After the establishments and implementation of the portfolio, the process
of monitoring and testing remain to continue in order to ensure that it remains
quite fine towards its original goals. On a daily basis, the model portfolio
and investment decisions must be monitored closely against their own internal
metrics, benchmarks, and peers. This portfolio must monitored by using the
latest ways of monitoring the monitoring portfolios as well as underlying the
investments. By using this process it can be ensured either the portfolios are positioned
correctly or not for the long term and short term according the variety of the
factors. This process is also used to make sure that the decision implementation,
strategic point of view and tactical asset allocation has performed in past or
not (Akhmetshin, 2017). .
Sell Discipline of Ongoing Monitoring of Portfolios and Underlying Investments
This is the last step of the investment management process in which the
established or discipline framework assists in taking much of the emotion from
the process of the investing, and it can be used for monitoring the characteristics
of the risk-returns according to the real-time basis. The process of the Sell
discipline can be used to determining the components.
Conclusion of Ongoing Monitoring of Portfolios and Underlying Investments
It
has been concluded that the investment markets are the platforms where the securities
and bonds are sold. It also includes the distribution channels of the bonds and
various kinds of assets that can be part of the investment. These investment markets
are also known as the financial markets in the common words, and it plays their
own role in order to generate the profit for the investors. By summing up the
entire discussion, it has been observed that investment management is the
process of handling the investments. The management of the investment is
contained in the planning of the long and short term investment strategy in order
to dispose as well as acquiring the portfolio holdings.
There
are multiple objectives for the investment management process as well as attain
the balance between them. The six steps are discussed in the processes of
investment management, and these steps are; Asset Allocation: Building One Portfolio at a Time, Security Selection:
Populating the Asset Classes, Portfolio Construction: Putting It All Together,
Ongoing Monitoring of Portfolios and Underlying Investments, Sell Discipline.
The investment can be managed in effective manners by implementing all of these
steps.
References of Ongoing Monitoring of Portfolios and Underlying Investments
Akhmetshin, E. M. (2017). Management of investment
attractiveness of enterprises: Principles, methods, organization. International
Journal of Applied Business a Journal of Applied Business and Economic
Research,, 15(23), 71-82.
Dubey, S. (2012). Layman's Guide to Stock Market
& Investment. Vij Books India Pvt Ltd, .
Friedberg, B. (2019). 7 Types of Popular
Investment Portfolios. money.usnews.
Jones, C. P. (2009). Investments: Analysis and
Management. John Wiley & Sons.
Mason, D. (2019). Exam Prep for: The State As
Investment Market. Rico Publications .
Travers, F. J. (2011). Investment Manager
Analysis: A Comprehensive Guide to Portfolio Selection, Monitoring and
Optimization. John Wiley & Sons, .
van Duuren, E. P. (2016). ESG integration and the
investment management process: Fundamental investing reinvented. ,. Journal
of Business Ethics, , 138(3), 525-533.