Definition of «client portfolio management»

Client Portfolio Management refers to the process of managing a client's investment portfolio, with the goal of maximizing returns while minimizing risk. This involves analyzing the client's financial situation and goals, developing an investment strategy that aligns with their needs, and regularly monitoring and adjusting the portfolio as needed based on changes in market conditions or the client's circumstances. The main objective is to help clients achieve their long-term financial objectives by making informed decisions about where and how to invest their money.

Sentences with «client portfolio management»

But Katie Koch, global head of client portfolio management and business strategy for fundamental equity at Goldman Sachs Asset Management, also highlights a paradigm shift in the way investors should think about picking stocks and about diversification itself. (fortune.com)
Part of the money is simply a return of your capital, explains Beth Hamilton - Keen, Director of Private Client Portfolio Management at Mawer Investment Management. (moneysense.ca)
«If you were investing $ 500 a month and had to pay $ 10 each time you did a transaction, over the course of a year you would be paying $ 120 in transaction fees on top of the MER you're paying in the ETF,» notes Ingrid Macintosh, vice-president wealth, head of mutual fund strategy and client portfolio management at TD Asset Management, whose e-Series index funds have been around for 18 years and comprise $ 2.6 billion in assets under management. (moneysense.ca)
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