Wealth Management


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

Importance of Asset Management in an Organization, Business or Company





Wikipedia of Finance - e-learning course Asset Management Wikipedia Chapter - Portfolio Management? Definition, Process, Theory, Techniques, Types, Examples 1
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 […]

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


Wikipedia of Finance - e-learning course Asset Management Wikipedia Chapter - Asset Allocation – Definition, Strategy, 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, […]

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


Wikipedia of Finance - e-learning course Financial Management Wikipedia Chapter - 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 […]

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



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 […]

Financial Portfolio – Analysis, Management, Strategies and Examples



Wikipedia of Finance - e-learning course on Risk Management Wikipedia Chapter - 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 […]

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







Wikipedia of Finance - e-learning course on Risk Management Wikipedia Chapter - Enterprise Risk Management Framework, Template and Objectives 1
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 […]

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


Wikipedia of Finance - e-learning course on Risk Management Wikipedia Chapter - What is Financial Risk Management? Definition, Methods and Techniques
Financial Risk Management Definition: Financial risk management refers to the process of financially viable value in any organization. Financial instruments are put in use to assist the management team to manage disclosure to risk, principally credit risk and market risk. Other risks include equity risks, supplier risks, customer risks, partner […]

What is Financial Risk Management? Definition, Analysis and Approaches


Wikipedia of Finance - e-learning course on Risk Management Wikipedia Chapter - What is Risk Management Process Overview, Definition, Steps
An Overview – Risk Management Process Definition: Out of many overview and introduction definitions, one of the well accepted descriptions of risk management is the efficient approach to locating the optimal course of action under ambiguity by identifying, recognizing, assessing, considering, acting on and communicating concerns related to risk. An […]

What is Risk Management Process? Overview, Definition and Process Steps