Portfolio managers need the right blend of analytical and personal skills, education, professional certifications and years ...

Managing client portfolios can be complex and time-consuming for advisory firms. But with the right tools, you can handle and monitor client assets more efficiently. Enter portfolio management ...

While Premium membership is no longer available for purchase, legacy Portfolio Manager is still accessible for former Premium members who are current Investor subscribers. Portfolios in Investor are ...

The title of portfolio manager is generally a catchall term for a person or firm that's responsible for investing client assets. A more precise definition, however, depends on the type of firm. Some ...

Managing an investment portfolio can be challenging for financial advisors and investors who handle multiple accounts and asset classes. As the financial industry becomes more digital, many ...

Managing a portfolio of products is more than managing the sum of its parts. For most of us as product managers, as we gain experience and responsibility, we do start owning a portfolio of products.

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Despite the compliance hurdles, more than one third of financial advisors see direct handling of clients’ assets by FAs acting as their portfolio managers clearly outpacing other fee-based management ...

Garanti BBVA Portföy used BQuant Desktop to transform a spreadsheet-based investment research process into a scalable, ...

Exchange Traded Concepts, LLC ("ETC") today announced, in conjunction with ARIAM Global Inc., the launch of the ARIA Opportunities ETF (NYSE Arca: ARIA), an actively managed fund designed and led by a ...

Over his 40-year career, portfolio manager Tony Genua built a reputation as a steadfast believer in growth investing. In July, he came out of a brief retirement to join Ninepoint Partners LP where, as ...