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CONCEPTS OF PORTFOLIO MANAGEMENT MARC TRAINING SDN BHD 201501016644 (1141978D)For Beginner to Intermediate Level DelegatesOverview MARCs training arm seeks to provide excellent services for our client
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01
Understand the goals and objectives of the portfolio management process.
02
Identify and assess potential investments for inclusion in the portfolio.
03
Establish criteria for selecting, monitoring, and evaluating investments.
04
Diversify the portfolio to manage risk and maximize returns.
05
Monitor the performance of the portfolio and make adjustments as needed.

Who needs concepts of portfolio management?

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Investors looking to optimize their investment strategy.
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Financial professionals managing investment portfolios for clients.
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Companies seeking to efficiently allocate resources across various projects and initiatives.
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The concepts of portfolio management refer to the strategies and techniques used to manage an individual's or institution's investment portfolio effectively, balancing risk and return based on one's investment goals.
Individuals and institutions that manage investment portfolios are required to file concepts of portfolio management, including financial advisors, asset managers, and institutional investors.
Filling out concepts of portfolio management typically involves detailing the investment strategy, asset allocation, performance metrics, and compliance with relevant regulations, often using standardized reporting templates provided by regulatory bodies.
The purpose of concepts of portfolio management is to provide a structured approach to investment management, ensuring that portfolios are aligned with the investor's objectives, risk tolerance, and market conditions.
Reported information generally includes investment objectives, asset allocations, performance analyses, risk assessment, compliance with investment policies, and any changes to the portfolio strategy.
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