One of the essentials that play an essential role in lifting a business organization is the investments made. Right investment decision made at the right time contributes towards organizational success. Now, when business investors invest, they need to consider multiple factors. Apart from that, it is to be noted that the investment made should fulfil business objectives. There should be a proper balance between the investments made and the risk involved. Now, here is when the term ‘Portfolio Management’ enters. Holding a knowledge on portfolio management after setting up a business in UAE helps a business owner to get better clarity on the investment front and to make wise decisions. This treatise comprises all the essentials that will help you to understand what portfolio management all about is and improve your investment choices.
What Is Portfolio Management?
In simple terms, we can say that portfolio management is the art and science of making the right decisions regarding the perfect mix of investments held by an individual or an organization. It talks more about the investment mix, asset location, balancing the risk with performance. It involves different types:
- Active Portfolio Management
- Passive Portfolio Management
- Discretionary Portfolio Management
- Non-Discretionary Portfolio Management
Why Portfolio Management?
If you are a business investor, knowing the need for portfolio management can benefit your company. By availing for the portfolio management can receive the following benefits:
- Invest in the right change initiatives
- Build engagement with strategy
- Optimise the utilisation of the resource
- Increase the returns on investments
- Manage the strategic risk
- To manage the performance
- Hold on risk control
- Create a vision and accountability
- Fetch out new investment opportunities
Portfolio Management Process
The process of Portfolio Management involves the following steps:
The entire process takes place under the guidance of a Portfolio Manager (PM). Now, a Portfolio Manager is an expert who is involved and is responsible for making the best investment activities like investing in different assets, exchange-traded, etc. on behalf of individuals or company. The core tasks of a PM include:
By now you must have got a clear idea as to what Portfolio Management is all about, and why it is essential. Managing a good portfolio ultimately enhances the goodwill of the company and no business owner can compromise with that. The best decision that an investor makes when it comes to dealing with Portfolio Management is to take experts advice. Well-experienced professionals in this field can help you in dealing with and preparing the best investment portfolio. Apart from this, the subject matter experts can also help you in portfolio analysis which is another critical task that can’t be overlooked.
Keeping this in mind, Commitbiz, one of the premium business consultants in UAE has come up with Portfolio Management services that help businesses to diversify their investment opportunities.
When it comes to Portfolio Management, we offer the following services:
- Investment Guidelines
- Benefit-Expense Analysis
- Risk Tolerance
- Asset Allocation
- Monitoring Performance
- Advise in Mutual Funds
- Shaping the Portfolio
- Long Term Investment Plan
- Wealth Management
- Network Management
If you hold any doubt regarding portfolio management or want to take a step forward in availing the services, do contact us-we’d be glad to assist.