16.6 Step 5: Monitor the Client, the Market, and the Economy

In this section

• 16.6.1 Performance Monitoring
  An in-depth exploration of the role of performance monitoring in the portfolio management process, focusing on the use of performance metrics and regular reporting.
• 16.6.2 Economic and Market Analysis
  An exploration of the critical role of economic and market analysis in the ongoing process of portfolio management, emphasizing market dynamics and their impact on portfolio performance and risk.
• 16.6.3 Client Communication
  Explore the importance of client communication in portfolio management, focusing on ongoing dialogue and adapting to client changes.