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

| Domain | Definition |
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. | |
Crosswords: PORTFOLIO MANAGEMENT |
| Specialty definitions using "PORTFOLIO MANAGEMENT": INVESTMENT ANALYST ♦ securities-research analyst. (references) |
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Source: compiled by the editor from various references; see credits. | |||
| Subject | Topic | Quote |
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. | ||
| 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. |
| 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 gestión personalizada (customised portfolio management, customized portfolio management, personalised portfolio management, personalized portfolio management). (various references) | ||||||||||
| 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.