The Portfolio Management Process
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
The Intelligent Investor: The Classic Text on Value Investing
Financial Statement Analysis: A Practitioner's Guide, 3rd Edition
Managing Investment Portfolios: A Dynamic Process (CFA Institute Investment Series)