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Ongoing Monitoring of Portfolios and Underlying Investments

Category: Marketing Paper Type: Report Writing Reference: APA Words: 550

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.

 

 

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