Max Timmons May 13, 2013

Financial Applications of RMT Max Timmons May 13, 2013. Main Application: Improving Estimates from Empirical Covariance Matricies Overview of optimized portfolios in finance Brief overview of relevant RMT facts Statistical evidence from financial markets. Overview: Modern Portfolio Theory .

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The Financial Survival Guide to Retirement

The Financial Survival Guide to Retirement. Investment In Practice. Review. Efficient Market Hypothesis Modern Portfolio Theory Post-Modern Portfolio Theory What do you think?. Review. Determine your investment objective Know your risk tolerance Identify your alpha and beta

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Section 7. Bond Portfolio Management

Section 7. Bond Portfolio Management. Yogo Purwono, M.M, FRM ?. Portfolio strategy. Passive Buy and holds Tracking index Active Portfolio diversification Immunization Duration based hedging etc. Modern portfolio theory. It is a single period model

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Asset allocation and diversification do not guarantee a profit or eliminate the risk of loss.

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Asset allocation

Asset allocation . continued. Inflation protected bonds. Bonds with an inflation hedge Principal/par value is indexed to the Consumer Price Index (CPI) Fixed coupon rate (e.g., 4%) is applied to the inflation-indexed principal Hence, cash flow is fixed in real terms

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