Pioneered by Harry Markowitz in his paper Portfolio Selection, published in 1952 by the Journal of Finance. According to the theory, it is possible to construct an ‘efficient frontier’ of optimal portfolios offering the maximum possible expected return for a given level of risk. There are four basic steps involved in the portfolio construction: Security Valuation, Asset Allocation, Portfolio Optimization and Performance Measurement.
P27 Team
View posts by P27 TeamA cadre of associates that deliver short consultations and project-based business services to both SMBs and larger businesses. Their expertise includes business change, business development, business planning, digitisation, ESG integration, financial markets, green finance, leadership development, marketing, regionalisation, risk management, valuation and more.