Modern approaches in portfolio management articles pdf Beqaa

modern approaches in portfolio management articles pdf

Quantitative Equity Portfolio Management Modern Security analysis helps a financial expert or a security analyst to determine the value of assets in a portfolio. Why Security Analysis ? Security analysis is a method which helps to calculate the value of various assets and also find out the effect of various market fluctuations on the value of tradable financial instruments (also called

Approaches of Portfolio Construction in Security Analysis

A STUDY ON RISK PERCEPTION AND PORTFOLIO. Practical Application of Modern Portfolio Theory Bachelor Thesis within Business Administration Author: Kristian Kierkegaard Portfolio management, Diversification, Efficient frontier, Markowitz, Modern Portfolio Theory, Asset allocation, Risk and Return approach …, Articles on Portfolio Management Portfolio Management - Introduction A portfolio is a collection of investment tools such as stocks, shares etc, and Portfolio Management is the art of selecting the right investment policy in terms of minimizing risk and maximizing returns..

Portfolio management is all about strengths, weaknesses, opportunities and threats in the choice of debt vs. equity, domestic vs. international, growth vs. safety, and many other tradeoffs encountered in the attempt to maximize return at a given appetite for risk: Objectives: 1. To discuss the concept of portfolio management… Portfolio Design: A Modern Approach to Asset Allocation [Richard C. Marston] on Amazon.com. *FREE* shipping on qualifying offers. Portfolio Design – choosing the right mix of assets appropriate to a particular investor – is the key to successful investing. It can help you accumulate wealth over time

Jul 16, 2003 · Modern Investment Management: An Equilibrium Approach [Bob Litterman, Quantitative Resources Group] on Amazon.com. *FREE* shipping on qualifying offers. Introduces the modern investment management techniques used by Goldman Sachs asset management to a broad range of institutional and sophisticated investors. * Along with Fischer Black portfolio approach. This emphasis on model portfolios is creating an opportunity for advisors to do something different. By going above and beyond model portfolios, advisors can take portfolio management to the next level and make their offering truly personalized. According to Bill Harris, founder of Personal Capital, “Ten years from

Effective project portfolio management requires a keen understanding of the relationships between strategy development and strategy implementation. The selected portfolio of projects and programs must collectively advance the organization. Project portfolio management, often referred to as simply portfolio management, is forward looking. The Modern Portfolio Management is based on the ‘random walk model’ which is generally studied through the Efficient Market Hypothesis (EMH). The EMH has three forms: weak, semi-strong and strong. This means that the market is weakly efficient, fairly efficient or strongly efficient as …

Traditional and Modern Portfolio Analysis. The modern theory is of the view that by diversification risk can be reduced. Diversification can be made by the investor either by having a large number of shares of companies in different regions, in different industries, or those producing different types of product lines. The Modern Portfolio Management is based on the ‘random walk model’ which is generally studied through the Efficient Market Hypothesis (EMH). The EMH has three forms: weak, semi-strong and strong. This means that the market is weakly efficient, fairly efficient or strongly efficient as …

Portfolio Design: A Modern Approach to Asset Allocation [Richard C. Marston] on Amazon.com. *FREE* shipping on qualifying offers. Portfolio Design – choosing the right mix of assets appropriate to a particular investor – is the key to successful investing. It can help you accumulate wealth over time Talent Management for the Twenty-First Century. It’s time for a fundamentally new approach to talent management. Fortunately, companies already have such a model, one that has been well

A Modern Portfolio Theory Approach to Asset Management in the listed South African Property Market Albertino Rodrigues A research report submitted to the Faculty of Engineering and the Built Environment, University of the Witwatersrand, in fulfilment of the requirements of the degree of Master of Science in Building. Johannesburg 2009 Jun 05, 2015В В· There are two basic approaches for portfolio management including Active Portfolio Management Strategy and Passive Portfolio Management Strategy. 1. Active Portfolio Management Strategy The Active portfolio management relies on the fact that particular style of analysis or management can generate returns that can beat the market.

Effective project portfolio management requires a keen understanding of the relationships between strategy development and strategy implementation. The selected portfolio of projects and programs must collectively advance the organization. Project portfolio management, often referred to as simply portfolio management, is forward looking. In modern approach the last step is allocation of assets process that is to choose the portfolio that meets the requirement of the investor. The risk taker has to choose the level of risk. High risk taker chooses high level of portfolio lower level risk portfolio is chooses by a lower tolerance risk taker.

Approaches of Portfolio Construction Security Analysis and Investment Management. The common practice in the traditional approach is to evaluate the entire financial plan of the individual. In the modern approach, portfolios are constructed to maximize the expected return for a given level of risk. It views portfolio construction in terms of the expected return and the risk associated with obtaining the … The Key Elements of Portfolio Management. Diversification: The only certainty in investing is it is impossible to consistently predict the winners and losers, so the prudent approach is to create a basket of investments that provide broad exposure within an asset class. Diversification is the spreading of risk and reward within an asset class.

ADVERTISEMENTS: Some modem approaches also played a significant role in the evolution of management theories. Such approaches are the quantitative school, the systems theory, and the contingency theory. 1. Quantitative School of Thought: This school emerged during World War II. During the war, managers, government officials, and scientists were brought together to help the army […] Discretionary Portfolio management services: In Discretionary portfolio management services, an individual authorizes a portfolio manager to take care of his financial needs on his behalf. The individual issues money to the portfolio manager who in turn takes care of all his investment needs, paper work, documentation, filing and so on.

Modern Portfolio Theory By: Ali Setayesh. History Harry Markowitz came up with MPT and won the Nobel Prize for Economic Sciences in 1990 for it. Definition It is an investment theory based on the idea that risk-averse investors can construct portfolios to optimize or maximize expected return based on a given MODERN PORTFOLIO THEORY: SOME MAIN RESULTS BY HEINZ H. MOLLER University of Ziirich ABSTRACT This article summarizes some main results in modern portfolio theory. First, the Markowitz approach is presented. Then the capital asset pricing model is derived and its empirical testability is …

Practical Application of Modern Portfolio Theory Bachelor Thesis within Business Administration Author: Kristian Kierkegaard Portfolio management, Diversification, Efficient frontier, Markowitz, Modern Portfolio Theory, Asset allocation, Risk and Return approach … Modern Approach of Portfolio Construction. T he modern approach of portfolio construction also known as Markowitz Approach emphasizes on selection of securities on the basis of risk and return analysis. The financial plan of an individual is audited in terms of risks and returns and efforts are made to maximize expected returns for a given

Modern Investment Management An Equilibrium Approach

modern approaches in portfolio management articles pdf

3 Modern Approaches to Management Your Article Library. Discretionary Portfolio management services: In Discretionary portfolio management services, an individual authorizes a portfolio manager to take care of his financial needs on his behalf. The individual issues money to the portfolio manager who in turn takes care of all his investment needs, paper work, documentation, filing and so on., Talent Management for the Twenty-First Century. It’s time for a fundamentally new approach to talent management. Fortunately, companies already have such a model, one that has been well.

Portfolio Construction Traditional & Modern Approach

modern approaches in portfolio management articles pdf

A STUDY ON RISK PERCEPTION AND PORTFOLIO. ADVERTISEMENTS: Some modem approaches also played a significant role in the evolution of management theories. Such approaches are the quantitative school, the systems theory, and the contingency theory. 1. Quantitative School of Thought: This school emerged during World War II. During the war, managers, government officials, and scientists were brought together to help the army […] https://en.wikipedia.org/wiki/Modern_portfolio_theory ADVERTISEMENTS: Some modem approaches also played a significant role in the evolution of management theories. Such approaches are the quantitative school, the systems theory, and the contingency theory. 1. Quantitative School of Thought: This school emerged during World War II. During the war, managers, government officials, and scientists were brought together to help the army […].

modern approaches in portfolio management articles pdf

  • Modern Portfolio Theory
  • Modern Project Management Essential Skills and Techniques

  • Security analysis helps a financial expert or a security analyst to determine the value of assets in a portfolio. Why Security Analysis ? Security analysis is a method which helps to calculate the value of various assets and also find out the effect of various market fluctuations on the value of tradable financial instruments (also called Modern Project Management: Essential Skills and Techniques Communications of the IBIMA Volume 2, 2008 3 The project methodology that is chosen represents merely the framework for the real work to be done and indicates where creativity is needed. Many times, project managers simply select the available

    Traditional and Modern Portfolio Analysis. The modern theory is of the view that by diversification risk can be reduced. Diversification can be made by the investor either by having a large number of shares of companies in different regions, in different industries, or those producing different types of product lines. The Key Elements of Portfolio Management. Diversification: The only certainty in investing is it is impossible to consistently predict the winners and losers, so the prudent approach is to create a basket of investments that provide broad exposure within an asset class. Diversification is the spreading of risk and reward within an asset class.

    A project portfolio is the group of projects being worked on by an organization. Project Portfolio Management (PPM)) is typically a function of the PMO team and is a formal approach to orchestrate, prioritize, and analyze the potential value from a set of projects.An organization that employs project portfolio management centralizes the identification, prioritization, authorization, and Project portfolio management is always described as an approach or method that helps organizations to achieve their business goals and objectives. There are many books and articles concentrating on this merit of project portfolio management.

    Approaches of Portfolio Construction Security Analysis and Investment Management. The common practice in the traditional approach is to evaluate the entire financial plan of the individual. In the modern approach, portfolios are constructed to maximize the expected return for a given level of risk. It views portfolio construction in terms of the expected return and the risk associated with obtaining the … In modern approach the last step is allocation of assets process that is to choose the portfolio that meets the requirement of the investor. The risk taker has to choose the level of risk. High risk taker chooses high level of portfolio lower level risk portfolio is chooses by a lower tolerance risk taker.

    Discretionary Portfolio management services: In Discretionary portfolio management services, an individual authorizes a portfolio manager to take care of his financial needs on his behalf. The individual issues money to the portfolio manager who in turn takes care of all his investment needs, paper work, documentation, filing and so on. Traditional and Modern Portfolio Analysis. The modern theory is of the view that by diversification risk can be reduced. Diversification can be made by the investor either by having a large number of shares of companies in different regions, in different industries, or those producing different types of product lines.

    Modern portfolio theory (MPT), or mean-variance analysis, is a mathematical framework for assembling a portfolio of assets such that the expected return is maximized for a given level of risk. It is a formalization and extension of diversification in investing, the idea that owning different kinds of financial assets is less risky than owning only one type. Security analysis helps a financial expert or a security analyst to determine the value of assets in a portfolio. Why Security Analysis ? Security analysis is a method which helps to calculate the value of various assets and also find out the effect of various market fluctuations on the value of tradable financial instruments (also called

    Chapter 5 Modern Portfolio Theory Introduction One of the major concepts that most investors should be aware of is the relationship between the risk and the return of a financial asset. It is common knowledge that there is a positive relationship between the risk and the expected return of a financial asset. In Jul 16, 2003В В· Modern Investment Management: An Equilibrium Approach [Bob Litterman, Quantitative Resources Group] on Amazon.com. *FREE* shipping on qualifying offers. Introduces the modern investment management techniques used by Goldman Sachs asset management to a broad range of institutional and sophisticated investors. * Along with Fischer Black

    Traditional & Modern Theory Approach - Free download as Powerpoint Presentation (.ppt / .pptx), PDF File (.pdf), Text File (.txt) or view presentation slides online. Portfolio management approach,mathematical model,efficient frontier Talent Management for the Twenty-First Century. It’s time for a fundamentally new approach to talent management. Fortunately, companies already have such a model, one that has been well

    A Modern Portfolio Theory Approach to Asset Management in the listed South African Property Market Albertino Rodrigues A research report submitted to the Faculty of Engineering and the Built Environment, University of the Witwatersrand, in fulfilment of the requirements of the degree of Master of Science in Building. Johannesburg 2009 Talent Management for the Twenty-First Century. It’s time for a fundamentally new approach to talent management. Fortunately, companies already have such a model, one that has been well

    Modern Project Management: Essential Skills and Techniques Communications of the IBIMA Volume 2, 2008 3 The project methodology that is chosen represents merely the framework for the real work to be done and indicates where creativity is needed. Many times, project managers simply select the available Discretionary Portfolio management services: In Discretionary portfolio management services, an individual authorizes a portfolio manager to take care of his financial needs on his behalf. The individual issues money to the portfolio manager who in turn takes care of all his investment needs, paper work, documentation, filing and so on.

    Practical Application of Modern Portfolio Theory

    modern approaches in portfolio management articles pdf

    Portfolio Management Strategies. Discretionary Portfolio management services: In Discretionary portfolio management services, an individual authorizes a portfolio manager to take care of his financial needs on his behalf. The individual issues money to the portfolio manager who in turn takes care of all his investment needs, paper work, documentation, filing and so on., Traditional & Modern Theory Approach - Free download as Powerpoint Presentation (.ppt / .pptx), PDF File (.pdf), Text File (.txt) or view presentation slides online. Portfolio management approach,mathematical model,efficient frontier.

    A PERSONALIZED APPROACH FOR MODERN PORTFOLIO

    Modern Investment Management An Equilibrium Approach. The Modern Portfolio Management is based on the ‘random walk model’ which is generally studied through the Efficient Market Hypothesis (EMH). The EMH has three forms: weak, semi-strong and strong. This means that the market is weakly efficient, fairly efficient or strongly efficient as …, Project portfolio management is always described as an approach or method that helps organizations to achieve their business goals and objectives. There are many books and articles concentrating on this merit of project portfolio management..

    Security analysis helps a financial expert or a security analyst to determine the value of assets in a portfolio. Why Security Analysis ? Security analysis is a method which helps to calculate the value of various assets and also find out the effect of various market fluctuations on the value of tradable financial instruments (also called The Modern Portfolio Management is based on the ‘random walk model’ which is generally studied through the Efficient Market Hypothesis (EMH). The EMH has three forms: weak, semi-strong and strong. This means that the market is weakly efficient, fairly efficient or strongly efficient as …

    Portfolio management refers to the art of managing various financial products and assets to help an individual earn maximum revenues with minimum risks involved in the long run. Portfolio management helps an individual to decide where and how to invest his hard earned money for guaranteed returns in the future. Portfolio Management Models modern portfolio management, i.e., where it came from and where it is going. It may be useful to mention here that the theory of portfolio selection is a norma-tive theory. A normative theory is one that describes a standard or norm of behavior that investors should pursue in constructing a port-folio, in contrast to a theory that is actually followed.

    modern portfolio management, i.e., where it came from and where it is going. It may be useful to mention here that the theory of portfolio selection is a norma-tive theory. A normative theory is one that describes a standard or norm of behavior that investors should pursue in constructing a port-folio, in contrast to a theory that is actually followed. Modern Approach of Portfolio Construction. T he modern approach of portfolio construction also known as Markowitz Approach emphasizes on selection of securities on the basis of risk and return analysis. The financial plan of an individual is audited in terms of risks and returns and efforts are made to maximize expected returns for a given

    Discretionary Portfolio management services: In Discretionary portfolio management services, an individual authorizes a portfolio manager to take care of his financial needs on his behalf. The individual issues money to the portfolio manager who in turn takes care of all his investment needs, paper work, documentation, filing and so on. Chapter 5 Modern Portfolio Theory Introduction One of the major concepts that most investors should be aware of is the relationship between the risk and the return of a financial asset. It is common knowledge that there is a positive relationship between the risk and the expected return of a financial asset. In

    A project portfolio is the group of projects being worked on by an organization. Project Portfolio Management (PPM)) is typically a function of the PMO team and is a formal approach to orchestrate, prioritize, and analyze the potential value from a set of projects.An organization that employs project portfolio management centralizes the identification, prioritization, authorization, and Portfolio management is all about strengths, weaknesses, opportunities and threats in the choice of debt vs. equity, domestic vs. international, growth vs. safety, and many other tradeoffs encountered in the attempt to maximize return at a given appetite for risk: Objectives: 1. To discuss the concept of portfolio management…

    Traditional and Modern Portfolio Analysis. The modern theory is of the view that by diversification risk can be reduced. Diversification can be made by the investor either by having a large number of shares of companies in different regions, in different industries, or those producing different types of product lines. Chapter 5 Modern Portfolio Theory Introduction One of the major concepts that most investors should be aware of is the relationship between the risk and the return of a financial asset. It is common knowledge that there is a positive relationship between the risk and the expected return of a financial asset. In

    Portfolio Design: A Modern Approach to Asset Allocation [Richard C. Marston] on Amazon.com. *FREE* shipping on qualifying offers. Portfolio Design – choosing the right mix of assets appropriate to a particular investor – is the key to successful investing. It can help you accumulate wealth over time A Modern Portfolio Theory Approach to Asset Management in the listed South African Property Market Albertino Rodrigues A research report submitted to the Faculty of Engineering and the Built Environment, University of the Witwatersrand, in fulfilment of the requirements of the degree of Master of Science in Building. Johannesburg 2009

    A Modern Portfolio Theory Approach to Asset Management in the listed South African Property Market Albertino Rodrigues A research report submitted to the Faculty of Engineering and the Built Environment, University of the Witwatersrand, in fulfilment of the requirements of the degree of Master of Science in Building. Johannesburg 2009 Project portfolio management is always described as an approach or method that helps organizations to achieve their business goals and objectives. There are many books and articles concentrating on this merit of project portfolio management.

    Jul 16, 2003 · Modern Investment Management: An Equilibrium Approach [Bob Litterman, Quantitative Resources Group] on Amazon.com. *FREE* shipping on qualifying offers. Introduces the modern investment management techniques used by Goldman Sachs asset management to a broad range of institutional and sophisticated investors. * Along with Fischer Black MODERN PORTFOLIO THEORY: SOME MAIN RESULTS BY HEINZ H. MOLLER University of Ziirich ABSTRACT This article summarizes some main results in modern portfolio theory. First, the Markowitz approach is presented. Then the capital asset pricing model is derived and its empirical testability is …

    Articles on Portfolio Management Portfolio Management - Introduction A portfolio is a collection of investment tools such as stocks, shares etc, and Portfolio Management is the art of selecting the right investment policy in terms of minimizing risk and maximizing returns. Portfolio Management, as defined, is a systematic process that manages the products of a business through all the stages of the product lifecycle and is guided by the strategic intent and profit objectives of the business. Portfolio Management Enabling Process Steps and Roles: 1. Idea screening ‘There is one thing stronger than

    The Journal of Portfolio Management (JPM) is a definitive source of thought-leading analyses and practical techniques that many institutional investors turn to for insight on the financial markets.The JPM offers cutting-edge research on all major topics in investments, including asset allocation, performance measurement, market trends Portfolio management refers to the art of managing various financial products and assets to help an individual earn maximum revenues with minimum risks involved in the long run. Portfolio management helps an individual to decide where and how to invest his hard earned money for guaranteed returns in the future. Portfolio Management Models

    Modern portfolio theory Wikipedia

    modern approaches in portfolio management articles pdf

    Modern Portfolio Theory. Portfolio Management, as defined, is a systematic process that manages the products of a business through all the stages of the product lifecycle and is guided by the strategic intent and profit objectives of the business. Portfolio Management Enabling Process Steps and Roles: 1. Idea screening ‘There is one thing stronger than, Discretionary Portfolio management services: In Discretionary portfolio management services, an individual authorizes a portfolio manager to take care of his financial needs on his behalf. The individual issues money to the portfolio manager who in turn takes care of all his investment needs, paper work, documentation, filing and so on..

    Traditional and Modern Portfolio Analysis. Portfolio Design: A Modern Approach to Asset Allocation [Richard C. Marston] on Amazon.com. *FREE* shipping on qualifying offers. Portfolio Design – choosing the right mix of assets appropriate to a particular investor – is the key to successful investing. It can help you accumulate wealth over time, modern portfolio management, i.e., where it came from and where it is going. It may be useful to mention here that the theory of portfolio selection is a norma-tive theory. A normative theory is one that describes a standard or norm of behavior that investors should pursue in constructing a port-folio, in contrast to a theory that is actually followed..

    Chapter 5 Modern Portfolio Theory

    modern approaches in portfolio management articles pdf

    The Legacy of Modern Portfolio Theory IT IS ILLEGAL TO. Portfolio Management Strategies refer to the approaches that are applied for the efficient portfolio management in order to generate the highest possible returns at lowest possible risks. There are two basic approaches for portfolio management including Active Portfolio Management Strategy and Passive Portfolio Management Strategy. https://en.wikipedia.org/wiki/Post-modern_portfolio_theory Effective project portfolio management requires a keen understanding of the relationships between strategy development and strategy implementation. The selected portfolio of projects and programs must collectively advance the organization. Project portfolio management, often referred to as simply portfolio management, is forward looking..

    modern approaches in portfolio management articles pdf


    Security analysis helps a financial expert or a security analyst to determine the value of assets in a portfolio. Why Security Analysis ? Security analysis is a method which helps to calculate the value of various assets and also find out the effect of various market fluctuations on the value of tradable financial instruments (also called Portfolio management refers to the art of managing various financial products and assets to help an individual earn maximum revenues with minimum risks involved in the long run. Portfolio management helps an individual to decide where and how to invest his hard earned money for guaranteed returns in the future. Portfolio Management Models

    Jun 25, 2019 · In this article, we will explore the evolution of the modern portfolio from its humble beginnings in an unremarkable, and largely ignored, doctoral thesis, all … Jun 05, 2015 · There are two basic approaches for portfolio management including Active Portfolio Management Strategy and Passive Portfolio Management Strategy. 1. Active Portfolio Management Strategy The Active portfolio management relies on the fact that particular style of analysis or management can generate returns that can beat the market.

    May 21, 2019В В· Modern portfolio theory argues that an investment's risk and return characteristics should not be viewed alone, but should be evaluated by how the investment affects the overall portfolio's risk and return. MPT shows that an investor can construct a portfolio of multiple assets that will maximize returns for a given level of risk. Modern Approach of Portfolio Construction. T he modern approach of portfolio construction also known as Markowitz Approach emphasizes on selection of securities on the basis of risk and return analysis. The financial plan of an individual is audited in terms of risks and returns and efforts are made to maximize expected returns for a given

    Jun 25, 2019 · In this article, we will explore the evolution of the modern portfolio from its humble beginnings in an unremarkable, and largely ignored, doctoral thesis, all … Project portfolio management is always described as an approach or method that helps organizations to achieve their business goals and objectives. There are many books and articles concentrating on this merit of project portfolio management.

    Project portfolio management is always described as an approach or method that helps organizations to achieve their business goals and objectives. There are many books and articles concentrating on this merit of project portfolio management. The Journal of Portfolio Management (JPM) is a definitive source of thought-leading analyses and practical techniques that many institutional investors turn to for insight on the financial markets.The JPM offers cutting-edge research on all major topics in investments, including asset allocation, performance measurement, market trends

    MODERN PORTFOLIO THEORY: SOME MAIN RESULTS BY HEINZ H. MOLLER University of Ziirich ABSTRACT This article summarizes some main results in modern portfolio theory. First, the Markowitz approach is presented. Then the capital asset pricing model is derived and its empirical testability is … Portfolio Management, as defined, is a systematic process that manages the products of a business through all the stages of the product lifecycle and is guided by the strategic intent and profit objectives of the business. Portfolio Management Enabling Process Steps and Roles: 1. Idea screening ‘There is one thing stronger than

    The modern approaches to management tend to build onto these provisions by providing meaningful insights that enable management practices to be relevant and more effective in the modern day. A good illustration is the comparison between the human relations thought and the modern day approach to human resource management as illustrated above. ADVERTISEMENTS: Some modem approaches also played a significant role in the evolution of management theories. Such approaches are the quantitative school, the systems theory, and the contingency theory. 1. Quantitative School of Thought: This school emerged during World War II. During the war, managers, government officials, and scientists were brought together to help the army […]

    modern portfolio management, i.e., where it came from and where it is going. It may be useful to mention here that the theory of portfolio selection is a norma-tive theory. A normative theory is one that describes a standard or norm of behavior that investors should pursue in constructing a port-folio, in contrast to a theory that is actually followed. Modern Approach of Portfolio Construction. T he modern approach of portfolio construction also known as Markowitz Approach emphasizes on selection of securities on the basis of risk and return analysis. The financial plan of an individual is audited in terms of risks and returns and efforts are made to maximize expected returns for a given

    Traditional and Modern Portfolio Analysis. The modern theory is of the view that by diversification risk can be reduced. Diversification can be made by the investor either by having a large number of shares of companies in different regions, in different industries, or those producing different types of product lines. Practical Application of Modern Portfolio Theory Bachelor Thesis within Business Administration Author: Kristian Kierkegaard Portfolio management, Diversification, Efficient frontier, Markowitz, Modern Portfolio Theory, Asset allocation, Risk and Return approach …

    Page 1 of 13 A STUDY ON RISK PERCEPTION AND PORTFOLIO MANAGEMENT OF EQUITY INVESTORS IN COIMBATORE CITY K.Prabhakaran1 & P.Karthika 2 1 Assistant Professor, RVS Faculty of Management, Coimbatore, Tamilnadu, India. 2Assistant Professor, Maharaja Prithvi Engineering College, Coimbatore, Tamilnadu, India. Abstract Identifying key factors influencing individual investor’s decision to make portfolio The Key Elements of Portfolio Management. Diversification: The only certainty in investing is it is impossible to consistently predict the winners and losers, so the prudent approach is to create a basket of investments that provide broad exposure within an asset class. Diversification is the spreading of risk and reward within an asset class.