The Perils of the Immediacy Trap and Why we can and cannot do without it
February 12, 2025
Modern banks are huge entities employing thousands of people in their workforce. However, amongst the various departments present at banks, treasury department is the most important as well as the least understood. In this article, we will provide a brief overview of these treasury operations. Asset Liability Management The primary function of the treasury department […]
What is Financial Modeling and How Does it Help Financial Professionals? Ask any banker or for that matter any financial professional what financial modeling is and they would reel off cost benefit analysis, cash flow projections, Net Present Value, expected rate of return, and break even points in a single breath. Further, for those of […]
Fundamental analysis is considered to be the holy grail of stock investors. Warren Buffet claims to have amassed his fortune thanks to it. People who consider him to be a role model swear by the effectiveness of this method. The media also cannot stop singing praises. However, ask any Forex trader whether they follow fundamental […]
America has been the hub of financial and entrepreneurial activity ever since the end of World War 2. However, over the past few years, the number of corporations that are using America as their base has been steadily declining. This is because of the unfavorable tax policies in America. America is the only country in […]
Financial modeling is not a perfect science. In fact, it would be fair to say that financial modeling is part art and part science. This is because the specific steps required to create a financial model cannot be chalked out. However, there is a broad framework which needs to be followed in order to create […]
A portfolio manager is one who helps an individual invest in the best available investment plans for guaranteed returns in the future.
Let us go through some roles and responsibilities of a Portfolio manager:
Investment is essential for every earning individual. One must keep aside some amount of his/her income for tough times. Unavoidable circumstances might arise anytime and one needs to have sufficient funds to overcome the same.
It is essential for the portfolio manager to first analyze the background of his client. Know an individual’s earnings and his capacity to invest. Sit with your client and understand his financial needs and requirement.
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