The Chaifetz School’s Applied Portfolio Management course (FIN 4630) offers upper level finance students the opportunity to directly manage nearly $2.5 million in University Endowment Funds. Students ...

Artificial intelligence and machine learning are reshaping how investors build and maintain portfolios. These tools bring ...

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 ...

Investopedia contributors come from a range of backgrounds, and over 25 years there have been thousands of expert writers and editors who have contributed. Charlene Rhinehart is a CPA , CFE, chair of ...

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 ...

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 ...