The definition of portfolio management is the act of making investment decisions for an investment portfolio, either for oneself or someone else, in order to meet an investor's goals. Portfolio ...

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 ...

According to the Carson Group, investors are leveraging equity factors like momentum and low volatility and adopting active fixed-income strategies. Savvy investors are turning to strategies such as ...

Forbes contributors publish independent expert analyses and insights. Catherine Brock covers personal finance and investing. When is the best time to start investing for retirement? Right now. As a ...

A survey carried out by NET2S, a consultancy specialising in capital markets technology, highlights a significant shortfall in adequate risk management in the portfolio management systems (PMS) vendor ...

Retirees and those approaching their final working years typically rank safe investing over capital growth investments. Capital appreciation is the goal of growing assets. An investor's comfort with ...

BSI Financial Services hired Brandon McGee as vice president of mortgage servicing rights transactions manager. McGee will be responsible for the company's MSR and portfolio acquisitions, as well as ...

A monthly overview of things you need to know as an architect or aspiring architect. Unlock the full InfoQ experience by logging in! Stay updated with your favorite authors and topics, engage with ...

We analyzed advisor credentials, portfolio options, fees and customer support at some of the larger and more well-known registered investment advisor firms to help you select a firm that could best ...

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 ...

The purpose of the Portfolio and Project Management Office (PPMO) is to provide project, program or portfolio management consulting and tools. The PPMO consists of nine core staff members with ...