Wealth Management
Definition Wealth management is a financial services discipline that combines financial and investment advice, accounting and tax services, and legal or estate planning for one
July 27, 2023
Definition Wealth management is a financial services discipline that combines financial and investment advice, accounting and tax services, and legal or estate planning for one
Definition Working Capital Management refers to the administration of all aspects of current assets, including cash, marketable securities, debtors, and inventory, and current liabilities, such
Definition Property Management refers to the administration of residential, commercial, or industrial real estate, including apartments, detached houses, condominium units, and shopping centers. It typically
Definition The Purchasing Managers’ Index (PMI) is an economic indicator that is derived from monthly surveys of private sector companies. It is designed to give
Definition PIMCO, or Pacific Investment Management Co., is a global investment management firm recognized for its expertise in fixed income management. Founded in 1971 and
Definition Portfolio Management refers to the strategic process of making decisions about investment mix and policy, matching investments to objectives, risk management, and allocation of
Definition A portfolio manager is a professional responsible for making investment decisions and carrying out investment activities on behalf of clients or an investment fund.
Definition Project Management in finance refers to the process of planning, organizing, and overseeing a specific task or set of tasks to achieve a specific
Definition Risk Management is a strategy used in finance to identify, analyze, and tackle potential risks or uncertainties that could adversely affect an organization’s goals
Definition Relationship Management is a strategy in finance where a professional maintains and deepens connections with existing clients to foster customer loyalty and grow revenue.
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