Portfolio management process

portfolio management process

1. PORTFOLIO MANAGEMENT PROCESS

2. WHAT IS PORTFOLIO? MEANING Portfolio  is a financial term denoting a collection of investments held by an investment company, hedge fund, financial institution or individual. DEFINITION : The term  portfolio  refers to any collection of financial assets such as cash. Comprises a portfolio

3. PORTFOLIO MANAGEMENT MEANING: Portfolio management  refers to the professional  management  of securities and other assets. Also referred to as "asset  management " and "wealth  management ."

4. PORTOLIO MANAGEMENT DEFINITION : The art and science of making decisions about investment mix and policy, matching investments to objectives, asset allocation for individuals and institutions, and balancing risk against performance.

5. PORTFOLIO MANAGEMENT PROCESS MEANING : The  portfolio management process  is the  process  an investor takes to aid him in meeting his investment goals. A policy statement is the statement that contains the investor's goals and constraints as it relates to his investments.

6. Steps in the Portfolio Management Process

7. THE PORTFOLIO MANAGEMENT PROCESS The procedure is as follows: Create a Policy Statement  - A policy statement is the statement that contains the investor's goals and constraints as it relates to his investments. Develop an Investment Strategy  -  This entails creating a strategy that combines the investor's goals and objectives with current financial market and economic conditions. Implement the Plan Created   - This entails putting the investment strategy to work, investing in a portfolio that meets the client's goals and constraint requirements. Monitor and Update the Plan   - Both markets and investors' needs change as time changes. As such, it is important to monitor for these changes as they occur and to update the plan to adjust for the changes that have occurred.

8. PRESENTED BY NAGARJUNA.K