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Portfolio Management

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Definition: Portfolio management is the professional management of a portfolio to meet the specified investment goals for the benefit of the investor(s).


Featured Portfolio Management Case Studies
Featured Portfolio Management Experts

Brokerage Expert in Hedge Fund Trading

A brokerage expert in hedge fund trading was needed for a breach of contract arbitration.

Brokerage Management Expert in Securities Trading

A brokerage management expert with large brokerage firm and risk management experience was needed for a professional malpractice dispute.

Energy Trading Expert in Securities Fraud

An energy trading expert was needed for a securities fraud case involving pre-paid commodities trades.

Financial Portfolio Management Expert

A financial portfolio management expert was needed for a breach of contract dispute involving allegations of improper management of a high net worth investment portfolio and private wealth investment account.

Fixed Income Trading Expert in Securities Software

A fixed income trading expert with knowledge of software packages was needed for a contracts case addressing securities industry standards.

Annuities Expert

This annuities expert served as an annuity specialist for a global financial services firm and is a mediator and arbitrator for the NASD and NYSE.

Asset Management Expert

This asset management expert is the principal of an asset management firm that is focused on alternative investments.

Credit Card Expert

This credit card expert has more than 25 years of experience in the financial services and payment industries.

Hedge Fund Trading Expert

This hedge fund trading expert has over 15 years of experience in portfolio management, equities trading, and hedge funds.

Investment Banking Expert

This investment banking expert has provided expertise on investment suitability, contract analysis, business plan viability, and restructuring feasibi...

Investment Banking Expert

This investment expert has over 25 years of financial and investment experience.

Investment Valuation Expert

This investment valuation expert is a consultant to investment banks and attorneys on investment valuation, including stocks, bonds, securities, and d...

Mortgage Valuation Expert

This mortgage valuation expert witness is a Certified Financial Analyst and has an MBA in Finance.

Mutual Fund Expert

With more than 15 years of experience in financial analysis and investments management, this mutual fund expert is an active consultant in securities ...

Portfolio Management Expert

This portfolio management expert runs an asset management firm that advises clients on securities investment returns.

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