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MANAJEMEN INVESTASI DAN PORTOFOLIO Lecture 9: Portfolio Investment Management Process. Portfolio Investment Process. Planning Investor Conditions Market Conditions Investment/Speculative Policies Statement of Investment Policies Strategic Asset Allocation. Implementations
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MANAJEMEN INVESTASI DAN PORTOFOLIOLecture 9: Portfolio Investment Management Process MIP/MB-IPB/08
Portfolio Investment Process • Planning • Investor Conditions • Market Conditions • Investment/Speculative Policies • Statement of Investment Policies • Strategic Asset Allocation • Implementations • Internal-External Management • Security – Manager Selection • Tactical Asset Allocation • Monitoring • Evaluate Statement of Investment Policy • Evaluate Investment Performance Source: Radcliffe MIP/MB-IPB/08
Portfolio Planning Stage Investor Conditions 1. Financial Status * Marketable & Nonmarketable assets & liabilties * Financial Distress 2. Knowledge 3. Risk Tolerance Market Conditions 1. Long-Term Expectations 2. Short-Term Expectations 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 • Objective • Strategy (policies) • Constraints Source: Radcliffe MIP/MB-IPB/08
Portfolio Implementation Stage Statement of Investment Policy Current Market Conditions • Rebalance Tactical Asset Allocation • Asset Classes • Sectors / Industries Security and / or Manager Selection Source: Radcliffe MIP/MB-IPB/08
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