How does portfolio management work?

Quick Answer:
Portfolio management works by allocating assets, monitoring performance, managing risk, and adjusting holdings over time to stay aligned with financial objectives.

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Learn More:
Portfolio management is a continuous, structured process rather than a one-off decision. It starts with defining goals and risk tolerance, followed by allocating capital across asset classes. Performance is then monitored against benchmarks, risks are assessed, and portfolios are adjusted as markets move or circumstances change. As portfolios grow more complex, integrated data becomes essential to maintain oversight and discipline.

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