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Portfolio managers are people who handle investing strategies on behalf of individuals and organizations. Portfolio Managers decide when, how and where to invest assets. A portfolio may include assets such as stocks, bonds, real estate, individual investments, etc. Portfolio Managers manage the investing plans for large organizations including investment banks, private equity firms or even high-net-worth individuals. Wherever investment occurs, one can surely find a portfolio manager. They are also called as investment managers, wealth managers, asset managers or financial advisors, however, strictly sticking to portfolio managers their work is limited to the analytical side of investing and does not cover the sales aspect. Further, they require advanced financial knowledge and skills to manage the investment portfolios of their clients.
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Portfolio Managers are distinguished by the type of clients they deal with as they serve to satisfy the earning goals of their respective clients. There are two types of portfolio managers, namely:
To answer the question, “What do portfolio managers do?” we have to understand the various styles of investing they use. Depending upon the client’s investment goals and plans they choose the investment style. Some of the most common investing styles are as follows:
Portfolio managers work closely with clients and assess their financial wants. To achieve the client’s financial goal, the portfolio managers generally follow the six-step portfolio management process which has been discussed below:
In summation, it can be said that portfolio managers provide tailor-made investment solutions to individuals and institutions with a guarantee of maximum returns. So in order to be a good portfolio manager, one has to be a good decision-maker and be accessible to clients for setting financial goals. Further, they play a major role in selecting the investment plan for the benefit of their client. They minimize the risk and ensure a stable return for their clients. All in all, a portfolio manager’s role involves meeting with clients, selecting customized investment plans for their clients, purchasing and selling securities on their behalf, preparing reports and using the available data to foresee the outcome of various investments.
Read our Article: Portfolio Management Services- A Budding Business
Ankita is an Advocate and has joined Enterslice as a Legal Researcher. Her work focuses on General Civil and Commercial laws, Corporate Taxation Laws, Labour and Employment Laws and Dispute Resolution. She is a law graduate from School of Law, University of Petroleum and Energy Studies. Prior to joining Enterslice, Ankita has the experience of practicing law in Delhi and Odisha.
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