The Investment Management Process
About this lesson
In this video, we break down how portfolio management works for both segregated mandates and pooled funds, and why the overall process is more similar than you might think. You’ll learn how portfolio managers set objectives, build strategic asset allocations, select securities, and continuously monitor performance, giving you a clear understanding of core investment management concepts, asset allocation strategies, and how professional portfolio construction really works. Learn more with our bestselling micro-degrees here: https://www.fe.training/product-category/online-finance-courses/?utm_source=youtube&utm_medium=organic-social&utm_campaign=definition-videos&utm_term=portfolio-management WHY FINANCIAL EDGE? Financial Edge is the trusted training partner for top investment banks' new hires. If you want to get noticed by leading Wall Street firms, our certifications and courses are for you. Check out our alumni from top investment banks on LinkedIn: https://www.linkedin.com/school/financial-edge-training/people/ Visit our website: https://www.fe.training/?utm_source=youtube&utm_medium=organic-social&utm_campaign=definition-videos&utm_term=portfolio-management Connect with us on social media: Facebook: https://www.facebook.com/fetraining/ Instagram: https://www.instagram.com/fe.training/ LinkedIn: https://www.linkedin.com/school/financial-edge-training/ #PortfolioManagement #AssetAllocation #InvestmentManagement #FinancialEdge #FinanceEducation #WealthManagement #PooledFunds #SegregatedMandates #InvestmentStrategy #WallStreetTraining
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