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MIP/MB-IPB/08 1 MANAJEMEN INVESTASI DAN PORTOFOLIO Lecture 7b: Equity Management – Active Strategies – Asset Allocation.

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1 MIP/MB-IPB/08 1 MANAJEMEN INVESTASI DAN PORTOFOLIO Lecture 7b: Equity Management – Active Strategies – Asset Allocation

2 MIP/MB-IPB/08 2 Equity Portfolio Management Strategies What are the three themes that active equity portfolio managers can use? What stock characteristics differentiate value- oriented and growth-oriented investment styles? What is style analysis and what does it indicate about a manager’s investment performance?

3 MIP/MB-IPB/08 3 Equity Portfolio Management Strategies What techniques are used by active managers in an attempt to outperform their benchmark? What are differences between the integrated, strategic, tactical, and insured approaches to asset allocation? How can futures and options be useful in managing an equity portfolio?

4 MIP/MB-IPB/08 4 An Overview of Active Equity Portfolio Management Strategies Goal:  To earn a portfolio return that exceeds the return of a passive benchmark portfolio, net of transaction costs, on a risk-adjusted basis  Practical difficulties of active manager –Transactions costs must be offset –Risk can exceed passive benchmark

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