The Discretionary Portfolio Management Framework I

The Discretionary Portfolio Management Framework I

In this video, Faisal discusses the role of a portfolio manager, outlining where they get their ideas from, the differences between certain types of portfolio managers, and the framework they use to manage the portfolio. 
Overview

Discretionary portfolio management lies at the heart of the service wealth management firms offer their clients. This video explores the role of portfolio managers in constructing bespoke portfolios for individual clients and then provides an introduction to the 5 key components of the framework typically used by them to manage these portfolios.

Key learning objectives:

  • Understand the benefits of discretionary management services for wealth management firm and its clients

  • Identify the role of the portfolio manager

  • Understand the need for and the 5 stages of the portfolio management framework

  • Comprehend the importance of Asset Allocation Plan stage in the framework

  • What is the role of the SAA and TAA?

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