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A portfolio manager (PM) is a professional responsible for making investment decisions and carrying out investment activities on behalf of vested individuals or institutions. Clients invest their money into the PM's investment policy for future growth, such as a retirement fund , endowment fund , or education fund. [ 1 ]
A portfolio career comprises a variety of roles rather than one job at a single organisation. It can be a career that combines multiple paid and/or voluntary roles. The philosopher and organisational behaviourist Charles Handy popularised the "portfolio" concept [1] in works like his 1994 book The Empty Raincoat. [2]
The Level III study program emphasizes portfolio management and includes descriptions of strategies for applying the tools, inputs, and asset valuation models to manage equity, fixed income, and derivative investments for individuals and institutions. 2012 Level III CFA Program Curriculum
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.
Risk analysis and management: Top-tier portfolio management programs provide comprehensive risk tools to help investors squeeze the maximum return out of their portfolios for the least risk. At ...
Whether you're an individual investor or a portfolio manager, the right portfolio management software can make a huge difference. The best software provides valuable tools to help you better ...
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