Latest / How Canadian Markets Work
Episode 96: The Portfolio Management Process (The Behavioral Shield)
Got something to say to this podcast? Send a voicemail, and you might hear yourself on the next episode!
Episode Summary
This episode introduces the formal, institutional architecture of portfolio management, stripping away the myth that successful investing is about predicting market movements or reacting to daily headlines. We outline the four essential stages of the portfolio management process—establishing objectives and constraints, determining asset allocation, implementing the strategy, and continuously monitoring and rebalancing the portfolio. This continuous loop is codified in a…
The skinny
The skinny isn't ready yet — notes appear once the transcript is processed.