portfolio manager
professional responsible for the securities portfolio of an individual or institutional investor . Also called a money manager or, especially when personalized service is involved, an investment counsel .
Definition of
portfolio manager
Stockholding & Investments
specialist in investment management a person or company that specializes in managing an investment portfolio on behalf of investors.
Portfolio manager
Definition: [crh] Used in the context of general equities.
News paraphernalia and the best stock portfolio manager
If you are a novice investor in the share stock market of India, it is obvious that you often find yourself in a panicky situation.
Portfolio manager
A specialist employed by a mutual fund's advisor to invest the fund's assets in accordance with predetermined investment objectives.
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Portfolio Manager - The person responsible for making mutual fund investments in order to achieve the objective(s) of the fund.
Power of Attorney - A legal document that authorizes one person to act on behalf of another.
Portfolio manager
A named individual who is responsible for the initial construction and the ongoing running of a client's portfolios to meet investment goals agreed with the client.
Portfolio Manager: An individual, usually a professional, who attempts to produce the highest return on invested capital while incurring a minimum of risk within the guidelines laid down by the person or company whose funds he is investing.
Portfolio manager
A person or organisation engaged to manage investment portfolios and make investment decisions on behalf of others. Also known as an investment manager.
Portfolio optimisation ...
Portfolio Manager
The entity responsible for investing a mutual fund's assets, implementing its investment strategy and managing day-to-day portfolio trading.
Portfolio manager
A portfolio manager is responsible for overseeing a collection of investments, either for an institution - such as a mutual fund, brokerage firm, insurance company, or pension fund - or for an individual.
Portfolio manager
Used in the context of general equities. Professional responsible for the securities portfolio of an individual or institutional investor, such as a mutual fund, pension fund, profit-sharing plan, bank trust department, ...
portfolio manager Investment manager.
portfolio mapping A functional relationship specified by a VaR measure between a portfolio's value and the key vector.
A portfolio manager invests dollars in an instrument denominated in a foreign currency and hedges his resulting foreign exchange risk by selling the proceeds of the investment forward for dollars. ...
Portfolio Managers
Also known as the Fund Managers, they are the specialists employed by Mutual Fund/AMC to invest the pool of money in accordance with the fund's investment objectives.
Prospectus ...
PORTFOLIO MANAGER The individual who is responsible for managing a mutual fund's assets.
PORTFOLIO TURNOVER A measure of the trading activity in the fund's portfolio of investments. In other words, how often securities are bought and sold.
Portfolio Manager
A professional hired by the mutual fund advisor to make investment decisions concerning the purchse and sale of securities for the mutual fund portfolio in accordance with the fund's objectives.
portfolio manager
One responsible for managing large pools of funds. Portfolio managers may be employed by insurance companies, mutual funds, bank trust departments, pension funds, and other institutional investors.
The portfolio manager is playing with other people's money. Time for some Dolan straight talk on how the mutual fund industry really works: Most portfolio managers receive compensation and retain their jobs based on how well their fund performs in ...
Also called a portfolio manager and money manager, the individual who manages a portfolio of investments.
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An aggressive portfolio manager who makes risky investments, typically in margin accounts, in search of high returns.
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The former chief portfolio manager for the Acorn Fund who founded Wanger Asset Management. Ralph Wanger also gained acclaim for his witty investment newsletters to shareholders for his established small-cap invesment fund.
Later in the year, portfolio managers (as they rebalance their portfolios) lock in returns by divesting from lesser-known risky stocks and replacing them with well known safer stocks or risk-free securities, such as government bonds.
Alternatively stock portfolio managers can use index futures to increase their exposure to movements in a particular index, essentially leveraging their portfolio.
See also: E-mini, Futures, Hedge, Index, Index Options, Leverage, S&P 500 ...
The portfolio manager... portfolio manager An individual who controls the assets of a mutual fund. The portfolio manager... portfolio theory see modern portfolio theory.
Comparison universe The collection of money managers of similar investment style used for assessing relative performance of a portfolio manager.
Also called a portfolio manager. Investment Advisers Act Legislation passed in 1940 requiring financial advisers to register with the Securities and Exchange Commission.
Portfolio manager A person who is paid a fee to supervise the investment decisions of others.
Portfolio management Related: Investment management Portfolio manager Used in the context of general equities.
Covered interest arbitrage Occurs when a portfolio manager invests dollars in an instrument denominated in a foreign currency and hedges the resulting foreign exchange risk by selling the proceeds of the investment forward for dollars.
The risk within a fund that arises from stock selection or market timing decisions taken by the portfolio manager with a view to profiting f...(Read more)
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Despite his uncanny talent as a portfolio manager, Lynch's mantra is that average investors have an edge over Wall Street experts.
Dressing up a portfolio refers to the practice of some portfolio managers of selling weak stocks and purchasing strong stocks near the end of a reporting period to improve the portfolio's appearance.
One of the challenges that portfolio managers face in providing stronger-than-benchmark returns is that their funds' performance needs to compensate for their operating costs.
A measure of the contribution that a portfolio manager makes to the performance of an investment portfolio, i.e., performance over and above that which can be attributed to general market performance.
A portfolio manager may hold firm views on the ways in which these factors will change in the near future, so in three separate risk decisions he positions the assets in the portfolio to take advantage of the expected forthcoming market movements.
A high-risk oriented portfolio manager.
What you can do with it: Gunslinger is one of those terms that might sound good at first glance, but it's not a good thing.
Portfolio manager opportunistically allocates capital among the various strategies in order to create the best risk/reward profile for the overall fund.
An AMC earns fees by acting as the PORTFOLIO manager of a fund. The AMC is appointed by the Board of Trustees, which oversees its activities.
GUNSLINGER - An aggressive portfolio manager who makes risky investments, typically in margin accounts,...
GUTS - Is the purchase or the sale of two in-the-money options. For example, a long guts consists of th...
GVA - general valuation allowance ...
Using this approach requires constant attention from the portfolio manager. Bonds with short maturities need to be rolled over into new short term securities as they reach maturity.
Preparing For A Career As A Portfolio Manager
We'll show you how to reach your financial goals, one step at a time. The Successful Investment Journey ...
A strategy used by mutual fund and portfolio managers near the year or quarter end to improve the appearance of the portfolio/fund performance before presenting it to clients or shareholders.
For example, a portfolio manager could short a futures contract which will perfectly offset any decrease in the value of the portfolio. Options and short selling stock can also be used for hedging.
ACTIVELY MANAGED MUTUAL FUND - A type of mutual fund where a portfolio manager makes day-to-day decisio...
ACTIVITY - The type of work performed by an organization in carrying out the program for which it is re...
Gunslinger - A high-strung portfolio manager who, looking for high returns, invests in very high-risk stock.
Financial Terms (G)
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Our PrimeDirect web-reporting portal allows our fund clients to build custom reports on-the-fly to suit the specific needs of traders, portfolio managers and operations staff.
Program Trading A sophisticated computerized trading strategy whereby a portfolio manager attempts to earn a profit from the price spreads between a portfolio of equities similar or identical to those underlying a designated stock index, e.g.
Once a security is sold by the portfolio manager, the capital gains/losses are "realized" by the fund, and any payment to the shareholder is taxable during the tax year in which the security is sold.
Investment manager
Also called a portfolio manager and money manager, the individual who manages a portfolio of investments.
A group of money managers of similar investment style used toassess relative performance of a portfolio manager.
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Trading activity near the end of a quarter or fiscal year that is designed to improve the appearance of a portfolio to be presented to clients or shareholders. For example, a portfolio manager may sell losing positions so as to display only positions ...
The sell side includes retail brokers, institutional brokers and traders, and research departments. If an institutional portfolio manager changes jobs and becomes a registered representative, he or she has moved from the buy side to the sell side.
Investment manager
The individual who manages a portfolio of investments. Also called a portfolio manager or a money manager.
Blended Trade - Is the combination of two or more bonds or tranches executed as a single position. Often this is done to offset the individual, lopsided risks in two very different instruments. By doing such a trade, an investor or portfolio manager ...
Then a portfolio that includes both Exxon and GM shares could earn a high return and have a lower risk than either share alone. Portfolio managers now routinely use techniques that are based on Markowitz's original insight.
These individuals have an extensive economic and investing background and are competent at a high level of analysis. Individuals or corporations utilize their services as security analysts, portfolio managers or investment advisors.
For example, a portfolio manager may sell losing positions so as to display only positions that have gained in value. Winnipeg Commodity Exchange Canada's only agricultural futures and options exchange, located in Manitoba.
purchases securities and holds them (without selling) for a long period of time (five or more years), regardless of trends or fluctuations in the share price. Buy-side Trader An individual, such as a pension or mutual fund portfolio manager, ...
 See also: Banks, Expense, Values, Expected return, Bills
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