ELEMENTS OF PORTFOLIO MANAGEMENT : Portfolio management is a dynamic
process which involves the following basic tasks :
(a) Identification of the objectives, constraints and preferences of investors for
formulation of investment policy.
(b) Develop and implement strategies in tune with investment policy formulated. It will
help the selection of asset classes and securities in each class depending upon their
risk return attributes.
(c) Review and monitoring of the performance of the portfolio by continuous overview of
the market conditions and performance of the companies.
(d) Evaluation of the portfolio for the results to compare with targets and make some
adjustments for the future.
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