The investment process, milestones portfolio management • Planning • Implementation • Monitoring and rebalancing Investment objectives and constraints of the different groups of investors • Private investors • Pension funds • Insurance companies • Foundations and endowments • Banks Assessment of market expectations • The analytical process • Limitations of economic data and analysis methods • Psychological Traps • Basic model group • Economic analysis and market forecasts Strategic asset allocation • The importance of asset allocation • Asset and Liability Management (ALM) • Financial Psychology • Selection of asset classes • Optimization Portfolio management, fixed income • Bond Portfolio Management Strategies • Active and passive portfolio management • Sources of income from fixed-income instruments • Investing in foreign bond markets Managing a portfolio of stocks • Active and passive management of a portfolio of stocks • Equity Indices • Tools passive investing • Investment Styles • Analysis of investment styles based on portfolio and income • A market-neutral investment
The investment process, milestones portfolio management • Planning • Implementation • Monitoring and rebalancing Investment objectives and constraints of the different groups of investors • Private investors • Pension funds • Insurance companies • Foundations and endowments • Banks Assessment of market expectations • The analytical process • Limitations of economic data and analysis methods • Psychological Traps • Basic model group • Economic analysis and market forecasts Strategic asset allocation • The importance of asset allocation • Asset and Liability Management (ALM) • Financial Psychology • Selection of asset classes • Optimization Portfolio management, fixed income • Bond Portfolio Management Strategies • Active and passive portfolio management • Sources of income from fixed-income instruments • Investing in foreign bond markets Managing a portfolio of stocks • Active and passive management of a portfolio of stocks • Equity Indices • Tools passive investing • Investment Styles • Analysis of investment styles based on portfolio and income • A market-neutral investment
