The Secret to a Good Portfolio Management Process? High Standards

CFA Magazine ◽  
2006 ◽  
Vol 17 (5) ◽  
pp. 3-3
Author(s):  
Jeff Diermeier
Author(s):  
H. Cem Sayin ◽  
Sinan Çakan

People or companies canalize their money to consumption or retain it for the future. Their desire to use their savings to obtain extra income gave birth to the concept of investment. They do this in a frame of expectations about the future. Expectations are the foundation of all investment decisions. This chapter focuses on how an investment and portfolio management process should be and explains different portfolio management strategies. It also includes different types of stock investments. The chapter intends to teach how one can choose a stock and manage money effectively. For this aim, the chapter includes value investment style, growth investment sytle, technical investment style, momentum investment style, fundamental investment style, and beyond. It is very important to know which strategy best fits your aims and your characteristics, so you will be able to learn this through this chapter. In addition, it is important to know how these strategies can used together effectively. In this chapter, an investor will find answers to questions about stock investment.


2015 ◽  
pp. 833-846
Author(s):  
Joey van Angeren ◽  
Vincent Blijleven ◽  
Ronald Batenburg

Application portfolio management concerns the management of all technology and applications, and is a complex task under pressure of increasing collaboration among hospitals. Various approaches to application portfolio management are described in existing literature, but are directed at commercial enterprises rather than health care organizations. Addressing this deficiency, this article presents the results of three case studies conducted at Dutch hospitals surveying current application portfolio management processes. Results show differences between the three hospitals. One hospital implemented a continuous application portfolio management process. The other hospitals perform ad-hoc IT management due to, among others, lacking support from management, decentralized IT governance structures and an increasing need for technical integration. This article can assist IT executives in making better informed decisions, while it provides a step towards a better understanding of the complex application portfolio management process in hospitals for academia.


2015 ◽  
Vol 8 (3) ◽  
pp. 189 ◽  
Author(s):  
Arto Tolonen ◽  
Janne Harkonen ◽  
Matti Verkasalo ◽  
Harri Haapasalo

2020 ◽  
Vol 220 ◽  
pp. 01045
Author(s):  
Lyudmila Babkina ◽  
Oksana Skotarenko ◽  
Nikolai Vasiliev

The article presents a project portfolio management process in a construction company. It includes projects on management system improvement and support. For instance, a project on management automation for online tracking of client orders at various stages of construction will reduce the time for handling client orders and raise the quality of service. As a result, the company will become more competitive and attractive on the construction market.


Author(s):  
Erik Devos ◽  
Andrew C. Spieler ◽  
Joseph M. Tenaglia

In the oversight of most funds, the portfolio manager holds the key decision-making power. Often regarded as foundational to the investment process, a few select managers can attract billions of dollars from investors, giving the managers increased prominence, credibility, and compensation. Despite their stature, portfolio managers are not immune to the behavioral biases that other investors exhibit, which can distort the portfolio management process. This chapter offers an overview of portfolio management and compares characteristics of the fund types that portfolio managers oversee. It also reviews several important behavioral biases that portfolio managers display, as well as the consequences that each has on portfolio construction: overconfidence, herd mentality, risk-taking behavior, and disposition effect. The chapter also contrasts the gender differences of portfolio managers and reviews the ramifications for their respective portfolios.


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