Report - talha rizwan - Internship Report Submitted By Talha Rizwan-10016 BBA(H-Finance EFU Life Assurance Ltd Basic Details Name Talha Rizwan Finance

Report - talha rizwan - Internship Report Submitted By...

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Internship Report Submitted By, Talha Rizwan 2009-1-90-10016 BBA(H)-Finance
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EFU Life Assurance Ltd. Basic Details Name: Talha Rizwan ID No. 10016 Control No. ________ Major Field: Finance 1.1. Company where internship was served: EFU Life Assurance Ltd. Duration: From May, 15 th , 2013 to June, 25 th , 2013 1.2. Report based on (Tick) Option 1 ______________ Option 2 1.3. _ 1.3. Due date of the report: 9 th , July, 2013 (2 weeks after the successful completion of internship) 1.4. Report submitted on: 6 th , July, 2013 1.5. Delayed by 0 days (if applicable) 1.6. Reasons for delay: N/A (If applicable) Internship Report Page 2
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EFU Life Assurance Ltd. Table of Contents Basic Details ................................................................................................................................................. 2 1. Department Attached To .......................................................................................................................... 4 1.1. Functions of the Department ....................................................................................................... 4 1.2. Investment Funds & Their Performance for the Last Fiscal Year: ................................................. 6 1.3. Work done in the Department ..................................................................................................... 7 2. Theories/Concepts Learned and Their Application .................................................................................. 8 2.1. Department ................................................................................................................................. 8 2.2. Concepts learned in IoBM being applied ..................................................................................... 8 2.2.01. Asset Allocation Concept in Investment Management ........................................................ 8 2.2.02. Fundamental analysis of Listed Companies .......................................................................... 8 2.2.03. Stock Valuation Techniques .................................................................................................. 9 2.2.04. Investment Policy Statement Concept (IPS) ......................................................................... 9 2.2.05. Capital Asset Pricing Model (CAPM) ................................................................................... 10 2.2.06. Portfolio Management Strategies ...................................................................................... 10 2.3. New Concepts Learned .............................................................................................................. 11 2.3.01. Key Ratios ........................................................................................................................... 11 References ................................................................................................................................................. 14 Internship Report Page 3
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EFU Life Assurance Ltd. 1. Department Attached To Department Investments Department Supervisor’s Name Syed. Muhammad Owais Designation Head Of Investments Duration 6 weeks 1.1. Functions of the Department The Investments department’s role is to seek to attain superior returns while incurring prudent levels of risk for managed funds. The department operates in accordance with the Investment Strategy Statement established by the fiduciary committee of the board of directors. Department responsibilities include selecting investment managers, monitoring performance, screening investments, engaging in advocacy and managing the Positive Social Purpose Investment Program. Selecting Managers The Investment Committee engages the services of a variety of independent investment managers to manage the various funds (excluding funds invested in the Positive Social Purpose Investment Program). The department identifies and selects investment managers using a rigorous process. Potential new investment managers undergo a formal due diligence process. The selection procedure involves completing a comprehensive questionnaire, extensive interviews and an on-site evaluation of the investment managers’ staffing and capabilities. Investment manager selection is based on both quantitative and qualitative analyses that assess the firm’s potential for producing excess returns compared to a prospective performance benchmark. Other criteria used in the evaluation process include professional experience, investment philosophy and process, operational capabilities and fees. Before engaging the services of an investment manager, our staff develops a comprehensive investment mandate that outlines the duties and responsibilities for managing funds.
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  • Fall '16
  • Finance, ........., EFU Life Assurance Ltd

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