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Portfolio positioning matters as much as stock picking skill

Portfolio construction is not a science, more an art and involves lots of judgement, While our analyst team spends time for analyzing fundamentals, getting overall portfolio positioning right is equally essential to generating returns

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About Portfolio Management

Portfolio management process is an on-going way of managing a client’s portfolio of assets. There are various components and sub-components of the process that ensure a portfolio is tailored to meet the client’s investment objectives well within his constraints. Portfolio managers need to chart out specific strategies for the portfolio management to maintain the risk-return trade-off.


The portfolio management process has the following steps and the sub-components:


This is the most crucial step as it lays down the foundation of the entire process. It comprises of these tasks:

Identification of Objectives and Constraints:

The identification of client’s investment objectives and any constraints is the foremost task in the planning stage. Any desired outcomes that the client has regarding return and risk are the investment objectives. Any limitations on the investment decisions or choices are the constraints. Both are specified at this stage.

Investment Policy Statement:

Once the objectives and constraints are identified, the next task is to draft an investment policy statement.

Capital Market Expectations:

The third step in the planning stage is to form expectations regarding capital markets. Risk and return of various asset classes are forecasted over a long term to choose portfolios that either maximizes the expected return for certain levels of risk or minimize the portfolio risk for certain levels of expected return.

Asset Allocation Strategy:

This is the last task in the planning stage.

Strategic Asset Allocation:

The investment policy statement and the capital market expectations are combined to determine the long term weights of the target asset classes, also known as strategic asset allocation.

Tactical Asset Allocation:

Any short-term change in the portfolio strategy as a result of the change in circumstances of the investor or the market expectations is a tactical asset allocation. If the changes become permanent and the policy statement is updated to reflect the changes, there is a chance that the temporary tactical allocation becomes the new strategic portfolio allocation.

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