Investment Portfolio

Before beginning on any long journey, it is important to make a good plan to maximize the chances of success. It is the same with investing – it is prudent to make an appropriate investment plan so that it can guide the investor though the investing journey. We will address the basic steps to making an investment plan and constructing an appropriate asset allocation. The first step on the investment journey is to know and determine the investment goal. People invest for various reasons. Most commonly, it is for retirement, but it could be for various other reasons, like for the children’s education, or asset accumulation for a major purchase like a home. Knowing the investment goal is important because it ultimately determines the time horizon of the investments before they are liquidated and consumed. The time horizon factor, together with the need, ability and willingness to take risk will primarily determine the appropriate asset allocation.

As a finance or investment professional, you know that change and challenge are constant, particularly in this volatile marketplace. We are presented with diverse opportunities in emerging markets, real estate, hedge funds, derivatives, and other alternative investments. As the choices increase, shaping and monitoring investment portfolios becomes more complicated. Which investments will generate the highest returns without exposing you to excessive risk? Our Strategies, will learn you how to evaluate this fundamental issue and manage related risk to increase your effectiveness as an investment professional. This program provides a solid foundation from which to build optimal investment portfolios and make better investments.

Fundamental analysis is the cornerstone of investing. In fact, some would say that you aren't really investing if you aren't performing fundamental analysis. Because the subject is so broad, however, it's tough to know where to start. There are an endless number of investment strategies that are very different from each other, yet almost all use the fundamentals. We analysts study everything from the overall economy and industry conditions to the financial condition and management of companies

While fundamental analysts examine earnings, dividends, new products, research and the like, technical analysts examine what investors fear or think about those developments and whether or not investors have the wherewithal to back up their opinions; these two concepts are called supply/demand. Technicians employ many techniques, one of which is the use of charts. Using charts, technical analysts seek to identify price patterns and market trends in financial markets and attempt to exploit that patterns.out Technicians use various methods and tools, the study of price charts for the development . We do attempt to measure a security's intrinsic value but instead use stock charts to identify patterns and trends that may suggest what a stock will do in the future. It is the evaluation of securities by means of studying statistics generated by market activity, such as past prices and volume.

Our professional asset management of various securities (shares, bonds and other securities) and other assets (e.g., real estate) in order to meet specified investment goals for the benefit of the investors. Investors may be institutions (insurance companies, pension funds, corporations, charities, educational establishments etc.) or private investors (both directly via investment contracts and more commonly via collective investment schemes e.g. mutual funds or exchange-traded funds).