Portfolio management refers to the professional management of an individual’s or institution’s investment portfolio.
This involves making investment decisions on which assets to incorporate, the allocation of resources across various asset classes, and the timing of buying or selling these assets. The primary objective of portfolio management is to fine-tune the balance between risk and return, aligning with the investor’s goals and risk tolerance for optimal performance.

Fully Disclosed Portfolios:
Where each client’s individual holdings and transactions are separately identified and disclosed to the market along with detailed information about the specific securities, quantities, and transactions in their account.

Omnibus Portfolios:
Where multiple clients’ assets are pooled into a single account, and the portfolio manager manages the overall pool of assets as a single portfolio.