This article is excerpted from IT Portfolio Management Step-by-Step: Unlocking the Business Value of Technology, by Bryan Maizlish and Robert Handler. Used with permission of the publisher John Wiley ...

PIGGY has noted that there is a general misunderstanding and misconceptions about the roles and responsibilities of investment analysts and that of portfolio managers. According to Jones, Charles P.

An investment portfolio is a collection of assets that puts your money to work for you. Capital invested in carefully selected funds or stocks can deliver meaningful returns instead of falling behind ...

Balancing a portfolio involves allocating your assets—i.e., stocks, bonds, real estate, and cash—in a way that aligns with your financial goals, time horizon, and risk tolerance. The goal is to ...

Stop me if you’ve heard this: In 1994, Park City Mountain Ski Resort was acquired by POWDR. For nearly 20 years, POWDR had consistent success and consistently high profits. And then, in 2011...their ...

Barclay Palmer is a creative executive with 10+ years of creating or managing premium programming and brands/businesses across various platforms. Lea Uradu, J.D., is a Maryland state registered tax ...

An effective portfolio management platform helps you organize client accounts, automate routine tasks, and keep your data accurate and secure. With the right software, you can focus more on client ...

Managing an investment portfolio calls for mastery of a challenging set of skills including understanding portfolio theory, allocating assets between debt and equity, decoding mutual fund investment ...

Whether you’re an individual investor or a portfolio manager, the right portfolio management software can make a huge difference. The best software provides valuable tools to help you better analyze ...

As one of the most capital-intensive industries, the construction sector’s need for establishing effective project management cannot be overstated. According to the KPMG Global Construction Survey of ...