Thursday, June 7, 2007

Definitions of Portfolio Management

Definitions of Portfolio Management:

  • A business process by which a business unit decides on the mix of active projects, staffing and dollar budget allocated to each project. See also pipeline management.
    www.shapetomorrow.com/resources/p.html
  • Management actions carried out on the shares and securities comprising an individual or group’s investment portfolio.
    www.gruposantander.com/pagina/indice/0,,654_3_2,00.html
  • Where assets are combined into a portfolio that fits the investor's preferences (eg, level of risk) and needs (eg, regular dividends and coupon payments).
    https://www.shareanalysis.com/asp/glossary.asp
  • The process of managing money, including investments, budgeting, banking and taxes.
    www.rbcinvestments.com/ds/gloss.html
  • The aim of Portfolio Management is to achieve the maximum return from a portfolio which has been delegated to be managed by an individual manager or financial institution. The manager has to balance the parameters which define a good investment ie security, liquidity and return. The goal is to obtain the highest return for the client of the managed portfolio.
    www.citibank.com/bahrain/gcb/invest/glossary.htm
  • The portfolio management process involves formulating, modifying and implementing a real estate investment strategy in light of an investor's broader overall investment objectives. It also can be defined as the management of several properties owned by a single entity. ...
    www.talkinghouserealtors.com/glossary.html
  • The processes, practices and specific activities to perform continuous and consistent evaluation, prioritization, budgeting, and finally selection of investments that provide the greatest value and contribution to the strategic interest of the organization. Through portfolio management, the organization can explicitly assess the tradeoffs among competing investment opportunities in terms of their benefit, costs, and risks. ...
    www.army.mil/aeioo/aetg/glossary.htm
  • allows projects to be brought on stream in a more timely way. This method entails ensuring that roading, alternatives to roading and passenger transport programmes are in alignment with the transport outcomes identified in regional land transport strategies, the New Zealand Transport Strategy and the National State Highway Strategy.
    www.ew.govt.nz/policyandplans/rlts/strategy/rlts.20.htm