Understanding portfolio management Portfolio management is the art and science of making decisions about investment mix and policy, aligning investments to objectives, and balancing risk against performance. To improve portfolio management, one must first understand the core principles, including diversification, risk assessment, and performance evaluation. By establishing clear objectives and defining acceptable risk levels, portfolio […]

Understanding financial risk assessment Financial risk assessment is the process of identifying, analyzing, and managing potential threats that could negatively impact an organization’s financial health. At its core, it involves understanding the likelihood of financial loss and the potential severity of that loss, enabling businesses to make informed decisions. Key questions include: What are the […]