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Portfolio Management ASSIGNMENT

Portfolio management involves selecting and controlling an organization's projects to align with strategic objectives while balancing change initiatives and business-as-usual. It aims to optimize investment returns by considering factors like diversification and risk tolerance. Key constraints include liquidity, time horizon, and regulatory concerns.

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8 views1 page

Portfolio Management ASSIGNMENT

Portfolio management involves selecting and controlling an organization's projects to align with strategic objectives while balancing change initiatives and business-as-usual. It aims to optimize investment returns by considering factors like diversification and risk tolerance. Key constraints include liquidity, time horizon, and regulatory concerns.

Uploaded by

yeshetu873
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
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Download as DOCX, PDF, TXT or read online on Scribd
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Portfolio management is the selection, prioritisation and control of an

organisation's programmes and projects, in line with its strategic


objectives and capacity to deliver. The goal is to balance the
implementation of change initiatives and the maintenance of business-
as-usual, while optimising return on investment.
Portfolio management is the art of selecting and overseeing a group of
investments that meet the long-term financial objectives and risk tolerance of
a client, a company, or an institution.

Within portfolio management, we always think of some basic or common portfolio approaches of
investing such as diversification, minimum risk, composition rules and downside protection.

The fundamental objective of portfolio management is to help select best investment options as
per one's income, age, time horizon and risk appetite.

Major constraints of investment include liquidity, time horizon, tax concerns, legal and regulatory
concerns and unique circumstances. Liquidity refers to the need for cash in excess of any
savings or new contributions available at a specific point in the future.

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