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How to manage a portfolio of assets as a finance director ?

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Question added by Ahmed Ahmed , CFO (Finance, procurement & Admin) , Ingeus Saudi Arabia
Date Posted: 2013/10/15
khaled kandel, MBA-CPM
by khaled kandel, MBA-CPM , A.Portfolio Manager & Trainer , NBE Equity portfolio Management

The objective of this portfolio Management is to reduce risk and maximize earnings so you must make your investment plan This plan includes:1- The initial amount you will begin with

2-Time dimension (short or long term)3-Risk tolerance &  expected rates of return 4- Identify markets/assets  you will invest ( choose based on their performance,strength,liquidity,risk/reward, under valued....etc)

5-Asset allocation ( for example if your portfolio100 million $  *areas (  30 M $ Middle East -30 M S Europe -40  M $ USA )

**countries - middle East =30 M $ (10 M $ Egypt -10 M $  Saudi -8 M $ Kuwait -2 M $ Bahrain)

***Markets - Egypt =10 M $ (6 M $ Equity market -3 M $ Fixed money -1 M $ money market)

****Equity market sectors =6 M $ (2 M $ Banking sector -1.5 M $ Building .... etc)

***** Banking sector=2 M $ (0.6 M  y Bank ...... etc) 

 6- Entry & Exit points 

7- The percentage of gains will you reinvest or not when you make good profits8-performance evaluation  

 

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