Portfolio Optimization

Working Capital Requirement – Estimation, Methods, Formula

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Among the list of various factors, size for the business is important for working capital requirement. Apart from these there are factors affecting working capital requirement like: taxes, production cycle and more. Also there are working capital requirement problems with solutions from different methods of estimating working capital requirement. In order to boost selling volume, …

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IRDA Claim Settlement Ratio 2018-19 for 2020 Life Term Insurance in India

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It you are buying Term Insurance or any Life Insurance policies then it’s your primary duty of yours to do some research on Claim Settlement Ratio 2018-19 Term Insurance or Term Plan Claim Settlement Ratio for 2018–19 Life Insurance India. You should get all your answers through IRDA Claim Settlement Ratio. It is the duty …

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Top 10 – Best Mutual Funds for SIP to Invest in 2020 India

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Many of them have asked me about which are the best sip mutual funds to invest in 2020 India or best sip to invest for highest growth 2020 for long term or best sip plan for 5 years and 10 years or best Indian mutual funds to buy for sip investment. I am glad to …

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Portfolio Manager – Definition, Responsibilities, How to Become a Portfolio Manager

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You may be confused on what is the meaning of portfolio manager, how to become a portfolio manager, what are the portfolio manager requirements or education qualification required for this position, what are the roles and responsibilities of a portfolio manager, examples of investment portfolio managers, what is a role of portfolio manager in project …

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Wealth Management and Private Wealth Management – Definition, Types, Examples

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Wealth Management Definition: A professional service provided by wealth managers which includes investment planning, accounting, tax planning, estate planning or retirement planning, portfolio and financial services management provided to business owners or a corporate for one set fee is called wealth management.  When this professional services are provided at international level to businesses or an …

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Portfolio Management? Definition, Process, Theory, Techniques, Types, Examples

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Portfolio Management Definition: Professional management of securities and other assets entailed in portfolio is known as portfolio management. Often portfolio management is overloaded terminologies. A cost effective system designed to account for managing assets of value to an individual’s portfolio. This includes both tangible and non-tangible assets. Including wide array of proficient services to administer …

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What is Asset Allocation – Definition, Strategies, Models, Examples

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Asset Allocation Definition: Implementation of an investment tactic that aims to bring the amount of risk involved and the reward in stable equilibrium by well adjusting the proportion of each asset in an investment portfolio with reference to the investor’s risk tolerance, goals and investment time frame. In simple words, disburse of the assets in …

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Modern Portfolio Theory – Definition, Importance, Assumptions, Examples and Investment Analysis

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Modern Portfolio Theory Definition: Modern portfolio theory (MPT), popularly known as mean-variance analysis, is a mathematical framework for accumulating a portfolio of assets such that the expected return is optimized for a given level of risk involved, generally defined as variance. Asset’s risk and return should not be assessed by itself, but by how it …

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Financial Portfolio – Analysis, Management, Strategies and Examples

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Financial Portfolio Analysis: A grouping of financial assets like bonds, cash equivalents and bonds along with their mutual, exchange-traded and closed-fund counterparts is called as financial portfolio. Systematical assessment of these financial assets, products and services that make up an individual’s portfolio is termed as financial portfolio analysis. Based on objective criteria, portfolio analysis enables …

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Portfolio Optimization – Definition, Theory, Ways, Methods and Strategies

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Portfolio Optimization Definition: In order to understand what the purpose of portfolio optimization is, let’s take a brief glimpse as to what is portfolio? In the financial world, it is common for an individual, hedge fund, an investment company or any financial institution to hold the investments, the collection of investment held by them is …

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