Portfolio Management
/ˌpɔːrtˈfoʊli.oʊ ˈmænɪdʒmənt/
Definitions
- (n.) The legal practice of overseeing and administering a collection of assets or investments on behalf of clients, ensuring compliance with fiduciary duties and regulatory frameworks.
The law firm advised on portfolio management strategies to mitigate regulatory risks.
Forms
- portfolio management
Related terms
See also
Commentary
In legal contexts, portfolio management often focuses on compliance with fiduciary duties and applicable securities regulations, distinct from purely financial interpretations.
This glossary is for general informational and educational purposes only. Definitions are jurisdiction-agnostic but reflect terminology and concepts primarily drawn from English and American legal traditions. Nothing herein constitutes legal advice or creates a lawyer-client relationship. Users should consult qualified counsel for advice on specific matters or jurisdictions.