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The investment process document outlines the stages an investor goes through when making investment decisions. The stages are: 1) Developing an investment policy to determine investable wealth, objectives, and asset allocation. 2) Conducting analysis of potential investments like stocks, industries, and bonds. 3) Valuing different securities like stocks and debentures. 4) Constructing the investment portfolio by selecting specific assets, considering timing, achieving diversification, and evaluating performance. The process helps investors systematically decide what to invest in, how much, and when.
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- 1. INVESTMENT PROCESS SUBMITTED BY Nirmal Roy. MBA 3rd sem(BU)
- 2. INVESTMENT PROCESS IT IS CONCERNED WITH HOW AN INVESTOR SHOULD MAKE DECISIONS ABOUT WHAT MARKETABLE SECURITIES TO INVEST IN ,HOW EXTENSIVE THE INVESTMENTS SHOULD BE, AND WHEN THE INVESTMENT S SHOULD BE MADE
- 3. PROCESS/STAGES INVESTMENT POLICY INVESTMENT ANALYSIS VALUATION OF SECURITIES PORTFOLIO CONSTRUCTION
- 4. 1.INVESTMENT POLICY INVESTMENT POLICY DETERMINES THE FOLLOWING ASPECTS OF THE INVESTOR DETERMINATION OF INVESTABLE WEALTH DETERMINATION OF PORTFOLIO OBJECTIVES IDENTIFICATION OF POTENTIAL INVESTMENT ASSETS CONSIDERTION OF ATTRIBUTES OF INVESTMENT ASSETS ALLOCATION OF WEALTH TO ASSETS CATEGORIES
- 5. 2.INVESTMENT ANALYSIS Investor analysis of the investment is made on the following grounds Equity stock analysis Screening industries Analysis of industries Analysis of yield structure Debenture and bond analysis Other asset analysis
- 6. 3.VALUATION OF SECURITIES This stages involves Valuation of stock Valuation of debenture Valuation of other assets
- 7. 4.PORTFOLIO CONSTRUCTION This stage identifying specific assets in which to invest and determining how much invest in each one. Selection of investment assets Consideration of investment timing Determination of diversification level Evaluation of portfolio for feedback