Portfolio management is managing investments to maximize return and minimize risk. Financial planning involves informed planning to reach a variety of financial goals.

LPETTET / Getty Images. Close. What Is Portfolio Management? Portfolio management refers to the process of selecting and managing a set of investments that align with an individual's financial goals.

As your portfolio returns on your investment, you measure its effectiveness and gain insight into how automation works, how best to implement it within your own organization, and what types of ...

Investors should be asking their portfolio companies the hard questions—in thoughtful, collaborative ways—rather than turning a blind eye to how founders and management teams are adjusting ...

Getty Images. With a little bit of homework, it's possible to engage with sustainable investing portfolio management in an effective way.