What Is Portfolio Management?
Portfolio management is the art and science of selecting and overseeing a group of investments that meet the long-term financial objectives and risk tolerance of a client, a company, or an institution.
KEY TAKEAWAYS
• Portfolio management involves building and overseeing a selection of investments that will meet the long-term financial goals and risk tolerance of an investor.
• Active portfolio management requires strategically buying and selling stocks and other assets in an effort to beat the broader market.
• Passive portfolio management seeks to match the returns of the market by mimicking the makeup of a particular index or indexes.
Portfolio management is the art and science of selecting and overseeing a group of investments that meet the long-term financial objectives and risk tolerance of a client, a company, or an institution.
KEY TAKEAWAYS
• Portfolio management involves building and overseeing a selection of investments that will meet the long-term financial goals and risk tolerance of an investor.
• Active portfolio management requires strategically buying and selling stocks and other assets in an effort to beat the broader market.
• Passive portfolio management seeks to match the returns of the market by mimicking the makeup of a particular index or indexes.
- Category
- Management
Be the first to comment