1 / 5

Investment Portfolio Management - Wealth Management Expert | Sumter

The fundamental goal of Investment portfolio management is to maximise profits while minimising risk, while accounting for the investor's objectives, risk tolerance, and time horizon. Asset allocation, risk management, investment selection, performance monitoring, rebalancing, tax efficiency, communication, and reporting are all important considerations. Individual or institutional investors, as well as professional managers such as wealth management businesses, mutual fund companies, or hedge funds, can manage portfolios.<br>Visit: https://bit.ly/3Np6UxK

Danielwealthmanagement
Download Presentation

Investment Portfolio Management - Wealth Management Expert | Sumter

An Image/Link below is provided (as is) to download presentation Download Policy: Content on the Website is provided to you AS IS for your information and personal use and may not be sold / licensed / shared on other websites without getting consent from its author. Content is provided to you AS IS for your information and personal use only. Download presentation by click this link. While downloading, if for some reason you are not able to download a presentation, the publisher may have deleted the file from their server. During download, if you can't get a presentation, the file might be deleted by the publisher.

E N D

Presentation Transcript

  1. 7 Key Aspects Of Investment portfolio management Start www.danielwealthmanagement.com

  2. Asset Allocation Risk Management Asset Allocation is determining how to allocate investments among several asset classes, such as stocks, bonds, and cash, based on the investor's risk tolerance and investment objectives. The allocation is often based on the diversification principle, which seeks to reduce risk by investing in multiple asset classes with low or negative correlation. Portfolio managers assess and manage risk by spreading investments across asset classes, industries, and locations. They also take into account market risk, liquidity risk, and credit risk. Setting stop-loss orders, employing derivatives for hedging, or using other risk-mitigation measures are all examples of risk management. Investment Selection Portfolio managers research and select individual securities or investment products to include in the portfolio. This involves analyzing financial statements, conducting fundamental and technical analysis, and staying informed about market trends and economic indicators. The goal is to identify investments that offer attractive risk-adjusted returns.

  3. Performance Monitoring Portfolio managers regularly monitor the performance of the investments in their portfolio. They monitor individual holdings' performance, assess total portfolio performance, and compare it to benchmarks or targets. They make portfolio adjustments as needed to fit with the investor's objectives or market conditions. Rebalancing As a result of market movements or changes in the investor's circumstances, the portfolio's asset allocation may deviate from the targeted allocation over time. Portfolio managers rebalance the portfolio on a regular basis, buying and selling assets to bring it back into line with the target allocation. Rebalancing keeps the portfolio in line with the investor's risk tolerance and investment goals.

  4. Tax Efficiency When making investment decisions, portfolio managers consider the tax implications. To reduce the impact of taxes on investment returns, they may employ tax-efficient investment strategies such as tax-loss harvesting or investing in tax-advantaged accounts. Communication & Reporting Portfolio managers give regular updates and reports to their clients, bringing them up to date on the performance of their assets and any adjustments made to the portfolio. They also connect with clients to understand their changing needs and aspirations so that the portfolio strategy can be adjusted accordingly.

  5. Thank You! Find more at www.danielwealthmanagement.com 803-972-3110

More Related