Portfolio management starts during the formation of an investment portfolio. First of all, investment manager must choose a strategy of portfolio management. Our company is ready to be a financial consultant and suggest optimum alternatives of saving and making much of investments.

The strategy can be focused on both profit-making and investment, that will help to preserve the accumulated capital. Everything depends on the set objectives and rationale.

On of the main formas of portfolio management is auditing of financial credit documents that are in the possession of a shareholder. Such procedure should be performed several times a month. During the process of the auditing it is necessary to determine not only profit or loss, which are taken in by a shareholder, but also these sums of money which can be oriented on buying new financial credit documents. What is more, during the process of portfolio management it is essential to contemplate possibility of purchase of other sites of financial credit documents for the realisation of the objectives to be achieved.

Depending on a class of assets, involved in a portfolio, different portfolios can be formed.

Here is the list of possible types

• Portfolio of a currency market. Target — absolute capital maintenance due to the inclusion of quick assets together with cash in vault;
• Tax-exempt investment portfolio. Such portfolios usually includes government liabilities and consider capital maintenance in case of a high-order liquidity;
• Investment portfolio of government institution. In general, such portfolios include federal and municipal. Moreover, such portfolios guarantee stable income from the paper holdings to the investor. Usually, such investment is not taxable and capital investment in such resource is of minor risk;
• Investment portfolio of diverse fields industry. Such portfolio includes financial credit documents,released by commercial companies related with each other in a technological field, or financial credit documents released by commercial companies of the dame field.
• Foreign stock portfolio. It includes financial investment of foreign companies;
• Generally tradable portfolio. It consists of convertible financial credit documents (debenture stocks, convertible bonds), which could be interchanged for a set amount of ordinary stocks of a fix price, starting with the target moment of time. It gives an opportunity to gain additional profit due to the convertation on beneficial terms for an investor.

Due to the fact that investment portfolio can be described as a capital invested in financial credit documents, which brings a return and possesses different kind of risks, it is essential to manage it. Otherwise, there grows a probability to loose it or to sustain losses.

To avoid and minimize these risks you can entrust portfolio management to our specialists.

Background of portfolio management

In an aggregative state, the following principal stages are being detached:

• The choice of investment policy, identification of objectives which are desired to be prevailed by an investor, while buying financial credit documents. Usually, it comes with determination of required income level combined with risk level, which an investor is ready to take;
• Capital market research or monitoring of the market;
• Formation of a bespoke investment portfolio represents an acquisition of the selected securities in approximately set quantities and at approximately set prices during the analysis of the market;
• Portfolio assessment from the point of view of achievement of goals is a comparison of market characteristics of the created briefcase with those its characteristics which the investor would wish to have. This assessment has to be carried out regularly, especially during the periods of the essential changes in price in stock market;
• Revision of a portfolio if necessary. Usually it occurs in connection with essential changes in the market, especially if according to the investor, they have sustainable character.