The portfolio management process is the process an investor takes to aid him in meeting his investment goals. It is an on-going way of managing a client's portfolio of assets. There are various components and sub-components of the process that ensure a portfolio is tailored to meet the client's investment objectives well within his constraints. Portfolio managers need to chart out specific strategies for portfolio management to maintain the risk-return trade-off. Portfolio management involves complex processes which are to be followed carefully and they are: Identification of objectives and constraints; Selection of the asset mix; Formulation of portfolio strategy; Security analysis; Portfolio execution; Portfolio revision; and Portfolio evaluation.

Abhijith S

354 resources

0

0

0

Like