Investment Analysis and Portfolio Management

Running head: INVESTMENT ANALYSIS AND PORTFOLIO MANAGEMENT
Investment Analysis and Portfolio Management
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INVESTMENT ANALYSIS AND PORTFOLIO MANAGEMENT
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Table of Contents
1. Defining investment management and explaining how to set investment objectives:...........2
2. Describing financial assets and real assets and providing example of each:.........................2
3. Discussing regulations of financial market:...........................................................................3
4. Measuring and evaluating investment performance:.............................................................4
5. Describing different types of investment classes:..................................................................5
6. Detecting the two primary types of investment companies:..................................................6
References and Bibliography:....................................................................................................8

INVESTMENT ANALYSIS AND PORTFOLIO MANAGEMENT
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1. Defining investment management and explaining how to set investment objectives:
The professional assets management conducted by individuals for selected persons is
considered investment management. The individuals holding the advisor position is mainly
considered as the investment managers, who alter the investment for reducing the total risk
and raising the level of returns from investment. The investment management relevant
evaluates shares, bonds, and other securities in a particular portfolio for generating high level
of income from investment. Akimova, Stein and Prokhorova (2015) indicated that investment
management is conducted both ways where investors can manage their own funds or higher
experienced individuals for managing their funds.
The investment objectives are relevantly set with the implementation of adequate
analysis that depicts the requirements of the individual. In addition, the evaluations relevantly
help in detecting the investment criteria, where it is classified as individual investors and
institutional investors. This classification relevantly helps in setting the adequate level of
investment objectives. Moreover, the derivation of the investment objectives mainly helps in
balancing returns objectives with the risk tolerance of the individual. The investment
objectives is also established by analyst on the basis of personal preference, where the
identification process might eventually help in detecting whether the individual is
conservative investor, passive investor or high growth investor.
2. Describing financial assets and real assets and providing example of each:
Financial assets are considered as an investment options, which is conducted in
tangible liquid assets that directly gets its value from contractual claim. The financial assets
can be further subdivided into two sections comprises of primary assets and derivative assets.
There are relevant examples of financial assets, which are cash, stocks, bonds, and bank