Wealth Management


Portfolio Manager – Definition, Responsibilities, How to Become a Portfolio Manager

You may be confused on what is the meaning of portfolio manager, how to become a portfolio manager, what are the portfolio manager requirements or education qualification required for this position, what are the roles and responsibilities of a portfolio manager, examples of investment portfolio managers, what is a role […]

Wikipedia of Finance – Project Portfolio Manager Meaning, Role, Responsibilities, Requirement, how to become a Portfolio Manager, Project Portfolio Management, Project Portfolio Optimization

Wealth Management and Private Wealth Management – Definition, Types, Examples

Wealth Management Definition: A professional service provided by wealth managers which includes investment planning, accounting, tax planning, estate planning or retirement planning, portfolio and financial services management provided to business owners or a corporate for one set fee is called wealth management.  When this professional services are provided at international […]

Wikipedia of Finance - Wealth Management and Private Wealth Management Definition, Types, Examples

Wikipedia of Finance - Investment Risk Management Definition , Types of Risk Management, Analysis

Investment Risk Management – Definition, Types, Analysis, Strategies and Methods

Definition of Investment Risk Management: In today’s era of rapid globalization there’s no industry or sector that is unfamiliar with investment risks. Especially if discuss in the context of financial risks, every investment is prone to one or other risk. This is where company invest in people to perform Investment […]


Importance of Asset Management in an Organization, Business or Company

Why is Asset Management Important? Monitoring and supervising your inventories and other financial asset isn’t just bean-counter busywork. It’s a vital enterprise duty, importance of asset management is to eases hardware and software management, regulatory acquiescence, security and license compliance. So without any second thoughts, a well performed asset management […]

Wikipedia of Finance - Importance of Asset Management Company and Fixed Asset Management Organisation in Financial Services

Wikipedia of Finance - What is Asset Management Definition and Purpose of Asset Management Company

Asset Management – Definition, Role and Purpose of Asset Management Company

Asset Management Definition: Any newbie might struggle with the basis of asset management, the reason is overloaded terminologies. One of the most contented and precise definition of asset management is, “A cost effective system that is accountable for monitoring, deploying, operating, maintaining, upgrading and improvising assets of value to an […]


Wikipedia of Finance - e-learning course Asset Management Wikipedia Chapter - Portfolio Management? Definition, Process, Theory, Techniques, Types, Examples

Portfolio Management? Definition, Process, Theory, Techniques, Types, Examples

Portfolio Management Definition: Professional management of securities and other assets entailed in portfolio is known as portfolio management. Often portfolio management is overloaded terminologies. A cost effective system designed to account for managing assets of value to an individual’s portfolio. This includes both tangible and non-tangible assets. Including wide array […]


What is Asset Allocation – Definition, Strategies, Models, Examples 2

Asset Allocation Definition: Implementation of an investment tactic that aims to bring the amount of risk involved and the reward in stable equilibrium by well adjusting the proportion of each asset in an investment portfolio with reference to the investor’s risk tolerance, goals and investment time frame. In simple words, […]

Wikipedia of Finance - e-learning course Asset Management Wikipedia Chapter - Asset Allocation – Definition, Strategy, Models, Examples

Wikipedia of Finance - e-learning course Financial Management Wikipedia Chapter - Modern Portfolio Theory – Definition, Importance, Assumptions, Examples and Investment Analysis

Modern Portfolio Theory – Definition, Importance, Assumptions, Examples and Investment Analysis 4

Modern Portfolio Theory Definition: Modern portfolio theory (MPT), popularly known as mean-variance analysis, is a mathematical framework for accumulating a portfolio of assets such that the expected return is optimized for a given level of risk involved, generally defined as variance. Asset’s risk and return should not be assessed by […]


Financial Portfolio – Analysis, Management, Strategies and Examples

Financial Portfolio Analysis: A grouping of financial assets like bonds, cash equivalents and bonds along with their mutual, exchange-traded and closed-fund counterparts is called as financial portfolio. Systematical assessment of these financial assets, products and services that make up an individual’s portfolio is termed as financial portfolio analysis. Based on […]

Wikipedia of Finance - e-learning course Financial Management Wikipedia Chapter - Financial Portfolio – Analysis, Management, Strategies and Examples

Risk Mitigation – Plan, Strategies, Techniques, Template and Examples

Risk Mitigation Definition: The process of exploring options and implementing actions that help you increase opportunities and minimize threats to projects’ desired goals and objectives is known as risk mitigation plan. In simple words the wholesome process of accomplishing risk mitigation actions is known as risk mitigation. The plan entails […]

Wikipedia of Finance - e-learning course on Risk Management Wikipedia Chapter - Risk Mitigation – Plan, Strategies, Techniques, Template and Examples