A Portfolio Manager is a professional who is responsible for making investment decisions and carrying out investment activities on behalf of individuals or institutions. These clients have invested their money into the portfolio manager’s investment policy in order to invest for future needs e.g. fund for retirement needs/future liabilities or to meet the ongoing needs e.g. an endowment fund to fund current university needs. The clients have placed invested money under his or her control or a person who manages a financial institution’s asset and liability (loan and deposit) portfolios. On the investments side, they work with a team of analysts and researchers, and are ultimately responsible for establishing an investment strategy, selecting appropriate investments and allocating each investment properly for an investment fund or asset management vehicle.
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