Portfolio Management

  • 3 Posts
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  • 1 Types
August 31, 2024 5 min read Definitions
Boston Matrix: A Tool for Portfolio Management
Business Strategy Portfolio Management BCG Matrix Business Analysis Market Share Growth Rate Strategic Planning
A comprehensive guide to the Boston Matrix, also known as the BCG Matrix, a strategic tool developed by the Boston Consulting Group in the 1970s for analyzing business potential based on market share and growth rate.
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August 24, 2024 3 min read Definitions
Investment Policy Statement (IPS): Definition, Components, and Importance
Finance Investments Portfolio Management Investment Policy Statement Portfolio Management Financial Planning Investment Strategy Client Agreement
An Investment Policy Statement (IPS) is a key document drafted between a portfolio manager and a client that outlines objectives, guidelines, and strategies for managing an investment portfolio.
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August 24, 2024 3 min read Definitions
Tactical Asset Allocation (TAA): Strategy, Benefits, and Example Portfolio
Finance Investments Portfolio Management Tactical Asset Allocation Active Management Portfolio Strategy Market Trends Investment Portfolio
A comprehensive guide on Tactical Asset Allocation (TAA), covering its definition, strategy, benefits, and an example portfolio to illustrate its application.
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