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Portfolio Management

Portfolio management involves activities that help investors arrive at desired investment goals. Portfolio management is the process of organizing and managing businesses or other establishments for the purpose of obtaining maximum profit. Portfolio management ensures optimum use of people, money and other resources. In short, it is the art of optimizing assets and raising the worth of a portfolio.

Portfolio management is the business of a senior management team in the company. They are sometimes called a "product committee." Portfolio management provides managers a better understanding of cost, risk, and capabilities of a business. The portfolio management effort need be aligned with the business organization's strategy. The outcome is evaluated with the help of performance measures. Enterprise portfolio management and project portfolio management are the main types of portfolio management. Enterprise portfolio management uses selection of investments depending on business needs and value as settled on by the enterprise architecture. Project portfolio management employs a structured approach to arrive at decisions about a set of portfolios.

Asset allocation decision is an important part of any portfolio management program. Asset allocation decides what proportions of a portfolio will be invested in various asset classes. Asset allocation is of two types - active and passive. Active asset allocation is based on market views.

Portfolio management is a handy tool in making planned decisions and determining costs. It also helps investment bankers to group investments into various categories including blue chip stocks, mutual funds, and bonds. An effective portfolio management promotes growth of organizations and other business establishments. It helps organize the necessary resources and produce maximum turnover. Portfolio management binds activities, resources, and policies together.


SEBI’s move on valuing AT1 bonds will protect investors, but may kill the market for these bonds
Wed, 17 Mar 2021 11:44:39 +0530


The asset management industry is facing unlikely competition from the new-age discount brokers like Zerodha that are luring retail investors away from mutual funds into equity trading
Wed, 10 Mar 2021 12:40:20 +0530


Increased financialisation of savings and digitisation are going to shape the future of financial services and CAMS fits into both these themes well
Thu, 04 Mar 2021 10:43:09 +0530


50 percent of the IPO portion is reserved for qualified institutional buyers, 15 percent for non-institutional bidders and 35 percent for retail investors.
Tue, 06 Apr 2021 10:05:24 +0530


With over 30 public offers garnering Rs 39,000 crore in FY21, amid signs of ample liquidity, the primary market is expected to remain active in FY 2021-22 as well; blockbuster LIC IPO expected later in the year
Mon, 05 Apr 2021 14:38:18 +0530


Macrotech Developers IPO will open for subscription on April 7 and will close on April 9
Sun, 04 Apr 2021 09:26:15 +0530


Macrotech Developers (formerly Lodha Developers) is planning to mop up Rs 2,500 crore through its initial public offering
Thu, 01 Apr 2021 13:37:35 +0530


The stock opened with an 80.7 percent premium at Rs 1,990 compared to the issue price of Rs 1,101 on the NSE and hit the day#39;s high of Rs 2,024.90 before erasing some gains in the afternoon session.
Tue, 30 Mar 2021 17:34:34 +0530


One lot of Nazara Technologies was available for subscription at Rs 14,313 and on listing, the value zoomed to Rs 26,349.7, translating into a profit of Rs 12,036.7. Even at the day#39;s low of Rs 1,590, the profit was at Rs 6,357 a lot.
Tue, 30 Mar 2021 13:06:27 +0530


Nazara Technologies has marketfirst positions in India across sports simulation and eSports. The company#39;s eSports content business grew by 60 percent in FY20 from FY19 and has grown by nine times in the last three financial years.
Tue, 30 Mar 2021 09:59:52 +0530


Gaurav Garg of CapitalVia Global Research feels the tepid performance of Suryoday Small Finance Bank on the listing day can also be attributed to the recent selling pressure in the financial services sector.
Fri, 26 Mar 2021 20:41:41 +0530


The Suryoday Small Finance Bank share, which opened with a 3.9 percent loss on the BSE, corrected 11 percent intraday despite strong market conditions.
Fri, 26 Mar 2021 14:37:38 +0530


Investors looking for listing gains should exit the stock on March 26 itself, while long-term investors can hold the stock only if they want a better exit it, experts have said.
Fri, 26 Mar 2021 13:24:15 +0530


Nirmal Bang believes Barbeque Nation Hospitality has robust engine and would be back on track soon.
Fri, 26 Mar 2021 13:00:48 +0530


Suryoday Small Finance Bank listed on the bourses, just, to meet the RBI guidelines which says the small finance bank has to get listed after the completion of three years from the receiving license.
Fri, 26 Mar 2021 10:06:01 +0530


The muted subscription to its IPO and bearish trend in equity market dented sentiment.
Fri, 26 Mar 2021 10:02:25 +0530


Currently, Kalyan Jewellers is trading at a discount price in the grey market compared to its issue price of Rs 87, the IPO Watch data showed.
Thu, 25 Mar 2021 18:48:53 +0530


It listed at Rs 156.20, a gain of 20.15 percent from the issue price on BSE. During the day, the stock jumped 34.23 percent to Rs 174.50.
Thu, 25 Mar 2021 18:32:16 +0530

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