As a hands-on research and portfolio management shop, we develop capabilities that many advisors do not need or have. If we were just finding money and sending it off to a third party to manage, life would be simple (and boring). 436 more words
Tags » Portfolio Management
How do you know if project portfolio management is working well in your organization?
I mean – you probably have many procedures and tools you use to manage your projects, you fill templates to collect all the right data, and you rank your projects with sophisticated scorecards, but at the end of the day – does the entire system work and bring value? 478 more words
As millions of people around the world prepare to watch Super Bowl LI this Sunday, at least some are concerned more about how the outcome may affect their portfolios than the game itself. 416 more words