portfolio manager
Investment decision maker
A portfolio manager is a professional who makes investment decisions for a fund or collection of assets.
They select which securities to buy, hold, or sell, aiming to meet specific financial objectives: The portfolio manager shifted into defensive stocks ahead of the recession.
In creative fields, the term sometimes refers to someone who organizes or curates a body of work.
Ownership stakes in corporations
- bondsTies that unite
- securitiesTradeable financial assets
- mutual fundsCollectively managed securities portfolios
- ETFsExchange-listed investment baskets
index funds · stocks · commodities · asset allocation · diversification · investment strategy · market analysis · capital gains
Rapid, unpredictable changeability
- exposureState of being unprotected
- downsideDisadvantage of something
- hedgingNoncommittal maneuvering
- diversificationExpanding into varied areas
risk tolerance · risk appetite · mitigation · drawdown · beta · correlation · stress testing · risk assessment
Buying stocks expecting rapid appreciation
- value investingBuying underpriced stocks fundamentally
- quantitativeConcerning measurable amounts
- technical analysisMarket forecasting via statistics
- top-downDirected from highest level
bottom-up · contrarian · momentum · due diligence · research · conviction
Collective body of customers
- financial planningOrganizing future monetary goals
- estate planningPreparing asset distribution posthumously
- inheritanceProperty received from ancestors
- philanthropyGenerous giving for others
endowment · trust · retirement accounts · client relations · advisory · discretionary · mandate · fee structure
equities
Ownership stakes in corporations
- bondsTies that unite
- securitiesTradeable financial assets
- mutual fundsCollectively managed securities portfolios
ETFs · index funds · stocks · commodities · asset allocation · diversification · investment strategy · market analysis · capital gains · dividends
volatility
Rapid, unpredictable changeability
diversification · risk tolerance · risk appetite · mitigation · drawdown · beta · correlation · stress testing · risk assessment · leverage
growth investing
Buying stocks expecting rapid appreciation
- value investingBuying underpriced stocks fundamentally
- quantitativeConcerning measurable amounts
- technical analysisMarket forecasting via statistics
top-down · bottom-up · contrarian · momentum · due diligence · research · conviction
clientele
Collective body of customers
- financial planningOrganizing future monetary goals
- estate planningPreparing asset distribution posthumously
- inheritanceProperty received from ancestors
philanthropy · endowment · trust · retirement accounts · client relations · advisory · discretionary · mandate · fee structure · fiduciary
- Finance Toolsbudget app, budgeting app, calculator, expense tracker, spreadsheet
- high-paid careerssurgeon, neurosurgeon, anesthesiologist, cardiologist, CEO
- finance jobsaccountant, banker, broker, trader, auditor
- finance rolesaccountant, banker, broker, auditor, analyst
- Financial Advisersinvestment adviser, retirement planner, financial coach, investment consultant, fiduciary
- Financial Advisorsfinancial planner, wealth advisor, financial consultant, financial advisor, investment advisor
portfolio managerbroker
Transaction intermediary for hire
stockbroker · trader · passive investor · index fund · robo-advisor
portfolio managerbankruptcy
Legal status when insolvent
financial ruin · debtor · bankrupt · losses · debt
manager, management, portfolio, managing, manageable, managers, mismanage, mismanagement, managerial