Types of investments

Слайд 2

On objects of investment allocated real and financial investments.
Under the real

On objects of investment allocated real and financial investments. Under the real
investment is usually described as activities aimed at increasing the capital and the creation of new fixed assets.
Financial investments - is investing in various financial assets of the company, among which the most significant share is investing in the tools of monetary and stock markets.

Слайд 3

Investments are: venture direct portfolio annuity

Investments are: venture direct portfolio annuity

Слайд 4

Venture capital

Is an investment in the form of issuing new shares, produced

Venture capital Is an investment in the form of issuing new shares,
in new areas, coupled with greater risk.
Venture capital invested in unrelated projects, based on a quick return on investment.

Слайд 5

Direct investment:

Investment in the share capital of the economic entity

Direct investment: Investment in the share capital of the economic entity in
in order to generate income and be eligible to participate in managing the economic entity.

Слайд 6

Annuity

investment that will provide the investor an income at regular

Annuity investment that will provide the investor an income at regular intervals.
intervals.
An example of an annuity can be paid quarterly amount of interest on bonds or savings certificates, the uniform payment of contributions to the process of leasing equipment, uniform charging depreciation in the period ahead.

Слайд 7

Portfolio investments

is deliberately formed aggregate of securities acquired by enterprise under

Portfolio investments is deliberately formed aggregate of securities acquired by enterprise under
the now developed investment strategies of financial investment.

Слайд 8

Tasks of portfolio companies include

Tasks of portfolio companies include

Слайд 9

1. The purposes of: Investment income:

income portfolio - an investment portfolio

1. The purposes of: Investment income: income portfolio - an investment portfolio
formed by the criterion of maximizing the level of investment income in the current period regardless of the growth rate of invested capital; long term;
portfolio growth - an investment portfolio formed by the criterion of maximizing the growth rate of invested capital in the long term future, regardless of the level of current investment income

Слайд 10

2. The level of risk taken:

aggressive (speculative) portfolio - an investment

2. The level of risk taken: aggressive (speculative) portfolio - an investment
portfolio formed by the criterion of maximizing current income or growth of invested capital, regardless of accompanying him to the level of investment risk;
moderate (compromise) portfolio - an investment portfolio on which level of investment risk close to market average;
conservative portfolio - an investment portfolio formed by the criterion of minimizing investment risk

Слайд 11

3. For stable structures:

portfolio with a fixed structure of assets -

3. For stable structures: portfolio with a fixed structure of assets -
stock, which share the main types of assets remains unchanged over a long period of time;
portfolio with a flexible structure of assets - stock, which share the main types of assets are moving and changing under the influence of environmental factors.

Слайд 12

4. With specialization:

portfolio shares - solves goals of ensuring high rates

4. With specialization: portfolio shares - solves goals of ensuring high rates
of capital gains in the current and prospective period; Management of investment activity of industrial enterprises
portfolio of bonds - solves the problem of high rates of current income, minimize investment risks, lower taxes;
portfolio of deposits;
portfolio of other securities.
Имя файла: Types-of-investments.pptx
Количество просмотров: 351
Количество скачиваний: 3