The Circle of Investment

The Circle of Investment: Connecting the Dots of the Portfolio Management Cycle ...

Like the Circle of Life, the Circle of Investment is ubiquitous and perpetual. We will look at the entire cycle of the investment process relating to all aspects of

-Formulating an investment hypothesis

-Constructing a portfolio based on the hypothesis

-Executing the trades to implement the portfolio

-On-going risk management

-Periodically measuring the performance of the portfolio

-Rebalancing the portfolio either due to an increase in the risk parameters or due to a deviation from the intended asset allocation

-A sample model with a feedback mechanism to deal with the uncertainty that arises in social systems