› › Nism S Portfolio Managers Comprehensive Guide To Investment Basics Portfolio Management Processes And The Legal And Ethical Considerations For Portfolio Managers Across Various Securities Markets

NISM's Portfolio Managers – Comprehensive guide to investment basics, portfolio management processes, and the legal and ethical considerations for portfolio managers across various securities markets

Author : NISM (An Educational Initiative of SEBI)

Publisher : Taxmann Publications Private Limited

Page : 24 pages

File Size : 13,11 MB

Release : 2023-08-02

Category : Education

ISBN : 9357782958

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Book Description

Portfolio Management Services (PMS) Distributors seek to create a common minimum knowledge benchmark for principal officers and other employees of the PMS Firms. The Present Publication is the May 2023 workbook version, published exclusively by Taxmann for NISM Certification Examination XXI-B [Portfolio Managers], with the following noteworthy features: • [Know the Basics] of investments, securities markets, investing stocks, understanding fixed income securities, derivatives and mutual funds • [Understand] the following: o Indices, the concept of information efficiency, behavioural finance, modern portfolio theory, equity & fixed income portfolio management strategies o The role of portfolio managers; operational aspects of portfolio management services and the portfolio management process; performance measurement and evaluation of portfolio managers • [Get Oriented] to the taxation aspects and regulatory, governance and ethical aspects of portfolio managers The detailed contents of the book are as follows: • Investments • Introduction to Securities Markets • Investing in Stocks • Investing in Fixed Income Securities • Derivatives • Mutual Fund • Role of Portfolio Managers • Operational Aspects of Portfolio Managers • Portfolio Management Process • Taxation • Regulatory, Governance and Ethical Aspects of Portfolio Managers • Introduction to Indices • Concept of Informational Efficiency • Behavioural Finance • Introduction to Modern Portfolio Theory • Introduction to Capital Market Theory • Risk • Equity Portfolio Management Strategies • Fixed Income Portfolio Management Strategies • Performance Measurement and Evaluation of Portfolio Managers • Portfolio Rebalancing





Project Portfolios in Dynamic Environments

Author : Brian Hobbs

Publisher : Project Management Institute

Page : 307 pages

File Size : 12,14 MB

Release : 2012-05-01

Category : Business & Economics

ISBN : 1628250127

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Book Description

Project Portfolios in Dynamic Environments: Organizing for Uncertainty is a comprehensive report of research that addresses this important, rising issue. Authors Yvan Petit and Brian Hobbs present the results of their investigation in a report that significantly advances the theory and also offers tips for practice. Currently, those applying project portfolio management tend to focus on the selection, prioritization, and strategic alignment of projects. Little attention is afforded the potential disturbances to project portfolios such as new projects, terminated projects, delayed projects, incorrect planning due to high uncertainty, and changes in the external environment. Yet, these factors can have highly disruptive, even show-stopping influence. This research seeks to answer: How is uncertainty affecting project portfolios managed in dynamic environments?



Becoming a Sustainable Organization

Author : Kristina Kohl

Publisher : CRC Press

Page : 354 pages

File Size : 41,45 MB

Release : 2016-04-21

Category : Business & Economics

ISBN : 1498700837

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Book Description

Organizations find that a performance gap exists between sustainability vision and benefits realization. Effecting transformational change requires incorporating sustainability into organization's culture including policies, processes, and people. Although they are often overlooked, project management professionals and HR professionals are valuable



Getting the Full Picture on Public Officials

Author : Ivana Maria Rossi

Publisher : World Bank Publications

Page : 172 pages

File Size : 17,25 MB

Release : 2017-01-13

Category : Business & Economics

ISBN : 1464809577

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Book Description

Financial disclosure systems are a vital component of transparency. By now 161 countries around the world have introduced financial disclosure systems, becoming commonplace around the world. But, although the rules are on the books, many practitioners are still struggling with the intricacies of the rules and how to implement them in the socioeconomic, historical, and legal context of their own country. Little guidance is available to assist them. This book aims to fill that void and provide practitioners with practical scenarios to consider before deciding on a particular course of action. This book contains short chapters that elaborate each topic and provide clear guidance on the issues that policy makers and those involved in the implementation of financial disclosure obligations will need to take into account before making a decision. How do you decide who should file? And how often? On-line or in hard copy? And what exactly? Everything they own directly—or also those apartments they own indirectly? How should information in declarations be checked? Should it be shared with public? How accessible should it be? This is the sort of practical guidance that this book aims to provide.



Risk Analysis for Islamic Banks

Author : Hennie van Greuning

Publisher : World Bank Publications

Page : 336 pages

File Size : 18,52 MB

Release : 2008

Category : Business & Economics

ISBN : 0821371428

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Book Description

Islamic finance is emerging as a rapidly growing part of the financial sector in the Islamic world and is not restricted to Islamic countries, but is spreading wherever there is a sizable Muslim community. According to some estimates, more than 250 financial institutions in over 45 countries practice some form of Islamic finance, and the industry has been growing at a rate of more than 15 percent annually for the past several years. The market's current annual turnover is estimated to be $70 billion, compared with a mere $5 billion in 1985, and is projected to hit the $100 billion mark by the turn of the century. Since the emergence of Islamic banks in the early 1970s, considerable research has been conducted, mainly focusing on the viability, design and operations of a deposit-accepting financial institution, which operates primarily on the basis of profit and loss partnerships rather than interest. This publication provides a comprehensive overview of topics related to the assessment, analysis, and management of various types of risks in the field of Islamic banking. It is an attempt to provide a high-level framework (aimed at non-specialist executives) attuned to the current realities of changing economies and Islamic financial markets. This approach emphasizes the accountability of key players in the corporate governance process in relation to the management of different dimensions of Islamic financial risk.



Financing Sustainability

Author : Marco Kerste

Publisher : VU Uitgeverij

Page : 224 pages

File Size : 36,73 MB

Release : 2011

Category : Business & Economics

ISBN : 9086595596

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Book Description

Sustainability thinking is rapidly gaining traction. It offers an inspiring vision for the future of the world and provides significant business and investment opportunities. Based on insights from over 300 empirical studies, this book explores the possibilities in the field of renewable energy finance, carbon trading, and sustainable investing. In addition, it describes innovative finance mechanisms – such as green bonds and peer-to-peer lending – that may further spur environmental and social sustainability. By taking an empirical, fact-based approach, this book aims to provide investors, business executives, and policymakers with a more thorough understanding of how sustainable finance can create value for business and society. Key words: Sustainable finance, renewable energy finance, cleantech, green investing, sustainable investments, responsible investments, carbon trading, carbon finance, ESG, impact investing.



The Growth Report

Author : Commission on Growth and Development

Publisher : World Bank Publications

Page : 198 pages

File Size : 46,33 MB

Release : 2008-07-23

Category : Business & Economics

ISBN : 0821374923

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Book Description

The result of two years work by 19 experienced policymakers and two Nobel prize-winning economists, 'The Growth Report' is the most complete analysis to date of the ingredients which, if used in the right country-specific recipe, can deliver growth and help lift populations out of poverty.



Financial Sector Assessment

Author : World Bank

Publisher : World Bank Publications

Page : 494 pages

File Size : 42,41 MB

Release : 2005-09-29

Category : Business & Economics

ISBN : 9780821364321

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Book Description

In the wake of the financial crises of the late 1990s, there was a surge of interest in the systematic assessment of financial sectors, with a view to identifying vulnerabilities and evaluating the sector's developmental needs. Consequently, there has been an increased demand from financial sector authorities in many countries for information on key issues and sound practices in the assessment of financial systems and the appropriate design of policy responses. In response, Financial Sector Assessmsnet presents a general analytical framework and broad guidance on approaches, methodologies and key techniques for assessing the stability and development needs of financial systems. It synthesizes current global sound practices in financial sector assessment.



Manual on Fiscal Transparency (2007)

Author :

Publisher : International Monetary Fund

Page : 162 pages

File Size : 32,51 MB

Release : 2007-10-19

Category : Business & Economics

ISBN :

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Book Description

Provides an authoritative account and explanation of the revised IMF Code of Good Practices on Fiscal Transparency (the Code), used by countries undertaking assessments of the transparency of their fiscal management practices (including so-called fiscal ROSCs), legislatures, civil society organizations, economists, and financial analysts. Supplemented by the revised Guide on Resource Revenue Transparency, it identifies numerous benefits from fiscal transparency, including providing citizens with information to hold governments accountable for their policy choices, informing and improving the quality of economic policy decisions, highlighting potential risks to the fiscal outlook, and easing a country's access to international capital markets.--Publisher's description.