Portfolio Manager

A portfolio manager is responsible for investing their clients’ money. Also known as a wealth manager, they work for high net worth individuals and institutional clients such as mutual funds or insurance companies.

The portfolio manager carefully selects the best investment opportunities to grow their clients’ capital. To assess an investment’s potential, the portfolio manager relies on the soundness of an asset’s economic and financial model. They may also rely on financial analysts’ recommendations to make better decisions. Another part of their job is to optimize capital allocation to assets according to their clients’ objectives.

Synonyms: Fund Manager, Investment Manager, Wealth Manager, Asset Manager

Stock definition

If a company was an apple pie, a stock would be a slice of the pie. In short, a stock is a slice of a company. Everyone who owns a piece of a company has the right to share a portion of the profits of the company. Read more

Stock Market definition

The stock market encompasses all the people, companies and institutions buying and selling slices of publicly-owned companies and other securities. Read more

Portfolio definition

A portfolio is the sum of all your investments put together. For example, if you own two apartment buildings, your real estate portfolio is composed of those two buildings. Read more

  • Edouard
    About The Author: Edouard

    Edouard est analyste financier chez Hardbacon. Il est responsable de la conception de listes de titres que nos utilisateurs peuvent trouver dans la section "explorer" de l'application.

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