Portfolio Management

Portfolio management is the process of selecting and overseeing a group of investments in order to achieve specific financial goals. Credits: Unplash

[{"selector":"#anim-77add5f2-8711-4123-bb6c-bf26123dfb5e [data-leaf-element=\"true\"]","keyframes":{"transform":["translate3d(-31.249999886225726%, 0, 0)","translate3d(0%, 0, 0)"]},"delay":0,"duration":2000,"easing":"cubic-bezier(.3,0,.55,1)","fill":"both"}] [{"selector":"#anim-1f35cc4e-b3dd-4b18-bcf7-b6d00b085db5","keyframes":{"opacity":[0,1]},"delay":0,"duration":600,"easing":"cubic-bezier(0.2, 0.6, 0.0, 1)","fill":"both"}] [{"selector":"#anim-3d89d277-e987-44a4-bb9d-fa23551ee4ee","keyframes":{"transform":["translate3d(0px, 156.13598%, 0)","translate3d(0px, 0px, 0)"]},"delay":0,"duration":600,"easing":"cubic-bezier(0.2, 0.6, 0.0, 1)","fill":"both"}] It involves creating a diversified mix of assets in order to minimize risk and maximize returns. Credits: Unplash

[{"selector":"#anim-660a2aaf-65a9-4ead-9dd3-faeed47a081e","keyframes":{"opacity":[0,1]},"delay":0,"duration":600,"easing":"cubic-bezier(0.2, 0.6, 0.0, 1)","fill":"both"}] [{"selector":"#anim-f64a4146-778d-4417-b9b4-9dbae3218ed3","keyframes":{"transform":["translate3d(0px, 110.69961%, 0)","translate3d(0px, 0px, 0)"]},"delay":0,"duration":600,"easing":"cubic-bezier(0.2, 0.6, 0.0, 1)","fill":"both"}] [{"selector":"#anim-d13bb380-0583-4f28-876a-f350fcbc6435 [data-leaf-element=\"true\"]","keyframes":{"transform":["translate(0%, 0%) scale(1.5)","translate(0%, 0%) scale(1)"]},"delay":0,"duration":2000,"easing":"cubic-bezier(.3,0,.55,1)","fill":"forwards"}] Portfolio managers use different investment strategies, such as asset allocation and diversification, to manage and adjust a portfolio. Credits: Unplash

[{"selector":"#anim-feb5e665-0ce6-476a-8ced-2a608ad24093 [data-leaf-element=\"true\"]","keyframes":{"transform":["translate3d(-31.22961945131945%, 0, 0) translate(-25%, 0%) scale(1.5)","translate3d(0%, 0, 0) translate(0%, 0%) scale(1)"]},"delay":0,"duration":2000,"fill":"forwards"}] [{"selector":"#anim-65587491-cc42-4646-8370-c9f68d62a749","keyframes":{"opacity":[0,1]},"delay":0,"duration":600,"easing":"cubic-bezier(0.2, 0.6, 0.0, 1)","fill":"both"}] [{"selector":"#anim-931f4271-ae9e-4e5b-8acf-2f2a429fad4a","keyframes":{"transform":["translate3d(0px, 156.13598%, 0)","translate3d(0px, 0px, 0)"]},"delay":0,"duration":600,"easing":"cubic-bezier(0.2, 0.6, 0.0, 1)","fill":"both"}] They also monitor and review the portfolio's performance regularly and make chan ges as necessary. Credits: Unplash

[{"selector":"#anim-30bf0cbe-e482-4f98-b9e2-ef2c475d86a7 [data-leaf-element=\"true\"]","keyframes":{"transform":["translate3d(-29.967023786107617%, 0, 0)","translate3d(0%, 0, 0)"]},"delay":0,"duration":2000,"easing":"cubic-bezier(.3,0,.55,1)","fill":"both"}] [{"selector":"#anim-a399d0c7-da10-4788-af87-0d79a96508c8","keyframes":{"opacity":[0,1]},"delay":0,"duration":600,"easing":"cubic-bezier(0.2, 0.6, 0.0, 1)","fill":"both"}] [{"selector":"#anim-b6f2a90e-dc8b-4646-9ea8-cc306e15d45f","keyframes":{"transform":["translate3d(0px, 129.95170%, 0)","translate3d(0px, 0px, 0)"]},"delay":0,"duration":600,"easing":"cubic-bezier(0.2, 0.6, 0.0, 1)","fill":"both"}] Portfolio management can be done by individuals or by professional portfolio managers working for financial institutions. Credits: Unplash

[{"selector":"#anim-817c13c0-fa5b-4017-8570-dfe6f04177e9 [data-leaf-element=\"true\"]","keyframes":{"transform":["translate3d(-31.31931183513188%, 0, 0) translate(-25%, 0%) scale(1.5)","translate3d(0%, 0, 0) translate(0%, 0%) scale(1)"]},"delay":0,"duration":2000,"fill":"forwards"}] [{"selector":"#anim-fc3ad4ac-3dcf-4764-8e81-35f2b554cbae","keyframes":{"opacity":[0,1]},"delay":0,"duration":600,"easing":"cubic-bezier(0.2, 0.6, 0.0, 1)","fill":"both"}] [{"selector":"#anim-e32e5588-8407-470a-a7b0-13a623bb5deb","keyframes":{"transform":["translate3d(0px, 129.95170%, 0)","translate3d(0px, 0px, 0)"]},"delay":0,"duration":600,"easing":"cubic-bezier(0.2, 0.6, 0.0, 1)","fill":"both"}] Different types of portfolios include aggressive, conservative, and balanced, each with di fferent risk and return characteristics. Credits: Unplash

[{"selector":"#anim-4f52b8d4-045d-4318-bfd0-fec2c2f56e35 [data-leaf-element=\"true\"]","keyframes":{"transform":["translate3d(14.127603948994361%, 0, 0)","translate3d(0%, 0, 0)"]},"delay":0,"duration":2000,"easing":"cubic-bezier(.3,0,.55,1)","fill":"both"}] [{"selector":"#anim-de45eae6-5b16-4c0b-b4f6-5ffeabecf006","keyframes":{"opacity":[0,1]},"delay":0,"duration":600,"easing":"cubic-bezier(0.2, 0.6, 0.0, 1)","fill":"both"}] [{"selector":"#anim-103385ed-2f3c-4acc-9638-095ece457c2e","keyframes":{"transform":["translate3d(0px, 156.13598%, 0)","translate3d(0px, 0px, 0)"]},"delay":0,"duration":600,"easing":"cubic-bezier(0.2, 0.6, 0.0, 1)","fill":"both"}] Investment selection is based on the individual's risk tolerance, investment horizon, and financial goals. Credits: Unplash

[{"selector":"#anim-004b3a9d-72d9-4680-9656-a1a770cbb3c7 [data-leaf-element=\"true\"]","keyframes":{"transform":["translate3d(-31.249999886225726%, 0, 0) translate(-25%, 0%) scale(1.5)","translate3d(0%, 0, 0) translate(0%, 0%) scale(1)"]},"delay":0,"duration":2000,"fill":"forwards"}] [{"selector":"#anim-e52c1b3e-58a3-4714-80c2-e20be345eac0","keyframes":{"opacity":[0,1]},"delay":0,"duration":600,"easing":"cubic-bezier(0.2, 0.6, 0.0, 1)","fill":"both"}] [{"selector":"#anim-9f744fdc-526d-4716-8210-c36b14f54e85","keyframes":{"transform":["translate3d(0px, 156.13598%, 0)","translate3d(0px, 0px, 0)"]},"delay":0,"duration":600,"easing":"cubic-bezier(0.2, 0.6, 0.0, 1)","fill":"both"}] Portfolio managers also need to consider the economic and market conditions and make decisions accordingly. Credits: Unplash

[{"selector":"#anim-d43e53c5-12cd-49a1-bf92-fbf2f8ee986f [data-leaf-element=\"true\"]","keyframes":{"transform":["translate3d(-31.249999886225726%, 0, 0)","translate3d(0%, 0, 0)"]},"delay":0,"duration":2000,"easing":"cubic-bezier(.3,0,.55,1)","fill":"both"}] [{"selector":"#anim-a09af973-31e8-47a1-8d4f-686588b6b06e","keyframes":{"opacity":[0,1]},"delay":0,"duration":600,"easing":"cubic-bezier(0.2, 0.6, 0.0, 1)","fill":"both"}] [{"selector":"#anim-cd62aa69-00e0-4c4e-9fb1-2e80f137afd6","keyframes":{"transform":["translate3d(0px, 129.95170%, 0)","translate3d(0px, 0px, 0)"]},"delay":0,"duration":600,"easing":"cubic-bezier(0.2, 0.6, 0.0, 1)","fill":"both"}] Modern Portfolio theory, Capital Asset Pricing Model, and other financial models are used to help with investment decision making. Credits: Unplash

[{"selector":"#anim-3f4ea616-1ac7-4e77-93dd-24c55dee498c [data-leaf-element=\"true\"]","keyframes":{"transform":["translate3d(-31.249999886225726%, 0, 0) translate(-25%, 0%) scale(1.5)","translate3d(0%, 0, 0) translate(0%, 0%) scale(1)"]},"delay":0,"duration":2000,"fill":"forwards"}] [{"selector":"#anim-e139fdfa-2b6d-4c58-9f67-d5520e846154","keyframes":{"opacity":[0,1]},"delay":0,"duration":600,"easing":"cubic-bezier(0.2, 0.6, 0.0, 1)","fill":"both"}] [{"selector":"#anim-4e6b5beb-3496-4148-a9f9-2b05a21288e5","keyframes":{"transform":["translate3d(0px, 110.69961%, 0)","translate3d(0px, 0px, 0)"]},"delay":0,"duration":600,"easing":"cubic-bezier(0.2, 0.6, 0.0, 1)","fill":"both"}] Portfolio management is a continuous process that requires regular monitoring, adjusting and rebalancing to align with the investor's goals and risk tole rance. Credits: Unplash