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Portfolio Management

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

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Portfolio Manager

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.

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Project Management

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

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Risk Management

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

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Relationship Management

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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Relationship Manager

Definition A Relationship Manager, in financial terms, is a professional who advises and guides clients on their financial needs and helps manage their banking and

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Strategic Management

Definition Strategic Management refers to the process of planning, monitoring, analysis, and assessment of all necessities an organization needs to meet its goals and objectives.

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Strategic Financial Management

Definition Strategic Financial Management refers to the study and application of financial planning, investment strategies, and risk management, with a goal of increasing value for

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Supply Chain Management (SCM)

Definition Supply Chain Management (SCM) refers to the active management of supply chain activities to maximize customer value and achieve a sustainable competitive advantage. It

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