ortfo||o Management

Jat |s portfo||o?
OPoiifolio is a colleciion of
invesimenis.
OIi is also a colleciion of
secuiiiies oi iesponsibiliiies
of an individual.
Jat |s portfo||o
management?
Poiifolio Managemeni is ile
iesponsibiliiy of ile senioi
managemeni ieam of an
oiganizaiion oi business
unii.
ortfo||o management goa|s
are
OMaximize ile piofiiabiliiy oi
value of ile poiifolio
OPiovide balance
OSuppoii ile siiaiegy of ile
enieipiise
ortfo||o Management
rocess
O Ideniificaiion
O Caiegoiizaiion
O Evaluaiion
O Seleciion
O Balancing
O Auiloiizaiion
O Review and Repoiiing
O Siiaiegic Clange
@pes of tecn|ques |n
portfo||o management
O euiisiic models
O Scoiing ieclniques
O Visual oi mapping ieclniques
W eur|st|c Mode|s
Ii's a mailemaiical model used in
opiimized piojecis piofiiabiliiy oi
financial ieiuins. Tlis paid a liiile
aiieniion io balance ile
oiganizaiion siiaiegy.
W cor|ng @ecn|ques
In ilis, Tley iale inio accouni
aboui ile invesimeni
iequiiemenis ,piofiiabiliiy, iisl
and siiaiegic alignmeni.
W I|sua| or mapp|ng tecn|ques
Mapping ieclniques aie giaplical pieseniaiion io
visualize a poiifolio's balance. Tlese aie iypically
piesenied in ile foim of a iwo-dimensional giapl
ie, balance beiween iwo faciois sucl as
Risls vs piofiiabiliiy
Maileiplace fii vs pioduci line coveiage,
Financial ieiuin vs piobabiliiy of success
eic.....
ortfo||o Management
Dasoards
OSiaius Summaiy View
OGanii View
OCosi View
ORisl view