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Portfolio managers are responsible for managing financial assets of their clients either actively or passively. Being well equipped with professional knowledge and experience in managing financial assets, they take investment decisions on behalf of their clients.
A portfolio manager is a person who takes investment decisions on behalf of his investors. Their responsibility is to devise such investment strategies and processes which match the needs and objectives of his client, build and manage their investment portfolios and take investment decisions with such an objective that the client gets maximum returns and minimize the possibility of losses.
Following are the roles and responsibilities that a portfolio manager needs to undertake:
Both the above-mentioned terms are used synonymously. However, there is quite a big difference between the two:
Having covered the meaning and scope of responsibilities, it becomes important that client also proactively engages with the portfolio manager and always keep the manager on his heels. No matter how important a portfolio manager is, the money invested is that of a client and he alone ultimately bear the consequences of his investment.
Read Our Article:Requirements for Portfolio Manager Registration
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