Private Funds Glossary

Portfolio Monitoring

Definition: Portfolio monitoring involves the continuous observation and analysis of an investment portfolio’s performance, ensuring that it aligns with the investor’s objectives and risk tolerance, and making adjustments as necessary.

Example: For example, a portfolio manager may use portfolio monitoring tools to track daily market movements, assess the impact on the portfolio, and rebalance the investments to maintain the desired asset allocation.

Explore IVP Technology and Managed Services: 

IVP for Private Funds provides advanced portfolio monitoring solutions that deliver real-time insights and analytics, helping you maintain optimal portfolio performance and compliance. Leverage our technology and managed services to enhance your portfolio monitoring capabilities and achieve your investment goals.