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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