Portfolio management process

Portfolio management process

The portfolio management process consists of:

1) Policy statement

• Construction
• Risk definition
• Providing road map

2) Financial and Economic environment analysis

• Study current environment
• Predict future environment

Both Policy statement and Financial and Economic environment analysis are used to construct investment strategy

3) Portfolio of investments

• Construction of portfolio
• Comprising asset class

4) Feed back

• Comparison of actual results with planned

The portfolio management process is a continuous process.

Gwadar Sea Port

About Gwadar

Gawadar derives its name from two Balochi words “GWAT” wind and “DAR” door. Gwadar district was created on 1st July 1977. It consists of two sub divisions viz Gwadar and Pasni. It is bounded on the north by Turbat (KECH) and Awaran districts, on the east by Awaran and Lasbela districts, on the south by Arabian Sea and on the west by Iran. Total area of the district is 15,216 sq.km and population is 172,948. The coast line of Gwadar is about 600 kms long.

The area is fast developing into an industrial zone based on fisheries. Three mega projects, Gawadar deep sea port, costal highway and 132 kv electricity line will be completed by December 2003. There are four airports: Gawadar, Jiwani, Pasni and Ormara. There are daily flights between Karachi and these places. Gwadar has two motels, two local hotels and restaurants with basic facilities.

Gwadar Sea Port

The Gwadar deep-sea port emerges as a place of great strategic value, enhancing Pakistan's importance in the whole region, extending from the Persian Gulf through the Indian Ocean to Southeast Asia and the Far East.Gwadar port is on the Arabian Sea at the mouth of the Gulf through which 30% of the world's daily oil supply passes.

The Gwadar Port was built on a turnkey basis by China and signifies an enlarging Chinese footprint in a critically important area. Gwadar Port became operational in 2008, with the first ship to dock bringing 52000 tonnes of wheat from Canada.

Commercially, it is hoped that the Gwadar Port would generate billions of dollars in revenues and create at least two million jobs.In 2007, the government of Pakistan handed over port operations to PSA Singapore for 25 years, and gave it the status of a Tax Free Port for the following 40 years. The main investors in the project are Pakistani Government and People's Republic of China. China's plan to be engaged in many places along oil and gas roads is evident.

BENEFITS

Besides the Geo-strategic importance mentioned earlier, some of the evident economic benefits of the development of Gwadar Port are;

* Capitalize on opportunities for trade with landlocked Central Asian States and Afghanistan.

* Promote trade and transport with Gulf States.

* Trans-shipment essentially of containerized cargo.

* Unlock the development potential of hinterland.

* Diversion of influx of human resources from up country to Gwadar instead of Karachi.

* Socio economic uplift of the province of Baluchistan.

* Establishment of shipping related industries.

* Oil storage, refinery and petrochemicals

* Export Processing and Industrial Zones

* Reduce congestion & dependency on existing Ports Complex at Karachi/PQA.

* Serve as an alternate port to handle Pakistani trade in case of blockade of existing ports.

* Will become a Regional Hub for major trade and commercial activities.

Pre-feasibility Studies

Pre-feasibility Studies

Pre-feasibility studies are well researched yet generic due diligence reports that facilitate potential entrepreneurs in project identification for investment

A typical pre-feasibility study provides:

1) Comprehensive information for investment opportunity in a business.

2) Specific information regarding different business areas like, marketing, technical, industrial information etc. for the existing entrepreneurs to improve their exiting setup.

3) Project investment information and financial projections to support viability of the business.

There are 124 Pre-feasibility Studies are available relating to agriculture , carpets, food, IT , services etc.

To know more and download these

U.S. job losses total 742,000 for March

U.S. job losses total 742,000 for March

Layoffs in the U.S. private sector in March outstripped economists' forecasts, reaching 742,000, compared with the 663,000 that experts expected, according to ADP Employer Services. Businesses will have to see more evidence that the downturn is leveling out "before the drop in payrolls will slow," said Ian Shepherdson, chief U.S. economist at High Frequency Economics

To know more

Islamic finance expected to hit $1.6 trillion by 2012

Islamic finance expected to hit $1.6 trillion by 2012

A report from consultancy Oliver Wyman predicts that assets of the Islamic finance industry worldwide will increase to roughly $1.6 trillion by 2012. Currently, the industry is estimated to have assets of as much as $1 trillion. The report identifies growth opportunities in Southeast Asia, Pakistan and the Middle East

To know more

Royal Bank of Scotland cuts 9,000 jobs

Royal Bank of Scotland cuts 9,000 jobs

Anger has erupted after the Royal Bank of Scotland announced plans to cut 9,000 jobs, with half of the losses planned in Britain.

The scale of the part-nationalised lender's latest redundancy programme – under plans to cut 9,000 technology, property, operations and processing jobs worldwide in the next two years – provoked union outrage.

The bank will cut 4,500 of these jobs in Britain in a clear-out of its back-office operations - on top of the 2,700 UK positions lost in the retail and corporate bank earlier this year.

To know more

Exchange-traded fund introduction

Exchange-traded fund

An exchange-traded fund (or ETF) is an investment vehicle traded on stock exchanges, much like stocks. An ETF holds assets such as stocks or bonds and trades at approximately the same price as the net asset value of its underlying assets over the course of the trading day. Most ETFs track an index, such as the S&P 500 or MSCI EAFE. ETFs may be attractive as investments because of their low costs, tax efficiency, and stock-like features.

A new investing trend of increasing importance is the exchange-traded funds (ETFs). These new financial assets have some characteristics of index mutual funds, closed-end funds, and even individual stocks. An ETF is a basket of stocks that tracks a particular sector, investment style, geographical area, or the market as a whole.

ETFs have characteristics of both direct and indirect investing.

TYPES OF ETFS

1. Broad Domestic Market Index ETFs

ETFs that fall into this category track a market index. They follow an index based on a country’s stock market and are usually the most active ETFs on that exchange.

2. Style ETFs

Some ETFs track a certain investment style or market capitalization (large-cap, small-cap). Style ETFs are most actively traded in the United States and exist on growth and value indexes developed by S&P / BARRA and Russell.

3. Sector or Industry ETFs

ETFs that fall into this category track a sector index or a basket of stocks representing a certain industry.

4. Country or Region ETFs

There are certain ETFs that track the performance of foreign country and regional indexes. This is one of the fastest-growing segments of ETF categories

Russia to implement $111.5 billion stimulus, Putin says

Russia to implement $111.5 billion stimulus, Putin says

Bracing for a year "that will be very hard for us," Russian Prime Minister Vladimir Putin told the nation's lower house of parliament that the government is readying a $111.5 billion stimulus. So far in the downturn, he said, Russia has "managed to avoid the worst scenario.

To know more

China's economy could rebound this year, World Bank says

China's economy could rebound this year, World Bank says

China could turn around its economic slowdown by midyear, then go on to return stability to its neighbors across Asia, according to the World Bank. Driven by the government's mammoth economic stimulus, China's recovery "is likely to begin this year and take full hold in 2010," the World Bank said

To know more

More economists see U.S. starting recovery this summer

More economists see U.S. starting recovery this summer

With stocks rallying and some economic indicators turning positive, increasingly more economists are predicting that a U.S. recovery is not far away. Some even suggested that growth will be robust when it returns rather than a feeble upturn. Lakshman Achuthan, managing director of the Economic Cycle Research Institute, said recovery could be as little as four months away

To know more