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Tag: Asset Management Career

Why now is a good time to become an Asset Valuation Consultant?

Posted on by Imarticus Learning

The increased demand for asset valuation consultants has led to rapid growth in the number of people taking up courses on asset management. But what is really driving this increase in demand? The answer can be found by looking at the global economy, which has been steadily increasing since 2007.

This is because more & more people realize that one of the best ways to protect their assets from any economic downturns or natural disasters is through an investment in intangible assets such as intellectual property, patents, brands, and goodwill. This blog post will discuss why now is a good time to become an Asset Valuation Consultant!

Why asset valuation consultant is a great career choice?

As the demand for asset valuation consultants increases, it is a good time to take up an online course and join this new profession. Assets such as real estate & securities are becoming more valuable than ever before – putting great pressure on investors to value these assets accurately. In recent years, asset-backed securitization has also increased, which means there is a greater need for accurate valuations of financial instruments that serve as collateral against loans or other types of debt financings.

This industry requires highly skilled professionals who have expertise in valuing multiple kinds of assets, especially fixed-income investments like bonds, derivatives, structured products, etc. It is also crucial to note that being an asset valuation consultant offers flexible hours so you can continue working while studying – and you can also work from the comfort of your own home!

What does an asset valuation consultant do?

An asset valuation consultant is someone who evaluates the worth of an investment or business. They do this by assessing its financial value and other factors like market impact, brand strength, etc. This often involves creating a report which will be used to make important decisions about the company’s future plans for investments or projects. The goal should always be to understand whether an asset is over-priced (considering it should cost less) or undervalued (when it costs more than what people are willing/able to pay).

In real-life scenarios, they work with investors, owners of businesses, and organizations. They are often employed by large corporations or financial institutions to look at their core assets like stocks, bonds, real estate, etc.

This role is growing in demand due to the increase in the number of business transactions happening around us daily. Due to this, there is a need for more professionals who can accurately value an investment opportunity before making decisions about it. Besides that, they also help understand what contributes to brand image & market perception, which helps companies make better marketing choices and improve internal operations through strategic planning processes.

Start your asset valuation consultant career with Imarticus Learning

Imarticus Learning offers various financial analysis courses that help you establish a rewarding career in the financial industry. The Asset Management Course is designed for students and professionals who are interested in working as an Asset Valuation Consultant or want to build a successful career in this domain.

This online course provides the knowledge of various concepts, tools, and techniques required for valuing financial assets like equities, debt instruments, etc.,

What’s unique about this Course?

  • Comprehensive 360-degree learning of the banking and wealth management industry
  • Tech-enabled learning
  • Industry-oriented curriculum designed/delivered in collaboration with industry veterans and leading firms.

Top Tips on Asset Management!

Posted on by Imarticus Learning

What exactly is asset management? The clue lies in the title itself! Business organizations have many types of assets, both tangible and intangible assets. Asset management is about managing these assets.

Proper asset management practices should be in place to avoid any events of these assets being stolen or lost. Not only this, good asset management practices help regulate many maintenance issues and ensure the company assets comply with the government as well as insurance policies. The current situation and the changes to the way business is being done creates a lot of confusion.

With many employees logging in from home, there are confusions regarding the distribution and maintenance of the company’s assets. Managing assets within the company premises is easier compared to managing assets that are spread across different locations, especially when you do not have access to many of them. All these have increased the relevance of asset management roles.

Though the current situation is nor permanent, and things will come back to normal sooner or later, but asset management is going to be an important career choice in the coming days. So, if you are looking for a lucrative career in this area, use this time to get asset management training and secure a good future.

Asset Management Tips

Create a Team with Senior Manager Onboard: First and foremost, create an asset management team with at least one senior member from the management onboard.

Asset Management TrainingThis is because the company might have made many important investments on assets and it is important to have someone to represent the management.

Select Qualified staff: While selecting the members for asset management, make sure that you select qualified and responsible people who are ready to take up responsibility.

As the company grows and evolves, strict measures must be laid down in place to ensure data accuracy.

Define the Role and Need: Many times, companies create an asset management role without giving much thought to it. This could result in creating a role and team without a mission or vision. Before making investments and rushing into implementing asset management measures, take time to define the needs and goal.

Do in Phases: If you try to implement asset management in the whole organization at once, then it could be confusing and tedious. So, introduce the system slowly and gradually, starting from one or two departments and then covering other departments in phases.

Decide the Lifecycle: For implementing effective asset management practices, you need to define the lifecycle of each asset.

Asset Management TrainingThis requires a technology that could effectively capture the requisite data at every stage.

Use the Right Tools: Using appropriate and updated tools and software is important in smooth execution of the asset management methodologies and to accommodate the data flow. Using an appropriate tool would not only defeat the purpose of asset management but also incur unwanted expenditure and may result in revenue loss.

Continuous Monitoring: Once you set up an asset management plan and strategy, ensure that every asset is mapped, and every department follows the system. Failing to ensure this will create loopholes in the system, and could result in defeating the purpose.

Identify Data Inaccuracies: Inaccurate data could result in deviation from the procedures of asset management and could eventually disrupt the system. You may consider using RFID tags or hand-held scanners to identify inaccuracies in the database.

Periodical Review: This is the lifeline of any system that is put in practice. You need to do a periodical review to make sure that the system is well-aligned to achieve the objectives. In case you find any problem, they can be corrected on time for the efficient running of the system.

Asset Management is a key focus area in business and is independent of industries. To be a successful asset manager, you need to acquire certain skills.

Enrolling in an Asset Management course would help you know what the role is, what the responsibilities are, and how to execute them.

Imarticus introduces you to the best faculties in asset management.

Additionally, you will be introduced to industry experts and successful alumni who can help you and steer you towards a successful career. Placement services are in place to ensure that you get a right launching pad to start your career.

What Are The Types of Trade Settlement in The Trade Life Cycle?

Posted on by Imarticus Learning

Understanding Trade Settlement

The evolution of finance and commerce as a whole has pushed the world economies to a new high. With the advent of trading of financial instruments and multiplier effect into action, the monetary growth has been multiple folds over the past few decades.

Let’s get deeper into what exactly is trade settlement and how does it function. Trade settlement is a transaction method wherein the securities in trade are transferred into the buyer’s account and the monetary value of the security is deposited into the seller’s account post a trade execution.

The securities traded are financial like bonds, stock futures, or other financial instruments of value. The date when an order is placed is known as trade day whereas the transferring of security and cash takes place on the settlement day.

The trade settlement in the trade life cycle process is a part of a bigger whole which we call the trade settlement period.

The trade settlement period incorporates the whole time taken to complete the trade, starting from execution to settlement of the trade.

Types of Trade Settlement 

During trading of financial securities, the time period for settlement of trades, trade capture is set as per the contract. The general time frame differs as per the types of securities. Equity securities are settled on T + 2 days, here ‘T’ is the trade date. Other securities such as commodities, currencies, or derivatives are traded at the mark to market, the settlement for a mark to market is at T + 2 days.

The classification of Trade settlement can be done into 3 types:

  • Normal/ Rolling Settlement
  • Trade-to-Trade Settlement
  • Auction

Rolling Settlement

In this type of trade settlement, securities are settled on successive dates based on the settlement period in the contract and the day when the trade was executed. So let’s take a trade contract period with T + 2 days settlement time, here if a trade is placed on Monday and another trade is placed on Tuesday, the trade on Monday will be settled on Wednesday and the trade executed on Tuesday will be settled on Thursday (successively).

This is different from the account settlement method wherein the trade executed within a given time period is all settled at once.

Trade-to-Trade Settlement

In the Asset allocation, Trade to Trade Settlement method, intraday trading in prohibited for securities falling in this segment.

 

In this type of settlement method, the trader is required to accept the delivery of the security when bought and provide the monetary value, while selling the trader has to deliver the securities and the monetary value of the same will be provided to the trader for the securities traded. In short, shares are traded only for delivery.

Auction

Any trade involves at least two parties to the transaction, in the trading of financial securities, on one side we have the buyer of the security on the other side we have the seller of the financial security. The auction takes place when the selling party of the transaction or trade fails to deliver within the given time period on the agreement of selling the security for the said or agreed upon the monetary value of the security. It’s a kind of penalty for the investor’s carelessness while trading.

In this case of failure the broker of the selling party will try to purchase the security in a buy-in-auction market, the sum of the auction price along with the penalty and brokerage charges has to be paid by the defaulter (the selling party). The settlement of the action is done on T+3 days given the broker tries and purchases the share in the auction market on T + 2 days.