Ask Question, Ask an Expert

+1-415-315-9853

info@mywordsolution.com

Ask Portfolio Management Expert

PORTFOLIO MANAGEMENT BASICS

Portfolio management, at its core, is science and the art of investing capital with goal of maximizing the investment returns at a desired, specific level of the risk. At one great end of this spectrum are the ultra-aggressive investment strategies that search to maximize the return with a high craving for risk. At the other tremendous end of spectrum are the ultra-conservative investment strategies that search to minimize risk, understanding probable limitation on the return potential. For any strategy in between, there is an best point at which desired risk level matches an predictable return. The line that accounts for these a variety of risk/return combinations is called "efficient frontier/border".

The art of selecting the correct investment policy for individuals in terms of the minimum risk and greatest return is called as the portfolio management. The Portfolio management refers to managing an individual's savings in form of the cash, shares, bonds, mutual funds etc so that he earns the highest profits within stipulated time frame. The Portfolio management refers to managing the money of an human being under the specialist guidance of the portfolio managers.

NEED FOR PORTFOLIO MANAGEMENT

*The Portfolio management presents best investment plan to the persons as per their budget, income, age and the ability to undertake some risks.

*The Portfolio management minimizes risks concerned in investing and also increases chance of making the profits.

*The portfolio managers recognize the client's financial needs and advice best and the unique investment policy for them with the minimum risks involved.

*The portfolio management enables the portfolio managers to supply the customized investment solutions to the clients as per their needs and the requirements.

TYPES OF PORTFOLIO MANAGEMENT

Portfolio Management is further classified in the following types:

Active Portfolio Management: As its name suggests, in an active portfolio management service, a portfolio managers are aggressively involved in buying and the selling of securities to ensure the maximum profits to the individuals.

Passive Portfolio Management: In the passive portfolio management, a portfolio manager deals with the fixed portfolio designed to match the present market scenario.

Discretionary Portfolio management services: In the Discretionary portfolio management services, an individual authorizes a portfolio manager to take care of his monetary needs on his behalf. The individual issues money to portfolio manager who in turn takes care of all his investment paper work, needs, filing, and documentation and so on. In discretionary portfolio management, portfolio manager has complete rights to take the decisions on his client's behalf.

Non-Discretionary Portfolio management services: In non discretionary portfolio management services, a portfolio manager can simply advise client what is good and bad for him but client reserves complete right to take his own decisions.

Who is a Portfolio Manager?

The individual who understands the client's financial requirements and designs a suitable investment plan as per his profits and the risk taking abilities is called a portfolio manager. A portfolio manager is one who invests on the behalf of a client.

A portfolio manager guidance the clients and suggestion him the best possible investment plan which would guarantee the maximum proceeds to an individual.

A portfolio manager must understand the client's financial objectives and goals and offer a tailor made the investment solution to him. No two clients can have the same financial requirements.

OBJECTIVES OF THE PORTFOLIO MANAGEMENT

Security of Principal Investment: Investment safety or the minimization of risks is one of most significant objectives of the portfolio management. The Portfolio management not only involves keeping the investment intact but also donate near growth of its purchasing power over period. The purpose of a financial portfolio management is to ensure that investment is completely safe. The other factors such as growth, income etc., are considered only after the security of investment are ensured.

Consistency of Returns: The Portfolio management also ensures to supply the constancy of the returns by reinvesting same earned returns in the profitable and the good portfolios. The portfolio helps to defer solid returns. The earned returns should compensate the circumstance cost of funds invested.

Capital Growth: The Portfolio management guarantees the expansion of the capital by reinvesting in the growth securities or by purchase of growth securities. A portfolio shall appreciate in the value, in order to safeguard investor from any erosion in the purchasing power due to the inflation and the other financial factors.

Marketability: The Portfolio management make sure flexibility to the investment portfolio. A portfolio consists of the investment, which can be traded and marketed. Assume, if your portfolios enclose too many inactive or unlisted shares, then there would be the problems to do trading like switching starting from one investment to another. It is always optional to invest only in those securities and shares which are listed on the major store exchanges, and also, which are aggressively traded.

Objectives of the portfolio management are appropriate to all the financial portfolios. These objectives, if measured, results in a proper logical approach towards growth of the portfolio.

FIND THE PROFICIENT SUPPORT IN PORTFOLIO MANAGEMENT AT THE WORLD'S MOST-TRUSTED PLATFORM

Mywordsolution offers you exactly you need in your Portfolio Management courses if you think that you cannot cope with all the complexities Portfolio Management. Our team of dedicated Portfolio specialists, who have been worked in the Portfolio Management field for a long time, can offer UK, US, Australian, Canadian and word wide students their help in tackling what their Portfolio Management homework and assignment has to offer them. You just need to specify what kind Portfolio Management assignment help you want and what your deadlines are. Once you are done with submission of your Portfolio Management requirement, our specialists or experts will get back on the job, while at the same time promising things like:

  • Research relevant to your area  
  • The best prices     
  • Time on Delivery 
  • Plagiarism free Answers
  • 24x7 Supports
  • End Customer Satisfaction

In addition, the Mywordsolution.com facilitates you to search and find the solution for Portfolio Management questions, Portfolio Management textbooks problems. You can search the questions in Portfolio Management solution library and download the answers in just little pay of the service.

Finance,Portfolio Management


Recent Portfolio Management Questions

Portfolio audience expectations- professional quality each

Portfolio: Audience Expectations - Professional Quality: each draft follows the paper formatting guidelines outlined in the course information sheet. - Revisions: each draft reflects quality revision work. It's clear tha ...

1 portfolio weights an investor owns 13000 of adobe systems

1. Portfolio Weights An investor owns $13,000 of Adobe Systems stock, $17,000 of Dow Chemical, and $27,000 of Office Depot. What are the portfolio weights of each stock? Adobe System = 0.23, Dow Chemical = 0.30, Office D ...

1 what are some of the difficulties in obtaining data to

1. What are some of the difficulties in obtaining data to measure real estate investment performance? 2. Mean returns for portfolios are calculated by taking the weighted average of the mean returns for each investment i ...

1 what statistical concept do many portfolio managers use

1. What statistical concept do many portfolio managers use to represent risk when considering investment performance? 2. When NCREIF returns and REIT returns are compared, NCREIF returns exhibit a much lower pattern of v ...

Prtfolio simulation competitionthe objective of this

PORTFOLIO SIMULATION COMPETITION The objective of this competition is to provide you with hands-on portfolio management experience, to help you feel the pulse of dynamic stock market, and to help you learn how to manage ...

Finance stock markettwo pages reponse base on my stock

Finance Stock market Two pages reponse base on my stock portfolio. Choose( Apple Inc.) to write the journal and use the S&P 500 data. Your Module assignment will have two parts: 1. Discuss your stock performance for your ...

Create an organization chart to identify a companys formal

Create an organization chart to identify a company's formal communication network. Think of an organization where you've worked recently. Create an organization chart for two or three levels of employees. Then add arrows ...

Eliminate hidden verbs and hidden subjectsrevise the

Eliminate hidden verbs and hidden subjects Revise the following sentences to eliminate hidden verbs and hidden subjects. a. The jury needs to carry out a review of the case to make a decision about whether the actress ha ...

Revise to convey a confident tone-revise the following

Revise to convey a confident tone:- Revise the following sentences to convey an appropriately confident attitude. a. Can you think of any reason not to buy a wristwatch for dressy occasions? b. I hope you agree that my o ...

In this assignment you will build a stock portfolio manager

In this assignment you will build a stock portfolio manager. The manager program will consist of 3 dictionaries. The first dictionary, called Names, maps the stock symbol to the company name (example: "GM" maps to "Gener ...

  • 4,153,160 Questions Asked
  • 13,132 Experts
  • 2,558,936 Questions Answered

Ask Experts for help!!

Looking for Assignment Help?

Start excelling in your Courses, Get help with Assignment

Write us your full requirement for evaluation and you will receive response within 20 minutes turnaround time.

Ask Now Help with Problems, Get a Best Answer

WalMart Identification of theory and critical discussion

Drawing on the prescribed text and/or relevant academic literature, produce a paper which discusses the nature of group

Section onea in an atwood machine suppose two objects of

SECTION ONE (a) In an Atwood Machine, suppose two objects of unequal mass are hung vertically over a frictionless

Part 1you work in hr for a company that operates a factory

Part 1: You work in HR for a company that operates a factory manufacturing fiberglass. There are several hundred empl

Details on advanced accounting paperthis paper is intended

DETAILS ON ADVANCED ACCOUNTING PAPER This paper is intended for students to apply the theoretical knowledge around ac

Create a provider database and related reports and queries

Create a provider database and related reports and queries to capture contact information for potential PC component pro