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CIO
October 1, 2001
Scott Berinato |
Do the Math Learn how a 50-year-old technique is helping CIOs align IT and manage its value. Understand why portfolio management gives CIOs a stronger voice at the executive level. Learn why IT is no longer special -- and why you should be glad...   |
CIO
July 1, 2005
Susannah Patton |
Getting the Word on Portfolio Management IT leaders can benefit from portfolio management because they face pressure to cut costs while providing more services. |
CIO
May 1, 2003
Todd Datz |
How to Do It Right - Portfolio Management Portfolio management is a tool with clear benefits, among them a holistic view of IT projects across the enterprise and the alignment of IT with corporate strategy. But it isn't easy. We've found some portfolio managers willing to share their secrets. |
Wall Street & Technology
January 6, 2006
Leslie Kramer |
CIO Challenge: IT Portfolio Management CIOs at financial services firms constantly are looking for ways to run their IT departments more efficiently. But figuring out a way to measure the benefits of IT portfolio management is not always obvious. |
BusinessWeek
April 17, 2006 |
Three Scenarios Variable Returns: Portfolio 1 -- 75% large cap... 25% bonds... Portfolio 2 -- 50% large cap... 25% small cap... Portfolio 3 -- 16.67% large cap... 16.67% mid cap... etc. |
Entrepreneur
April 2006
Dian Vujovich |
Less Is More Quality counts more than quantity with the Janus Orion fund. |
Entrepreneur
April 2005
Dian Vujovich |
Working Assets The Calamos Growth Fund is ranked No. 1 among multi-cap growth funds. The fund manager explains how he controls risk for the portfolio. |
AskMen.com
September 30, 2001
Rashmikant Patel |
Beating A Market Crash Forget about specific stock analyses and trying to figure out when's a good time to get in or out of the markets. Instead, stick to the factors that you can control, because they are more likely to help you out in the long run than any uncontrollable factors like stock prices... |
The Motley Fool
April 22, 2005 |
All Hail the Mock Portfolio Before you lose some hard-earned money, try a mock portfolio. |
InternetNews
December 16, 2005
Jim Wagner |
Microsoft Adds Portfolio to Project Redmond plans to buy a portfolio management firm to expand its own project management software. |
CFO
November 17, 2003
John McPartlin |
IT Budgets and ROI Purse strings are lossening ever so slightly, but that won't slow the quest for better metrics. |
AskMen.com
April 14, 2002
Rashmikant Patel |
Starting A Portfolio Investors can easily understand and build a portfolio that conforms to their needs... |
Entrepreneur
September 2004
Dian Vujovich |
Way to Grow Large-cap growth funds may not sound exciting, but there's a solid place for them in a diversified portfolio. This fund uses a computer model to pick its winners. |
The Motley Fool
November 3, 2004 |
How to Evaluate Your Performance Here is the simple number-crunching involved in evaluating how well your investments are doing. |
CIO
May 1, 2003
Richard Pastore |
The Case for Portfolio Management If CIOs would just look at the business case for portfolio management, maybe more of them would do it. |
CIO
May 1, 2003
Lorraine Cosgrove Ware |
Manage IT as a Portfolio Portfolio management compares technology investments in terms of risk and payoff to the business and then helps you prioritize investments accordingly. Survey results show that CIOs who practice IT portfolio management get a higher value from their IT dollars. |
Registered Rep.
May 1, 2005
Paul Bouchey |
Starting at the End In a goals-based approach to financial planning, the overriding factor in choosing investments is how the proceeds from the investments will be used. The client's risk tolerance comes into play only when viewed through the lens of his goal for a particular investment. |
The Motley Fool
August 9, 2004
Chris Mallon |
Through the Earnings Looking Glass Look-through earnings provide a new and insightful view of your stock portfolio. |
Wall Street & Technology
November 17, 2003 |
Does Integrated Portfolio Management = Operational-Risk Management? Vendors across the market are converging to create integrated decision-support tools. |
Financial Planning
September 1, 2005
Horn & Sturiale |
Do Your Investments Play Nice? Advisers and consultants spend a great deal of time helping retirement plan clients construct investment portfolios. Here's a quantitative look at diversification using the Schwab Portfolio Diversification Measure. |
InternetNews
December 20, 2005
Jim Wagner |
IBM Adds More to Rational Portfolio IBM works to get its Rational Portfolio Manager 6.2 integrated to rest of the Rational line. |
The Motley Fool
September 28, 2004 |
How to Think About Diversification There's no absolute best number of stocks to own. Too few and you've taken on too much risk. Too many and you've diluted the power of your holdings more than you had to. |
Investment Advisor
April 2006
Kathleen M. McBride |
Anything but Middling Munder's Mid-Cap Core Growth Fund's Tony Dong has prospered by finding growth wherever. |
Financial Planning
February 1, 2005
Jim Otar |
A Matter of Luck Contrary to popular opinion, there's more to portfolio success than the asset allocation decision. As an adviser, you can find peace of mind in recognizing and quantifying the luck factor for individual retirement portfolios. |
Wall Street & Technology
September 23, 2005 |
Growth Spurt TowerGroup estimates that by 2009, annual spending on portfolio accounting will reach nearly $1 billion. |
Financial Advisor
September 2005
Deena Katz |
What's For Dinner? Financial advisory clients take comfort in a disciplined investment process. They take comfort in the planning that is the framework for our advice. So, next time your client wants to invest in the latest hot tip, ask him if he'd like a pickled pig's ear for dinner. |
Investment Advisor
January 2006
Callahan & Howard |
Risky Business The primary goal of financial advisors is to make life less risky for clients. But using style boxes to determine risk in a portfolio is a fool's errand. |
Investment Advisor
November 2005
Andrew Gluck |
The Gluck Report, Part ii: Is the IDS PMS DOA? A late-breaking bulletin suggests that it's all over for support for the IDS portfolio management software offering for financial advisors. |
Macworld
July 2003
Andrew Shalat |
Portfolio 6.1 Upgrade to OS X-native digital-asset manager speeds workflow. |
Financial Advisor
October 2005
David Reilly |
Is Risk Really A Four Letter Word? Once esoteric investing strategies, such as managed currency and commodity futures, real estate, short selling, arbitrage and event-driven strategies, allow portfolio risk management to be taken to the next level. Advisers, take note. |
Wall Street & Technology
March 22, 2005
Gil Makleff |
Making the CIO's Role Viable Managing hundreds of IT projects is no easy task, but strategies such as project portfolio management (PPM) can ease the burden on CIOs. |
Financial Advisor
January 2006
Joshua M. Kaplan |
Building a Better Portfolio, Relatively Speaking Utilizing Modern Correlation Statistic (MCS) to build an allocation comprised of complementary investment vehicles should result in an enhanced portfolio where there always exists some winners and some losers. |
Wall Street & Technology
April 14, 2006
Leslie Kramer |
Application Portfolio Management At large financial services firms, tracking and monitoring IT applications can be difficult. Employing a portfolio management model, however, can increase efficiency, reduce costs and streamline IT operations. |
Investment Advisor
January 2006
Kathleen M. McBride |
Many Happy Returns Stratton Growth Fund has displayed a disciplined approach to all-cap value investing that has outperformed for decades. |
Real Estate Portfolio
Nov/Dec 2004
Christopher M. Wright |
Q&A with Roger Gibson Roger Gibson is a nationally recognized expert in asset allocation and portfolio design. In a recent interview he discusses among other things, diversification and where REITs fit into his clients' portfolios. |
Financial Planning
January 1, 2006
Marshall Eckblad |
Bookshelf Rick Ferri's new book All About Asset Allocation shows investors how asset allocation and rebalancing into fixed asset classes can render consistent long-term results. |
The Motley Fool
January 23, 2006
Rich Duprey |
How Many Is Too Many? The legends weigh in on the eternal question of how many stocks to own. But a portfolio of quality companies takes years to build -- don't expect it to grow overnight. |
Financial Planning
March 1, 2005
O'Toole & Steiny |
The Perfect Process A disciplined approach to managing client assets is at the heart of financial planning. How does yours stack up? |
Registered Rep.
July 1, 2004
Stan Luxenberg |
The Problem With a Long Life Academics are stepping forward, seeking to describe portfolios that will produce maximum returns while ensuring that retirees don't outlive their assets |
CIO
April 1, 2004
Susan H. Cramm |
Managing IT Demand 101 Some IT professionals still haven't learned to work with the business to manage demand for IT services |
The Motley Fool
March 31, 2006
Bill Mann |
When to Concentrate There's a simple investing reality: The more you concentrate your portfolio in a single stock, the greater the effect on your net worth when the stock moves. Could you stand having nearly half your portfolio evaporate in a single week? |
Financial Advisor
June 2004
Joel P. Bruckenstein |
Converting Prospects Into Clients A new online tool promises to help you do just that, but can it deliver? The platform marries a sales/client education process with a portfolio construction/portfolio management process. |
Financial Planning
March 1, 2006
Bob Veres |
Beyond the Pyramid Think you know the state of the art in portfolio management? New research may offer some surprises -- and suggest new approaches. |
Financial Planning
August 1, 2005
John Nersesian |
The Full Monte By presenting clients with a range of potential results before they experience them and showing them the impact of their investment choices, planners can manage clients' expectations much better than with standard linear forecasting. |
Entrepreneur
June 2005
Dian Vujovich |
Living Large Large-cap companies are looking attractive again. |
Financial Advisor
December 2004
Joel P. Bruckenstein |
Challenging Your Most Basic Assumptions The new book The Investment Think Tank makes you rethink some fundamental financial advisory principles. With its unique blend of the theoretical, practical and futuristic financial ideas, the book is sometimes controversial but never boring. |
Financial Advisor
November 2004
Joel P. Bruckenstein |
Opposite Ends Of The Spectrum Portfolio management software for the high-end and low-cost buyer. Portfolio Director... Orion Advisor Services... |
Financial Advisor
August 2004
Pauline P. Lam |
Commodity Investments Help Diversify Portfolios A new tool--resampled efficiency--helps create optimal allocations. Investors can gain exposure to commodities by investing in commodity index or individual commodity futures contracts. A third option is mutual funds. |
Wall Street & Technology
November 29, 2004
Jonathan Weitz |
PPM: A Master Plan for Agility Imagine you are the CIO of a financial-services company that is merging with a competitor. After some investigation, you uncover an inventory of thousands of homegrown applications. |
CIO
March 15, 2004 |
Ruthless Strategies - Q&A | Amir Hartman It's been a rough few years, but some companies have managed to thrive. Why? Because their leaders know how to steer their enterprises out of adversity. Best-selling author and turnaround artist Amir Hartman tells you how you can come out on top. |
