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  • Portfolio Management : Delivering on Strategy
    Portfolio Management : Delivering on Strategy

    Portfolio management is becoming the ‘must have’ for organizations to prosper and survive in this decade and beyond.No longer can the organizational focus be one of following best and repeatable practices as resource limitations mean only those programs, projects, and operational work that add business value can and should be pursued.Executives are focusing on strategic ability and managing complexity, which can only be done through a disciplined portfolio process in ensuring the best mix of programs, projects, and operational work is under way.In turn, the portfolio is constantly in flux as difficult decisions are made if a project, for example, is no longer contributing to business value and providing benefits and should be terminated to reallocate resources to one of higher priority.Commitment to this difficult approach is necessary at all levels, and communication is required so everyone knows how their work contributes to the organization’s strategic goals and objectives. Portfolio Management: Delivering on Strategy, Second Edition focuses on the benefits of portfolio management to the organization.Its goal is to provide senior executives a view on how portfolio management can deliver organizational strategy.The emphasis is on the specific aspects within the portfolio management discipline and how each aspect should be managed from a business perspective and not necessarily from a portfolio management perspective.Highlights of the book include:Agile portfolio management Delivering organizational value Portfolio management and uncertainty Portfolio governance Marketing a portfolio Portfolio management success Starting with a review of the project portfolio concept and its development, this book is a reference for executives and practitioners in the field, as well as a students and researchers studying portfolio management.

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  • Applied Fundamentals in Finance : Portfolio Management and Investments
    Applied Fundamentals in Finance : Portfolio Management and Investments

    This textbook provides a comprehensive introduction to portfolio management and investments.Focusing on four core areas – portfolio management, equities, bonds, and derivatives – it is primarily intended for undergraduate and graduate students alike.However, it will also benefit practitioners working in the fields of financial analysis and portfolio management and professionals who aspire to such professional activities in the financial industry.To ensure its high practical relevance, the book includes a host of case studies and examples from real-world practice, mainly from the German and Swiss financial markets.Additionally, the book shows how to implement the models in Microsoft Excel.

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  • Behavioral Finance and Your Portfolio : A Navigation Guide for Building Wealth
    Behavioral Finance and Your Portfolio : A Navigation Guide for Building Wealth

    Become a more strategic and successful investor by identifying the biases impacting your decision making. In Behavioral Finance and Your Portfolio, acclaimed investment advisor and author Michael M.Pompian delivers an insightful and thorough guide to countering the negative effect of cognitive and behavioral biases on your financial decisions.You’ll learn about the “Big Five” behavioral biases and how they’re reducing your returns and leading to unwanted and unnecessary costs in your portfolio. Designed for investors who are serious about maximizing their gains, in this book you’ll discover how to: ?Take control of your decision-making—even when challenging markets push greed and fear to intolerable levels ?Reflect on how to make investment decisions using data-backed and substantiated information instead of emotion and bias ?Counter deep-seated biases like loss aversion, hindsight and overconfidence with self-awareness and hard facts ?Identify your personal investment psychology profile, which you can use to inform your future financial decision making Behavioral Finance and Your Portfolio was created for individual investors, but will also earn a place in the libraries of financial advisors, planners and portfolio managers who are determined to counteract the less principled and data-driven aspects of their decision making.

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  • The Lean Kohai : Meditations for Strategy, Practice, and Balance in Living Change Management
    The Lean Kohai : Meditations for Strategy, Practice, and Balance in Living Change Management

    This book consists of 76 statements on various issues and practices encountered by process improvement/operational excellence (PI-OpEx) practitioners, managers, and leaders.Many of these issues are also encountered by those outside of PI-OpEx.This book contains instructions, encouraging readers to write and journal in its pages.The key benefits of this work fuel the unending learning journey of PI-OpEx practitioners and leaders. Practitioners face issues regarding practice, methods, leadership, management, and purpose.The reflections in this book allow them to either tackle the issue upfront and be prepared or the reflections can act as jump-off points to develop an approach to an issue encountered, individually or as a team.For example, the practitioner may have a problematic team member, and using a reflection from the book and having the group discuss it may resolve the issue. Or, the practitioner can read a reflection and use their response to develop a strategy for handling the team member. Essentially, this book provides readings that could form the basis of daily meditation, be consulted for perspective when a specific issue arises, or both.It seeks to instill a mindset of emotional intelligence that can then fuel the pursuit of meaningful, lasting change.

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  • Why is the balance not loading at mm finance?

    The balance may not be loading at MM Finance due to a technical issue with the website or app. It could be a temporary glitch or a problem with the server. Another possibility is that there may be an issue with the user's internet connection or device. It's also possible that there could be maintenance or updates being performed on the platform, causing the balance to not load properly. It's best to reach out to MM Finance's customer support for assistance in resolving the issue.

  • Which is correct: account balance or account balance?

    The correct term is "account balance." This refers to the amount of money in a financial account at a specific point in time. It is important to use the correct spelling to ensure clear communication in financial transactions and record-keeping.

  • What is the difference between assets in the balance sheet and in the inventory?

    Assets in the balance sheet refer to all the resources owned by a company that have economic value and can be used to generate future benefits, such as cash, equipment, and investments. On the other hand, inventory specifically refers to the goods a company holds for sale in the ordinary course of business. While both assets in the balance sheet and inventory contribute to a company's overall value, assets in the balance sheet represent a broader range of resources, including inventory, that are essential for the company's operations and financial health.

  • How do I calculate the growth factor and the initial balance?

    To calculate the growth factor, you can use the formula: Growth Factor = (Ending Balance / Initial Balance). To calculate the initial balance, you can rearrange the formula to find: Initial Balance = Ending Balance / Growth Factor. By using these formulas, you can determine the growth factor and initial balance based on the ending balance and the growth rate.

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  • Portfolio Selection : Efficient Diversification of Investments
    Portfolio Selection : Efficient Diversification of Investments

    This is a classic book, representing the first major breakthrough in the field of modern financial theory.In effect, it created the mathematics of portfolio selection in a model which has turned out to be the indispensable building block from which the theory of the demand for risky securities is constructed.

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  • Digital Assets : A Portfolio Perspective
    Digital Assets : A Portfolio Perspective

    From the perspective of an investor, digital assets are an alternative class of assets.They have several features that differentiate them from traditional investments.This makes them well-suited for a diversified portfolio.The question is how to accommodate them in such a portfolio, how to manage their potential and risk, and how to evaluate them.This short book explains how to include digital assets is a diversified portfolio.It focuses on their differentiating use cases, their idiosyncracies, and how they relate to other types of investment.This is a volume for practitioners and students in finance, asset management, or portfolio construction.

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  • Grow Your Wealth Faster with Alternative Assets : A Complete Guide to the New Universe of Investment Opportunities
    Grow Your Wealth Faster with Alternative Assets : A Complete Guide to the New Universe of Investment Opportunities

    Expand your investment horizons and increase your returns with alternative assets In Grow Your Wealth Faster with Alternative Assets, one of Australia's leading alternative asset managers, Travis Miller, delivers an eye-opening, jargon-free guide to the lucrative opportunities available in alternative investing.You'll learn how to successfully diversify your portfolio with alternative assets like commercial property, infrastructure, private equity, private credit, agriculture, commodities, and much more.Thanks to new financial technologies and investment platforms, these high-yield alternative investments are increasingly easy and accessible.It's time to learn how your investment strategy can benefit from higher rewards, without taking on more risk.In Grow Your Wealth Faster with Alternative Assets, you'll find a step-by-step method for finding and executing trades.Explore which alternative assets are right for you, and discover how to: Diversify your investment portfolioAssess risk and expected returnsAvoid the traps and pitfallsNavigate fees, finances, and due diligenceGrow Your Wealth Faster with Alternative Assets shares the pros and cons of various asset classes and unpacks why these assets offer such impressive rewards-for the same (or even less) risk than traditional investments.Best of all, it outlines exactly how Australian investors can build wealth faster through exciting, creative new strategies.

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  • The Growth Mindset : Leadership Makes a Difference in Wealth Management
    The Growth Mindset : Leadership Makes a Difference in Wealth Management

    It takes a bold approach to leadership to thrive in the era of disruption The Growth Mindset provides a roadmap to the future for financial professionals.While the FinTech revolution is changing the wealth management industry, there is one thing that technology cannot offer-the human component of advisory services.Your client can pull numbers out of a computer, but they come to you for analysis, perspective, and interpretation based on your understanding of their goals and your years of expertise.Great leadership forms strong relationships and allows you to quickly adapt the best strategies to grow assets and revenues.It understands this dynamic, understands the alignment of company culture, and realizes that the metrics for "top talent" are shifting.This book offers new perspective and expert insight for wealth management professionals looking to distinguish themselves from the competition.The focus is on being client centric and solution driven. Disruption is now the new normal, and successful leaders must be able to adapt quickly and operate with an eye toward growth.Here, you'll find expert analysis of wealth management's future, and clear guidelines for leaders who want to thrive amidst the constantly-shifting financial services landscape. Master the fundamental elements of wealth managementShift to a growth mindset and deal successfully with changeAttract, develop, and retain the top talent to grow your businessOffer a unique value proposition to better serve high net worth clients The wealth management industry is facing its greatest challenge to date, and whether your business fails, survives, or thrives depends on leadership.You simply cannot rely on old methods to win a brand new battle.It's time for a change in strategy, methods, processes, and approaches-are you flexible enough to bend without breaking?The Growth Mindset lights the way forward, with the leadership skills that are quickly becoming essential in the new era of wealth management.

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  • What is the difference between balance and account balance?

    Balance refers to the overall amount of money or assets that a person or entity has, taking into account both income and expenses. On the other hand, account balance specifically refers to the amount of money in a particular financial account, such as a bank account or credit card account. While balance is a more general term that can refer to various aspects of financial health, account balance is a more specific and concrete measure of the funds available in a particular account.

  • How can one balance the negative balance on PayPal?

    To balance a negative balance on PayPal, you can do the following: 1. Add funds to your PayPal account from your linked bank account or credit/debit card to cover the negative balance. 2. Transfer money from another PayPal account to cover the negative balance. 3. Sell items or services using PayPal and use the funds to cover the negative balance. 4. Contact PayPal customer support to discuss repayment options or to set up a payment plan if needed.

  • Can a contact balance the negative balance on PayPal?

    No, a contact cannot directly balance a negative balance on PayPal. The negative balance on PayPal typically occurs when a transaction is disputed or reversed, leaving the account with insufficient funds. To resolve a negative balance, the account holder must add funds to their PayPal account to bring it back to a positive balance. Contacts on PayPal are simply individuals or businesses that the account holder has connected with on the platform for sending or receiving money.

  • How can the total assets on the balance sheet be higher than the annual revenue?

    The total assets on a balance sheet can be higher than the annual revenue due to various reasons. One common reason is that assets include items such as property, equipment, and investments that are not directly tied to revenue generation. Additionally, assets may include long-term investments or intangible assets that have accumulated value over time. Another factor could be that the company has taken on debt or equity financing, increasing its assets without a corresponding increase in revenue. Overall, the total assets on a balance sheet represent the company's resources and investments, which may not always directly correlate with its annual revenue.

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