Investment fund manager Essay

Investment fund manager Essay

Fund Management

– 1.0 Objectives of Pension Fund Manager: A pension fund manager cannot set objectives unless he knows the relevant characteristics of his clients or beneficiaries. These characteristics include their appetite of risk, desired level of return, details of their existing income, liquidity requirements, tax positions and future liabilities. Once the firm’s investment manager have established the objectives of the investor or fund, they can set about planning the most suitable investment strategies. A pension fund manager may have the objectives of meeting a specified set of future liabilities at minimum overall cost….  

Different Types of Mutual Funds and Their Investment Objectives

– Different Types of Mutual Funds and Their Investment Objectives Mutual funds are an investment vehicle which pools the money of many investors. The fund’s manager uses the money collected to purchase securities such as stocks and bonds. The types of mutual funds vary according to the fund’s investment objective. A fund’s investment objective will usually seek capital gains, income, or a combination of both. The basic types of funds are described below. The first types of mutual fund I will discuss are “Money Market Funds.” Money market funds seek safety of the principal by investing in high quality, short-term securities…. ;

Types of Risks in Investments and Asset Allocation

– … Downfall of assets class There is myth that diversifying across different asset class will eliminate loss. However, in 2008 the downfall of almost all assets class has changed the perception. Investment horizon and inflation The research indicates that over than 10 years the asset allocation will beating the inflation. If the investor plan to perform the asset allocation for the purpose of retirement then they need to perform it at least 10 years before their retirement before the asset can undergo a liquidity process…. ;

Pension Fund Portfolio Management

– 1.0 Objectives of Pension Fund Manager: A pension fund manager cannot set objectives unless he knows the relevant characteristics of his clients or beneficiaries. These characteristics include their appetite of risk, desired level of return, details of their existing income, liquidity requirements, tax positions and future liabilities. Once the firm’s investment manager have established the objectives of the investor or fund, they can set about planning the most suitable investment strategies. A pension fund manager may have the objectives of meeting a specified set of future liabilities at minimum overall cost…. ;

Performance and Risk Indicators of Two Mutual Fund Managers

– … In order to compare both Managers’ performance, Kothari and Warner(1998) indicate that the Jensen alpha, the Sharpe measure, the Treynor measure and the appraisal ratio are all rooted in the CAPM. Mutual Fund Manager 2 dominates in the reward to volatility trade-off(Sharpe measure), in the excess of the market index(Jensen alpha), in the reward as a ratio of the CAPM beta(Treynor Measure) and in the ratio of Jensen’s alpha to the standard deviation of the fund’s non-market risk(Appraisal ratio)…. ;