CONCORDIA UNIVERSITY John Molson School of Business - Department of Finance Portfolio Management - FINA 411/2/A, C Course Outline – Fall 2014 Instructor: Dr. Abraham I. Brodt Office: MB 12.215 Tel: 848-2424-2997 Fax: 848-4500 E-mail: ABrodt@jmsb.concordia.ca [SUBJECT: FINA 411 …….] Classes: FINA 411/2A Mondays 11:45 - 14:30 [MB1.437] FINA 411/2C Wednesdays 11:45 - 14:30 [MB5.255] Office Hours: Mondays and Wednesdays 15:30 -- 16:30 [Please e-mail me first to confirm] and
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International portfolio investment and international diversification- benefits and limits Project submitted for assessment of the Curricular Unit: Fundamentals of Finance and International Financial Management of the 2nd Year of the Joint Degree International Business Management 2014.01.10 Contents Introduction 3 1.1 International Portfolio Investment definition 4 1.2 Principles of International Portfolio Investment 4 1.3 The Benefits from International Portfolio Investment
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diversified portfolio of global real estate securities. The fund offers two Portfolios: - Class A Portfolio: The Class A Portfolio of the Fund will invest substantially all of its assets in the Class A Portfolio of the Wafra-Pramerica Fund. Class A Portfolio of the Wafra-Pramerica Fund may incur Portfolio Leverage on a Shariah compliant basis. Such Portfolio Leverage would be in addition to any Property Leverage affecting the entities in which the Wafra-Pramerica Fund invests. The two portfolios of the
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Conceptualizing and Initializing the IT Project Chapter 2 2-2 Copyright 2012 John Wiley & Sons, Inc. Strategic Planning Process and Project Alignment Strategic Analysis Guiding Principles Vision Mission Statement Strategic Objectives Flow-down Objectives Strategic Analysis Analysis of internal and external environments SWOT Analysis (Strengths, Weaknesses, Opportunities, and Threats) Elements within the project team’s control What strengths and
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Question 1–18 19–32 33–44 45–78 79–84 85–120 Sample Examination Structure Topic Ethical and Professional Standards Quantitative Analysis Economic Analysis Financial Statement Analysis and Corporate Finance Portfolio Management Asset Valuation Total Percent 15 12 10 28 5 30 100 Minutes 27 21 18 51 9 54 180 QUESTIONS 1 THROUGH 18 RELATE TO ETHICAL AND PROFESSIONAL STANDARDS AND ARE ALLOCATED 27 MINUTES. 1. According to the CFA Institute Standards of Practice Handbook, insider trading is
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possibility that more than one discount rate will make the NPV of an investment equal to zero is called the _____ problem. A. net present value profiling B. operational ambiguity C. mutually exclusive investment decision D. issues of scale E. multiple rates of return 6. The Liberty Co. is considering two projects. Project A consists of building a wholesale book outlet on lot #169 of the Englewood Retail Center. Project B consists of building a sit-down restaurant on lot #169 of the Englewood
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How Strategic Portfolio Management relates to Project Management Derilene McCloud CPMGT/301 January 11, 2016 Michael Koma How Strategic Portfolio Management relates to Project Management Strategic portfolio management is the centralized management of one or more portfolios. A portfolio is a collection of programs, projects and operations managed as a group. These programs, projects, and services may not necessarily be related or interdependent, however, they are managed together as a
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QANT620 --- A3 project: The choosing of investment portfolio Ting Ting Mei This project basically is talking about the investment of the stock portfolio, that mostly focus on investing of the different stocks from different company in different sector, analyzing how much percentage that we expected to invest in each stock under the expected return that we want to gain. This portfolio project covers four companies from four different sectors, which have their own advantages. The main goal of
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For this project, you are going to evaluate the systematic risk of an investment portfolio. It can be an imaginary portfolio that you would like to put together to park your retirement savings, or your real 401(k) portfolio. To simplify the project, we are not going to include bonds, ETFs, mutual funds, etc. Or in other words, we are going to investigate a portfolio composed of only stocks. For example, your ideal portfolio can comprise the following stocks: IBM (5%), APPL (5%), GOOG (10%), DIS
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recommend a new project added to Apple existing device portfolio. Also, we will explain the selection process and methods used to evaluate and justify selected project to be launched by midyear 2010. Portfolio Management Process (including selection criteria) The Project Management Office, during its guidelines, strategies and Apple’s innovative business advice will present current and future projects to the executive leaders and board of directors while observing projects in development.
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