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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
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Delivering on the Promise of Mobile ROI
sponsored by SAP America, Inc.
WHITE PAPER: In this white paper, explore ways to track your mobile initiatives against ROI and boost your mobile performance. Read on to learn how your company can determine mobile ROI, cut mobile development costs, and stay relevant in a changing business environment.
Posted: 11 Jun 2013 | Published: 30 Apr 2013

SAP America, Inc.

OVUM Technology Audi: Rational Focal Point
sponsored by IBM
WHITE PAPER: Read what Ovum had to say about IBM's Rational Focal Point in this paper. here, you'll discover who Ovum determined would benefit the most from Focal Point, what applications integrate best with it, and who Focal Point to be less well-suited for.
Posted: 28 Aug 2012 | Published: 01 Feb 2012

IBM

Securities and capital markets
sponsored by IBM
WHITE PAPER: IBM®ILOG®’s business rule management system (BRMS) is widely used by leading investment banks, asset management and mutual fund firms to meet their compliance requirements while adding intelligent decisioning capabilities to applications and processes throughout the trading cycle, and business channels and systems.
Posted: 07 Jul 2011 | Published: 07 Jul 2011

IBM

EIU Report: Preemptive Action: Mitigating Project Portfolio Risks in the Financial Services Industry
sponsored by Oracle Corporation
WHITE PAPER: This research report explains how to ensure long-term viability in the financial services industry by depending on your ability to invest wisely in projects, meet regulatory targets and avoid the costly and public failures that brought down so many other organizations in the financial services industry.
Posted: 31 Jan 2011 | Published: 31 Jan 2011

Oracle Corporation

Optimization Applications in Finance, Securities, Banking and Insurance - IBM ILOG Optimization White Paper
sponsored by IBM
WHITE PAPER: This white paper shows how mathematical optimization provide tools that deliver significant competitive advantage for solving the most challenging problems encountered in finance, including risk management, operational cost, and product innovation.
Posted: 14 Dec 2010 | Published: 14 Dec 2010

IBM

E-Guide: Enhancing IT Performance at Growing Companies with More Effective Project Management
sponsored by CA Technologies.
EGUIDE: Read this e-guide for information on how to increase project management effectiveness and to learn what high-end PPM software has to offer.
Posted: 17 Jun 2010 | Published: 09 Jun 2010

CA Technologies.

Successfully Managing Programs and Risk in the Aerospace and Defense Industry
sponsored by Oracle Corporation
WHITE PAPER: Succeeding in this difficult environment requires an enterprise software solution that enables aerospace and defense companies to plan and execute programs and projects, demonstrate earned value compliance and manage resources and costs. Enterprise project portfolio management (EPPM) applications help meet these challenges.
Posted: 05 Apr 2010 | Published: 19 Feb 2010

Oracle Corporation

Making Investments Count: Three Capital Spending Challenges
sponsored by Oracle Corporation
WHITE PAPER: Read this white paper for a discussion of capital investment challenges that many companies are facing and what enterprise project portfolio management solutions are available to help.
Posted: 05 Apr 2010 | Published: 15 Jan 2010

Oracle Corporation

Becoming Value-driven: Focusing on What Matters Most
sponsored by IBM
WHITE PAPER: This white paper provides insight into the six key areas essential for becoming a value-driven organization. Discover how to gain the visibility and control essential to meet and exceed customer needs.
Posted: 20 Aug 2008 | Published: 20 Aug 2008

IBM

Hedge Funds: Why Comply? - A Practical Guide to Developing a Culture of Compliance
sponsored by Advent Software, Inc
WHITE PAPER: This white paper written by Advent Software outlines how hedge funds can create a "culture of compliance" with best practice ideas for accurate record keeping and reporting, transparency in operations and, putting the interests of investors first.
Posted: 10 Jul 2008 | Published: 01 Jan 2006

Advent Software, Inc
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