PORTFOLIO MANAGEMENT

  

Copyright © Philip M. Parker, INSEAD. Terms of Use.

PORTFOLIO MANAGEMENT

Specialty Definition: PORTFOLIO MANAGEMENT

DomainDefinition

Energy

Thefunctions of resource planning and procurement under a traditional utilitystructure. Portfolio management can also be defined as the aggregationand management of a diverse portfolio of supply (and demand-reduction)resources which will act as a hedge against various risks that may affectspecific resources (i.e., fuel price fluctuations and certainty ofsupply, common mode failures, operational reliability, changes inenvironmental regulations, and the risk of health, safety, andenvironmental damages that may occur as a result of operating some supplyresources). Under a more market-driven power sector with a "powerpool"or POOLCO wholesale market structure, a portfolio manager would:aggregate and manage a diverse portfolio of spot-market purchases,contracts-for-differences, futures contracts and othermarket-hedging-type contracts and mechanisms. (references)

Finance

The management of the entire collection of investments belonging to an investor or held by a financial organization such as a bank, pension fund or investment trust. Source: European Union. (references)

Source: compiled by the editor from various references; see credits.

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Crosswords: PORTFOLIO MANAGEMENT

Specialty definitions using "PORTFOLIO MANAGEMENT": INVESTMENT ANALYSTsecurities-research analyst. (references)

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Commercial Usage: PORTFOLIO MANAGEMENT

DomainTitle

References

  • NCO Portfolio Management, Inc.: International Competitive Benchmarks and Financial Gap Analysis (reference)

    (more reference examples)

  

Books

  • Investment Analysis and Portfolio Management (reference)

  • The Analysis of Portfolio Management Performance: An Insitutional Guide to Assessing and Analyzing Pension Fund, Endowment, Foundation and Trust Investment Performance (reference)

  • Portfolio Management of Common Stock and Real-Estate Assets: An Empirical Investigating into the Stochastic Properties of Common Stock and Equity re (reference)

  • Investment Analysis and Portfolio Management (The Dryden Press Series in Finance) (reference)

  • Portfolio Management : Konzeption für d. strateg. Unternehmensplanung (reference)

    (more book examples)

  

Periodicals

Source: compiled by the editor from various references; see credits.

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Non-Fiction Usage: PORTFOLIO MANAGEMENT

SubjectTopicQuote

Business

As of March 2000, the capital markets sector consisted of 30 mutual funds (23 managed and traded in Egypt and 7 offshore), 29 portfolio management companies, 20 underwriters, 10 venture capital firms, 158 brokerage firms, and the one central depository for clearing and settlement mentioned above (established with French assistance). (references)

Trade

Switzerland

The formation and management of investment trust and mutual funds are also features of the big banks' securities dealing and portfolio management business. (references)

Switzerland

Big banks: The two big banks (United Bank of Switzerland (UBS) and the Credit Suisse Group) are universal banks engaged in all types of banking business -- acceptance of deposits, provision of credit facilities, mortgage loans, dealing in foreign exchange and precious metals, portfolio management, underwriting, etc. (references)

Switzerland

Their main business includes portfolio management, underwriting, new issues, and stock exchange transactions. (references)

Source: compiled by the editor from ICON Group International, Inc.; see credits.

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Frequency of Internet Keywords: PORTFOLIO MANAGEMENT

The following statistics estimate the number of searches per day across the major English-language search engines as identified by various trade publications. Hyperlinks lead to commercial use of the expression at Amazon.com.
 
ExpressionFrequency
per Day

portfolio management

288

project portfolio management

38

portfolio management software

33

equity portfolio management

20

it portfolio management

18

journal of portfolio management

18

stock portfolio management

14

book on portfolio management

10

investment portfolio management

10

do it yourself portfolio management

9

portfolio management system

8

project portfolio management software

5

portfolio management tool

4

product portfolio management

4

nco portfolio management

4

enterprise portfolio management

3

portfolio management consultant

3

portfolio management application

3

real estate portfolio management

3

portfolio management company

3
Source: compiled by the editor from various references; see credits.

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Modern Translation: PORTFOLIO MANAGEMENT

Language Translations for "PORTFOLIO MANAGEMENT"; alternative meanings/domain in parentheses.

Danish

  

individuel formueforvaltning (customised portfolio management, customized portfolio management, personalised portfolio management, personalized portfolio management). (various references)

   

Dutch

  

vermogensbeheer (asset management, investment management), middelenbeheer (asset management, investment management). (various references)

   

Finnish

  

yksilöity hallinto (customised portfolio management, customized portfolio management, personalised portfolio management, personalized portfolio management). (various references)

   

French

  

gestion de portefeuille. (various references)

   

Italian

  

gestione dell'attivo (asset management, investment management). (various references)

   

Pig Latin

  

ortfoliopay anagementmay

   

Spanish

  

gestión personalizada (customised portfolio management, customized portfolio management, personalised portfolio management, personalized portfolio management). (various references)

Source: compiled by the editor from various translation references.

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INDEX

1. Crosswords
2. Usage: Commercial
3. Quotations: Non-fiction
4. Expressions: Internet
5. Translations: Modern
6. Bibliography


  

Copyright © Philip M. Parker, INSEAD. Terms of Use.