The Process of Portfolio Management

The Process of Portfolio Management

Portfolio management is the art and science of making decisions about investment mix and policy, matching investments to objectives, asset allocation for individuals and institutions, and balancing risk against performance.

Six Steps of Portfolio Management:

1. Learn the basic principles of finance 
2. Set portfolio objectives
3. Formulate an investment strategy
4. Have a game plan for portfolio revision
5. Evaluate the performance
6. Protect the portfolio when appropriate

Download Also:

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• PMBOK® Guide Sixth Edition Summarized PDF
• Risk Identification in Project Management PDF

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