PORTFOLIO MANAGEMENT: How to Do It Right. (cover story)Discusses the use of portfolio management for information technology portfolios. Strategies used by chief information officer Ron Kifer of DHL Americas; Benefits of portfolio management; Factors to consider in the implementation of portfolio ...
Successful project portfolio management requires a realistic view of your capacity, an awareness of your budget, and a way to evaluate the priority of every project that you consider. You can begin evaluating your projects based on their cost. To do this, you must understand your direct and in...
One of the key concepts inportfolio managementis the wisdom ofdiversification—which simply means not putting all of your eggs in one basket.1Diversification tries to reduceriskby allocating investments among various financial instruments, industries, and other categories. It aims to maximize returns b...
You can manage your investment account on your own or hire a professional to handle the task for you. There are also automated portfolio management services, or robo-advisors, in industry parlance. Whether you take control of your portfolio or let someone do it for you, the task will be gu...
Investors today have more choices than ever when it comes to how to manage their money. One of these choices isactive vs. passive portfolio management. Many financial planners exclusively recommend portfolios ofindex fundsthat are passively managed. ...
Account portfolio management How many accounts do external-facing employees actually talk to?Sales employees often manage a portfolio of accounts. With Workplace Analytics, you can identify the number of accounts low, medium, and high performers connect with to understand how many accounts your most...
Rebalancing is a portfolio management technique to prevent your asset allocation from drifting into dangerous territory. This might happen when equity markets go on a tear – soaring to the sound of popping champagne corks in the City. The dark cloud in the silver lining is that rising valuations...
Having project management tools gives managers visibility into all the projects they manage.ProjectManagerhas project portfolio management features, such as a portfolio dashboard, roadmaps and portfolio status reports. These give you real-time visibility into all your projects, the ability to balance ...
including Portfolio Management, Goal Planning, Portfolio Contents, Fees, User Experience, Account Services, Account Setup, Customer Service, and Security and Education. These categories were then broken down into 59 weighted criteria (of the 64 survey questions) and resulted in 1,239 points to make...
From simple task management and project planning to complex resource and portfolio management, Smartsheet helps you improve collaboration and increase work velocity -- empowering you to get more done. The Smartsheet platform makes it easy to plan, capture, manage, and report on work from anywhere...