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Discretionary portfolio management - How To Discuss

By William Burgess

Discretionary portfolio management,

Definition of Discretionary portfolio management:

  1. Investment account arrangement in which an investment manager makes the buy-sell decisions without referring to the account owner (client) for every transaction. The manager, however, must operate within the agreed upon limits to achieve the clients stated investment objectives.

Meaning of Discretionary portfolio management & Discretionary portfolio management Definition