What Is The Portfolio Management Process?


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Portfolio Management

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PORTFOLIO MANAGEMENT PROCESS

 

Portfolio management is a dynamic process which involves the following steps:

 

 

  • Identification of objectives, constraints and preference of investors for formulation of investment policy.

 

  • 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.

 

  • Review and monitoring of the performance of the portfoli0o by continuous overview of the market conditions and performance of the companies.

 

  • Evaluation of the portfolio for the results to compare with targets and make some adjustments for the future.

 

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