Benefits & Drawbacks of Portfolio Management
One of the biggest challenges faced by individuals & institutions is to decide how to invest for future needs. For individuals, the goal might… Read Article
Portfolio Management
Discretionary and Non-Discretionary PM
Discretionary and Non-discretionary portfolio management are two portfolio management styles. Discretionary portfolio management does not involve the client actively, and the investment manager takes… Read Article
Portfolio Revision
Portfolio Revision MeaningPortfolio revision is one of the pillars of the overall process of portfolio management. It entails assessing the change in portfolio composition… Read Article
Portfolio Management Services
Diversification of your assets and investments reduces risks, and it has been a proven phenomenon. In simple words, Portfolio Management is the process of… Read Article
Active vs Passive Portfolio Management
While managing an investment portfolio, an investor has the option of being hands-on with the funds and securities constituting it or buy and hold… Read Article
Aggressive Investment Strategy
The aggressive investment strategy is focused on gaining maximum returns from selecting a highly risky group of assets, and the objective of capital preservation… Read Article
Risk-Return Tradeoff
Risk-Return Tradeoff is the relationship between the risk of investing in a financial market instrument vis-à-vis the expected or potential return from the same.Risk-Return… Read Article
Portfolio Investment
Portfolio Investment is the science and art of building a combination of assets to achieve a required rate of return over a period of… Read Article
Asset Mix
Asset Mix DefinitionAsset Mix is the composition of an investment portfolio which is determined based on the risk-taking ability and life-cycle stage of an… Read Article
Actively Managed ETFs
Actively Managed Exchange Traded Funds, or Actively Managed ETFs, are cousins of Exchange Traded Funds. They share similar characteristics and are structured in the… Read Article
Process of Strategic Asset Allocation
What is Strategic Asset Allocation?Strategic asset allocation (SAA), as the name suggests, is a strategy that decides the allocation of various assets in the… Read Article