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Portfolio Management

What are the types of portfolio management?

Quick Answer:
The main types of portfolio management are active, passive, discretionary, and non-discretionary.

Learn More:
Active portfolio management seeks to outperform markets through selection and timing, while passive management aims to track an index. Discretionary approaches delegate decision-making to a manager or system, whereas non-discretionary models keep decisions with the investor. In practice, many portfolios combine multiple approaches to balance control, cost, and performance.

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