Portfolio Management Process

Enzo Mondello
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Enzo Mondello: CfBS Center for Business Studies AG

Chapter 7 in Applied Fundamentals in Finance, 2023, pp 223-258 from Springer

Abstract: Abstract The portfolio management process consists of various steps and ensures the systematic construction of a portfolio that is appropriate to the client’s needs. The process consists of three phases, namely planning, execution, and feedback. In the planning phase, the financial markets and investor needs are analysed, the long-term investment policy is formulated, and the strategic asset allocation is determined. In the execution phase, the portfolio is created and the assets required by the investment policy are purchased. The feedback phase concludes the process and includes monitoring of the investment policy and capital market expectations, as well as rebalancing and performance evaluation of the portfolio.

Date: 2023
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DOI: 10.1007/978-3-658-41021-6_7

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