Portfolio management software is different from portfolio management, even though they share similar names. Whereas true portfolio management involves financial professionals investing money on your ...

Cassie is a deputy editor, collaborating with teams around the world while living in the beautiful hills of Kentucky. She is passionate about economic development and is on the board of two non-profit ...

As the industry embraces a fiduciary duty, the widely used rep-as-portfolio manager programs at broker-dealers will be under scrutiny—and for good reason. The programs let advisors run their own model ...

Gain a deep understanding of the investment management industry and the risk and returns of various asset classes, such as stocks, bonds, mutual funds, and ETFs. Learn how to combine different assets ...

Founder, Head of SPM Innovation and AI at Projectum, a global technology leader modernizing how companies connect strategies to execution. The transition from traditional project portfolio management ...

Asset Consulting Group, LLC provides investment advisory services. The company offers investment and portfolio management services to trusts, endowments, foundations, insurance company reserves, ...

Senior executives responsible for creating and executing operations strategy and other high-level managers looking to improve processes and efficiency will discover a wide choice of academic and ...

A GAO report found that DHS could improve its acquisition program portfolio management by leveraging results from previous programs and more fully documenting breaches in performance goals, time or ...

4:30 p.m. – 5:30 p.m. Attend this information session to learn more about the Kenneth Woods Portfolio Management Program at the John Molson School of Business. This session is aimed exclusively ...

The Strategic Portfolio Management Office is responsible for helping to ensure that UB’s finite Information Technology resources are optimally focused on meeting the strategic goals of the University ...