Asked by: Adelheid Vijayabhas
personal finance mutual funds

What is portfolio management process?

Last Updated: 11th March, 2020

Portfolio Management Process. Portfoliomanagement process is an on-going way of managing aclient's portfolio of assets. There are various componentsand sub-components of the process that ensure aportfolio is tailored to meet the client's investmentobjectives well within his constraints.

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Just so, what are the steps in portfolio management?

The three steps in the portfoliomanagement process are: planning, execution, and feedback. Inthis step, the portfolio manager needs to understanda client's needs and develop an investment policy statement(IPS). IPS is a written document that states the client'sobjectives and constraints.

Similarly, what is the portfolio process? The project portfolio process is a method whichcan maximize the output potential of all projects undertaken byyour organization at a given time, subject to limited resourceconstraints.

Likewise, what is mean by portfolio management?

Portfolio management is the art and science ofmaking decisions about investment mix and policy, matchinginvestments to objectives, asset allocation for individualsand institutions, and balancing risk againstperformance.

What are the types of portfolio management?


  • Active Portfolio Management. The aim of the active portfoliomanager is to make better returns than what the marketdictates.
  • Passive Portfolio Management.
  • Discretionary Portfolio Management.
  • Non-Discretionary Portfolio Management.

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