PORTFOLIO MANAGEMENT PROCESS
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Portfolio management is a dynamic process which involves the following steps:
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- Identification of objectives, constraints and preference of investors for formulation of investment policy.
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- Develop and implement strategies in tune with investment policy formulated. It will help the selection of asset classes and securities in each class depending upon their risk return attributes.
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- Review and monitoring of the performance of the portfoli0o by continuous overview of the market conditions and performance of the companies.
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- Evaluation of the portfolio for the results to compare with targets and make some adjustments for the future.
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