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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.


All time high inflows suggest that the third wave has not dampened investors’ enthusiasm for equity mutual funds
Tue, 11 Jan 2022 11:58:58 +0530


All time high inflows suggest that the third wave has not dampened investors’ enthusiasm for equity mutual funds
Tue, 11 Jan 2022 11:58:58 +0530


In terms of volumes, Ethos traded with 26.37 lakh shares on the NSE, and 2 lakh shares on the BSE.
Mon, 30 May 2022 17:44:16 +0530


Ethos | The listing was on expected lines as the public issue just managed to sail through on the last day
Mon, 30 May 2022 10:06:58 +0530

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