Investment Management Course
On Sale
$19.00
$19.00
These are the activities of buying and selling assets (investment instruments such as stocks, lease certificates) to the portfolio and collecting the returns (such as dividends) of these assets, within the limits permitted by the legislation and bylaws.
In this course, you will get much more practical information.
Activities such as all kinds of research and analysis that form the basis of the decisions to buy and sell assets are also included in the scope of portfolio management. Portfolio is the total value of investment instruments such as cash, foreign currency, gold, bonds, stocks, deposits and bills that real or legal persons hold in order to invest and earn profits. The investment portfolio is prepared in line with the return (return) and risk expectations of the investors. This process is called Portfolio Management and should be done through intermediary institutions with authorization certificates. What is Portfolio Management and How Is It Done? Portfolio Management is the business of managing customer portfolios as a proxy to provide financial gain. These transactions are carried out within the framework of a portfolio management contract signed between the intermediary institution and the customer. Portfolio management activities carried out by experts are regulated by the CMB statement. Portfolios should be created and managed based on the investor's earnings expectation, maturity and risk profile. Performances should be monitored instantly and portfolio updates should be made according to changing capital markets. It is possible to evaluate portfolio assets on a single investment instrument or to diversify these instruments. For example, investors can reduce their investment risks by investing their capital only on the Forex market or on both the forex and stock market. Lower and upper limits can be determined for the market instruments to be invested in, or a free management can be adopted. Portfolio Management Portfolio management transactions, which can be defined as the professional evaluation of investors' savings by experts, are regulated by the CMB. Collective Portfolio Management, which is carried out by portfolio management companies in accordance with the investment contract, includes services such as managing investors' money, monitoring the compliance of portfolios with regulations, contracts and internal regulations, keeping accounting records, calculating and distributing fund income-expenses, valuation and calculation of share prices.
In this course, you will get much more practical information.
Activities such as all kinds of research and analysis that form the basis of the decisions to buy and sell assets are also included in the scope of portfolio management. Portfolio is the total value of investment instruments such as cash, foreign currency, gold, bonds, stocks, deposits and bills that real or legal persons hold in order to invest and earn profits. The investment portfolio is prepared in line with the return (return) and risk expectations of the investors. This process is called Portfolio Management and should be done through intermediary institutions with authorization certificates. What is Portfolio Management and How Is It Done? Portfolio Management is the business of managing customer portfolios as a proxy to provide financial gain. These transactions are carried out within the framework of a portfolio management contract signed between the intermediary institution and the customer. Portfolio management activities carried out by experts are regulated by the CMB statement. Portfolios should be created and managed based on the investor's earnings expectation, maturity and risk profile. Performances should be monitored instantly and portfolio updates should be made according to changing capital markets. It is possible to evaluate portfolio assets on a single investment instrument or to diversify these instruments. For example, investors can reduce their investment risks by investing their capital only on the Forex market or on both the forex and stock market. Lower and upper limits can be determined for the market instruments to be invested in, or a free management can be adopted. Portfolio Management Portfolio management transactions, which can be defined as the professional evaluation of investors' savings by experts, are regulated by the CMB. Collective Portfolio Management, which is carried out by portfolio management companies in accordance with the investment contract, includes services such as managing investors' money, monitoring the compliance of portfolios with regulations, contracts and internal regulations, keeping accounting records, calculating and distributing fund income-expenses, valuation and calculation of share prices.
