...Portfolio Management Exercise Report 1. Business Model Woodward, Inc. is an independent designer, manufacturer, and service provider of control solutions for the aerospace and energy markets. It has significant production and assembly facilities in the United States, Europe and Asia, and promotes its products and services through its worldwide locations. The Woodward, Inc is one of the world’s oldest and largest independent designer and supplier of energy control and optimization solutions. 2. Value Proposition We analyze two points to show Woodward’s value proposition. 2.1 Human Resources Employees of Woodward Inc are experts in their fields, dedicated to creating solutions and a lot of them are located out of United States. It’s believed that the relationships of Woodward’s employees with the representative unions are good. 2.2 Technology Woodward keeps financing their research and development activities and its competitive success is believed to be based on the development of innovative components and systems. 3. The “Moats” We analyze the “moats” according to Porte’s five forces model. 3.1 Threat of Entry New competitors face significant barriers to entry into many of the markets, including various government mandated certification requirements to compete in the aerospace markets in which they participate...
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...SUMMARY Today’s business world is so much competitive as a result every person has to be very cautious while taking an investment decision. Various types of analysis are performed by the investors to choose the most perfect securities. In a portfolio construction a person analysis the whole macro as well as micro economic scenario of a nation, in industry analysis the industry condition, movement is closely examined and in a company analysis the specific firm is analyzed to take a decision. This are steps of fundamental analysis.. In this report all this are performed on ten firms. Our selected firms are from different industries. All of these companies’ shares are category A shares in DSE. We have collected our necessary information from primary and secondary sources. In our entire report we try to focus on portfolio construction from an investor’s perspective. We have divided the topics of the report into different segments. First we have discussed about the origin of the report, objectives and scope of the study, the method of preparing the report, limitation of the study. Then we have chosen the companies. At first we did the macro economic analysis, than industry analysis and last company analysis. Then we constructed the portfolio including with and without short sells. After all analysis we have given our suggestion as well as findings and conclude our report with a conclusion. ------------------------------------------------- -------------------------------------------------...
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...| |Portfolio Management Simulation Project |Performance Evaluation | |Ifaz Khorshed Hassan |Student ID: 22104364 |27/05/2011 Executive Summary This report is based on the ‘Portfolio Management Simulation Project’. It provides an analysis and evaluation of the monthly holding period returns of both managed portfolio and market portfolio of MSCI index, along with the arithmetic average, standard deviation and geometric mean of both sets of date. Methods of analysis include Capital Asset Pricing Model, Sharpe ratio, M2 measure. It also includes regression analysis: coefficient...
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...improve efficiency. Most banks, in order to adapt to the changes, are embracing technologies that will improve customer service as well as minimize cost. This is our yardstick to focusing on the strategic goals of the industry by using technology that combines information system with peoples’ activity and also support operations, management, and decision making. PROJECT OBJECTIVES The intent of the project is to design banking solution software that will give a competitive advantage required in today’s business environment such that it enables both the private and commercial banks to provide a comprehensive range of online banking services to their clients. MAJOR CONTRIBUTORS The success of the project is the outcome of different teams working together to meet with our client’s strategic goals and core competencies. Two divisions were created in a project matrix form to match the urgency and importance of the project. Project priority team: * Evaluating project proposals on the basis of the selection criteria. * Balancing the portfolio of projects for the organization. * Evaluating the progress of the projects in the portfolio over time. * Controlling time, cost, and performance in accordance to the contractual requirements * Ensuring that all work required is documented and distributed to all key...
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...Assignment 1 (Case Studies MDCM A & B) | | | | 2/17/2014 | | Question 1: You are a member of the MDCM executive team. Use the information give in case MDCM (A) to help solve the management crisis. You should define the overall corporate strategy, the business goals and the high-level IT objectives. Answer 1: Corporate Strategy: A strategy is a high level plan to achieve one or more goals and MDCM’s corporate strategy is as follows: * To reduce operating costs through better coordination of the manufacturing process and the introduction of efficiencies to the manner in which the organization operates * To achieve profitable growth through the acquisition of subsidiaries. * To deliver quality parts and assemblies on time through the alignment of the organizational structure to the strategy. Business Goals: Business goals are broad statements of intent and MDCM’s business goals are as follows: Business Goal ID | Business Goal Description | BG01 | Reduce operating costs. | BG02 | Increase operational efficiency. | BG03 | Improve the flow of information within the organization and the supply chain. | BG04 | To have one brand for the company across the globe. | BG05 | To improve manufacturing efficiency and quality. | IT Objectives: According to the business dictionary an objectives is a specific result that a person or system aims to achieve within a time frame and with available resources, MDCM’s IT objectives are as follows: IT Objective ID | IT Objective...
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...PORTFOLIO MANAGEMENT PLAN ROUGH DRAFT PROJ 587 ADVANCED PROGRAM MANAGEMENT DEVRY UNIVERSITY, KELLER GRADUATE SCHOOL OF MANAGEMENT MAR 29, 2015 TOPIC: Mortgage banking XYZ Company The purpose of this project is to develop and enhance our managerial skills in the area of portfolio management technique. This paper will focus on the portfolio managements plan utilized in the area of mortgage banking industry. Our team decided to create a pseudo company that will mimic similar companies like Chase Mortgage Banking etc. The three projects used in the development of this portfolio plan include: • Compliance Management Systems • Loan Origination Systems • Modification Assistance These projects can also be classified as programs for the purpose of this paper and it was meticulously selected due to it value and also it interconnectivity with each other as we manage the portfolio plan. OVERVIEW: Chase is the U.S. consumer and commercial banking business of JPMorgan Chase & Co. (NYSE: JPM), a leading global financial services firm with assets of $2.3 trillion and operations in more than 60 countries. They are the neighborhood banks for thousands of communities across the country. Chase serve approximately one of out of every six Americans through more than 5,500 bank branches; 18,000 ATMs; mortgage offices; online and mobile banking; as well as relationships with auto dealerships, schools and universities. • Serves 21 million households with consumer...
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...CHAPTER 16 PORTOFOLIO MANAGEMENT Value At Risk dikembangkan pada awal tahun 1990an untuk mengendalikan risiko pada commercial bank yang kemudian menyebar pada investment bank. Teknik ini mengukur resiko yang ada pada portofolio investasi sehingga risiko tersebut lebih dapat dikendalikan. INSTITUTIONAL INVESTOR VS BANK INVESTOR • Investor institusional adalah entitas bisnis yang memiliki dana yang besar. Investor institusional dapat diklasifikasikan menjadi perusahaan investasi, dana pensiun, perusahaan asuransi, dana abadi, dana treasury bank, serta Hedge Fund. • Hedge Fund adalah dana perusahaan swasta yang dapat mengambil posisi long atau short di dalam pasar, dan haya dapat diakses oleh Investor Institusional. • Ciri Bank Investor : Sering di sebut Sell side karena sering menjual jasa keuangan /surat berharga, high leverage, agresif, short horizon, aktif dalam pasar likuid. • Ciri Institutional Investor : sering di sebut buy side, karena sering membeli jasa keuangan /surat berharga, low/no leverage, konservatif, long horizon, biasanya invest dalam pasar yang kurang likuid. RISK MEASUREMENT • Value At Risk menyediakan estimasi risiko uang yang hilang dalam jangka waktu pengamatan tertentu (horizon). • Dengan menggunakan asumsi distribusi parametrik untuk keuntungan dan kerugian, maka risiko ini dapat dikonversi dan dapat diukur sebagai standar deviasi. • Issue-nya kemudian adalah pemilihan apakah risiko harus diukur secara absolut ataukah...
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...FINS2624 – Portfolio Management Semester 1, 2011 L ECTURE 1 – B OND PRICING W HAT IS A BOND? A bond is a claim on some fixed future cash flows. A commonwealth government bond (CGB) is a bond which pays semi-annual coupons, in which the maturity date/ coupon payment date is on the 15th of every month. A zero coupon bond is a bond with no coupons. The important information of a bond: 1. 2. 3. 4. 5. 6. Transaction date: T Settlement date:T+2 Coupon payment dates Maturity date YTM Coupon rate • 1. 2. Cum-interest or Ex-interest? If ex-interest If> 7 days to the next coupon payment-----> cum-interest Y IELD TO MATURITY The Yield to Maturity (YTM) of a bond is: Interest rate that makes the present value of the bond’s payments equal to its price. Determined by the market, reflecting annual rate of return required by market. The Relationship between YTM and Bond Price: YTM = Price AND Price Sensitivity YTM = Price AND Price Sensitivity When YTM = C = 10%, P = FV = $100 o C = YTM, P = FV – Par Bond o C < YTM, P < FV – Discount Bond o C > YTM, P > FV – Premium Bond N O ARBITRAGE PRINCIPLE An arbitrage is a set of trades that generate zero cash flows in the future, but a positive and risk free cash flow today. This is done through the violation of law of one price. An arbitrage trade is done by selling the real instrument, and buying a synthetic instrument (replicating strategies or portfolios). By constructing...
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...Portfolio Management and Strategic Management Rebecca Watson CPMGT/301 May 25, 2015 Daryl Hale Portfolio Management and Strategic Management Portfolio management is a method that practices fundamental management techniques to prioritize an organization’s projects against each other. This method is performed in the same way an investor would evaluate a stock portfolio for long-term value, risk, and balance. This process is ideal; enabling an organization to consider and bring about a portfolio of projects to appropriate resources and optimize investments against vital objectives (Robbins Gioia, 2013). Project Portfolio Management (PPM) is used to assist an organization to gain and evaluate details about all its current and upcoming projects. Each project can then be prioritized against others based on criteria such as resources, budget, strategic value and any other impactful elements concerning the organization (Greer, 2009). The advantages to practicing PPM is that is can give the organization a big picture perspective of where its resources are being allocated and how the project deliverables will impact the company goals. According to Robbins Gioia, the traditional approach of project management focuses on cost, prioritizes project time lines, manages and contains problems within the project scope, “and attempt to answer the question: Are we doing things right?” (Robbins Gioia, P. 1). Even with the best project manager (PM) yielding optimal results, that PM has...
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...Project Portfolio Management Project Portfolio Management is a methodology to manage a company’s projects in a similar way that financial manager manages the company’s cash flow and related finances. According to Rouse (2013), “PPM (project and portfolio management) is a strategic prioritization methodology employed to analyze and manage current or proposed projects within an organization”. The purpose is to determine the best available sequence and group of projects to achieve organizational strategic objectives from concept to conclusion. Project Portfolio Management aims to align the projects, investments and resources with organizational priorities. Project Portfolio Management is a continuous process which comprises of project data collection, evaluation of each project, optimizing the performance of projects in portfolio and resources of company and execution of portfolio work. Companies have deployed project portfolio management solutions for establishing efficient processes to advantage of their IT infrastructure for achieving organizational objectives. Perry and Hatcher (2003) identified four categories as Ad hoc, structured, standardized and optimized on the basis of maturation level of IT. According to them, majority of organization had adopted Project Portfolio Management on ad hoc basis rather than a continuous process. Ad hoc is the level when use of IT, other resources and project priorities are not aligned with organizational objectives. In this stage, the organization...
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...Employee Portfolio: Management Plan MGT 311 Employee Portfolio Management As a manager at Riordan Manufacturing, it is the responsibility of management to develop ways to help supervise the employees. Riordan has an extensive employee portfolio management system with files on its employees to analyze the strengths, weaknesses, opportunities and threats of employees, and allows for reviewing their wide range of activities related to the organizations goals (Portfolio Management, 2013). Three employees were selected to take self-assessments to identify the best ways to manage them. These employees took three assessments labeled, How Satisfied I Am with My Job, What are My Emotional Intelligence Score, and Am I Deliberate Decision Maker assessments. After completion of the assessments an Employee Portfolio was created for each employee. The portfolio is used to make recommendations to help in developing the employees, and their individual characteristics are examined to show how they will benefit the performance of the organization. The three employees selected are Mary Tran, Young-Sook Phin, and Mary Napier. Mary Tran shows a general satisfaction with her job. To increase her job satisfaction to above average, management will need to pursue what exactly is the reason for her decline in performance. The job satisfaction score on the assessment was only average, therefore it is recommended that Mary Tran take the How Are You Feeling Right Now Assessment. This assessment will identify...
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...success? The short answer is: our readers. We have been extremely gratified by Active Portfolio Management's reception in the investment community. The book seems to be on the shelf of every practicing or aspiring quantitatively oriented investment manager, and the shelves of many fundamental portfolio managers as well. But while our readers have clearly valued the book, they have also challenged us to improve it. Cover more topics of relevance to today. Add empirical evidence where appropriate. Clarify some discussions. The long answer is that we have tried to improve Active Portfolio Management along exactly these dimensions. First, we have added significant amounts of new material in the second edition. New chapters cover Advanced Forecasting (Chap. 11), The Information Horizon (Chap. 13), Long/Short Investing (Chap. 15), Asset Allocation (Chap. 18), The Historical Record for Active Management (Chap. 20), and Open Questions (Chap. 21). Some previously existing chapters also cover new material. This includes a more detailed discussion of risk (Chap. 3), dispersion (Chap. 14), market impact (Chap. 16), and academic proposals for performance analysis (Chap. 17). Second, we receive exhortations to add more empirical evidence, where appropriate. At the most general level: how do we know this entire methodology works? Chapter 20, on The Historical Record for Active Management, provides some answers. We have also added empirical evidence about the accuracy of risk...
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...Week 3 1. Discuss how the Internet and culture interact, which most affects the other and how? Give some examples Culture is the knowledge which acquired by people and use to interpret their experiences and generate certain agreed social behaviour. Certain values, attitudes and behaviours are generated from the knowledge. People under the same culture have the tendency to share values, assumptions and understandings which are obtained from the previous generations. One of the most important advantages of internet to the world is that the implementation of internet reduces the time for people to acquire information they need, previously, the learning of different culture only can be done via limited forms such as living in a foreign country, reading books and so on, they are both effective ways to learn different cultures but they are also not available for most of people, the implementation of internet provides an time saving method for spreading and learning different culture without going to the foreign country physically, most of the people can obtain and learn different culture even without leaving their home. The internet becomes an important force to push globalization and cultural harmonization; it provides the speed and convenience for people who are willing to learn and experiment foreign cultures which never exist before, and for instance, people can watch major events like Olympic game online and also learn knowledge about the host country. 2. Discuss the...
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...Employee Portfolio: Management Plan Three employees (Bailey J, Randall L and Sam S) employed by Riordan Manufacturing have recently completed a self-assessments. Randall and Sam’s results were very similar. However, Bailey’s result were significantly different from Randall and Sam. Bailey J’s Assessment Bailey’s achieving the highest possible result on the “How Satisfied Am I with My Job” assessment shows that she is extremely happy with her job. She also scored higher than average on the “What’s My Affect Intensity” survey. These two result show that she would be a great company ambassador for the new hires. Her positive attitude coupled with outward display of positive emotion will help the new hires become “fired up” about Riordan Manufacturing and their core values. Bailey shows a good aptitude for leading, and she is interested in a move into a management role. Recommendations suggest that she take the “What Is My Leadership Style,” the “How Motivated Am I to Manage,” and “How Good Am I at Building and Leading a Team” assessments. Sam S’s Assessment Sam’s “How Are You Feeling Right Now” assessment score was low, and his “What’s My Affect Intensity” assessment show him to be a level head individual. However, the lower score in the “How Are You Feeling Right Now” assessment shows that he bad mood or poor state of mind when he took the assessments that may have negatively affected the other assessment scores. Recommendations suggests that Sam retake the assessments...
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...Week 3 1. Discuss how the Internet and culture interact, which most affects the other and how? Give some examples Culture is the knowledge which acquired by people and use to interpret their experiences and generate certain agreed social behaviour. Certain values, attitudes and behaviours are generated from the knowledge. People under the same culture have the tendency to share values, assumptions and understandings which are obtained from the previous generations. One of the most important advantages of internet to the world is that the implementation of internet reduces the time for people to acquire information they need, previously, the learning of different culture only can be done via limited forms such as living in a foreign country, reading books and so on, they are both effective ways to learn different cultures but they are also not available for most of people, the implementation of internet provides an time saving method for spreading and learning different culture without going to the foreign country physically, most of the people can obtain and learn different culture even without leaving their home. The internet becomes an important force to push globalization and cultural harmonization; it provides the speed and convenience for people who are willing to learn and experiment foreign cultures which never exist before, and for instance, people can watch major events like Olympic game online and also learn knowledge about the host country. 2. Discuss the...
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