The Discretionary Portfolio Management Framework I
In this video, Faisal discusses the role of a portfolio manager, outlining where they get their ideas from, the differences between certain types of portfolio managers, and the framework they use to manage the portfolio.
Overview
Discretionary portfolio management lies at the heart of the service wealth management firms offer their clients. This video explores the role of portfolio managers in constructing bespoke portfolios for individual clients and then provides an introduction to the 5 key components of the framework typically used by them to manage these portfolios.
Key learning objectives:
Understand the benefits of discretionary management services for wealth management firm and its clients
Identify the role of the portfolio manager
Understand the need for and the 5 stages of the portfolio management framework
Comprehend the importance of Asset Allocation Plan stage in the framework
What is the role of the SAA and TAA?
Summary
Expert
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.
