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My learnings about the Portfolio Management, Leverage return refers to a…

- - - - Endowment
        
        Foundation
        
        Investment companies
        
        Mutual funds
        
        Sovereignty wealth funds
        
        refers to pool of assets owned by a government
        
        It's manage the Pooled funds in particular styles
        
        Manage the Poole funds of many investor's
        
        Is a fund established for a specific purpose to support specific types of activities on to fund research related to a particular disease
        
        Is a fund that is dedicated to providing
      - Save and invest for a variety of reason
  - - - Planning step - begins with an analysis of the investors risk
        
        Execution step - involves an analysis of the risk
        
        Feed step - is the final step, overtime, investors circumstances will change
      - Mutual funds and Compare then with other pooled investment products
        
        Types of mutual funds
        
        Money market funds - invest in short-term debt securities and provide interest income with very low risk of changes in share value
        
        Bond mutual funds - invest in fixed income securities
        
        Hedge funds - are pools of investors funds that are not regulated to the extent the mutual funds are
        
        Hedge fund strategies
        
        Long/short funds
        
        Equity market neutral funds
        
        Bias
        
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- - - - Holding period return - is simply the percentage increase in the value of an investment over a given time period
        
        Average Returns
        
        Arithmetic
        
        Geometric mean return
        
        Money
        
        Other Return Measures
        
        Gross return
        
        After-tax nominal return
        
        Real return
        
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- - - - Discuss the selection of an optimal portfolio, given an investor 's utility and the capital allocation line
        
        Utility function represent the investors preferences in terms of risk and return
        
        Capital Allocation Line and Risky Asset Weights
- - - - Real return - is nominal return adjusted for inflation
- - - - The major components of an IPS
        
        Description of Client circumstances, situation, and investment objectives
        
        Statement of the purpose of the IPS
        
        Statement of Duties and Responsibilities of investment manager, custodian of assets, and the clients
        
        Procedures to update IPS and to respond to various possible situations
        
        Investment Objectives derived from communication with the client
        
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    - - Evaluation of performance , the benchmark portfolio for evaluating investment performance, and other information on evaluation of investment results
        
        Appendix containing information on strategic asset allocation and permitted deviation from policy portfolio allocation, as well as how and what portfolio allocations should be rebalance
  - - - Ability to bear risk depends on financial circumstances
        
        Willingness is based primarily on the investors attitudes and beliefs about investment
        
        Strategic asset allocation is developed which specifies the percentage allocation to the included asset classes