Want to say portfolio manager differently? Here are other words for portfolio manager and its similar synonyms and opposite words to say in unique way.
Meaning of portfolio manager
The primary meaning of "portfolio manager" refers to a person or entity responsible for managing investment portfolios on behalf of clients, making informed decisions to optimize returns and minimize risk.
Etymology of portfolio manager
The term "portfolio" originates from the Italian "portafoglio," meaning a folder or case for carrying papers, which was later adopted into English as "portfolio," referring to a collection of documents or works.
"Manager" comes from the Latin "manus," meaning hand, and "agere," meaning to do or act, originally referring to a person who handles or directs something.
The combination "portfolio manager" thus refers to an individual who handles or directs a collection of investments.
Synonyms
Definitions
- A portfolio manager is defined by Oxford Languages as a person or company responsible for managing investment portfolios, making decisions about which assets to buy, hold, or sell to achieve the client's investment objectives.
- This role involves a deep understanding of financial markets, investment strategies, and risk management to ensure the portfolio aligns with the client's financial goals and risk tolerance.
Usage Examples
- The portfolio manager carefully selected a mix of stocks and bonds to balance risk and potential returns for the client's retirement fund.
- As a seasoned portfolio manager, she had a keen eye for spotting undervalued assets that could significantly boost the portfolio's performance.
- The investment firm hired a new portfolio manager with a track record of achieving high yields in volatile markets.