Definition of 'Portfolio'

A grouping of financial assets such as stocks, bonds and cash equivalents, as well as their mutual, exchange-traded and closed-fund counterparts. Portfolios are held directly by investors and/or managed by financial professionals.

Definition of 'Portfolio Management'

y The art and science of making decisions about investment mix and policy, matching investments to objectives, asset allocation for individuals and institutions, and balancing risk against. performance. Portfolio management is all about strengths, weaknesses, opportunities and threats in the choice of debt vs. equity, domestic vs. international, growth vs. safety, and many other tradeoffs encountered in the attempt to maximize return at a given appetite for risk. y The process of managing the assets of a mutual fund, including choosing and monitoring appropriate investments and allocating funds accordingly.

Meaning
portfolio is nothing but managing different type of securities of a company, and trying to get maximum returns and minimum risk. Managing different types of securities for minimizing risk and maximizing returns through diversification of funds into different securities. Shares, Bonds, gold, Real assets are some of securities comes under PF investments.

Definition of 'Portfolio Manager'

The person or persons responsible for investing a mutual, exchange-traded or closed-end fund's assets, implementing its investment strategy and managing the day-to-day portfolio trading.

Scope of Portfolio Management:P o r t f o l i o ma n a g e m e n t i s a c o n t i n u o u s p r o c es s . I t i s a d y n a m i c a c t i v i t y . The following are the basic operations of a portfolio management. a)Monitoring the perfor mance of portfolio by incorporating the latest market conditions. b ) I d e n t i f i c a t i o n o f t h e i n v e s t o r s o b j e c t i v e , c o n s t r a i n t s a n d preferences)Making an evaluation of portfolio income (comparison with targets and achievement).d ) M a k i n g r e v i s i o n i n t h e por tf olios ) I m p l e m e n t a t i o n o f t h e s t r a t e g i e s i n t u n e w i t h i n v e s t m e n t objective