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Aug'19

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Welcome to the Portfolio Organizer

The Portfolio Organizer is a unique digest in the area of investment and portfolio management. Contents include contemporary articles, market indicators, equity research, bond research, corporate reports, technical analysis, case studies on mutual funds and portfolio management.

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Portfolio Management Equity Markets Debt Markets Derivatives Markets Mutual Funds	IPOs Equity Research Bond Research Technical Analysis

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Highlights

Portfolio Organizer is a unique magazine in the area of investment and portfolio management.
Contents include contemporary articles, market indicators, equity research, bond research, corporate reports, technical analysis, and case studies on mutual funds and portfolio management.
Articles are carefully screened and selected to cover a wide range of issues in investment and portfolio management.
Contains executive summaries of articles appearing in leading international magazines and summaries of latest books on capital markets, mutual funds and portfolio management.
A must read for investors, analysts, consultants, fund managers and students who are interested in developing the cutting edge knowledge and skills in the domain of investment and portfolio management.

Contents : (Aug'19)

Wealth Management
A Primer on Estate Planning: A Guide for the Client and the Financial Planner

D N Panigrahi
Associate Professor, Institute of Management Technology (IMT), Nagpur, India. E-mail: dnpanigrahi@imtnag.ac.in

Estate planning is an essential part of financial planning. Estate planning can be viewed as a four-step process: determine the value of your estate; choose your heirs, determine their needs, and decide what they receive; determine the cash needs of the estate; select and implement your estate planning techniques.

Article Price : Rs.50

Wealth Management

Techniques of Compounding and Discounting and Their Utility for Individual Investors

Vikas Shrotriya
Associate Dean, Faculty of Management, Vivekananda Global University, Jagatpura, Jaipur, Rajasthan, India. E-mail: vikas_shrotriya@yahoo.co.uk

In the case of compound interest, the earned interest is not paid to the investor but reinvested. The interest thus aggregates. The opposite of compounding is discounting. In discounting, the investor tries to find out the present value of a future sum, while in compounding, the investor calculates the future value of a present sum. Both techniques are useful to individual investors for calculating present value from future value and vice versa.

Article Price : Rs.50

Wealth Management
Performance and Risk Evaluation of Selected Mutual Funds of Franklin Templeton AMC

Ashalatha K
Professor, JKSHIM- Nitte, Karnataka, India. E-mail: ashalatha@nitte.edu.in

Vignesh S Gaonkar
Research Scholar, SDMIMD – Mysore, Karnataka, India. E-mail: vigneshgaonkar925@gmail.com

The article evaluates the performance of Franklin Templeton open-ended equity schemes with growth option for the period April 1, 2013 to March 31, 2018. To evaluate the performance of the selected mutual fund schemes, monthly returns are compared with benchmark Nifty returns.

Article Price : Rs.50

Financial Services
Muthoot Finance and Bajaj Finserv: A SWOT Analysis

Bijal Modi
PGDM-Finance, IES MCRC, Mumbai, India. E-mail: bijal.modi18@ies.edu

Maithili Dhuri
Assistant Professor, IES MCRC, Mumbai, India. E-mail: maithili.dhuri@ies.edu

Indian financial services sector is all set to dominate the economy in the coming decades. Well-known companies such as JM Financials, Max India HDFC AMC, SBI Life Insurance and many more have achieved tremendous growth in this sector. This article focuses on two dominant players in the sector, namely, Bajaj Finserv and Muthoot Finance, and does a SWOT analysis of their prospects.

Article Price : Rs.50

Personal Finance
Making Sense of Mutual Fund Factsheets: Part II – Debt

Manohar V Dansingani
Corporate Trainer and Keynote Speaker. E-mail: mdansingani@gmail.com

Most investors in mutual funds pay little or no attention to an extremely important document, the Factsheet. This mandatory disclosure is key to understanding how the schemes have performed, the risk taken on to deliver the performance, the performance vis-à-vis a benchmark, whether the fund manager has outperformed, and last but not least, the portfolio of securities and a disclosure on the historical returns. In Part I - Equity (Portfolio Organizer, June 2019), we understood how to read the factsheets of equity funds. In this article, we shall discuss factsheets of debt funds.

Article Price : Rs.50

Securitization
Special Purpose Vehicle Credit Rating

Priyesh Sinha
Student, IBS Hyderabad, IFHE University, Hyderabad, India. E-mail: sinhapriyesh3062@gmail.com

D Satish
Professor, IBS Hyderabad, IFHE University, Hyderabad, India. E-mail: satishd@ibsindia.org

Special Purpose Vehicles (SPVs) have revolutionized the financial markets. Rating of SPVs is a complex process, as different securities are grouped into one vehicle. The article talks about the process involved in rating SPVs, the methodology adopted in rating these entities and the controversies surrounding the credit rating industry, with specific focus on SPVs.

Article Price : Rs.50