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Lecture 9: Portfolio Investment. Management Process. MANAJEMEN INVESTASI. DAN PORTOFOLIO. Lecture 9: Portfolio Investment. Management Process.
MANAJEMEN INVESTASI DAN PORTOFOLIO Lecture 9: Portfolio Investment Management Process
1
MIP/MB-IPB/08
Portfolio Investment Process Planning 1. 2. 3. 4. 5.
Investor Conditions Market Conditions Investment/Speculative Policies Statement of Investment Policies Strategic Asset Allocation
Implementations 1. 2. 3 3.
Internal-External Management Security – Manager Selection Tactical Asset Allocation
Monitoring 1. 2. MIP/MB-IPB/08
Evaluate Statement of Investment Policy Evaluate Investment Performance
Source: Radcliffe
2
Portfolio Planning Stage Investor Conditions
Market Conditions
1. Financial Status
1. Long-Term Expectations 2. Short-Term Expectations
* Marketable & Nonmarketable assets & liabilties * Financial Distress
2. Knowledge 3. Risk Tolerance
Investor Policies 1. Strategic Asset Allocation * Current * Passive Rebalancing
2. Speculation Strategy * Tactical Asset Allocation * Security Selection
3. Internal /.External Management
Statement of Investment Policy 1. 2. 3.
Objective Strategy (policies) Constraints
Source: Radcliffe
3
MIP/MB-IPB/08
Portfolio Implementation Stage
Statement of IInvestment Policy P li
Current Market Conditions
Rebalance Tactical Asset Allocation 1. 2.
Asset Classes Sectors / Industries
Security and / or Manager Selection MIP/MB-IPB/08
Source: Radcliffe
4
Untuk melihat file lengkapnya silahkan menghubungi kami di www.mb.ipb.ac.id
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