🎯 Core Objectives of Portfolio Management
Portfolio Management (PM) is the art and science of making decisions about investment mix and policy, matching investments to objectives, allocating assets for individual and institutions, and balancing risk against expected returns.
It is a disciplined, ongoing process designed to achieve specific financial goals, such as capital appreciation, income generation, or capital preservation.
The primary goal of portfolio management is not just to maximize returns, but to achieve the optimal balance between risk and return that is appropriate for the investor's specific circumstances.
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