Portfolio Steering
From Open Risk Manual
Revision as of 14:06, 15 November 2021 by Wiki admin (talk | contribs)
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
