Hands on Portfolio Management

 

Hands on Portfolio Management : IAPM students of Batch 10 were asked to create a portfolio during their 4th term.

Objective:

There are various steps involved in analysing various investment avenues and managing different portfolios. The objective of this initiative is to enable the students to manage their portfolio.

 

Task Proposed:

IAPM students were asked create a portfolio for their investments. Each student must identify his/her investment objective and analyse various investment avenues. The students need to know their investment preferences and formulate an adequate portfolio for them. Students can use a virtual platform for this purpose.

IAPM students should create two portfolios, one is for himself/herself and the other is for his client (assuming that the other IAPM student is his/her client and vice versa). The students need to know their client’s preferences and formulate an adequate portfolio for them. At the end of this course, students must submit their portfolios for evaluation.