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Project Management Tools .pdf

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Portfolio Management Process- 
A Road To Fulfilling Client’s 
Investment Goals 
Timing and perspective are the most pivotal things in a ​project portfolio 
management process​ ​and they are hard to achieve. It’s an ongoing process
with integrated steps compiled efficiently to create and manage an
appropriate portfolio of assets in order to achieve client’s specific goals.
To maintain a clear portfolio, the portfolio managers sometimes have to
pen-down specific strategies to balance the risk-return trade-off. They need to
go through the whole portfolio instead of an individual asset. The whole
portfolio carries a systematic risk which is due to the influence of economic
fundamentals on the returns of the stock. But the individual investments carry
an unsystematic risk which however can be veered, by bundling the
investment into one sole portfolio.
Some of the ​portfolio managers​, investors and analysts are only concerned
with the systematic risk of the whole portfolio. While there are many other
methods to manage the portfolio, there’s a fixed procedure also that you can
follow to meet your investment goals.

Create a Policy Statement​:​ The most crucial step in ​portfolio 

management​ is to create a policy statement. It’s a statement that comprises of
investor’s goals and constraints related to his investments. Any limitations,
desires regarding risk and return are contained in this.

Develop an investment strategy​:​ An efficient strategy is very

important to fulfil any needs. Once the objective is identified, the next step is
to make a good strategy to fulfil client’s requirements. The strategy entails
investor’s objectives and goals with market’s current financial and economic

Implement the plan created​:​ This step is to put the created
strategy to work by investing in a good ​portfolio​ that meets the client’s
desired goals.

Monitor and update the Plan​:​ Market is never constant; it keeps
on changing and so as the investors. So it’s very important to monitor those
changes to adjust or update the plan to adjust for the changes that have
occurred in the market. The manager also has to evaluate risk exposures of
the portfolio, economic fundamentals to ensure that investments constraints
are being maintained.

A complete set of steps compiled to fulfil client’s need is what portfolio
managements is all about. With the investment policy statement being a
crucial step, the portfolio manager can create and evaluate the performance of
any portfolio. So carefully plan and endeavour your client’s requirements.

1401 1 Street SE
Calgary, Alberta, Canada, T2G 2J3
TOLL-FREE (North America): 1-855-600-5077
Phone: 587-885-1522

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