13 years ago 13 years ago

What is the process of portfolio management?

by Score Tutorial 13 years ago13 years ago

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Portfolio Management Process:

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

(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 Securities.

(d) Evaluation of the portfolio for the results to compare with targets and make required adjustments for the future.

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What is the process of portfolio management?

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