Financial Education

Managing investment portfolios is an ongoing process. It consists of several steps:

• Identifying and specifying investment objectives and constraints
• Developing investment strategies
• Deciding portfolio composition in detail
• Portfolio managers initiating portfolio decisions
• Traders implementing portfolio decisions
• Measuring and evaluating portfolio performance
• Monitoring investor and market conditions
• Implementing any necessary rebalancing

For more information, see all articles on: FInancial Planning, Portfolio Management

See also:

Investment Risk Management Process

Steps in the Portfolio Management Process

Enterprise Risk Management

Types of Risk in Equity Portfolio Management

Constructing a Custom Security Based Benchmark