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PORTFOLIO MANAGEMENT
• Portfolio management is the process of
managing investments with the help of right
tool and strategy to generate optimum return
downsizing risk within a given time horizon.
• Portfolio Manager is a person who
understands his client’s investment needs
and suggests a suitable investment mix to
meet his investment objectives while
maintaining risk-return balance.
OBJECTIVES
• Capital Appreciation
• Investment Goals
• Portfolio Efficiency
• Risk Mitigation
• Asset Allocation
• Liquidity
• Diversification
• Tax Planning
TYPES OF PORTFOLIO MANAGEMENT
1. ACTIVE PORTFOLIO MANAGEMENT
Portfolio Manager aims at generating better returns than market. They
actively participate in analyzing the market opportunity to make the right
move. Generally, they prefer purchasing stocks when they are undervalued
and sell them off when their value increases.
2. PASSIVE PORTFOLIO MANAGEMENT
This type of portfolio management is concerned with a fixed strategy that
aligns perfectly with the efficient market theory. Managers generally tend to
invest in index fund that provides low but consistent return in longer period.
TYPES OF PORTFOLIO MANAGEMENT
3. DISCRETIONARY PORTFOLIO MANAGEMENT
In this particular management type, the portfolio managers are entrusted
with the authority to make decision and invest as per their discretion on
behalf of investors. Based on client profiling they tend to decide the most
suitable portfolio mix matching with client’s investment goal and risk
appetite.
4. NON-DISCRETIONARY MANAGEMENT
Under this management, the managers act as financial counselor who
provide advice on investment. It is up to investors whether to accept the
advice or reject it.
PROCESS OF PORTFOLIO MANAGEMENT
1. INVESTMENT
OBJECTIVE
2. CLIENT
PROFILING
3. ESTIMATING
MARKET
4. ASSET
ALLOCATION
5. PORTFOLIO
SELECTION
6. PORTFOLIO
STRATEGY
FORMULATION
7. PORTFOLIO
IMPLEMENTATION
8. EVALUATION &
REVIEW
9. PORTFOLIO
REBALANCING
WHO SHOULD OPT FOR PMS?
Investors who intend to invest across different asset classes like
bonds, stocks, mutual funds, metals, commodities etc. but have
limited knowledge about investment market.
Investors who do not have enough time to track their investments or
rebalance their portfolio.
THANK YOU FOR WATCHING

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Portfolio Management

  • 1.
  • 2. PORTFOLIO MANAGEMENT • Portfolio management is the process of managing investments with the help of right tool and strategy to generate optimum return downsizing risk within a given time horizon. • Portfolio Manager is a person who understands his client’s investment needs and suggests a suitable investment mix to meet his investment objectives while maintaining risk-return balance.
  • 3. OBJECTIVES • Capital Appreciation • Investment Goals • Portfolio Efficiency • Risk Mitigation • Asset Allocation • Liquidity • Diversification • Tax Planning
  • 4. TYPES OF PORTFOLIO MANAGEMENT 1. ACTIVE PORTFOLIO MANAGEMENT Portfolio Manager aims at generating better returns than market. They actively participate in analyzing the market opportunity to make the right move. Generally, they prefer purchasing stocks when they are undervalued and sell them off when their value increases. 2. PASSIVE PORTFOLIO MANAGEMENT This type of portfolio management is concerned with a fixed strategy that aligns perfectly with the efficient market theory. Managers generally tend to invest in index fund that provides low but consistent return in longer period.
  • 5. TYPES OF PORTFOLIO MANAGEMENT 3. DISCRETIONARY PORTFOLIO MANAGEMENT In this particular management type, the portfolio managers are entrusted with the authority to make decision and invest as per their discretion on behalf of investors. Based on client profiling they tend to decide the most suitable portfolio mix matching with client’s investment goal and risk appetite. 4. NON-DISCRETIONARY MANAGEMENT Under this management, the managers act as financial counselor who provide advice on investment. It is up to investors whether to accept the advice or reject it.
  • 6. PROCESS OF PORTFOLIO MANAGEMENT 1. INVESTMENT OBJECTIVE 2. CLIENT PROFILING 3. ESTIMATING MARKET 4. ASSET ALLOCATION 5. PORTFOLIO SELECTION 6. PORTFOLIO STRATEGY FORMULATION 7. PORTFOLIO IMPLEMENTATION 8. EVALUATION & REVIEW 9. PORTFOLIO REBALANCING
  • 7. WHO SHOULD OPT FOR PMS? Investors who intend to invest across different asset classes like bonds, stocks, mutual funds, metals, commodities etc. but have limited knowledge about investment market. Investors who do not have enough time to track their investments or rebalance their portfolio.
  • 8. THANK YOU FOR WATCHING