The Discretionary Portfolio Management Framework II

The Discretionary Portfolio Management Framework II

Faisal Sheikh

25 years: Wealth and risk management specialist

In the previous video, Faisal outlined the role of a portfolio manager and started talking about a framework they can use to manage portfolios. In this video, he carries on exploring this framework, starting with the importance of diversification.

In the previous video, Faisal outlined the role of a portfolio manager and started talking about a framework they can use to manage portfolios. In this video, he carries on exploring this framework, starting with the importance of diversification.

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The Discretionary Portfolio Management Framework II

7 mins 2 secs

Overview

This video builds on the introduction to the portfolio management framework and discusses the remaining 4 out of the 5 stages in the framework : Portfolio diversification, monitoring and rebalancing, selecting individual investments and finally holistic assessments. These components all go hand in hand and help portfolio managers perform to the best of their ability and deliver satisfactory results to their clients. It also helps clients understand the portfolio management process and know that their money is being handled in a thorough manner.

Key learning objectives:

  • Understand the importance of portfolio diversification

  • Comprehend the need for monitoring and rebalancing a portfolio

  • Understand how selection of investments can dictate portfolio performance

  • Understand the importance of a holistic assessment

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Summary
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Expert
Faisal Sheikh

Faisal Sheikh

Faisal is a wealth management professional has spent almost 30 years working in the field of risk management, risk control, internal auditing in the financial services and public sector. Most recently, Faisal was the Head of Risk for the Wealth Management business of UBS in the UK. He has also extensive international experience across Europe, the Americas, Asia and Africa. He has also a served as CISI operational risk expert panel member.

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