Mandatum AM Senior Loan Strategy
This pre-contractual disclosure outlines the Mandatum AM Senior Loan Strategy, which promotes environmental and social characteristics in its investment basket. Investments are monitored based on the UN Global Compact principles and the carbon footprint is measured and disclosed annually. Mandatum i
2 views • 5 slides
Using Data Science Techniques to Create and Maintain a Globally Diversified ETF-Based Investment Portfolio
Implement a passive investment strategy using data science techniques to create and manage a globally diversified ETF-based portfolio. Discover the benefits of passive investing, key terminology, and steps to implement the strategy effectively.
0 views • 19 slides
Resident & Fellow Portfolio Training Program
Discover how the Portfolio suite of applications, including Epic and Cerner, is revolutionizing healthcare processes at UMMS. With enhanced clinical decision-making, improved care continuity, and valuable insights for leaders, the platform is driving patient-focused healthcare delivery. Learn about
1 views • 7 slides
Cisco Systems Fault Managed Power Portfolio Overview
Cisco Systems offers an industry-leading Fault Managed Power (FMP) patent portfolio comprising 24 active assets across seven INPADOC families. The portfolio includes patents supporting fault-managed power systems, PoE deployments, DC power distribution, DC-DC conversion, and HVDC connectors. The FMP
4 views • 4 slides
Introduction to Portfolio-Based Learning in IAS
Explore the concept of portfolio-based learning at IAS through courses like BIS 300 and BIS 499. Learn how to create and showcase your artifacts in a meaningful portfolio for academic and professional purposes. Understand the significance of archiving your work and organizing your portfolio to demon
7 views • 14 slides
The Ultimate Guide to the Best Investment Plans
Investment planning is essential for achieving financial stability and growth. It involves the strategic allocation of resources into various investment vehicles to meet specific financial goals. Whether you are saving for retirement, your child's education, or looking to grow your wealth, having a
0 views • 6 slides
Investment Portfolio Performance Update and Market Trends
Explore the latest updates on investment portfolios, including a reflection on past performance, current market trends, and the impact of exponential companies. The data showcases gains and losses in both USD and Rand values, emphasizing the importance of staying informed and calm in volatile market
0 views • 11 slides
Experiential Learning Portfolio: Earn College Credit and Save Time
Explore the innovative Online Experiential Learning Portfolio Program offered by Barry University. This program allows you to earn college credit by demonstrating your real-world experiences, reducing time to degree completion and saving on tuition costs. Find out how to equate your prior learning t
0 views • 24 slides
Understanding Portfolio Theory and CAPM in Corporate Finance
Exploring the Capital Asset Pricing Model (CAPM) and portfolio theory in corporate finance, this chapter covers topics such as expected returns with ex-ante probabilities, portfolio variability measures, asset diversification strategies, and portfolio returns calculation. Through formulas and exampl
0 views • 51 slides
Fundamentals of Portfolio Management and Risk Aversion in Investing
Portfolio theory is based on the principles of maximizing returns for a given risk level, considering all assets owned. Investors typically exhibit risk aversion, preferring lower risk assets for similar returns. Risk is defined as future outcome uncertainty. Markowitz Portfolio Theory highlights th
1 views • 17 slides
Customised Investment Portfolios at West Indies Stockbrokers Limited
Explore Customised Investment Portfolios (CIPs) offered by West Indies Stockbrokers Limited, comprising primarily of Exchange Traded Funds (ETFs) providing access to global stock and bond markets. Learn about ETFs, market indices, benefits of investing in CIPs, and portfolio performance. Make inform
0 views • 24 slides
Experiential Learning Portfolio Program at Barry University
Experiential Learning Portfolio Program at Barry University's School of Professional and Career Education (PACE) offers a unique opportunity to earn college credit for learning gained from work and community service experiences. Through this program, students can showcase their experiential learning
0 views • 16 slides
Understanding Portfolio Evaluation, Management, and Risk-Adjusted Performance
Explore the world of portfolio evaluation by Dr. Pravin Agrawal, Ph.D. in Finance. Delve into the intricacies of portfolio management, balancing strengths and weaknesses in debt vs. equity, domestic vs. international investments, and more. Learn about measuring portfolio performance and risk-adjuste
4 views • 32 slides
Techniques for Portfolio Performance Measurement
Explore various techniques for evaluating portfolio performance, including raw return analysis, risk-adjusted return metrics like Sharpe Ratio and Treynor Ratio, and composite portfolio performance measures. Learn about measuring performance with multiple risk factors and the challenges faced by por
0 views • 16 slides
Investing 18-Week Course Overview
Learn the basics of investing in this 18-week course outline. Understand different investment types like stocks, mutual funds, and bonds, along with associated risks. Discover how to research companies, set financial goals, and build an investment portfolio. Protect yourself from financial scams and
0 views • 132 slides
Understanding Foreign Direct Investment (FDI) Regulations
Explore the essential concepts and regulations surrounding Foreign Direct Investment (FDI) including FDI policy, FEMA regulations, capital instruments, equity shares, and the distinction between FDI and Foreign Portfolio Investment (FPI). Gain insights into FDI entry routes, acquisition strategies,
0 views • 20 slides
Geospatial Portfolio Management and NGDA Themes Overview
Explore the roles and responsibilities of Theme Leads, Dataset Managers, and the Investment Collaboration Process in Geospatial Portfolio Management. Understand the significance of National Geospatial Data Assets (NGDA) Themes, Theme Lead Agency roles, and the proposed NGDA Themes for effective port
0 views • 17 slides
Pilot Factsheet on Cabo Verde's Resources and Portfolio Performance
Focused on improving resource utilization, enhancing portfolio performance, and strengthening oversight, the pilot factsheet for Cabo Verde provides key information on the country's use of resources and portfolio management. It highlights the allocation and utilization of GEF-7 resources, ongoing pr
0 views • 14 slides
Haynes Barker Investment Management, LLC - Financial Services Overview
Boutique investment firm based in Jackson, TN, providing portfolio management, financial planning, and wealth transfer strategies to high-net-worth individuals, families, trusts, foundations, and business owners. Services include investment management, retirement planning, estate planning, asset all
0 views • 16 slides
Webtrader Portfolio Update: Breaks Above R10m with Weaker Rand Protection - BizNews Share Portfolio
Webtrader portfolio experienced growth above R10m with a weaker rand protection, showcasing a CAGR of 12.0% in $ and 18.7% in Rand over 8.75 years. Share values fluctuated, with some surprising top performers this month, including AECI, CoreCivic, NVIDIA, and more. Recent additions of ASML and Adobe
0 views • 12 slides
Rohit Ojha's Investment Journey: Insights and Strategies
Rohit Ojha embarked on his investment journey in 2012 after gaining insights from his father and cousins. He diversified his portfolio, learned from his successes and mistakes, and aspired to understand various sectors independently. With a focus on risk mitigation and quality businesses, Rohit's po
0 views • 11 slides
The 48 Hour Investment Process at Cove Street Capital
Explore the investment philosophy and process at Cove Street Capital through the lens of Principal and Portfolio Manager Ben Claremon. Learn about fundamental value investing, key investment questions, and why it matters to job seekers in investment management.
0 views • 52 slides
Portfolio Management Strategies for Growth-Oriented Investors
Discover effective portfolio construction techniques focusing on core investments, moon shots, and special situations. Learn Stallion Asset Investment Rules emphasizing dynamic strategies in bull markets and an investment philosophy rooted in empirical research for wealth creation.
0 views • 12 slides
Enhancing Student Performance Through Portfolio Assessment in Foundation Programs
Developing a portfolio assessment methodology for foundation students aimed at improving their writing, critical thinking, and reflective skills. The portfolio includes a reflective journal, annotated bibliography, and essay plan to scaffold sub-skills for major assessments. Results show significant
0 views • 16 slides
Understanding Investment Policy Statements in Portfolio Management
Investment Policy Statements (IPS) are crucial documents that outline the financial objectives, risk tolerance, and constraints of an investor-adviser relationship. It guides portfolio construction, monitoring, and review, ensuring a mutually agreed basis for decision-making. Constructing an effecti
0 views • 15 slides
An Overview of P@N: Portfolio@Naz Chalk & Wire for Student Assessment
Explore the functionalities of P@N, an electronic portfolio tool for students to archive, track their learning, and demonstrate knowledge. It provides a common interface for faculty/staff to assess student work against program SLOs, core rubrics, and criteria, aiding in program improvement and asses
0 views • 28 slides
Hellenic Bank Sale Agreement & Portfolio De-Risking Transaction
Hellenic Bank has finalized a significant transaction involving the sale of a non-performing exposures portfolio and APS Debt Servicer to Oxalis, resulting in substantial de-risking of its balance sheet. The agreement includes the securitisation of NPEs and sale of the servicing platform. The transa
0 views • 5 slides
Understanding Portfolio Analysis in Strategic Marketing
Portfolio analysis in strategic marketing involves evaluating products/service groups to make decisions that improve overall return. It helps in resource allocation for increased profits. Conducted regularly, it assists in risk-return analysis for portfolio optimization and strategic decision-making
0 views • 15 slides
Pain Opioid Actively Managed Portfolio (POp.AMP): Research Advisory Committee Overview
The Pain Opioid Actively Managed Portfolio (POp.AMP) focuses on addressing pain, opioid addiction, and suicide prevention through proactive management, agile funding mechanisms, and collaboration with various stakeholders. The committee utilizes a rotational leadership model to ensure efficient rese
0 views • 23 slides
Use of Credit Default Swaps (CDS) by Investment Funds
Presentation at the ESMA workshop discussed the potential benefits and costs of using Credit Default Swaps (CDS) by investment funds. It highlighted the various uses of CDS, including risk management, alternative liquidity, and investment strategies. Evidence shows that a small percentage of UCITS f
0 views • 6 slides
Cisco EV Charging Patent Portfolio Overview
The Cisco EV Charging portfolio consists of 11 active assets across various innovative technologies such as intelligent coil control for wireless power transfer, precision coil alignment techniques, and autonomous vehicle navigation in charging facilities. These patents cover a range of groundbreaki
0 views • 4 slides
JMP as a FinTech Robo: Portfolio Visualization & Rebalancing Advisor
Explore how JMP can be utilized as a FinTech Robo Advisor for portfolio visualization and automatic rebalancing. Discover the importance of rebalancing portfolios annually to protect investments and potentially enhance returns. Dive into the advantages of maintaining a balanced portfolio and the ste
0 views • 18 slides
Skilled Trades Eligibility Portfolio with Work History and Resume
This portfolio showcases a range of skills and experiences relevant to skilled trades, including the ability to read prints, knowledge of bearings, fabrication expertise, precision measurement skills, rigging capabilities, pneumatics and hydraulics knowledge, power transmission skills, and education
0 views • 11 slides
Crafting an Academic Portfolio: Process and Presentation Techniques
Explore the meticulous journey of building an academic portfolio, from selecting papers to identifying venues, with insights into collaborating with professors and refining your work for publication. Learn about the strategies employed by Lois Bennett in curating her portfolio and engaging with scho
0 views • 12 slides
Essential Insights for Growth and Investment Success
Explore valuable insights on investing, financial growth, and the role of continuous learning in the journey to financial independence. Gain wisdom on stock selection, portfolio allocation, and the advantages of being a doctor while also delving into the importance of timing in the market and the si
0 views • 23 slides
Cryptocurrency Diversification for Portfolio Optimization
Exploring the suitability of cryptocurrencies for diversification using Modern Portfolio Theory. The study aims to determine optimal portfolio weights for cryptocurrencies, assess the stability of these weights over time, and provide insights on cross-country evidence. Key considerations include ris
0 views • 22 slides
Managing Agile, Waterfall, and Hybrid Projects within the Portfolio by Jon Lewis
Introducing agile management techniques alongside traditional waterfall planning is crucial for handling a mix of waterfall, Agile, and hybrid projects within a project portfolio. This presentation by Jon Lewis, Director of Ninth Wave, explores the challenges and strategies for managing different pr
0 views • 27 slides
Progress Update on Portfolio Management Action Plan for National Geospatial Advisory Committee Meeting
The update entails the implementation status of the A-16 Portfolio Management Action Plan discussed at the National Geospatial Advisory Committee Meeting on June 6, 2013. Key points include GAO recommendations, team approach strategies, action plans, and the status of implementing these actions. Not
0 views • 8 slides
Exploring Sustainable and Responsible Investment at RSMR SRI Conference
Delve into the world of Sustainable and Responsible Investment (SRI) with insights from the RSMR SRI Conference held on 9th November 2017. Discover adviser-friendly tools and support offered by sriServices and Fund EcoMarket, aiming to align clients' goals and values with investment decisions. Explo
0 views • 16 slides
Corporate Credit and Portfolio Review in Residential Care Facilities Conference
Explore key topics discussed at the U.S. Department of Housing and Urban Development Eastern Lenders Conference focusing on corporate credit and portfolio review in residential care facilities. Topics covered include portfolio definitions, project types, risk mitigation requirements, and portfolio r
0 views • 20 slides