Fund managers typically follow a structured process to make investment decisions, which includes:
Research: Gathering information on various investment opportunities through financial reports, market analysis, and expert opinions. Analysis: Using financial models and tools to assess the potential risks and returns of different investments. Strategy Formulation: Developing an investment strategy that aligns with the client's goals and risk tolerance. Execution: Implementing the strategy by buying or selling securities to construct the portfolio. Monitoring: Continuously monitoring the portfolio’s performance and making adjustments as necessary.