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Portfolio Management (PM) - Coggle Diagram
Portfolio Management (PM)
PM processes
Stage 1. Planning
Construction of Investment Policy Statement (IPS)
Investment objectives
Risk objectives
Risk forms
Relative
Absolute
Risk tolernace
Ability
Willingness
Return objectives
Investment constraints
Time horizon
Tax exposure
Liquidity needs
Legal constraints
Unique circumstances
Stage 2. Execution
Stage 3. Feedback