Showing posts with label options for growth. Show all posts
Showing posts with label options for growth. Show all posts

Sunday 1 August 2010

Options Usage in Equity Portfolio Management

Options are a financial instrument that can be considered whenever equity fund managers seek to:
  •  Generate extra returns: by writing options and collecting premium income when your market view is that you are happy to cap upside
  • Reduce risk: by buying put options as insurance, or by writing premium income which cushions downside price moves
  • Reduce transactions costs: by gaining exposure to stocks or an index using options, rather than paying full stock transactions costs
  • Reduce market impact costs of acquiring stock: by accumulating exposure via options, and then selling those options when the required stock weight has been reached. 
  • Capital gains implications: because you can effectively sell stock by selling call options, capital gains implications can be managed.
The diagram bellow demonstrates how equity portfolio managers can expand the range of portfolio outcomes by using various options strategies. 

The yellow (centre) choices of neutral, long or short stock can be augmented by a range of strategies that enhance yield (blue circles) and that protect the portfolio (red circles).




http://www.asx.com.au/products/indices/types/buy_write/options_portfolio_mgmt.htm

Monday 7 September 2009

Assess your options for growth

Setting a vision for growth

Assess your options for growth

Planning growth strategies including finance options, diversification, new product development and consolidation

Strategic planning
How to formulate and implement a clear strategy to drive the growth of your business

Prepare a business plan for growth
Planning after start-up - monitoring progress, reviewing plans, setting targets and allocating resources

Create a growth action plan
Use our interactive tool to find your strengths and identify the areas you need to work on if you want your business to grow

The challenges of growing a business - and how to meet them
Growing businesses face a range of challenges - but recognising common mistakes can help avoid them

Importance of knowledge to a growing business
How best to gather, share and exploit knowledge in your business

Best practice
How best practice can improve your business

Make best use of standards
What standards are, the business benefits they offer and how to go about using them in your business

Quality management standards
How to improve your performance using quality standards and information on the ISO 9000 series

Corporate social responsibility
Corporate social responsibility and how your business can benefit

Get the right advisers for growth
How advisers can help your business, and how to find and manage them


http://www.businesslink.gov.uk/bdotg/action/layer?topicId=1074446322