Portfolio Management

MOHAMMAD IRFAN AIMAN BIN MUSTAKIM (I21205641)

AHMAD SHAZZREN BIN AHMAD RIZALL (I21205643)
MUHAMMAD AFIQ BIN MOHD FAUIT (I21205646)
What Is Portfolio Management?
 Portfolio management is the art and science of selecting

 Overseeing a group of investments that meet the long-term financial

objectives

 Risk tolerance of a client, a company, or an institution.

That requires a basic understanding of the key elements of portfolio

building and maintenance that make for success, including asset
allocation, diversification, and rebalancing.
Understanding Portfolio Management
 Professional licensed portfolio managers work on behalf of clients
but individuals may choose to build and manage their own
portfolios.

 Portfolio management requires the ability to weigh strengths and

weaknesses, opportunities and threats

 The choices involve trade-offs, from debt versus equity to domestic

versus international, and growth versus safety.
Types of Portfolio Management
 Active Portfolio Management

 Passive Portfolio Management

 Discretionary Portfolio management services

 Non-Discretionary Portfolio management services

What Is the Objective of Portfolio
Management?
 The objective of portfolio management is to create and maintain a
personalized plan for investing over the long term in order to meet
an individual's key financial goals.
Who is a Portfolio Manager ?
 An investment portfolio manager meets with a client one-on-one to
get a detailed picture of the person's current financial situation,
long-term goals, and tolerance for risk.

 The portfolio manager takes responsibility for monitoring the assets

and making changes to the portfolio as needed, with the approval of
the client.

Portfolio managers generally charge a fee for their service that is based
on the client's assets under management.
Need for Portfolio Management
 Portfolio management presents the best investment plan

 Portfolio management minimizes the risks

 Portfolio management enables the portfolio managers to provide

customized investment solutions
Conclusion
Portfolio management is an effective method for organizations to
manage their products through their development lifecycles, priority,
gating, and consistent approaches, which are taken into consideration
THANK YOU