portfolio management
Asset allocation supervision
Portfolio management is the strategic oversight of a collection of investments—stocks, bonds, real estate, or other assets—to meet specific financial goals.
It involves selecting investments, balancing risk against potential returns, and adjusting holdings over time: Her portfolio management strategy emphasized diversification.
The term extends to managing any collection of projects or products within an organization.
- asset allocationDistributing investments strategically
- asset classCategory of financial instruments
- bondsTies that unite
- mutual fundsCollectively managed securities portfolios
- hedge fundsPooled alternative investment vehicles
diversification · rebalancing · hedging · risk assessment · credit risk · stress testing · due diligence · performance metrics · investment strategy · volatility · stocks · exit strategy · venture capital · ETFs · finance · capital gains · equities · benchmark
- financebank, CFO, banks, controller, finance
- corporate strategymergers, acquisitions, divestitures, divestiture, synergies
- financial planningfinancial planning, budget, financial plan, retirement plan, financial goals
- investingstocks, stock, bonds, investing, investor
- investing termsstocks, bonds, ETFs, gold, commodities
- stock marketstock, shares, stocks, trading, stock market
portfolio managementgambling
Betting on uncertain results
speculation · speculative trading · panic selling · day trading
manage, manager, management, managed, portfolio, managing, mismanage, mismanagement, managerial