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Portfolio Management Styles & Strategies

Dashboard > Client Investment Recommendations and Strategies > Portfolio Management Styles & Strategies

Portfolio Management Styles & Strategies

Miyagi nodded. "Now you're ready to learn about asset allocation, strategy, active or passive. Portfolio management is all about a mix."

"What do you mean?"

"The goal is always the same: reduce investment risk, generate high investment return. A client may have a specific need or investment style they want to follow. So the adviser finds products for the client that are managed by the PM in a style the client likes. See? You know basic PM concepts, like asset allocation?"

Eddie nodded. "Yeah, I...

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