The art and science of making decisions about investment mix and policy, matching investments to objectives, asset allocation for individuals and institutions, and balancing risk against performance.
Portfolio management is all about strengths, weaknesses, opportunities and threats in the choice of debt vs. equity, domestic vs. international, growth vs. safety, and many other tradeoffs encountered in the attempt to maximize return at a given appetite for risk.
In today's financial marketplace, a well-maintained portfolio is vital to any investor's success. An investment manager, we need to know how to determine an asset allocation which best conforms to the investment goals and strategies of our investors. In other words, the portfolio should meet the future needs for capital and give the investors peace of mind. Investors can construct portfolios aligned to their goals and investment strategies by following a systematic approach.
Here we go over some essential steps that Zabeel Capital will be making for taking such an approach:
- Determining the Appropriate Asset Allocation
- Achieving the Portfolio Designed in Step 1
- Re-assessing Portfolio Weightings
- Rebalancing Strategically
Overall, a well-diversified portfolio is the best bet for consistent long-term growth of investments and protects assets from the risks of large declines and structural changes in the economy over time. We will closely monitor the diversification of a portfolio, making adjustments when necessary, and hence will greatly increase chances of long-term financial success.
NEWS
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Sun Feb 15, 2009
Zabeel Capital acquires 51percent of ASP Access Floors -
Thu Sep 04, 2008
Light Group launches in Dubai
