Traditional Culture Encyclopedia - Traditional festivals - The main elements of portfolio management are
The main elements of portfolio management are
1, portfolio construction: according to investors' risk preferences, return objectives and market expectations, select appropriate securities and asset classes, and reduce risk through diversification.
2. Portfolio Monitoring: Regularly monitor and evaluate the investment portfolio, track and analyze the performance of each security and asset class, and adjust the portfolio allocation in response to market changes.
3. Risk Management: Reduce the market risk, credit risk and liquidity risk of the portfolio through effective asset allocation and risk control techniques.
4. Portfolio Optimization: seek to maximize returns under a given risk by optimizing portfolio allocation.
5. Performance Evaluation: Evaluating and comparing the performance of the portfolio to determine whether the expected returns and investment objectives have been met.
6. Market Research: Analyzing and researching the economic, political, social and environmental factors of the market in order to forecast market trends and adjust portfolio allocation.
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