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What Does a "Portfolio Manager" ACTUALLY Do? (13 Things PMs *Should* Be Doing)
Manage episode 415699909 series 3559477
Rob Tetrault에서 제공하는 콘텐츠입니다. 에피소드, 그래픽, 팟캐스트 설명을 포함한 모든 팟캐스트 콘텐츠는 Rob Tetrault 또는 해당 팟캐스트 플랫폼 파트너가 직접 업로드하고 제공합니다. 누군가가 귀하의 허락 없이 귀하의 저작물을 사용하고 있다고 생각되는 경우 여기에 설명된 절차를 따르실 수 있습니다 https://ko.player.fm/legal.
📞 For Your FREE Consultation with Rob, simply fill out the form and directly book your strategy session in his calendar here: https://robtetrault.com/speak-to-rob/ 👉 Register to our FREE Retirement Planning Masterclass - https://bit.ly/2THZzNj 📩 Sign up to receive the Tetrault Wealth Newsletter that covers important investing topics, latest market news and engaging interviews with CEOs from stock market listed companies https://robtetrault.com/tetrault-newsletter/ ⭐⭐ What Does a "Portfolio Manager" ACTUALLY Do? (13 Things PMs *Should* Be Doing) Hey folks! Today we're looking at what the role of a portfolio manager actually entails. We touch on 13 (not 14 🤣) essential things that ALL portfolio managers in wealth management/investment advising should be doing for their clients. Explore the intricate world of portfolio management in this video. Whether you're a novice investor, financial enthusiast, or seasoned professional, this video delves into asset allocation, risk management techniques, and performance monitoring methods crucial for success in the portfolio manager position. Watch now to elevate your portfolio management skills and stay ahead in the competitive investment landscape. Like, share, and subscribe for more insightful content on finance, investing, and wealth management. Don't miss out on mastering & understanding the art of portfolio management!
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300 에피소드
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