Portfolio Manager

A person or organization that professionally manages an investment portfolio on behalf of a client – an individual or legal entity, an investment fund, a pension fund, or another institution. The portfolio manager makes decisions regarding the selection, acquisition, holding, and sale of assets such as stocks, bonds, derivatives, real estate, and others, in accordance with the client’s predetermined investment objectives, risk profile, and strategy. Portfolio management is conducted in compliance with regulatory requirements and is subject to supervision by competent authorities, such as the Financial Supervision Commission in Bulgaria.