So, what is portfolio management?
Portfolio risk management is the active and effective oversight of the current client base with the intent of:
Portfolio risk management is the active and effective oversight of the current client base with the intent of:
- Maximizing client retention
- Maximizing cross-sell opportunities
- Minimizing loss potential due to credit-risk issues
- Minimizing loss potential due to operational risks
- Maximizing profitability through the timely identification o f risk and the appropriate allocation of capital
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