Portfolio management bcom presentations

A portfolio manager (PM) is a professional responsible for making investment decisions and carrying out investment activities on behalf of vested individuals or institutions. Clients invest their money into the PM's investment policy for future growth, such as a retirement fund, endowment fund, or education fund.[1] PMs work with a team of analysts and researchers and are responsible for establishing an investment strategy, selecting appropriate investments, and allocating each investment properly towards an investment fund or asset management vehicle.Portfolio managers make decisions about investment mix and policy, matching investments to objectives, asset allocation for individuals and institutions, and balancing risk against performance. Portfolio management is about strengths, weaknesses, opportunities, and threats in the choice of debt vs. equity, domestic vs. international, growth vs. safety, and other trade-offs encountered in the attempt to maximize return at a given appetite for risk

1. Ppt presentation by H arshitha B Roll no:BCM212755 Subject : Investment Management T opic:Portfolio Management

2. A portfolio refers to collection of investment tools such as stocks, shares, mutual funds, bonds, cash and so on depending on the investors income, budget and convenient time frame . what is portfolio?

3. Portfolio management is the art and science of selecting and overseeing a group of investments that meet the long-term financial objectives and risk tolerance of a client, a company, or an institution . Some individuals do their own investment portfolio management. That requires a basic understanding of the key elements of portfolio building and maintenance that make for success, including asset allocation, diversification, and rebalancing. Portfolio management

4. The purpose of portfolio management

5. Higher return on project investments. Lower organizational risk Balanced project portfolio workload. Increased project throughput. Shorter project cycle times. Greater confidence of meeting customer commitments. Portfolio management benefits

6. Portfolio management presents the best investment plan to the individuals as per their income, budget, age and ability to undertake risks . Portfolio management minimizes the risks_involved in investing and also increases the chance of making profits Portfolio management enables the portfolio managers to provide customized investment solutions to clients as per their needs and requirements Need for portfolio management

7. Types of portfolio management

8. Commit to improving the project system Use project management on all projects Sponsor individual projects Create a project steering process Aling horizontally Apply the new accountability Optimize technical process Keys to success with portfolio