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What Does a "Portfolio Manager" ACTUALLY Do? (13 Things PMs *Should* Be Doing)
Manage episode 415691582 series 2631427
Contenuto fornito da Rob Tetrault. Tutti i contenuti dei podcast, inclusi episodi, grafica e descrizioni dei podcast, vengono caricati e forniti direttamente da Rob Tetrault o dal partner della piattaforma podcast. Se ritieni che qualcuno stia utilizzando la tua opera protetta da copyright senza la tua autorizzazione, puoi seguire la procedura descritta qui https://it.player.fm/legal.
📞 For Your FREE Consultation with Rob, simply fill out the form and directly book your strategy session in his calendar here: https://robtetrault.com/speak-to-rob/ 👉 Register to our FREE Retirement Planning Masterclass - https://bit.ly/2THZzNj 📩 Sign up to receive the Tetrault Wealth Newsletter that covers important investing topics, latest market news and engaging interviews with CEOs from stock market listed companies https://robtetrault.com/tetrault-newsletter/ ⭐⭐ What Does a "Portfolio Manager" ACTUALLY Do? (13 Things PMs *Should* Be Doing) Hey folks! Today we're looking at what the role of a portfolio manager actually entails. We touch on 13 (not 14 🤣) essential things that ALL portfolio managers in wealth management/investment advising should be doing for their clients. Explore the intricate world of portfolio management in this video. Whether you're a novice investor, financial enthusiast, or seasoned professional, this video delves into asset allocation, risk management techniques, and performance monitoring methods crucial for success in the portfolio manager position. Watch now to elevate your portfolio management skills and stay ahead in the competitive investment landscape. Like, share, and subscribe for more insightful content on finance, investing, and wealth management. Don't miss out on mastering & understanding the art of portfolio management!
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