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ISHTIAQ AHMED AH-526270 Topic: Portfolio

Management Process of a Financial Institution

Introduction to Topic
Portfolio: A group of financial assets. Portfolio Manager: The person or persons responsible for investing. Portfolio Management: The art and science of making decisions about investment mix.

Introduction to Topic
The Portfolio Management Process: Create a Policy Statement Develop an Investment Strategy Implement the Plan Created Monitor and Update the Plan Policy Statement: A statement that contains the investor's goals and constraints as it relates to his investments.

Introduction to Topic
Portfolio Management Strategies:
A. Active asset management

Top-down Bottom-up
B. Passive asset management

Efficient market theory Indexing

Introduction to Topic
Factors influencing Portfolio Management: Management Outlook Competitors Strategy Opportunities created by technological change Market forecast Cash flow Budget Non-economic factors

Practical Study of the Organization

Arif Habib Investments Limited

Asset Management, Investment Advisory and Pension Fund Management Company. It has 16 Mutual Funds, 2 Pension Funds and 9 Investments Plans in its product. Industry leader.

Practical Study of the Organization with respect to the issue

The Portfolio Management Process of Arif Habib Investments Limited:

Objectives Strategies Portfolio factors Rebalanced Performance

Practical Study of the Organization with respect to the issue

Arif Habib Investments Limited Structure Portfolio for the following Funds:

Mutual Funds Pension Funds Investment Plans

The Portfolio Management for Pakistan Market Fund : Investment Objective: To provide investors long term capital appreciation from its investment. Fund Profile: Open end equity fund. Actively managed and fundamental research drives the investment process. PSM is a long only fund.

Holding Stock of the Portfolio

SWOT analysis
Strength: Low risk on selected stocks Experience Annalists Good Reputation Weakness: Lack of future forecast Low return due to Low risk No proper Technical analysis

SWOT analysis
Opportunities: Stocks of Multinational Companies Stocks of Cement industry Threats: Economic condition of Pakistan Problems of power sector

Recommendation
Invest in the stocks of multinational companies. Focus on cement industry. Portfolio Manager should have too much concentrate on Technical analysis before selecting the stock. Accurate future forecasting.

Conclusion
Portfolio is collection of investments held by an investment company, or individual. Portfolio Management is the art and science AHI has an effective Portfolio Management Process Still some weaknesses in the process like lack of future forecast and proper technical analysis. Return can be high by taking high risk. By focusing on the stock of multinational companies and cement industry AHI can earn more profit.