anagement entail? What are the three steps in the process. Execution, planning and feedback. It involves risk tolerance return goals and time horizons, as well as tax exposure, liquidity requirements lawful restrictions, exceptional situations, and tax exposure. The portfolio manager’s role is to establish the business of the client. The foundation must be solid for investment by the client to perform. The proper planning of the investment is vital. It can never be ignored for any moment. Execution is about creating the plan and then carrying out it. This is a crucial stage that the portfolio manager ought to consider seriously. It is for this reason that consulting with an expert in things related to investment is of paramount importance. A portfolio manager will need an evaluation of the investment. The performance of an investment is essential. This is the reason hiring a portfolio manager who is knowledgeable about issues that deal to investment is essential. You have to take the time to are making the best choice. It is important to take your time in making the best decision. oa15ufzd93.