Principles of Portfolio Management: What are they?

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Principles of Portfolio Management: What are they?

 

Jonathan Bayes, Chief Investment Officer at Prime Financial Group explains Prime’s principles of portfolio management, and why it’s an important consideration for investors.

 

Our principles of portfolio management at PRIME are based upon the company tag line which is to protect assets and build wealth.

 

Specifically with a mind for capital preservation we will readily miss an investment opportunity if the downside risk can’t be quantified.

 

WATCH the Video below to LEARN MORE:

 

Principles of Portfolio Management: What are they? from Prime Financial Group on Vimeo.

 

Related Post: Investment Philosophy: Why is it important??

 

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Disclaimer:

This information has been prepared by Primestock Securities Limited ABN 67 089 676 068, AFSL 239180 (“Prime”). Prime accepts no obligation to correct or update the information or opinions in it. This information does not take into account your objectives, financial situation or needs. Before acting on this information, you should consider whether it is appropriate to your situation. It is recommended that you obtain financial, legal and taxation advice before making any financial investment decision. Prime is bound by the Australian Privacy Principles for the handling of personal information.

About the Author:

As the Chief Investment Officer (CIO) for Prime Financial Group, I work closely with the national advisory team, high net worth individuals, family groups and Prime’s broader accounting network to provide considered and pro-active investment advice.