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  2. What Is Portfolio Management?

    www.aol.com/portfolio-management-150054605.html

    Discretionary portfolio management takes this a step further, with professional money managers who are given the authority to make buy-and-sell decisions on behalf of an individual investor.

  3. Is It Time to Update My Portfolio?

    www.aol.com/steps-portfolio-164102622.html

    Portfolio Review Step 3: Check in on Your Reserve Fund. portfolio review. While a lot of your money is going to be tied up in illiquid investments, make sure you have some money set aside as cash.

  4. Portfolio manager - Wikipedia

    en.wikipedia.org/wiki/Portfolio_manager

    Passive management simply tracks a market index, commonly referred to as indexing or index investing. Active management involves a single manager, co-managers, or a team of managers who attempt to beat the market return by actively managing a fund's portfolio through investment decisions based on research and decisions on individual holdings.

  5. Active management - Wikipedia

    en.wikipedia.org/wiki/Active_management

    Active management (also called active investing) is an approach to investing. In an actively managed portfolio of investments, the investor selects the investments that make up the portfolio. Active management is often compared to passive management or index investing.

  6. Asset allocation - Wikipedia

    en.wikipedia.org/wiki/Asset_allocation

    Doeswijk, Lam and Swinkels (2014) argue that the portfolio of the average investor contains important information for strategic asset allocation purposes. This portfolio shows the relative value of all assets according to the market crowd, which one could interpret as a benchmark or the optimal portfolio for the average investor. The authors ...

  7. How To Rebalance Your Investment Portfolio: A Step-by-Step Guide

    www.aol.com/rebalance-investment-portfolio-step...

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  8. Investment management - Wikipedia

    en.wikipedia.org/wiki/Investment_management

    Investment management (sometimes referred to more generally as asset management) is the professional asset management of various securities, including shareholdings, bonds, and other assets, such as real estate, to meet specified investment goals for the benefit of investors.

  9. Portfolio optimization - Wikipedia

    en.wikipedia.org/wiki/Portfolio_optimization

    Portfolio optimization is the process of selecting an optimal portfolio (asset distribution), out of a set of considered portfolios, according to some objective.The objective typically maximizes factors such as expected return, and minimizes costs like financial risk, resulting in a multi-objective optimization problem.

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