The ABC of Peer To Peer Credit
The financial world has not witnessed much innovation since the 2008 meltdown. This is because any innovation in this sector is scrutinized for possible systemic risks. However, during this period peer to peer lending has evolved. The industry is still in a pretty infant stage. However, in 2015, peer to peer credit accounted for over […]
Pension Funds and Infrastructure Sector
Infrastructure funding can be very important for any economy. This is the reason that governments all over the world want to continuously upgrade their infrastructure. Even a country like America which is one of the most developed nations in the world has been planning to spend $3 trillion on upgrading its infrastructure. Just like America, […]
Predicting Bankruptcy in Organizations
Bankruptcy is a state in which firms are not able to meet their obligations to internal as well as external stakeholders. It is for this reason that bankruptcy prediction is of utmost importance. Stakeholders like employees, suppliers, customers, etc. could gain a lot if they had a method for predicting the likelihood of a company […]
Do IPO’s Affect Competitive Firms?
Many tech-based companies are lined up for initial public offerings (IPOs) in 2019. Many companies such as Uber and Lyft belong to the same industry as well. Up until now, investors have not seen so many major IPOs from the same industry at the same time. The firms launching their IPOs used to be small, […]
Money Markets vs. Capital Markets
Financial markets are markets where financial instruments or securities are traded. Financial markets can be classified based on various parameters. In order to understand the types of financial markets, we need to first understand the broad categories in which it is subdivided. The broadest classification divides financial markets into two types’ viz. money markets and […]
It is essential for individuals to invest wisely for the rainy days and to make their future secure.
A portfolio refers to a collection of investment tools such as stocks, shares, mutual funds, bonds, cash and so on depending on the investor’s income, budget and convenient time frame.
Following are the two types of Portfolio:
The art of selecting the right investment policy for the individuals in terms of minimum risk and maximum return is called as portfolio management.
Portfolio management refers to managing an individual’s investments in the form of bonds, shares, cash, mutual funds etc so that he earns the maximum profits within the stipulated time frame.
Portfolio management refers to managing money of an individual under the expert guidance of portfolio managers.
In a layman’s language, the art of managing an individual’s investment is called as portfolio management.
Portfolio management presents the best investment plan to the individuals as per their income, budget, age and ability to undertake risks.
Portfolio management minimizes the risks involved in investing and also increases the chance of making profits.
Portfolio managers understand the client’s financial needs and suggest the best and unique investment policy for them with minimum risks involved.
Portfolio management enables the portfolio managers to provide customized investment solutions to clients as per their needs and requirements.
Portfolio Management is further of the following types:
An individual who understands the client’s financial needs and designs a suitable investment plan as per his income and risk taking abilities is called a portfolio manager. A portfolio manager is one who invests on behalf of the client.
A portfolio manager counsels the clients and advises him the best possible investment plan which would guarantee maximum returns to the individual.
A portfolio manager must understand the client’s financial goals and objectives and offer a tailor made investment solution to him. No two clients can have the same financial needs.
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