BNET Business Dictionary
Business Definition for: Portfolio
- the variety of investments, such as stocks and bonds, owned by an individual or an organization
Wiktionary Definition for: Portfolio
- a case for carrying papers, drawings, photographs, maps and other flat documents
- the collection of such documents, especially the works of an artist or photographer
- the post and the responsibilities of a cabinet minister or other head of a government department
- the group of investments and other assets held by an investor
Additional Resources
- Optimum Centralized Portfolio Construction With Decentralized Portfolio Management
- Many financial institutions employ outside portfolio managers to manage part or all of their invest able assets. These institutions include pension funds, private endowments (e.g., colleges and charities), and private trusts. This paper uses the pension fund manager, as the prototype of the centralized decision-maker trying to optimally manage a...
- White papers 2002-10-08
- An Investigation Of Risk And Probability In A Portfolio Management Context
- The oil and gas industry often makes investment decisions based on expected value numbers. This can be quite misleading, particularly when programs are small and time frames for evaluation are short. Expected value numbers must be tempered with the knowledge of the probabilities of meeting target values on an annual...
- White papers 2003-01-01
- Extensis Releases Universal Application for Portfolio 8; Free Update Adds Support for Intel Based Macs as Well as Improved Performance and Stability for Portfolio 8
- PORTLAND, Ore. -- Extensis, a division of Celartem Inc., today released a free update to Portfolio 8 -- the leading Digital Asset Management DAM solution for creative professionals. This update is a Universal Application, adding native support for Intel-based Macintosh systems. The free update supports Portfolio single-user, Portfolio Client, Portfolio...
- Research articles 2006-07-27
- Managing the Project Portfolio
- An important question which arises is that whether project portfolio management is a passing fad? Or a smart idea whose time has come? Project portfolio management is all about getting the biggest bang for the buck. Its primary goal is to produce the highest payback possible from each investment that...
- White papers 2003-01-01
- What Are the Keys to Successful and Active Intervention by GPs in Their Troubled Portfolio Companies?
- When portfolio companies become troubled, the General Partner's role is to determine if outside intervention is required and, if so, which resources must be brought to bear and in what time frame. Most portfolio companies do not experience severe distress; however, companies under perform sufficiently often that the General Partner...
- White papers 2003-01-01
- 'Conde Nast Portfolio' Was Never a Great Idea
- With the closing today of Condé Nast Portfolio, it's worth taking a moment to question whether the magazine â€" even if it will be officially classified as a victim of the recession â€" was ever a good idea in the first place. Check out this description of...
- Blog posts 2009-04-27
- Keeping the Right Portfolio Balance in Unsteady Markets
- Financial advisors promote the virtues of building a diversified, balanced portfolio. When it's done right, it can reduce volatility, and therefore risk, without appreciably sacrificing returns. But as a recent article in the Wall Street Journal makes clear, doing it right is no small feat. The piece...
- Blog posts 2009-07-09
- American Municipal Income Portfolio Inc., Minnesota Municipal Income Portfolio Inc., and American Select Portfolio Inc. to Withdraw Chicago Stock Exchange Listings
- Companies to Retain Other Exchange Listings MINNEAPOLIS -- American Municipal Income Portfolio Inc. (NYSE:XAA), Minnesota Municipal Income Portfolio Inc. (AMEX:MXA), and American Select Portfolio Inc. (NYSE:SLA) announced today that they have notified the Chicago Stock Exchange of their intent to withdraw their common stock from listing and registration on...
- Research articles 2007-11-27
- The Case for the Inclusion of Hedge Funds in Your Portfolio
- Many believe that the next ten years in the hedge fund industry will be as dramatic an evolution as one have seen in the mutual fund industry in the last ten years. In the 90's, the hedge fund industry grew from $20 billion to $400 billion. Institutional investors—endowments, foundations, and...
- White papers 2003-01-01
- Dynamic Strategies, Asset Pricing Models, And The Out-Of-Sample Performance Of The Tangency Portfolio
- This paper study the behavior of an investor with unit risk aversion who maximizes a utility function defined over the mean and the variance of a portfolio's return. Conditioning information is accessible without cost and an unconditionally risk less asset is available in the market. The proposed approach makes it...
- White papers 2003-02-01
- Modern Portfolio Theory
- One of the major concepts that most investors should be aware of is the relationship between the risk and the return of a financial asset. It is common knowledge that there is a positive relationship between the risk and the expected return of a financial asset. In other words, when...
- White papers 2003-01-01
- An Approach For Characterizing Your Portfolio
- Using portfolio management and optimization techniques to allocate capital and select the best investment opportunities has been the subject of much discussion in recent papers and articles. However, there are still many practical problems associated with successful portfolio management within an organization. One of the biggest challenges is balancing the...
- White papers 2003-01-01
- U.S. Bancorp Piper Jaffray Introduces Two New UITs: The Medical Solutions Portfolio & The Financial Scope Portfolio
- Business Editors MINNEAPOLIS--BUSINESS WIRE--Oct. 19, 2000 U.S. Bancorp Piper Jaffray and Nuveen Investments have teamed together to create two new investment offerings: the U. S. Bancorp Piper Jaffray Medical Solutions PortfolioTM and the U.S. Bancorp Piper Jaffray Financial Scope PortfolioTM. A defined portfolio, also called a unit investment...
- Research articles 2000-10-19
- How to Manage an IP Portfolio
- Intellectual property ranges from patents and copyrights to branding, know-how, and trade secrets. Assembling a portfolio to value, track, and protect your IP can improve your valuation, among other benefits. Take Inventory Goal: Make IP work for...
- Articles 2009-08-05
- Rehabilitating a Lopsided Portfolio
- When the Radoseviches began phasing into retirement in 2006, their portfolio was worth about $1.5 million. Not anymore. Don, like everyone else, was enthralled by the stock market’s seemingly unstoppable surge in value in the past 20 years. He recalls, with something like nostalgia, that “from 1990 to 2000, everything...
- Articles 2009-09-24
- Taxation and Portfolio Structure: Issues and Implications
- overview of how taxation affects household portfolio structure. It begins by outlining six aspects of portfolio behavior that may be influenced by the tax system. These are asset selection, asset allocation, borrowing, asset location in taxable and tax-deferred accounts, asset turnover, and whether to hold assets directly or through financial...
- White papers 2001-04-04
- The Winning Portfolio
- The article explains about winning portfolio to give a good impression to sell the services. It explains an example of two graphic designer who are selected on the basis of impressive portfolio of the work. Successful entrepreneurs, in nearly every line of work, home-based and storefront, develop winning portfolios that...
- White papers 2003-01-01
- Building Business Value Into Your IT Investments With Portfolio Management
- The webcast elaborates that CFOs face an increasing number of options as they invest in technology-enabled change. At the same time, they also face the daunting task of removing layers of cost from their organizations without sacrificing their ability to compete in their market space. Challenged to overcome past IT...
- Webcasts 2003-02-26
- Creating a Portfolio of Strategic Options
- This paper presents an approach aimed at making the company an agile competitor while keeping the focused on the long-term corporate and marketing strategy. It presents a strategy portfolio as an important strategic marketing tool. A strategy portfolio is a coherent set of options that address new capabilities and...
- White papers 2003-01-01
- Portfolio Optimization, Heuristics and The ‘Butterfly Effect'
- The purpose of this paper is to explore the reasons why and to offer one reasonable alternative: a portfolio heuristic. A portfolio optimizer is a solution algorithm used to determine the optimal or very best solution given a set of information inputs. A portfolio heuristic is a solution algorithm used...
- White papers 2000-02-01
