Portfolio monitoring is the process of tracking and analysing the performance of a portfolio of investments. It involves closely monitoring the value, risk, and returns of various assets and securities held in the portfolio over time.
In the financial industry, portfolio monitoring is a critical task that allows investors, fund managers, and other stakeholders to make informed investment decisions. By closely tracking the performance of investments, investors can identify potential issues, assess risk exposure, and adjust their portfolio to achieve their investment goals.
Portfolio monitoring typically involves analysing a range of data points from various sections. This data can be used to generate reports and performance metrics that help investors assess the performance of their portfolio and make informed decisions about buying, selling, or holding various investments.
Overall, portfolio monitoring plays a critical role in the investment process, providing investors with valuable insights into the performance of their portfolio and helping them to optimize their investment strategies over time.