1. Definite structure everyone can follow should be there. 

2. Integrating a set of activities in a logical and orderly manner. 

3. It should be a continuous and systematic process. 

4. Encompassing all portfolio investments where the investor should be e having a favorable condition and environment. 

5. With a structured process anyone can execute decisions for investors.

6. Objectives constraints and preferences are identified. 

7. Leading to explicit investment policies. 

8. Strategies should be developed and implemented. 

9. Market conditions asset mix and investment circumstances are monitored in a Portfolio process. 

10. Portfolio adjustments are made as necessary whenever the need emerges.