39 Portfolio Management: An Overview (Portfolio Management Process…
39 Portfolio Management: An Overview
From the perspective of risk and returns
individual securities in relation to their contribution
to the investment characteristics of the whole portfolio.
provides an investor with a way to
reduce the risk
without necessarily decreasing their expected rate of return.
The type of investment management clients
Sovereign wealth funds (SWFs)
Portfolio Management Process
Analysis the investor|s needs
investment objectives and constraints
Develop an IPS
Monitor and rebalance the portfolio
Measure portfolio performance and report