Portfolio management services except pension funds
CPC v2.1 Code: 71530
About portfolio management services except pension funds
cpc code 71530 covers portfolio management services, excluding those provided to pension funds. This industry plays a crucial role in the broader financial services sector, helping individuals and organizations effectively manage their investments and grow their wealth. Portfolio managers utilize a range of strategies and techniques to construct and maintain diversified investment portfolios, with the goal of maximizing returns while mitigating risk for their clients.
Production process
Portfolio management services typically involve a multi-step process. First, portfolio managers work closely with clients to understand their investment objectives, risk tolerance, and financial goals. They then conduct thorough research and analysis to identify suitable investment opportunities, considering factors such as market trends, economic conditions, and the performance of individual assets. Based on this analysis, portfolio managers construct a diversified portfolio and actively monitor and rebalance it over time to ensure it continues to align with the client's needs.
Production inputs
The key inputs for portfolio management services include access to financial data and market information, as well as specialized knowledge and expertise in investment analysis and portfolio construction. Portfolio managers rely on a range of tools and software to gather and analyze data, model potential scenarios, and make informed investment decisions. Additionally, they require strong analytical and problem-solving skills, as well as the ability to effectively communicate with clients and collaborate with other financial professionals.
Production outputs
The primary output of portfolio management services is the successful management of client investment portfolios, resulting in the growth and preservation of their wealth. The services provided by this industry can be consumed by a wide range of clients, including 52310 Investment banking and securities dealing, 52320 Securities and commodity exchanges, and 52390 Other financial investment activities.
Family tree for portfolio management services except pension funds
graph LR
A["<a href='/classifications/cpc/v2-1/7'>7: Financial and related services; real estate services; and rental and leasing services</a>"]
A --> B["<a href='/classifications/cpc/v2-1/71'>71: Financial and related services</a>"]
B --> C["<a href='/classifications/cpc/v2-1/715'>715: Services auxiliary to financial services other than to insurance and pensions</a>"]
C --> D["<a href='/classifications/cpc/v2-1/7153'>7153: Portfolio management services except pension funds</a>"]
D --> E["<a href='/classifications/cpc/v2-1/71530'>71530: Portfolio management services except pension funds</a>"]
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class C level3
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