portfolio management


The process of managing the assets of a mutual fund, including choosing and monitoring appropriate investments and allocating funds accordingly.

Use this term in a sentence

Our portfolio management team was working well together and I thought they all deserved a raise for all of their hard work.

​ Was this Helpful? YES  NO 5 people found this helpful.

I prized myself on my skilled portfolio management, which had a strong emphasis on diversification and minimizing long term risk.

​ Was this Helpful? YES  NO 10 people found this helpful.

The portfolio management was excellent as each quarter projections were met and then improved upon for our primary metrics such as revenue.

​ Was this Helpful? YES  NO 2 people found this helpful.

Show more usage examples...

Browse Definitions by Letter: # A B C D E F G H I J K L M N O P Q R S T U V W X Y Z
CFA exam currency selection