Portfolio managers make decisions about investment mix and policy, matching investments to objectives. They help individuals and institutions decide on asset allocation, and will try to create an investment mix that will try to balance risk against performance.
Portfolio management is about weighing up strengths and weaknesses, opportunities and threats, considering the choice between debt versus equity, domestic versus international investments, growth factors versus safety, and other tradeoffs encountered in the attempt to maximise return at a given appetite for risk.
In the case of mutual and exchange-traded funds (ETFs), there are two forms of portfolio management: passive and active. Passive management simply tracks a market index, commonly referred to as indexing or index investing. Active management involves a single manager, co-managers, or a team of managers who attempt to beat the market return by actively managing a fund’s portfolio through investment decisions based on research and decisions on individual holdings. Closed-end funds are generally actively managed.
Whether you are a seasoned investor, or wanting to make a start creating an investment portfolio, we are able to assist at all levels to ensure your investments are effectively managed to maximise returns