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Portfolio Management (Finance)

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ALSO CALLED: Portfolio Management, Financial Portfolio Management
DEFINITION: The process of managing the assets of a mutual fund, including choosing and monitoring appropriate investments and allocating funds accordingly.
Portfolio Management (Finance) Reports
6 Matches
Making Profit Awareness a Transformational Asset and a Strategic Competitive Advantage
sponsored by Dell, Inc.
WHITE PAPER: Read this white paper to learn how to implement the product-by-product profitability analysis that manufacturers need to improve their bottom line.
Posted: 04 May 2012 | Published: 04 May 2012

Dell, Inc.

CIMdata SAP PLM Program Review
sponsored by SAP America, Inc.
WHITE PAPER: This paper reviews SAP's efforts over the last several years to expand and enhance its product lifecycle management (PLM) offerings. It describes their current PLM portfolio and how they bring their solutions to market.
Posted: 22 Apr 2012 | Published: 22 Apr 2012

SAP America, Inc.

The Top Five Corporate Actions of 2011 White Paper
sponsored by Advent Software, Inc
WHITE PAPER: Accounting for corporate actions accurately is one of the biggest challenges for investment managers, with significant portfolio valuation, performance and tax implications for investors. And its only going to get more challenging due to reporting requirements and mounting activity. Learn how to get a handle on the 5 most common corporate actions.
Posted: 09 Dec 2011 | Published: 09 Dec 2011

Advent Software, Inc

Strategies to Cut Costs and Improve Performance
sponsored by IBM
WHITE PAPER: By adopting commercial best practices, the federal government can achieve sustainable cost savings and reach high levels of operational efficiency. Read this paper to learn about the IBM 7-point strategy and unmatched portfolio of offerings that can help federal agencies stabilize a fiscal imbalance.
Posted: 08 Feb 2011 | Published: 08 Feb 2011

IBM

Portfolio Construction and Trading: Seven Key Factors in Evaluating Order Management Systems to Close the Gap
sponsored by Advent Software, Inc
WHITE PAPER: This document examines the current state of Order Management Systems (OMS) portfolio management capabilities, identifies major challenges and "pain points" that firms encounter, and outlines seven system attributes needed to overcome them.
Posted: 10 Aug 2009 | Published: 10 Aug 2009

Advent Software, Inc

Data Conversion in a System Migration: Best Practices for Compliance and Continuity
sponsored by Advent Software, Inc
WHITE PAPER: This document is designed to help firms understand their data conversion options. It outlines what data is critical and must be converted for compliance purposes and business continuity, what data is not critical, the relationship between data conversion and reporting, and what to look for in a new technology provider relative to data conversion.
Posted: 10 Aug 2009 | Published: 10 Aug 2009

Advent Software, Inc
6 Matches
 
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