The Holy Grail of Investing,by Tariq Ali AsgharThis Presentation introduces:1. The basic principles of Investing2. Emphasizes that Investing is not a Rocket Science3. Factors to consider when designing a Strategic

Portfolio4. The Strategic Portfolio Process entails specific

processes5. Success=following a prudent Investment Process and

Strategy and then sticking to it

• Blog: http://www.emergingstar.ca/blog• Web Site: http://www.emergingstar.ca• Twitter: @TariqAliAsghar• DISCLAIMER: The views expressed in this Webinar are my personal

views/analysis. It does not represent views of any organization or group, for which I am doing consulting or employment. The purpose of this Webinar is academic and informative; and is not sale of any product or service. The speaker does not own responsibility (liability) for any information presented in this Webinar; as investment information tends to change rapidly.

How success is judged in an Investment Process?

In the book, “The Management of Investment

Decisions”, “the authors write that: successful

and sophisticated investors have learned over

the last 20 years to concentrate their energy on

managing their investment decisions, rather than

trying to choose winning stocks or top

performing money managers. They have earned

superior investment returns as a result of

developing a prudent investment process and

strategy and then sticking to it.”

Factors to consider when designing a StrategicPortfolio

1. Time period of investing

2. End goal of the investor

3. Risk tolerance of the Investor

4. Asset Allocation Strategy is the key

5. The Macroeconomic and Industry factors

6. Level of Diversification required

7. Liquidity and accessibility of funds

The Strategic Portfolio Management Process1. Analyze the needs of the Investor

2. Design the Portfolio driven by the needs

3. Appropriate documentation and implementation of the

process

4. Effective Monitoring