A process used to assess the suitability of a portfolio of securities or businesses relative to its expected investment return and its correlation to the risk tolerance of an investor seeking the optimal trade-off between risk and return. An analysis conducted at regular intervals enables the investor to make the necessary adjustments in the portfolio's allocation of different investment classes according to changing market conditions or changes in his own circumstances.
Related information about portfolio analysis:
- What is portfolio analysis? definition and meaning
Definition of portfolio analysis: Commerce: An analysis of elements of a company's product mix to determine the optimum allocation of its resources. Two most ...
- Modern portfolio theory - Wikipedia, the free encyclopedia
"Portfolio analysis" redirects here. For theorems about the mean-variance efficient frontier, see Mutual fund separation theorem. For non-mean-variance portfolio ...
- PORTFOLIO ANALYSIS: - The Forbes Group
Portfolio analysis is a systematic way to analyze the products and services that make up an association's business portfolio. All associations (except the simplest ...
- Portfolio Analysis — FactSet Research Systems
Real-Time Performance. Analyze performance, risk, composition, style, and characteristics for multiple portfolios and portfolio managers.
- What is your favorite portfolio analysis tool? - BusinessWeek
Oct 4, 2007 ... Learn how to invest in stocks and bonds, and find quality business investment opportunities. Get the latest investing tips and finance news from ...
- Online Portfolio Analysis Software - Asset Allocation Software
StatPro's online portfolio analysis software provides powerful performance analysis of risk management, attribution and asset allocation.
- Instant X-Ray - Portfolio - Morningstar
Get free, instant analysis of stock or mutual fund investment portfolio holdings before trading with Instant X-Ray from Morningstar. To use Instant X-Ray, enter ...
- Risk and Portfolio Analysis
Investment and risk management problems are fundamental problems for financial institutions and involve both speculative and hedging decisions. A structured ...