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Portfolio manager. 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]
Definition. The term "portfolio" refers to any combination of financial assets such as stocks, bonds and cash. Portfolios may be held by individual investors or managed by financial professionals, hedge funds, banks and other financial institutions. It is a generally accepted principle that a portfolio is designed according to the investor's ...
Portfolio Management Definition. Portfolio management involves creating an investment strategy to meet specific financial goals. It incorporates such disparate elements as asset allocation, risk ...
Thematic investing is a form of investment that aims to identify macro-level trends and the underlying investments that stand to benefit from the materialisation of those trends. [ 1] Thematic investing aims to seize opportunities arising from megatrends likely to shape the global economy in the decades ahead. [ 2]
Business and Economics portal. Money portal. v. t. e. In finance, diversification is the process of allocating capital in a way that reduces the exposure to any one particular asset or risk. A common path towards diversification is to reduce risk or volatility by investing in a variety of assets.
Portfolio company. A portfolio company (commonly abbreviated as PortCo) is a company or entity in which a venture capital firm, a startup studio, or a holding company invests. [ 1] All companies currently backed by a private equity firm can be spoken of as the firm's portfolio. [ 2]
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. Investors may be institutions, such as insurance companies, pension ...
Personal finance is the financial management that an individual or a family unit performs to budget, save, and spend monetary resources in a controlled manner, taking into account various financial risks and future life events.