Investment Management Training

In the early period of development of finance asNow the investment manager is concerned with
a profession, i.e., until the early 1950s, investmentthe management of assets, raising and allocation
management was primarily concerned with theof capital, and valuation of the firm. Besides, he
procurement of funds. The subject matter washas to ensure the supply of funds to all parts of
mainly confined to financial problems arising duringthe organization, evaluate the financial
episodic events like incorporation, merger,performance, negotiate with bankers, financial
consolidation and reorganization. Thus, theinstitutions and other suppliers of credit, and keep
traditional role of the investment manager was totrack of stock exchange quotations and the
raise externally the funds required by joint stockbehavior of stock price.
companies. The internal administration of financeTo play his role well the investment manager has
was either ignored or dealt with by the promoterdifferent tools, such as cost of capital, leverage,
entrepreneur himself.capital budgeting, working capital management
With the passage of time, the role of investmenttechniques and fund flow analysis/cash flow
manager has undergone drastic changes.analysis. Cost of capital helps in deciding the
Presently, the investment manager is in charge ofappropriate source of finance. Normally the
determining the total amount of capital requiredsources with minimum costs are selected, so that
for both the short-term (working capital) andthe weighted average cost of capital can be kept
long-term (fixed capital). This is done by properto a minimum. Capital budgeting helps in deciding
forecasting and planning of finance. Secondly, theirthe proper investment mix; the available
job profile includes investing the funds in assetsresources should be used in the most profitable
and projects, with the aim of making profits. Thisway. For this purpose, suitable projects should be
is to be done in such a way that the earnings areselected from alternative courses by using capital
more than the cost so that there is a positive netbudgeting techniques.
return to the concern.