Seven Essential Steps in Portfolio Management

hat skills does an analyst need to become a portfolio manager? No doubt this question is something that is in the back of most analysts’ minds. It popped back into my mind at the CFA Institute China Investment Conference earlier this month in Shanghai.

“Even if you are an excellent financial analyst, this alone is insufficient to make you a successful fund manager,”Dato’ Cheah Cheng Hye, chairman and co-chief investment officer of Value Partners, an asset management firm headquartered in Hong Kong, said at the conference. He went on to talk about the seven steps aspiring portfolio managers must learn to master. Starting out as a financial journalist in Hong Kong in the 1970s, he later joined the asset management industry as an analyst and eventually co-founded Value Partners in the 1990s.

Having worked both as an analyst and a portfolio manager myself, I found this list (which I paraphrased below) rather handy.

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