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Definition of Portfolio management
Related: Investment management
A bond portfolio management strategy that involves finding the lowest cost portfolio
The revenue from a portfolio of invested assets.
A British term for a bank that specializes not in lending out its own funds, but in providing
An active portfolio management technique that focuses on advantageous selection of
The use of various forms of gimmickry to distort a company's true financial performance in order to achieve a desired result.
A characterization used by the Securities and Exchange
A strategy that uses available information and forecasting techniques to seek a
a discipline that focuses on the activities incurred during the production/performance process as the way to improve the value received
Also called surplus management, the task of managing funds of a financial
A management style that de-emphasizes the significance of economic
Very short maturity bills that the Treasury occasionally sells because its cash
a professional designation in the area of management accounting that
The entire portfolio, including risky and risk-free assets.
The application of financial principals within a corporation to create and
a set of formal methods
Dedicating a portfolio
Related: cash flow matching.
Demand Management Policy
Fiscal or monetary policy designed to influence aggregate demand for goods and services.
The active manipulation of earnings toward a predetermined target.
A portfolio that provides the greatest expected return for a given level of risk (i.e. standard
Excess return on the market portfolio
The difference between the return on the market portfolio and the
A well-diversified portfolio constructed to have a beta of 1.0 on one factor and a beta of
A portfolio that an investor can construct given the assets available.
Feasible set of portfolios
The collection of all feasible portfolios.
A 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
A portfolio that includes risky assets purchased with funds borrowed.
A portfolio that includes risky assets purchased with funds borrowed.
management 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).
The 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.
a 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 shares
Percentage of shares held by persons closely related to a company, as
This 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.
An investment advisory fee charged by the financial advisor to a fund based on the fund's
The 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
the preference of a manager in how he/she interacts with other stakeholders in the organization;
A portfolio consisting of all assets available to investors, with each asset held -in
portfolio 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.
The total of all investment opportunities available to the investor.
Markowitz efficient portfolio
Also called a mean-variance efficient portfolio, a portfolio that has the highest
Markowitz efficient set of portfolios
The collection of all efficient portfolios, graphically referred to as the
Mean-variance efficient portfolio
Related: Markowitz efficient portfolio
The portfolio of risky assets with lowest variance.
Modern portfolio theory
Principles underlying the analysis and evaluation of rational portfolio choices
Related: Investment management.
A customized benchmark that includes all the securities from which a manager normally
a philosophy about increasing a firm’s performance by involving all workers and by ensuring
Operational Earnings Management
management actions taken in the effort to create stable
An efficient portfolio most preferred by an investor because its risk/reward characteristics
Passive investment management
Buying a well-diversified portfolio to represent a broad-based market
A market index portfolio.
Passive portfolio strategy
A strategy that involves minimal expectational input, and instead relies on
performance management system
a system reflecting the entire package of decisions regarding performance measurement and evaluation
A collection of investments, real and/or financial.
A collection of securities and investments held by an investor
A strategy using a leveraged portfolio in the underlying stock to create a synthetic put
Portfolio internal rate of return
The rate of return computed by first determining the cash flows for all the
Related: Investment manager
Portfolio opportunity set
The expected return/standard deviation pairs of all portfolios that can be
Portfolio separation theorem
An investor's choice of a risky investment portfolio is separate from his
Portfolio turnover rate
For an investment company, an annualized rate found by dividing the lesser of
Weighted sum of the covariance and variances of the assets in a portfolio.
The percentage of a total portfolio represented by a single specific
Real Actions (Earnings) Management
Involves operational steps and not simply acceleration
A portfolio constructed to match an index or benchmark.
The process of identifying and evaluating risks and selecting and managing techniques to
Society of Management Accountants of Canada
the professional body representing an influential and diverse
Statement on Management Accounting (SMA)
a pronouncement developed and issued by the management
Strategic management accounting
The 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 management
organizational 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 strategy
A strategy in which a portfolio is designed to achieve the performance of some
the cooperative strategic planning,
Related: asset management
the use of all techniques that help an organization achieve its goals
An indexing strategy that is linked to active management through the emphasis of a
Top-down equity management style
A 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
A variety of approaches that emphasize increasing shareholder value as the primary goal of every business.
Weighted average portfolio yield
The weighted average of the yield of all the bonds in a portfolio.
Well diversified portfolio
A portfolio spread out over many securities in such a way that the weight in any
Working capital management
The management of current assets and current liabilities to maximize shortterm liquidity.
A portfolio constructed to represent the risk-free asset, that is, having a beta of zero.
A portfolio of zero net value established by buying and shorting component
A system that monitors and evaluates the performance of a fixed-income portfolio , as well as the
Committee, AIMR Performance Presentation Standards Implementation Committee
The Association for Investment management and Research (AIMR)'s Performance Presentation Standards Implementation
The percentage of the assets that were spent to run a mutual fund (as of the last annual
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