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Kotak Wealth offers Discretionary Portfolio Management Services and Non-Discretionary PMS to address varying investment preferences. With Portfolio Management Service, your customized Portfolio is tracked, monitored and optimized by Portfolio managers.

Toroso Investments is an ETF Strategist who provides independent advice on Target 8 portfolios and Target Income portfolios. Target 8 portfolios are core strategies for conservative to moderate investors. Target Income portfolios strive for a specific yield while returning principal within a targeted time frame.

The Target 8 portfolios form the core of Toroso Investments' ETP strategy. Our models are based on an easy to understand multi-asset class principle that targets five different economic scenarios

The Target Income Series uses ETPs to create fixed income portfolios intended to behave more like traditional bonds. The goal of the portfolio is to target a specific yield while returning principal at a target date. While it is impossible to guarantee the receipt of income or return of principal, the proliferation of ETPs has created the opportunity to build synthetic bonds that simulate traditional bond characteristics, but reduce risk through greater diversification.

We are committed to providing our clients with strategies that allow them to express their economic point of view, consistent with their risk tolerance and time horizon. Too often a client's individual needs are ignored and investment goals are unrealized. Toroso's asset allocation approach offers an alternative to Modern Portfolio Theory style Portfolios that have failed to meet expectations over many decades due, in large part, to the increasing correlation of world markets and the disregard for clients' actual investment time horizons. These Portfolios have moved in lock step with volatile equity markets and have failed to meet investors' investment goals. Toroso recognizes the needs of its clients: maintaining a more balanced risk profile and generating solid returns.

Definition, examples, and advantages of investment portfolio diversification are examined with the purpose of risk management and portfolio optimization.

Investment Portfolio Management basics including risk management, value strategies, asset allocation, investing strategies.

Investment Portfolio Management basics including risk management, value strategies, asset allocation, investing strategies.

Here are the three top portfolio asset allocation investing mistakes made by investors. Avoid these common mistakes to lower your portfolio volatility and increase your returns.

Portfolio rebalancing due to a change in asset prices or to alter your asset allocation are both powerful risk management strategies.

Portfolio rebalancing due to a change in asset prices or to alter your asset allocation are both powerful risk management strategies.

(ACMIIL) welcomes investors to the world of Portfolio Management Services (PMS). We strive to create wealth for you through a disciplined approach to investments. Investmentz is offering Portfolio management equity services offered by Portfolio experts India provides a comprehensive range of mutual funds and Portfolio management services, Asit C Mehta Investment Intermediates Limited(ACMIIL).

A review of the contributions of Modern Portfolio Theory and the practical applications we can apply to Portfolio management.

The true test of a good portfolio manager is avoiding large drawdowns. Use the financial concept of maximum drawdown to control portfolio risk.

Your portfolio allocation plan needs to change because of gigantic shifts in valuations of bonds and stocks. Consider price in your allocation plan.

Stock investors constantly hear the wisdom of diversification. The concept is to simply not put all of your eggs in one basket, which in turn helps mitigate risk, and generally leads to better performance or return on investment. Diversifying your hard-earned dollars does make sense, but there are different ways of diversifying, and there are different portfolio types.

Portfolio Risk Control Strategies can manage volatility by focusing on what you can control.

Maximum diversification may be achieved at rock bottom fees when buying ETFs, but the wide spectrum exposures calls for a definite ETF research prior to investing, particularly if the selected ETF has more than 50% exposure to the foreign equity. ETF Consulting sprouts for one reason only; that increasing number of people now focus on an all ETP Portfolios and the many choices that are available today are sorted to create a tailor made Portfolio that must yield in harmony with the investor's age, expectations and financial needs. A lot of investors here agree on one thing, Leave ETF research to the professionals.

Here are value strategies for portfolio management that were taught and implemented successfully by Warren Buffett and Benjamin Graham.

Before you invest, you should understand what you are investing in. This means that, before you add growth stocks to your portfolio, you need to understand what they are, and their purpose in your investing portfolio. 

Asset allocation is dividing assets to minimize asset class correlation and lower portfolio volatility. This is the first step in portfolio optimization.