A portfolio is a collection of financial assets, such as stocks, bonds, and alternative investments, held by an investor or fund.
A portfolio includes all the investments owned by an individual or institution. The assets within a portfolio may include equities, bonds, private equity, and alternative funds. Portfolio management aims to optimize the risk-return trade-off by selecting and weighting assets according to the investor’s objectives, mandate, and time horizon. Risk management is vital for protecting the portfolio against losses during adverse market conditions.
Schedule a introductory call