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Financial Terms | |
Portfolio management |
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Definition of Portfolio managementPortfolio managementRelated: Investment management
Related Terms:Exact matchingA bond portfolio management strategy that involves finding the lowest cost portfolio Investment incomeThe revenue from a portfolio of invested assets. Merchant bankA British term for a bank that specializes not in lending out its own funds, but in providing Stock selectionAn active portfolio management technique that focuses on advantageous selection of Abusive Earnings ManagementThe use of various forms of gimmickry to distort a company's true financial performance in order to achieve a desired result. Abusive Earnings ManagementA characterization used by the Securities and Exchange Active portfolio strategyA strategy that uses available information and forecasting techniques to seek a ![]() activity-based management (ABM)a discipline that focuses on the activities incurred during the production/performance process as the way to improve the value received Asset/liability managementAlso called surplus management, the task of managing funds of a financial Bottom-up equity management styleA management style that de-emphasizes the significance of economic Cash management billVery short maturity bills that the Treasury occasionally sells because its cash Certified Management Accountant (CMA)a professional designation in the area of management accounting that Complete portfolioThe entire portfolio, including risky and risk-free assets. Corporate financial managementThe application of financial principals within a corporation to create and cost management system (CMS)a set of formal methods Dedicating a portfolioRelated: cash flow matching. Demand Management PolicyFiscal or monetary policy designed to influence aggregate demand for goods and services. Earnings ManagementThe active manipulation of earnings toward a predetermined target. Efficient portfolioA portfolio that provides the greatest expected return for a given level of risk (i.e. standard Excess return on the market portfolioThe difference between the return on the market portfolio and the Factor portfolioA well-diversified portfolio constructed to have a beta of 1.0 on one factor and a beta of Feasible portfolioA portfolio that an investor can construct given the assets available. Feasible set of portfoliosThe collection of all feasible portfolios. Hedged portfolioA portfolio consisting of the long position in the stock and the short position in the call Index Portfolio Rebalancing Service (IPRS)Index portfolio Rebalancing Service (IPRS) is a comprehensive investment service that can help increase potential returns while reducing volatility. Several portfolios are available, each with its own strategic balance of Index Funds. IPRS maintains your personal asset allocation by monitoring and rebalancing your portfolio semi-annually. Institute of Management Accountants (IMA)an organization composed of individuals interested in the field of management accounting; it coordinates the Certified management Leveraged portfolioA portfolio that includes risky assets purchased with funds borrowed. Leveraged portfolioA portfolio that includes risky assets purchased with funds borrowed. Managementmanagement refers to the individuals in an entity that have the authority and the responsibility to manage the entity. The positions of these individuals, and their titles, vary from one entity to another and, to some extent, from one country to another depending on the local laws and customs. Thus, when the context requires it, the term includes the board of directors or committees of the board which are designated to oversee certain matters (e.g., audit committee). Management accountingThe production of financial and non-financial information used in planning for the future; making decisions about products, services, prices and what costs to incur; and ensuring that plans are implemented and achieved. management accountinga discipline that includes almost Management Accounting Guidelines (MAGs)pronouncements of the Society of management Accountants of Management buyout (MBO)Leveraged buyout whereby the acquiring group is led by the firm's management. management buyout (MBO)Acquisition of the firm by its own management in a leveraged buyout. Management/closely held sharesPercentage of shares held by persons closely related to a company, as management controlThis is difficult to define in a few words—indeed, an management control system (MCS)an information system that helps managers gather information about actual organizational occurrences, make comparisons against plans, management expense ratio (MER)The total expenses expressed as an annualized percentage of daily average net assets. MER does not include brokerage fees and commissions, which are also payable by the Fund. Management feeAn investment advisory fee charged by the financial advisor to a fund based on the fund's management feeThe fee paid to the fund’s manager for supervising the administration of the fund. management information system (MIS)a structure of interrelated elements that collects, organizes, and communicates management stylethe preference of a manager in how he/she interacts with other stakeholders in the organization; Market portfolioA portfolio consisting of all assets available to investors, with each asset held -in market portfolioportfolio of all assets in the economy. In practice a broad stock market index, such as the Standard & Poor's Composite, is used to represent the market. Market PortfolioThe total of all investment opportunities available to the investor. Markowitz efficient portfolioAlso called a mean-variance efficient portfolio, a portfolio that has the highest Markowitz efficient set of portfoliosThe collection of all efficient portfolios, graphically referred to as the Mean-variance efficient portfolioRelated: Markowitz efficient portfolio Minimum-variance portfolioThe portfolio of risky assets with lowest variance. Modern portfolio theoryPrinciples underlying the analysis and evaluation of rational portfolio choices Money managementRelated: Investment management. Normal portfolioA customized benchmark that includes all the securities from which a manager normally open-book managementa philosophy about increasing a firm’s performance by involving all workers and by ensuring Operational Earnings Managementmanagement actions taken in the effort to create stable Optimal portfolioAn efficient portfolio most preferred by an investor because its risk/reward characteristics Passive investment managementBuying a well-diversified portfolio to represent a broad-based market Passive portfolioA market index portfolio. Passive portfolio strategyA strategy that involves minimal expectational input, and instead relies on performance management systema system reflecting the entire package of decisions regarding performance measurement and evaluation PortfolioA collection of investments, real and/or financial. PortfolioA collection of securities and investments held by an investor Portfolio DiversificationSee diversification Portfolio insuranceA strategy using a leveraged portfolio in the underlying stock to create a synthetic put Portfolio internal rate of returnThe rate of return computed by first determining the cash flows for all the Portfolio managerRelated: Investment manager Portfolio opportunity setThe expected return/standard deviation pairs of all portfolios that can be Portfolio separation theoremAn investor's choice of a risky investment portfolio is separate from his Portfolio turnover rateFor an investment company, an annualized rate found by dividing the lesser of Portfolio varianceWeighted sum of the covariance and variances of the assets in a portfolio. Portfolio WeightThe percentage of a total portfolio represented by a single specific Real Actions (Earnings) ManagementInvolves operational steps and not simply acceleration Replicating portfolioA portfolio constructed to match an index or benchmark. Risk managementThe process of identifying and evaluating risks and selecting and managing techniques to Society of Management Accountants of Canadathe professional body representing an influential and diverse Statement on Management Accounting (SMA)a pronouncement developed and issued by the management Strategic management accountingThe provision and analysis of management accounting data about a business and its competitors, which is of use in the development and monitoring of strategy (Simmonds). strategic resource managementorganizational planning for the deployment of resources to create value for customers and shareholders; key varibles in the process include the management of information and the management of change in response to threats and opportunities Structured portfolio strategyA strategy in which a portfolio is designed to achieve the performance of some supply-chain managementthe cooperative strategic planning, Surplus managementRelated: asset management synchronous managementthe use of all techniques that help an organization achieve its goals Tilted portfolioAn indexing strategy that is linked to active management through the emphasis of a Top-down equity management styleA management style that begins with an assessment of the overall total quality management (TQM)a structural system for creating organization-wide participation in planning and implementing a continuous improvement process that exceeds Value-based managementA variety of approaches that emphasize increasing shareholder value as the primary goal of every business. Weighted average portfolio yieldThe weighted average of the yield of all the bonds in a portfolio. Well diversified portfolioA portfolio spread out over many securities in such a way that the weight in any Working capital managementThe management of current assets and current liabilities to maximize shortterm liquidity. Zero-beta portfolioA portfolio constructed to represent the risk-free asset, that is, having a beta of zero. Zero-investment portfolioA portfolio of zero net value established by buying and shorting component BONDPARA system that monitors and evaluates the performance of a fixed-income portfolio , as well as the Committee, AIMR Performance Presentation Standards Implementation CommitteeThe Association for Investment management and Research (AIMR)'s Performance Presentation Standards Implementation Expense ratioThe percentage of the assets that were spent to run a mutual fund (as of the last annual Related to : financial, finance, business, accounting, payroll, inventory, investment, money, inventory control, stock trading, financial advisor, tax advisor, credit. |