Equity Portfolio Management


0

When the fund contains more than 65% equity, it is called as an equity fund. Thus such type of a fund would need equity portfolio management.

An equity portfolio manager’s task consists of two major steps:

a)      Constructing a portfolio of equity shares or equity linked instruments that is consistent with the investment objective of the fund and

b)      Managing or constantly re-balancing the portfolio to produce capital appreciation and earnings that would reward the investors with superior returns.

 


Like it? Share with your friends!

0
BMS Team

We, at BMS.co.in, believe in sharing knowledge and giving quality information to our BMS students. We are here to provide and update you with every details required by you BMSites! If you want to join us, please mail to [email protected].

12 Comments

Facebook comments: