Portfolio Management

Portfolio management is the art and science of selecting and overseeing a group of investments that meet the long-term financial objectives and risk tolerance of an investor. Effective portfolio management involves making strategic decisions about investment mix and policy, matching investments to objectives, and balancing risk against performance.

Key aspects of portfolio management include asset allocation, diversification, rebalancing, and performance monitoring. A well-managed portfolio adapts to changing market conditions and life circumstances while maintaining alignment with the investor's goals and risk tolerance.