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Investments in shares have been very popular among individuals for the past few decades. As we all know, share markets are very volatile and one needs to dedicate considerable amount of time to keep a check on stock markets.

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Know How to Choose the Right Portfolio Manager


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know how to choose the right portfolio manager

Know How to Choose the Right Portfolio Manager

Investments in shares have been very popular among individuals for the past few decades. As

we all know, share markets are very volatile and one needs to dedicate considerable amount of

time to keep a check on stock markets. One also needs relevant qualifications and experience

to make an investment decision.

A portfolio manager is a person who takes care of all your investment needs. A person having

the right blend of experience and qualification is designated as the portfolio manager in the

asset management companies. They diversify your portfolio so that your investment can be

secured against the frequent market fluctuations.

Top financial service companies pay great attention while hiring a portfolio manager.

However, it will be useful for anyone to know some of the good qualities of an effective portfolio

manager. Some of the qualities are:

Trustworthy - Make sure the person has a good reputation in the market. Nowadays it is easier

to check their history and past records. You can also check with their current or previous clients

about their performance and behavior. If you receive a positive review from them, you can make

your final decision.

consistency the right way to invest sounds quite

Consistency - The right way to invest sounds quite absurd when you talk about investments.

Rather, look for someone who is more consistent and is unfazed by the ups and downs of

market conditions. The more consistent the portfolio manager’s process, the better chances of a

fund to perform well.

Diversification - A good portfolio manager is well aware of the volatility or the fluctuations of the

stock market and diversifies the portfolio with different investment options such as funds,

currency, bonds and gold. There are many more investment options. A diversified portfolio is

well protected against the volatility as the money is invested into other options as well.

Investment Style - It is very important to know the investment style of your prospective portfolio

manager. Whether it’s long term or value investing or its short term. The short term investments

are quite risky and it’s often found that the portfolio managers who believe in short term

investments are greedy sorts who can do anything for money. They might lose money and bring

unethical practice. You can find many good portfolio managers who believe in long term

investments.

Employment Record - A good employment record indicates that the person is competent

enough to manage a successful portfolio. If a portfolio manager is associated or was associated

with a reputed portfolio management company means the person has the necessary

education, experience and the right skills. Top financial service companies always hire the best

ones.

The task of choosing the right portfolio manager will be easier if you consider the above

mentioned points.