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    SOP Notes

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    HARIHARAN A
    Portfolio managers need to understand client objectives and constraints to construct appropriate asset allocations. They review risk tolerance, liquidity needs, time horizon, taxes, and circumstances. Analytics determine variance, beta, diversification, and allocation. Advanced analytics identify trends and winning stocks while avoiding losses within a time horizon.

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    SOP Notes

    Uploaded by

    HARIHARAN A
    9 views1 page
    Portfolio managers need to understand client objectives and constraints to construct appropriate asset allocations. They review risk tolerance, liquidity needs, time horizon, taxes, and circumstances. Analytics determine variance, beta, diversification, and allocation. Advanced analytics identify trends and winning stocks while avoiding losses within a time horizon.

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    Portfolio managers need to understand client objectives and constraints to construct appropriate asset allocations. They review risk tolerance, liquidity needs, time horizon, taxes, and circumstances. Analytics determine variance, beta, diversification, and allocation. Advanced analytics identify trends and winning stocks while avoiding losses within a time horizon.

    Copyright:

    © All Rights Reserved
    Download as DOCX, PDF, TXT or read online from Scribd
    Download as docx, pdf, or txt
    9 views1 page

    SOP Notes

    Uploaded by

    HARIHARAN A
    Portfolio managers need to understand client objectives and constraints to construct appropriate asset allocations. They review risk tolerance, liquidity needs, time horizon, taxes, and circumstances. Analytics determine variance, beta, diversification, and allocation. Advanced analytics identify trends and winning stocks while avoiding losses within a time horizon.

    Copyright:

    © All Rights Reserved
    Download as DOCX, PDF, TXT or read online from Scribd
    Download as docx, pdf, or txt
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    Portfolio managers need to understand client objectives and constraints in order to construct

    appropriate asset allocation. Reviewing a client’s objectives and constraints includes


    understanding risk/return appetite, liquidity needs, investment time horizon, tax profile, unique
    circumstances and any current legal issues. Data analysis of how categorical inputs like liquidity
    needs (none, current, future, etc. ), time horizon (short- term, long- term) or taxes (pays taxes or
    does not pay taxes) blend together in decision making process.

    Portfolio analytics seeks to determine the variance of each security, overall beta of the portfolio,
    the amount of diversification and the asset allocation within the portfolio. The analytics seek to
    understand the risks associated with the current composition of the portfolio and identify ways to
    mitigate the identified risks.

    Advanced analytics to capture trends, identify stocks with a high probability to be winners, and
    avoiding securities that may result in losses within a time horizon. It provides value for wealth
    and asset managers’ thus increasing revenue, trade flow, client engagement, acquisition and
    retention.

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