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The current trends and overview for portfolio management

The current trends and overview for portfolio management According to statistical report, cumulative wealth per capita has been increasing since 2000s, and in order to deal with the increasing free resources, portfolio management seems to play a significant role for both personal and corporate investment. This paper introduces the development of modern portfolio management, emphasises the importance of investment portfolio management and project portfolio management, and then discusses the methods of constructing investment portfolios and project portfolios. We use financial tools and some mathematical models to construct different portfolios according to the risk preference of investors and make some suggestions to them. The Monte Carlo methods we designed in this research will help investors improve the portfolio management optimisation. We suggest the investment strategy should be adjusted by preferences and the project with extreme grades should be reconsidered carefully. http://www.deepdyve.com/assets/images/DeepDyve-Logo-lg.png International Journal of Business and Systems Research Inderscience Publishers

The current trends and overview for portfolio management

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Publisher
Inderscience Publishers
Copyright
Copyright © Inderscience Enterprises Ltd
ISSN
1751-200X
eISSN
1751-2018
DOI
10.1504/IJBSR.2020.110765
Publisher site
See Article on Publisher Site

Abstract

According to statistical report, cumulative wealth per capita has been increasing since 2000s, and in order to deal with the increasing free resources, portfolio management seems to play a significant role for both personal and corporate investment. This paper introduces the development of modern portfolio management, emphasises the importance of investment portfolio management and project portfolio management, and then discusses the methods of constructing investment portfolios and project portfolios. We use financial tools and some mathematical models to construct different portfolios according to the risk preference of investors and make some suggestions to them. The Monte Carlo methods we designed in this research will help investors improve the portfolio management optimisation. We suggest the investment strategy should be adjusted by preferences and the project with extreme grades should be reconsidered carefully.

Journal

International Journal of Business and Systems ResearchInderscience Publishers

Published: Jan 1, 2020

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