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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. Portfolio management  requires the ability to weigh  strengths and weaknesses, opportunities and threats across the full spectrum of investments. The choices involve trade-offs, from debt versus equity to domestic versus international and growth versus safety. Professional licensed portfolio managers work on behalf of clients, while individuals may choose to build and manage their own portfolios. In either case, the portfolio manager’s ultimate goal is to maximize the investments’ expected return within an appropriate level of risk exposure.

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.