Monitoring an Investment Portfolio

Monitoring an Investment Portfolio

Trevor Pugh

20 years: Trading & hedge funds

In this video, Trevor looks at how portfolio managers implement, execute and monitor their portfolios, how they manage risk and how they assess where returns were generated.

In this video, Trevor looks at how portfolio managers implement, execute and monitor their portfolios, how they manage risk and how they assess where returns were generated.

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Monitoring an Investment Portfolio

9 mins 31 secs

Overview

Deciding how a portfolio is going to be established is only the first step in managing a portfolio. A portfolio manager will have to implement, execute and monitor their portfolio through a range of methods. They will also then need to use attribution analysis to determine how well they’ve actually performed.

Key learning objectives:

  • Outline the importance of implementation, execution and monitoring

  • Understand the importance of risk management

  • Understand attribution analysis and what it is used for

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This content is also available as part of a premium, accredited video course. Sign up for a 14-day trial to watch for free.

Summary
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