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The current trends and overview for portfolio management

Author

Listed:
  • Victor Chang
  • Lihao Ni
  • Jingqi Zhang
  • Taiyu Li

Abstract

According to statistical report, cumulative wealth per capita has been increasing since 2000s, and in order to deal with the increasing free resources, portfolio management seems to play a significant role for both personal and corporate investment. This paper introduces the development of modern portfolio management, emphasises the importance of investment portfolio management and project portfolio management, and then discusses the methods of constructing investment portfolios and project portfolios. We use financial tools and some mathematical models to construct different portfolios according to the risk preference of investors and make some suggestions to them. The Monte Carlo methods we designed in this research will help investors improve the portfolio management optimisation. We suggest the investment strategy should be adjusted by preferences and the project with extreme grades should be reconsidered carefully.

Suggested Citation

  • Victor Chang & Lihao Ni & Jingqi Zhang & Taiyu Li, 2020. "The current trends and overview for portfolio management," International Journal of Business and Systems Research, Inderscience Enterprises Ltd, vol. 14(4), pages 434-454.
    • Handle: RePEc:ids:ijbsre:v:14:y:2020:i:4:p:434-454
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    Cited by:

    1. Kosztyán, Zsolt T. & Katona, Attila I. & Kuppens, Kurt & Kisgyörgy-Pál, Mária & Nachbagauer, Andreas & Csizmadia, Tibor, 2022. "Exploring the structures and design effects of EU-funded R&D&I project portfolios," Technological Forecasting and Social Change, Elsevier, vol. 180(C).
    2. Theocharis, Dimitrios & Rodrigues, Vasco Sanchez & Pettit, Stephen & Haider, Jane, 2021. "Feasibility of the Northern Sea Route for seasonal transit navigation: The role of ship speed on ice and alternative fuel types for the oil product tanker market," Transportation Research Part A: Policy and Practice, Elsevier, vol. 151(C), pages 259-283.

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