Wealth Management

Modern Portfolio Theory – Definition, Examples, Importance, Assumptions

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

A risk-averse investor can use modern portfolio theory (MPT) to build diversified portfolios that maximize returns while lowering risk. Investors who wish to build effective and diverse portfolios can get help from modern portfolio theory. Investors worried about downside risk may favour post-modern portfolio theory (PMPT) over MPT. Let us understand modern portfolio theory definition with […]

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Financial Portfolio – Analysis, Management, Strategies and Examples

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Wikipedia of Finance - e-learning course Financial Management Wikipedia Chapter - 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 objective criteria, portfolio analysis enables

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Portfolio Optimization – Definition, Theory, Ways, Methods and Strategies

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Wikipedia of Finance - e-learning course Wealth Management Wikipedia Chapter - Portfolio Optimization – Definition, Theory, Ways, Methods and Strategies

Portfolio Optimization Definition: In order to understand what the purpose of portfolio optimization is, let’s take a brief glimpse as to what is portfolio? In the financial world, it is common for an individual, hedge fund, an investment company or any financial institution to hold the investments, the collection of investment held by them is

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Risk Mitigation – Plan, Strategies, Template and Examples

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

Risk mitigation is a strategy for anticipating potential threats and minimizing their effects. Risk mitigation, like risk reduction, entails taking measures to lessen the detrimental effects of risks and disasters on business continuity (BC). Cyber-attacks, natural disasters, and other potential real-world or virtual harm sources are all potential threats to a business. Risk mitigation is

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Risk Assessment – Definition, Analysis, Matrix, Template and Examples

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Wikipedia of Finance - e-learning course on Risk Management Wikipedia Chapter - Risk Assessment – Definition, Analysis, Matrix, Template and Examples

Risk Assessment Definition: Managing the risk at your workplace should be one of the top priorities if you wish to accomplish your desired goals and objectives. In order to accomplish this task you need to consider all those factors that have the potential to cause harm to your project and personal related to it. In

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