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Phrases with «client portfolio management»

Client portfolio management refers to the practice of overseeing and managing a collection of investments and assets on behalf of clients. It involves making decisions to optimize the client's portfolio based on their goals and risk tolerance. The aim is to maximize returns while minimizing risks, ensuring the client's investments align with their financial objectives. Full definition

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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