Portfolio management software is an essential tool for RIAs who want to manage and monitor client assets efficiently. Think of it as your firm’s command center where you keep track of client ...

Measuring portfolio performance involves monitoring and analyzing returns, allocation, risk, and other elements. There are several metrics that an investor may choose from to gauge the progress of ...

Performance measures must align with portfolio use and features. Avoid Sharpe and similar ratios due to flaws; consider alternatives like trimmed alpha, median returns, and value at risk. CAGR is ...

In Person Held at the Gleacher Center, 450 N. Cityfront Plaza Drive, Chicago, IL 60611. Gleacher Center, Chicago Investment Fee (in USD) Investment fee includes tuition and course materials, ...

Effective performance management no longer stops at reviews, but now encompasses training, development and support for employees at all stages of their careers. By linking "diagnosis" with "treatment, ...

We independently evaluate all of our recommendations. If you click on links we provide, we may receive compensation. Michael is a former senior editor of investing and trading products for ...

Continuous performance management can boost morale and improve communication. Learn how to implement continuous performance management in your company.

Lauren (Hansen) Holznienkemper is a lead editor for the small business vertical at Forbes Advisor, specializing in HR, payroll and recruiting solutions for small businesses. Using research and writing ...

Project portfolio management (PPM) assists managers in determining which projects are meeting objectives throughout an organization. This information allows them to make data-backed judgments about ...

An effective portfolio management platform helps you organize client accounts, automate routine tasks, and keep your data accurate and secure. With the right software, you can focus more on client ...

Managing a diverse investment portfolio requires having the right tools at your disposal. Investment portfolio management software is more sophisticated than ever and provides investors with many ...