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Portfolio Management: A Market-Class guide to Investment Management by John Bonner, Marcus Rees

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Chapter 3. Portfolio Manager’s Network

OBJECTIVES

1. Introduce the network of roles involved in the portfolio management process.

2. Explain the definition and purpose of the roles in the portfolio manager’s network.

PORTFOLIO MANAGER’S NETWORK

Definition: The portfolio manager’s network is made up of people who provide services within his firm, within a fund administrator and within investment banks, as well as their clients. With some funds, there may also be an advisory board or a board of managers. Here we will concentrate on the core positions that contribute directly to the fund management process.

Importance: The portfolio manager is at the centre of a large network of individuals that assist with analysis, transactions, and administrative ...

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