Portfolio Management Services
Portfolio Management
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Frequently Asked Questions
Portfolio Management Services (PMS) is a financial service provided by experienced portfolio managers, It is an investment strategy that allows investors to customize their portfolios according to their individual risk tolerance, time horizon, and financial goals.
Active portfolio management is an investment strategy in which a portfolio manager actively changes the composition of the investments in an investor’s existing portfolio by diversifying the investments. This strategy involves studying the current market and making decisions on what to buy and sell, with the goal to maximize potential returns and minimizing risk.
Passive portfolio management (PPM) is an investment strategy that seeks to track the performance of a specific financial market index, rather than trying to outperform the market.
PPM focuses to minimize trading costs and transaction fees while tracking a predetermined market index. This type of portfolio management majorly involves index funds investment. Moreover, this strategy is also commonly referred to as “buy and hold” investing.
Discretionary portfolio management is an investment strategy wherein a portfolio manager is given the authority to make decisions on behalf of their clients. The primary goal of discretionary portfolio management is to generate returns in excess of the overall market, taking into account both risk and return.
Non-discretionary portfolio management is an investment strategy where the portfolio manager provides guidance and advice, but the final decision on whether to buy or sell securities is made by the client. This type of portfolio management can be very beneficial for those who have a strong understanding of financial markets and an in-depth knowledge of their objectives and goals.
Portfolio management is the process of making decisions about an investor’s portfolio, which includes selecting and managing investments to meet the investor’s financial goals.
- The process starts with assessing risk tolerance and creating a diversified mix of assets that match the client’s needs, goals, and preferences.
- Portfolio managers then assess the broader economic environment to evaluate market performance and how certain assets may be affected by it, as well as research individual investments such as stocks, bonds or funds to determine if they are suitable for a given portfolio.
- Based on this research and analysis, portfolio managers then decide which assets to buy or sell in order to achieve the desired level of return while also limiting risk exposure.
- In addition, portfolio managers may also need to rebalance a client’s portfolio by selling off some investments and replacing them with others to maintain an optimal mix of assets that is consistent with their objectives.
- Finally, once the initial setup of the portfolio gets done, ongoing monitoring and review are required in order to ensure it continues to meet its intended purpose.
