Wealth Management

Asset Management Process Flow Chart and IT Asset Lifecycle Management Processes

5.0 05 Procurement of Asset Management Process Flow: This step refers to the activities obligatory to get hold of merchandise and services from suppliers. It is required to make certain that purchases are made at sensible cost and from trustworthy suppliers. It is predominantly significant for the procurement group to aim on acquiring materials and …

Asset Management Process Flow Chart and IT Asset Lifecycle Management Processes Read More »

Asset Management Plan – Definition, Objectives, Strategy, Framework, Template

5.0 06 Asset Management Plan Definition: A tactical plan rendered for managing firm’s infrastructure along with other financial assets to ensure delivery of agreed standard of services is known as an asset management plan (AMP). Typically, more than one asset is covered under an asset management plan and it follows a system approach – especially …

Asset Management Plan – Definition, Objectives, Strategy, Framework, Template Read More »

Importance of Asset Management in an Organization, Business or Company

5.0 09 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 solution can save …

Importance of Asset Management in an Organization, Business or Company Read More »

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

5.0 11 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 entity, group or …

Asset Management – Definition, Role and Purpose of Asset Management Company Read More »

Best Trading Books in Stock Market of all Times

5.0 14 A beginner, investors, professional or student or whoever looking forward forward for the best trading books and textbooks to gain true knowledge on getting grip on stock market and how to trade for living under swing, volatile or normal market days, then you are at the right place. Here we are presenting a list …

Best Trading Books in Stock Market of all Times Read More »

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

5.0 12 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 of proficient services …

Portfolio Management? Definition, Process, Theory, Techniques, Types, Examples Read More »

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

5.0 08 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, disburse of the …

What is Asset Allocation – Definition, Strategies, Models, Examples Read More »

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

5.0 06 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 itself, but by …

Modern Portfolio Theory – Definition, Importance, Assumptions, Examples and Investment Analysis Read More »

Financial Portfolio – Analysis, Management, Strategies and Examples

5.0 04 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 …

Financial Portfolio – Analysis, Management, Strategies and Examples Read More »

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

5.0 06 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 …

Portfolio Optimization – Definition, Theory, Ways, Methods and Strategies Read More »

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

5.0 06 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 monitoring, tracking and …

Risk Mitigation – Plan, Strategies, Techniques, Template and Examples Read More »

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

5.0 05 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 …

Risk Assessment – Definition, Analysis, Matrix, Template and Examples Read More »

What is Risk Analysis? Definition, Examples, Methods, Techniques, Template

5.0 05 Risk Analysis Definition: The branch of risk management that studies about the ambiguity of a given course of action is called risk analysis. The ambiguity of anticipated future capital cash flows streams, dissent of portfolio/stock returns, numerical analysis to resolve the likelihood of a project or a venture’s achievement or malfunction, and probable …

What is Risk Analysis? Definition, Examples, Methods, Techniques, Template Read More »

What is Operational Risk Management? Definition, Examples, Framework

5.0 03 Operational Risk Definition: The risk of an amendment in value generated by the fact that real losses, acquired for insufficient or unsuccessful internal procedures, personal and organizations, or from external events such as legal risk, vary from the anticipated losses is known as operational risk. Close to quality management and good management, risk …

What is Operational Risk Management? Definition, Examples, Framework Read More »

Enterprise Risk Management – Definition, Components, Framework, Template and Objectives

5.0 09 Enterprise Risk Management Definition: Enterprise risk management is a procedure designed to categorize impending events that may distress the entity, and minimize the risk and constrain it to entity’s risk appetite, to proffer rational assertion regarding the accomplishment of entity goals and objectives. Normally the enterprise risk management is influenced by a company’s …

Enterprise Risk Management – Definition, Components, Framework, Template and Objectives Read More »

Scroll to Top