Portfolio Management
Portfolio management is the process of selecting and managing investments to achieve specific financial goals.
Portfolio management involves constructing and maintaining a portfolio of investments, such as equities, bonds, private equity, and alternative funds. The goal is to achieve a balance between risk and return, taking into account the investor’s mandate, time horizon, and liquidity preferences. Effective portfolio management also includes ongoing risk management, backtesting, and performance analysis to ensure the portfolio remains aligned with its objectives.
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