Investing is just the beginning. Portfolio management is about deciding where your money goes, how much risk you take, and when to make changes.
WHY IT MATTERS
- Spread risk across investments
- Invest with clear goals
- Adjust as markets and your situation change
ACTIVE OR PASSIVE?
Active: Managers regularly buy, sell and adjust investments to try to beat a benchmark.
Passive: The portfolio follows an index or predefined strategy.
WHO MAKES THE CALL?
- Discretionary: The manager makes investment decisions within the agreed strategy.
- Non-discretionary: The manager recommends changes, but you make the final call.
THE BIG PICTURE
A good portfolio starts with your goals and risk tolerance, then moves through investment selection, allocation, monitoring and rebalancing.
With Managed Portfolios, investors can get a structured portfolio built around a specific strategy or objective, without having to manage every investment themselves.
THE REAL QUESTION: HOW MUCH OF YOUR PORTFOLIO SHOULD YOU MANAGE YOURSELF?
Read the blog to know more: What Is Portfolio Management? Types, Process