What is Investment Portfolio Management?
Investment portfolio management is the process of building and overseeing a collection of assets—such as stocks, bonds, and alternative investments—to meet specific financial goals. It involves balancing risk and return through strategies like diversification, asset allocation, and ongoing rebalancing.
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Types of Investment Portfolio Management
Key approaches include:
- Active Management: Hands-on strategy aiming to outperform the market through tactical decisions.
- Passive Management: Focuses on long-term growth by tracking a market index with minimal trading.
- Discretionary Management: Portfolio decisions are made by a manager on behalf of the client.
- Non-Discretionary Management: The client retains final decision-making power, with advice from an advisor.
Effective portfolio management helps investors stay aligned with their risk tolerance, time horizon, and financial objectives. View our full service provider directory here.
