The Process of Portfolio Management - ENGINEERING MANAGEMENT

The Process of Portfolio Management Portfolio management is the art and science of making decisions about investment mix and policy, m...

The Process of Portfolio Management

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The Process of Portfolio Management
Portfolio management is the art and science of making decisions about investment mix and policy, matching investments to objectives, asset allocation for individuals and institutions, and balancing risk against performance.

Six Steps of Portfolio Management:
  1. Learn the basic principles of finance 
  2. Set portfolio objectives
  3. Formulate an investment strategy
  4. Have a game plan for portfolio revision
  5. Evaluate the performance
  6. Protect the portfolio when appropriate
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