Difference between revisions of "Portfolio Steering"
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== Definition == | == Definition == | ||
| − | '''Portfolio Steering''' is the [[Portfolio Management]] process that aims to reorien a [[ | + | '''Portfolio Steering''' is the [[Portfolio Management]] process that aims to reorien a financial [[Portfolio]] so that it stays on track with as specified target trajectory. |
Available tools for portfolio steering vary depending on market, financial product and business model / objectives of the [[Portfolio Manager]]. It can be achieved e.g. | Available tools for portfolio steering vary depending on market, financial product and business model / objectives of the [[Portfolio Manager]]. It can be achieved e.g. | ||
Latest revision as of 14:06, 15 November 2021
Definition
Portfolio Steering is the Portfolio Management process that aims to reorien a financial Portfolio so that it stays on track with as specified target trajectory.
Available tools for portfolio steering vary depending on market, financial product and business model / objectives of the Portfolio Manager. It can be achieved e.g.
- by adjusting the customer base
- adjusting the profile of relationships
