{"id":31589,"date":"2023-12-07T10:51:26","date_gmt":"2023-12-07T10:51:26","guid":{"rendered":"https:\/\/masterskills.org\/blog\/nghiep-vu-quan-li-danh-muc-dau-tu-portfolio-management-operations-la-gi.html"},"modified":"2023-12-23T08:24:05","modified_gmt":"2023-12-23T01:24:05","slug":"nghiep-vu-quan-li-danh-muc-dau-tu-portfolio-management-operations-la-gi","status":"publish","type":"post","link":"https:\/\/masterskills.org\/blog\/nghiep-vu-quan-li-danh-muc-dau-tu-portfolio-management-operations-la-gi.html","title":{"rendered":"Nghi\u1ec7p v\u1ee5 qu\u1ea3n l\u00ed danh m\u1ee5c \u0111\u1ea7u t\u01b0 (Portfolio Management Operations) l\u00e0 g\u00ec?"},"content":{"rendered":"
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H\u00ecnh minh h\u1ecda (Ngu\u1ed3n: qph.fs.quoracdn.net)<\/p>\n<\/div>\n<\/div>\n

Nghi\u1ec7p v\u1ee5 qu\u1ea3n l\u00ed danh m\u1ee5c \u0111\u1ea7u t\u01b0 (Portfolio Management Operations)<\/font><\/h2>\n

Kh\u00e1i ni\u1ec7m<\/b><\/p>\n

Nghi\u1ec7p v\u1ee5 qu\u1ea3n l\u00ed danh m\u1ee5c \u0111\u1ea7u t\u01b0<\/b> trong ti\u1ebfng Anh l\u00e0\u00a0Portfolio Management Operations.<\/b><\/p>\n

Nghi\u1ec7p v\u1ee5 qu\u1ea3n l\u00ed danh m\u1ee5c \u0111\u1ea7u t\u01b0 (Portfolio Management Operations) l\u00e0 vi\u1ec7c c\u00f4ng ty qu\u1ea3n l\u00ed qu\u0129 qu\u1ea3n l\u00ed m\u1ed9t c\u00e1ch chuy\u00ean nghi\u1ec7p c\u00e1c danh m\u1ee5c \u0111\u1ea7u t\u01b0 c\u1ee7a kh\u00e1ch h\u00e0ng (c\u00e1 nh\u00e2n hay t\u1ed5 ch\u1ee9c), \u0111\u00e2y l\u00e0 t\u1eadp h\u1ee3p c\u00e1c kho\u1ea3n \u0111\u1ea7u t\u01b0 \u0111\u01b0\u1ee3c h\u00ecnh th\u00e0nh th\u00f4ng qua vi\u1ec7c n\u1eafm gi\u1eef m\u1ed9t ho\u1eb7c nhi\u1ec1u lo\u1ea1i ch\u1ee9ng kho\u00e1n (c\u1ed5 phi\u1ebfu, tr\u00e1i phi\u1ebfu…) h\u00e0ng h\u00f3a, b\u1ea5t \u0111\u1ed9ng s\u1ea3n ho\u1eb7c c\u00e1c t\u00e0i s\u1ea3n kh\u00e1c, nh\u1eb1m \u0111\u1ea1t \u0111\u01b0\u1ee3c c\u00e1c m\u1ee5c ti\u00eau \u0111\u1ea7u t\u01b0 c\u1ee5 th\u1ec3 (l\u1ee3i nhu\u1eadn, r\u1ee7i ro, ph\u1ea1m vi th\u1eddi gian…) \u0111\u01b0\u1ee3c c\u00f4ng ty qu\u1ea3n l\u00ed qu\u0129 v\u00e0 kh\u00e1ch h\u00e0ng th\u1ecfa thu\u1eadn tr\u01b0\u1edbc.<\/p>\n

C\u00e1c b\u01b0\u1edbc th\u1ef1c hi\u1ec7n nghi\u1ec7p v\u1ee5 qu\u1ea3n l\u00ed danh m\u1ee5c \u0111\u1ea7u t\u01b0<\/font><\/h2>\n
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S\u01a1 \u0111\u1ed3 Qui tr\u00ecnh qu\u1ea3n l\u00ed danh m\u1ee5c \u0111\u1ea7u t\u01b0 (Ngu\u1ed3n: Nguy\u1ec5n Th\u00e0nh Long, 2011)<\/p>\n<\/div>\n<\/div>\n

B\u01b0\u1edbc 1: <\/b>C\u00f4ng ty qu\u1ea3n l\u00ed qu\u0129 ti\u1ebfp x\u00fac v\u00e0 t\u00ecm hi\u1ec3u nhu c\u1ea7u c\u1ee7a kh\u00e1ch h\u00e0ng, c\u00e1c th\u00f4ng tin c\u1ea7n t\u00ecm hi\u1ec3u bao g\u1ed3m:nKhar n\u0103ng t\u00e0i ch\u00ednh, kinh nghi\u1ec7m \u0111\u1ea7u t\u01b0, th\u1eddi h\u1ea1n \u0111\u1ea7u t\u01b0, m\u1ee5c ti\u00eau \u0111\u1ea7u t\u01b0, m\u1ee9c \u0111\u1ed9 r\u1ee7i ro c\u00f3 th\u1ec3 ch\u1ea5p nh\u1eadn, c\u00e1c h\u1ea1n ch\u1ebf \u0111\u1ea7u t\u01b0, danh m\u1ee5c \u0111\u1ea7u t\u01b0 m\u1eabu…<\/p>\n

B\u01b0\u1edbc 2:<\/b> C\u00f4ng ty qu\u1ea3n l\u00ed qu\u0129 v\u00e0 kh\u00e1ch h\u00e0ng ti\u1ebfn h\u00e0nh k\u00ed k\u1ebft h\u1ee3p \u0111\u1ed3ng \u0111\u1ea7u t\u01b0. M\u1ed9t s\u1ed1 n\u1ed9i dung ch\u00ednh c\u1ee7a h\u1ee3p \u0111\u1ed3ng:\u00a0<\/p>\n

– M\u1ee5c ti\u00eau \u0111\u1ea7u t\u01b0, ph\u1ea1m vi \u0111\u1ea7u t\u01b0, h\u1ea1n ch\u1ebf \u0111\u1ea7u t\u01b0, kh\u1ea3 n\u0103ng ch\u1ea5p nh\u1eadn r\u1ee7i ro v\u00e0 y\u00eau c\u1ea7u c\u1ee7a nh\u00e0 \u0111\u1ea7u t\u01b0<\/p>\n

– Nguy\u00ean t\u1eafc, ch\u00ednh s\u00e1ch \u0111\u1ea7u t\u01b0 v\u00e0 lo\u1ea1i t\u00e0i s\u1ea3n<\/p>\n

– Quy\u1ec1n v\u00e0 ngh\u0129a v\u1ee5 c\u1ee7a c\u00e1c b\u00ean<\/p>\n

– C\u00e1c lo\u1ea1i h\u00ecnh r\u1ee7i ro li\u00ean quan \u0111\u1ebfn vi\u1ec7c \u0111\u1ea7u t\u01b0 theo h\u1ee3p \u0111\u1ed3ng k\u1ec3 c\u1ea3 qui \u0111\u1ecbnh v\u1ec1 vi\u1ec7c kh\u00f4ng b\u1ea3o \u0111\u1ea3m gi\u00e1 tr\u1ecb v\u1ed1n \u0111\u1ea7u t\u01b0 ban \u0111\u1ea7u<\/p>\n

– Gi\u00e1 tr\u1ecb c\u1ee7a v\u1ed1n \u1ee7y th\u00e1c \u0111\u1ea7u t\u01b0, th\u1eddi h\u1ea1n h\u1ee3p \u0111\u1ed3ng, ph\u01b0\u01a1ng th\u1ee9c x\u00e1c \u0111\u1ecbnh gi\u00e1 tr\u1ecb danh m\u1ee5c \u0111\u1ea7u t\u01b0<\/p>\n

– Qui \u0111\u1ecbnh r\u00f5 v\u1ec1 vi\u1ec7c \u1ee7y quy\u1ec1n quy\u1ebft \u0111\u1ecbnh \u0111\u1ea7u t\u01b0 cho c\u00f4ng ty qu\u1ea3n l\u00ed qu\u0129 v\u00e0 c\u00e1c h\u1ea1n ch\u1ebf li\u00ean quan; c\u01a1 ch\u1ebf quy\u1ebft \u0111\u1ecbnh v\u00e0 ph\u00ea duy\u1ec7t quy\u1ebft \u0111\u1ecbnh \u0111\u1ea7u t\u01b0<\/p>\n

– Ch\u1ec9 s\u1ed1 tham chi\u1ebfu l\u00e0m c\u01a1 s\u1edf \u0111\u00e1nh gi\u00e1 k\u1ebft qu\u1ea3 \u0111\u1ea7u t\u01b0 theo t\u1eebng h\u1ee3p \u0111\u1ed3ng qu\u1ea3n l\u00ed \u0111\u1ea7u t\u01b0; m\u1ee9c ph\u00ed, ph\u01b0\u01a1ng ph\u00e1p t\u00ednh, ph\u01b0\u01a1ng th\u1ee9c thanh to\u00e1n ph\u00ed, th\u1eddi h\u1ea1n tr\u1ea3 ph\u00ed v\u00e0 c\u00e1c lo\u1ea1i chi ph\u00ed kh\u00e1ch h\u00e0ng ph\u1ea3i ch\u1ecbu.<\/p>\n

– Qui \u0111\u1ecbnh chi ti\u1ebft v\u1ec1 qu\u1ea3n l\u00ed ti\u1ec1n v\u00e0 l\u01b0u k\u00ed, \u0111\u0103ng k\u00ed s\u1edf h\u1eefu t\u00e0i s\u1ea3n \u0111\u1ea7u t\u01b0 v\u00e0 thanh to\u00e1n c\u00e1c giao d\u1ecbch c\u1ee7a nh\u00e0 \u0111\u1ea7u t\u01b0; qui \u0111\u1ecbnh \u1ee7y quy\u1ec1n cho C\u00f4ng ty qu\u1ea3n l\u00ed qu\u0129 k\u1ebft h\u1ee3p \u0111\u1ed3ng l\u01b0u k\u00ed v\u1edbi nh\u00e0 \u0111\u1ea7u t\u01b0.<\/p>\n

Ngo\u00e0i ra h\u1ee3p \u0111\u1ed3ng n\u00e0y ph\u1ea3i th\u1ecfa m\u00e3n c\u00e1c nguy\u00ean t\u1eafc sau:<\/p>\n

– Kh\u00f4ng c\u00f3 c\u00e1c \u0111i\u1ec1u kho\u1ea3n nh\u1eb1m t\u1ea1o \u0111i\u1ec1u ki\u1ec7n cho c\u00f4ng ty qu\u1ea3n l\u00ed qu\u0129 c\u00f3 th\u1ec3 tr\u1ed1n tr\u00e1nh ngh\u0129a v\u1ee5 ph\u00e1p l\u00ed b\u1ed3i th\u01b0\u1eddng cho kh\u00e1ch h\u00e0ng, trong tr\u01b0\u1eddng h\u1ee3p do l\u1ed7i c\u1ee7a c\u00f4ng ty ho\u1eb7c do h\u00e0nh vi sai ph\u1ea1m c\u00f3 ch\u1ee7 \u00fd c\u1ee7a c\u00f4ng ty.<\/p>\n

– Kh\u00f4ng c\u00f3 c\u00e1c \u0111i\u1ec1u kho\u1ea3n nh\u1eb1m h\u1ea1n ch\u1ebf ph\u1ea1m vi b\u1ed3i d\u01b0\u1ee1ng, tr\u00e1ch nhi\u1ec7m t\u00e0i ch\u00ednh c\u1ee7a c\u00f4ng ty \u0111\u1ed1i v\u1edbi kh\u00e1ch h\u00e0ng m\u00e0 kh\u00f4ng c\u00f3 l\u00ed do ch\u00ednh \u0111\u00e1ng; ho\u1eb7c chuy\u1ec3n r\u1ee7i ro cho kh\u00e1ch h\u00e0ng trong tr\u01b0\u1eddng h\u1ee3p do l\u1ed7i c\u1ee7a c\u00f4ng ty ho\u1eb7c do h\u00e0nh vi sai ph\u1ea1m c\u00f3 ch\u1ee7 \u00fd c\u1ee7a c\u00f4ng ty.<\/p>\n

B\u01b0\u1edbc 3:<\/b> C\u00f4ng ty qu\u1ea3n l\u00ed qu\u0129 th\u1ef1c hi\u1ec7n h\u1ee3p \u0111\u1ed3ng qu\u1ea3n l\u00ed<\/p>\n

M\u1ed9t l\u00e0, th\u1ef1c hi\u1ec7n x\u00e2y d\u1ef1ng danh m\u1ee5c \u0111\u1ea7u t\u01b0 cho kh\u00e1ch h\u00e0ng<\/p>\n

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Hai l\u00e0, tu\u00e2n th\u1ee7 theo \u0111\u00fang nh\u1eefng th\u1ecfa thu\u1eadn trong h\u1ee3p \u0111\u1ed3ng qu\u1ea3n l\u00ed<\/p>\n

Ba l\u00e0, tr\u01b0\u1eddng h\u1ee3p ph\u00e1t sinh ngo\u00e0i h\u1ee3p \u0111\u1ed3ng th\u00ec ph\u1ea3i xin \u00fd ki\u1ebfn c\u1ee7a kh\u00e1ch h\u00e0ng.<\/p>\n

(T\u00e0i li\u1ec7u tham kh\u1ea3o: Gi\u00e1o tr\u00ecnh Th\u1ecb tr\u01b0\u1eddng t\u00e0i ch\u00ednh v\u00e0 c\u00e1c \u0111\u1ecbnh ch\u1ebf t\u00e0i ch\u00ednh, NXB Kinh t\u1ebf Th\u00e0nh ph\u1ed1 H\u1ed3 Ch\u00ed Minh)<\/i><\/p>\n<\/p><\/div>\n","protected":false},"excerpt":{"rendered":"

\n Nghi\u1ec7p v\u1ee5 qu\u1ea3n l\u00ed danh m\u1ee5c \u0111\u1ea7u t\u01b0 (ti\u1ebfng Anh: Portfolio Management Operations) l\u00e0 vi\u1ec7c c\u00f4ng ty qu\u1ea3n l\u00ed qu\u0129 qu\u1ea3n l\u00ed m\u1ed9t c\u00e1ch chuy\u00ean nghi\u1ec7p c\u00e1c danh m\u1ee5c \u0111\u1ea7u t\u01b0 c\u1ee7a kh\u00e1ch h\u00e0ng.\n <\/div>\n","protected":false},"author":1,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[417],"tags":[],"_links":{"self":[{"href":"https:\/\/masterskills.org\/blog\/wp-json\/wp\/v2\/posts\/31589"}],"collection":[{"href":"https:\/\/masterskills.org\/blog\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/masterskills.org\/blog\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/masterskills.org\/blog\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/masterskills.org\/blog\/wp-json\/wp\/v2\/comments?post=31589"}],"version-history":[{"count":0,"href":"https:\/\/masterskills.org\/blog\/wp-json\/wp\/v2\/posts\/31589\/revisions"}],"wp:attachment":[{"href":"https:\/\/masterskills.org\/blog\/wp-json\/wp\/v2\/media?parent=31589"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/masterskills.org\/blog\/wp-json\/wp\/v2\/categories?post=31589"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/masterskills.org\/blog\/wp-json\/wp\/v2\/tags?post=31589"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}