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Motilal Oswal Financial Services was set up by Motilal Oswal and Raamdeo Agrawal as a broking house in 1987. [5] The company entered into investment banking in 2005, followed by private equity fund in 2006. [6] In February 2006, the company acquired Peninsular Capital Markets, a Cochin, Kerala based broking company for Rs. 35 crore. [7]
A portfolio manager (PM) is a professional responsible for making investment decisions and carrying out investment activities on behalf of vested individuals or institutions. Clients invest their money into the PM's investment policy for future growth, such as a retirement fund, endowment fund, or education fund. [1]
In business and for engineering economics in both industrial engineering and civil engineering practice, the minimum acceptable rate of return, often abbreviated MARR, or hurdle rate is the minimum rate of return on a project a manager or company is willing to accept before starting a project, given its risk and the opportunity cost of forgoing other projects. [1]
Example investment portfolio with a diverse asset allocation. Asset allocation is the implementation of an investment strategy that attempts to balance risk versus reward by adjusting the percentage of each asset in an investment portfolio according to the investor's risk tolerance, goals and investment time frame. [1]
One effective solution to this problem is to include a minimum evaluation period in the investment management agreement, whereby the minimum evaluation period equals the investment manager's investment horizon. [7] An enduring problem is whether to measure before-tax or after-tax performance. After-tax measurement represents the benefit to the ...
An investment policy is required under virtually all investor circumstances, with the exception of individual investors. According to the US Employee Retirement Income Security Act of 1974, as amended (ERISA), for every qualified company retirement plan (e.g., 401[k], profit sharing, pension, 403[b]) there are certain fiduciary responsibilities for managing the plan assets with the care, skill ...
The assumption of constant investment opportunities can be relaxed. This requires a model for how ,, change over time. An interest rate model could be added and would lead to a portfolio containing bonds of different maturities. Some authors have added a stochastic volatility model of stock market returns.
Savings and Investments: Enough savings and a well-thought-out investment plan are crucial. This includes retirement accounts like 401(k)s, IRAs, and other investment vehicles. Income Streams: Consideration of various income streams in retirement, such as Social Security benefits, pensions, annuities, and earnings from investments.
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