Regularly monitoring how a portfolio is performing is how advisers and investors help ensure that the best long-term outcomes are achieved.
The key principles that underpin how portfolio management is approached today are known as the Modern Portfolio Theory (MPT). This is an important contribution to investment analysis that was first developed by the famous academic Harry Markowitz seventy years ago. Put simply, it aims to show that given all the different assets in an investment universe, there is an optimal portfolio for any investor depending on their level of risk and in fact for any investor this portfolio consists of some p
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