Search results “Managing a portfolio” for the 2012
Project Portfolio Management Defined
Learn about project portfolio management from an expert at https://www.projectmanager.com/?utm_source=youtube.com&utm_medium=social&utm_campaign=ProjectPortfolioManagementDefined, and also how to manage a portfolio of projects based on project management principles. By definition, a project portfolio is a collection of projects or programs, either related or non-related. When we look at managing a portfolio we look what we need to do to manage multiple projects or programs in our portfolio. That's why this video entitled "Project Portfolio Management Defined" is such a "must watch". Not only will you learn "what is a project management portfolio" but how portfolio management for projects is best undertaken. If you're looking for a software tool to help you manage your project portfolios, sign up for your free 30-day trial of ProjectManager.com now! Simply click the link below: https://www.projectmanager.com/?utm_source=youtube.com&utm_medium=social&utm_campaign=ProjectPortfolioManagementDefined To subscribe to our YouTube Channel, click here: https://www.youtube.com/user/projectmanagervideos To see another project portfolio management video, check out:"What Is Portfolio Management Vs. Project Management". Just click the link below: https://www.youtube.com/watch?v=9Tchp8LljXY
Portfolio Management Part 1
This is part one of our four part series on Portfolio Management. Tom Sosnoff and Tony Battista explain the necessary steps one must take in assessing a portfolio. Mainly you must understand how your underlyings are "correlated" and adjust your underlyings' deltas for inverse, non- and positive correlation. Mute the BS and tune into tastytrade: a REAL Financial Network. Streaming 6 hours every day! Join us: https://www.tastytrade.com/tt/shows/MT
Views: 5126 tastytrade
Managing a Portfolio
This video is the third video of a 3 part series on investing. Once you have built a portfolio, you have to manage that portfolio. You can't just set up a plan and never look at it again. There are 4 different ways to manage a portfolio.
Views: 776 Retire Happy
Effectively Managing a Portfolio in Retirement
Whether you're looking for yield or stability, it's never too early to start planning and saving for retirement. View this webinar to hear about the strengths and limitations of different strategies, bonds and annuities to best manage a portfolio in retirement.
Views: 93 BrightTALK
Principles of Good Strategic Portfolio Management
Strategic portfolio management differs greatly from "operational" portfolio management. It concentrates on selecting the best projects to develop, prioritizing allocation of resources, and on producing the highest possible economic value throughout the development process. Decision making is complicated by risks and uncertainty around technical, timing, cost and commercialization. Stemming from decision analysis, coupled with the need to cope with the real world, processes and tools have steadily developed to support quality decision making around R&D, New Product Development and Innovation strategic portfolio management. During this webinar, David Matheson, President and CEO of SmartOrg, draws on his considerable experience helping companies create value from their strategic portfolios, highlighting the "Top Four Must-Do Areas of Innovation Practice" that can drive the value of your project/product portfolio. Want more from SmartOrg? Check out our website: http://www.smartorg.com Follow us on Twitter: https://twitter.com/smartorginc Join our LinkedIn page: https://www.linkedin.com/company/smartorg
Views: 24559 SmartOrgInc
Managing Your Portfolio for Maximum Profits
In this third of three videos in the series, "How to Invest in Growth Stocks," Cabot Market Letter editor Mike Cintolo takes you through portfolio management -- a skill that most people don't really develop and which leads to them getting sub-par returns. He discusses the concept of portfolio management in general, as well as looking at some specific trades Cabot has made in the past.
Best Tips for Managing Your Portfolio
http://www.moneyshow.com/?scode=013356 The American Association of Individual Investors' Charles Rotblut shares some key advice on monitoring, balancing, and selecting investments for your portfolio.
Views: 156 MoneyShow
Agile Portfolio Planning with Kanban
Agile Portfolio Mgmt Training: http://bit.ly/agileportfolioplanning This webinar will cover the very important, yet commonly rushed, initial phases of an Agile (or non-Agile) Project. We will walk through Idea Qualification and Project Initiation where we take the business idea through several activities to justify the project value, define clear measures for completion, determine alternative solutions and evaluate if the project is really worth proceeding with or not. Presented by Sally Elatta, President of Agile Transformation Inc. http://www.agiletraining.com | http://www.agilevideos.com
Views: 12979 Agile Training Videos
While Managing a Smaller Portfolio, Will Warren Buffett Look For Graham's Approach of Low PE?
The legendary Warren Buffett, Chairman and CEO of Berkshire Hathaway sharing his views with the Indian public on "While Managing a Smaller Portfolio, Will He Look For Graham's Approach of Low PE? " at the launch event for BerkshireInsurance.com. For more information, please visit www.BerkshireInsurance.com
Views: 1192 BerkshireInsurance
Portfolio Management and IT Governance -- What's It All About?
IT Governance and Enterprise Portfolio Management are complimentary processes and techniques which are mandatory for IT organizations to successfully support corporate strategic objectives. Implementing a portfolio "dashboard" without a strong IT Governance process in place just makes poor execution more visible. "Governance" processes alone won't allow executive decision makers to handle and evaluate an ever changing business environment; and enable them to adjust IT priorities to effectively support those changes. This webinar will show some simple steps for creating a highly functional PMO, and improve the ability of IT to balance their budgets and resource planning to provide real value to the organization. - Find out why it's important to consider ALL work, not just major projects - Discover current "best practices" based on Project Management Institute guidelines - Learn techniques for producing the essential "inventory" of all IT efforts - Learn some approaches for prioritizing your projects and other efforts - Learn how you can create a reasonable "stage-gate" control process for all initiatives and track overall performance - Set up effective reporting and "dashboards" that focus on the critical elements - Learn some approaches for prioritizing your projects and other efforts - Implement a PMO in a reasonable time-frame Join EPM Live's PortfolioEngine Director of Business Development, Rich Murphy and EPM Live Partner and PMO expert, Serena Frank as they walk through the fundamental principals of creating a PMO and the essential tools that support them.
Views: 10348 EPMLive
Portfolio Performance Attribution
This video discusses performance attribution for a portfolio to asset allocation and security selection decisions
Mod-01 Lec-35 Bond Portfolio Management Strategies - I
Security Analysis and Portfolio Management by Prof. J. Mahakud and Prof. C.S. Mishra , Department of Humanities & Social Sciences, IIT Kharagpur. For more details on NPTEL visit http://nptel.iitm.ac.in
Views: 4600 nptelhrd
Portfolio: Managing the Russian Economy
Stratfor's Vice President of Analysis Peter Zeihan examines the challenges of managing the Russian economy. About Stratfor: Stratfor brings global events into valuable perspective, empowering businesses, governments and individuals to more confidently navigate their way through an increasingly complex international environment. For individual and enterprise subscriptions to Stratfor Worldview, our online publication, visit us at: https://worldview.stratfor.com/ And make sure to connect with Stratfor on social media: Twitter: https://twitter.com/stratfor Facebook: https://www.facebook.com/stratfor/ LinkedIn: https://www.linkedin.com/company/stratfor YouTube: https://www.youtube.com/stratfor Learn more about Stratfor here: https://www.Stratfor.com Get the latest company news here: https://marcom.stratfor.com/horizons Or review and purchase our longform reports on geopolitics here: https://store.stratfor.com And listen to the Stratfor podcast for free here: iTunes - http://bit.ly/Stratfor_Podcast_iTunes Stitcher - http://www.stitcher.com/podcast/stratfor-talks Soundcloud - https://soundcloud.com/stratfortalks Libsyn - http://stratfor.libsyn.com/ Download the All New Mobile App for Stratfor. You can also access Stratfor Worldview Content in the App when you are offline. Free Download for iOS (from Apple App Store): http://bit.ly/Statfor_Mobile_App_for_Apple_Devices Free Download for Android (from Google Play Store): http://bit.ly/Stratfor_Mobile_App_for_Android_Devices To subscribe to Stratfor Worldview, click here: https://worldview.stratfor.com/subscribe Join Stratfor Worldview to cut through the noise and make sense of an increasingly complicated world. Membership to Stratfor Worldview includes: Unrestricted access to Stratfor Worldview's latest insights, podcasts, videos, and more. Members-only community forums. My Collections - your personal library of Stratfor insights saved for later reading. Discounts to our long-form reports on the Stratfor Store.
Views: 2776 Stratfor
CFA Tutorial: Portfolio Management (Indifference Curves)
Download Portfolio Management question videos Visit: http://www.edupristine.com/ca/free-10-day-course/cfa-portfolio-management/ Know why Indifference curves do not intersect. Watch the above Video by keeping in mind that an Indifference curve represents the combination of risk &return for which an investor is indifferent. More about CFA on: http://www.edupristine.com/ca/courses/cfa/ About EduPristine: Trusted by Fortune 500 Companies and 10,000 Students from 40+ countries across the globe, EduPristine is one of the leading Training provider for Finance Certifications like CFA, PRM, FRM, Financial Modeling etc. EduPristine strives to be the trainer of choice for anybody looking for Finance Training Program across the world. Subscribe to our YouTube Channel: http://www.youtube.com/subscription_center?add_user=edupristine Visit our webpage: http://www.edupristine.com/ca
Views: 6643 EduPristine
Resource Management: The Keystone to Successful Project & Portfolio Management
Organizations generally employ one of two separate and distinct approaches to resource management: a less rigorous, less effective schedule-focused approach or a more rigorous approach that includes management of resource capacity versus resource demand. Bridging this gap is a huge challenge for most organizations, but a willingness to make this investment is also a critical requirement for building an effective PPM culture. During this webinar, Mr. Cicala will first demonstrate how Resource Management really is the linchpin that allows you to successfully integrate the project and portfolio management processes. Then, we'll introduce the concept of evolving your organizational leaders from schedule users to efficient resource managers through the development of a well thought out strategy and detailed supporting plan. For more information visit www.projectassistants.com
Views: 5269 Jan Goodman
Mod-01 Lec-21 Introduction to Portfolio Management
Security Analysis and Portfolio Management by Prof. J. Mahakud and Prof. C.S. Mishra , Department of Humanities & Social Sciences, IIT Kharagpur. For more details on NPTEL visit http://nptel.iitm.ac.in
Views: 8645 nptelhrd
Managing a Forex Portfolio
View full webinar at http://www.fxstreet.com/webinars/sessions/session.aspx?id=e802d63c-2510-401a-8c7c-916f09af4d5f Webinar presented by Adam Rosen, CEO and Co-Founder at 4xLounge, on FXstreet.com.
Views: 495 FXStreet
Portfolio Analysis Explained - The BCG Matrix
http://www.woltersworld.com Portfolio analysis allows a company to analyze and divide up their portfolio of products and/or services in two dimensions, market share and market growth. This allows firms to determine where investment and divestment should happen. cash cows, dogs, stars and question marks.
Views: 131741 Wolters World
BlackRock - Portfolio Management Strategies
Mark Peterson from BlackRock talks Portfolio Management in todays economy with a group of WealthTrust clients and colleagues.
Views: 3010 WealthTrust Arizona
Fundamentals of Wealth Management
The complete lesson. Dow Wealth Management offers the services of a world-class investment firm dedicated to improving clients' financial lives and making their futures more secure. As an independent firm, Dow Wealth Management provides objective advice and is committed to excellence for its clients. The Dow family has been investing traditionally in the securities markets since 1937. Before attempting to structure a portfolio that might be capable of delivering long-term investment success, we must first understand the nature of the financial markets in which we will operate and the inherent limitations we are sure to confront as investors. This video, Fundamentals in Wealth Management, will help to acquaint the investor with these dynamics and then illustrate how Dow Wealth Management seeks to position its clients' portfolios for long-term investment success. We could call it "How to survive bad markets...and thrive in good ones." Website: http://www.dow.us *** Accounts are held at and transactions are cleared through Pershing, LLC, a Bank of New York Mellon Affiliate. Securities offered through Bolton Global Capital, Inc. 579 Main St, Bolton MA 01740 800-649-3883. FINRA, SIPC. Advisory services offered through Bolton Global Asset Management, an SEC Registered Investment Advisor. State securities laws require that your investment professional be registered in the state in which you are a resident. Our representatives are licensed to sell and or discuss securities products to residents of the following states: AK AL AZ CA CO CT DC FL GA IL IN LA MA ME MD MI MO MT NC NH NJ NM NV NY OH OK OR PA RI SC TN TX VA VT WA WI.
Views: 78032 Dow Wealth
Croesus Portfolio Management Software
Croesus portfolio management software for RIAs.
Views: 6870 Advisors4Advisors
Primavera P6: Project Portfolios
Bill Pepoon, Managing Partner at Construction Science and Primavera Scheduling, demonstrates how to create a Project Portfolio in Primavera P6.
Views: 8852 Bill Pepoon
Portfolio Demand Management
Microsoft Project Server 2010 provides a flexible platform with complete end-to-end PPM capabilities to support strategic planning and project execution. James Wright from SoftwareONE's VARassist partner, Corporate Project Solutions, demonstrates how this unified solution can help organisations to: • Standardise and streamline the capture all requests • Objectively prioritise, optimise and select project portfolios that best align with the organisation's business strategy
Views: 1226 SoftwareONE
Primavera P6 Enterprise Project Portfolio Management Demo
http://mssprojectsanalytics.com - Primavera P6 is the most powerful, robust and easy-to-use solution for prioritizing, planning, managing and evaluating projects, programs and portfolios. Primavera P6 Enterprise Project Portfolio Management provides a 100% web-based, solution for managing projects of any size, adapts to varying levels of complexity across projects and intelligently scales to meet the needs of all roles, functions, or skills in your organization and on your project team.
Views: 29103 Projects Analytics
Investor's Guide- Managing your portfolio after retirement
Investor's Guide- Managing your portfolio after retirement Surscribe to www.youtube.com/etnow to get latest business news, analysis and updates. OR Follow us on www.dailymotion.com/etnow to get latest video updates
Views: 66 ET NOW
Management of Portfolios: A Case Study
Chris Ferguson from Novare Consulting talks about a Management of Portfolios case study
Views: 642 APMG International
Top 5 Types of Project Management Reports
What is a project management report? These are the top 5 types of project reports. Try our Award-Winning PM Software for free: https://www.projectmanager.com/?utm_source=youtube.com&utm_medium=social&utm_campaign=Top5TypesofProjectManagementReports Director, Jennifer Whitt as she shares her top 5 project management reports and explains the purpose of each one. You'll learn how a project management report contains various data on the different projects you manage. This is helpful as most project managers are working on multiple projects at any one time, and a project management report offers a quick snapshot of each project's status. Top 5 project reports include: 1) Timesheets 2) Resource Workload Report 3) Expense Report 4) Project Status Report 5) Portfolio Looking for a tool to assist you with your project management reporting requirement? Then sign up for our software now at projectmanager.com. Claim your free 30-day trial by clicking the link below: https://www.projectmanager.com/?utm_source=youtube.com&utm_medium=social&utm_campaign=Top5TypesofProjectManagementReports To subscribe to our YouTube Channel, click here: https://www.youtube.com/user/projectmanagervideos To see another video on project management reporting, check out "How To Write Effective Project Reports?", by clicking here: http://www.projectmanager.com/how-to-write-effective-project-reports.php
Portfolio Back-Testing and Trading - Part Three: Portfolio Money Management with Portfolio Maestro®
Portfolio Back-Testing and Trading - Part Three: Portfolio Money Management with Portfolio Maestro® Presented by David Stendahl In this third session, David examines a sample portfolio and improve its performance by using a variety of money management tools. David shows you how to tap into the many features of TradeStation's Portfolio Maestro strategy back-testing tool, including portfolio performance reporting and analysis. David also demonstrates and explain methods to enhance portfolio performance using position-sizing algorithms. In this session, webinar topics include: The Power of Portfolio Maestro Stress-Testing Portfolios Using Risk Management Tools Implementing Position-Sizing Algorithms
Views: 1879 TradeStation
4. Portfolio Diversification and Supporting Financial Institutions
Financial Markets (2011) (ECON 252) In this lecture, Professor Shiller introduces mean-variance portfolio analysis, as originally outlined by Harry Markowitz, and the capital asset pricing model (CAPM) that has been the cornerstone of modern financial theory. Professor Shiller commences with the history of the first publicly traded company, The United East India Company, founded in 1602. Incorporating also the more recent history of stock markets all over the world, he elaborates on the puzzling size of the equity premium. very high historical return of stock market investments. After introducing the notion of an Efficient Portfolio Frontier, he covers the concept of the Tangency Portfolio, which leads him to the Mutual Fund Theorem. Finally, the consideration of equilibrium in the stock market leads him to the Capital Asset Pricing Model, which emphasizes market risk as the determinant of a stock's return. 00:00 - Chapter 1. Introduction 01:14 - Chapter 2. United East India Company and Amsterdam Stock Exchange 16:19 - Chapter 3. The Equity Premium Puzzle 21:09 - Chapter 4. Harry Markowitz and the Origins of Portfolio Analysis 29:41 - Chapter 5. Leverage and the Trade-Off between Risk and Return 39:55 - Chapter 6. Efficient Portfolio Frontiers 01:00:21 - Chapter 7. Tangency Portfolio and Mutual Fund Theorem 01:09:20 - Chapter 8. Capital Asset Pricing Model (CAPM) Complete course materials are available at the Yale Online website: online.yale.edu This course was recorded in Spring 2011.
Views: 135989 YaleCourses
Mod-01 Lec-29 Equity Portfolio Management Strategies - I
Security Analysis and Portfolio Management by Prof. J. Mahakud and Prof. C.S. Mishra , Department of Humanities & Social Sciences, IIT Kharagpur. For more details on NPTEL visit http://nptel.iitm.ac.in
Views: 2152 nptelhrd
ProjExec Tour - #7: Managing Project Portfolios
When you are managing a number of projects, you may wish to organize them into portfolios. To work with portfolios, go to the "My Portfolios" Page. By default, there are no portfolios defined. You can define portfolios in two ways, by selecting projects for the portfolio, or by using one or more criteria, such as who the project manager is, to automatically select projects for the portfolio. We'll show examples of both. First, to create a portfolio of any kind, simply click the "new portfolio" button. Now you can add a name and description for the portfolio, then choose projects to be included. To choose projects by name, choose the "from list" option, then click on the "add project" button to select your projects. Once you select the projects and save the portfolio, you can see the portfolio on the my portfolios page. To select a project by criteria, you simply open the new portfolios pop up and add a criteria to automatically select projects for the portfolio. In this case, we will add the criteria to choose all projects where Al is the project manager. Now, this portfolio will always include all of Al's projects, without having to keep the portfolio updated manually. The portfolio progress chart shows expected progress (at the current date) versus actual progress. The actual progress is computed based on the progress of all tasks across all of the projects in the portfolio. The people doing the work update task status, and all of those status updates are automatically reflected at all levels of reporting.
Views: 948 Trilog Group
Managing your Portfolio on StockViz
A miniature screencast on how to setup and manage your portfolio on StockViz
Views: 27 StockViz
Wall Street Warrior-  Guy de Chimay, The Portfolio Manager (Hedge Fund Manager)
Guy De Chimay, a hedge fund manager at Chimay Capital Management with $200 million dollars, stars in the show Wall Street warrior on what it is like to be a hedge fund manager. Listen to what Wall Street tells you and doesn't tell you. ;) Listen closely and see if you can detect a big lie that Guy De Chimay tells and note it below. Hint- It's a game based on "2/20."
Views: 122701 scottab140
Value of a Portfolio Management Office
Melanie Franklin talks through the value of establishing a Portfolio Management Office. Over 11 minutes, she gives a viewers a high intensity briefing on why, what and how to build a successful PMO.
Views: 403 William Franklin
Using Trello to Manage Multiple Projects
Read the full post here: http://www.bombchelle.com/2012/how-to-stay-on-top-of-all-of-your-projects-at-a-glance/
Views: 101710 Bombchelle
Mod-01 Lec-01 Introduction to Investment Management
Security Analysis and Portfolio Management by Prof. J. Mahakud and Prof. C.S. Mishra , Department of Humanities & Social Sciences, IIT Kharagpur. For more details on NPTEL visit http://nptel.iitm.ac.in
Views: 46755 nptelhrd
DCOMonicon for Project Portfolio Management
Managing Multiple Projects
Views: 408 DCOptima
Asset Allocation: Building a Better Balanced Portfolio (Personal Finance Symposium IV - 2012)
Presentation by Craig Israelsen, PhD, Brigham Young University at Financial Symposium IV. The symposium was held on April 25, 2012 at the University of Missouri.
Views: 95598 Mizzou HES
Evento - An Event Management Company | Profile and Presentation
Welcome to Evento - Wedding and Event Planners ------------------------------------------------------------------------- Evento Pakistan is one of the most well known event management and wedding planning company. In the period of only 8 years Evento has proudly managed to plan more than 500 weddings, more than 200 cooperate events, and more than 50 commercial events in different cities in Pakistan. Evento's specialty is our creative and professional staff, who very well understands how to meet the customer's requirement, and to make sure to fulfill all demands and give maximum output to our customer's according to our experiences. We never compromise on our client's requirements whether it's about decoration or hire a chef from other regions. We love to work with new concepts and keep up with new creative ideas.
Views: 24968 eventopak
Changepoint Overview - Business Portfolio Management
Take two minutes and learn how CrossConcept's Changepoint Professional Services Automation and New Product Development solution by Compuware can provide your organization complete visibility into projects, investments and resources that allows for informed business planning and financial control.
Views: 2557 CrossConcept
FIN 440 Portfolio Design and Management
University of North Carolina Wilmington Dr. William Sackly Finance 440 Portfolio Design and Management - Students develop skills to analyze individual securities and then focus on investment portfolio design. These skills will ultimately be applied to UNCW's real-dollar student-managed investment fund.
CFA Tutorial: Portfolio Management (Markowitz Efficient Frontier Model)
Get free 10 days CFA tutorials: http://www.edupristine.com/ca/free-10-day-course/cfa-portfolio-management/ This video covers the concept of Markowitz efficient frontier Model to calculate different portfolios when expected return & standard deviation are given. Markowitz efficient frontier Model: a Nobel Prize-winning economic model which has the potential to allow you to maximize your yield or minimize your risk for a specific combination of securities. More about CFA on: http://www.edupristine.com/ca/courses/cfa/ About EduPristine: Trusted by Fortune 500 Companies and 10,000 Students from 40+ countries across the globe, EduPristine is one of the leading Training provider for Finance Certifications like CFA, PRM, FRM, Financial Modeling etc. EduPristine strives to be the trainer of choice for anybody looking for Finance Training Program across the world. Subscribe to our YouTube Channel: http://www.youtube.com/subscription_center?add_user=edupristine Visit our webpage: http://www.edupristine.com/ca
Views: 2301 EduPristine
CFA® Tutorial: Financial Portfolio Management - Expected Risk and Expected Return Calculation
To download Portfolio Management free video bank Visit : http://www.edupristine.com/ca/free-10-day-course/cfa-portfolio-management/ http://www.edupristine.com - KickStart your CFA® prep with EduPristine. Get free consultation from our experts, drop a mail at: [email protected] CFA® is considered as the global passport to the world of finance. The CFA® Program bridges industry practice, investment theory, and ethical and professional standards to provide investment analysis and portfolio management skills. Subscribe for more updates: http://www.youtube.com/user/edupristine?sub_confirmation=1 For more videos log onto http://www.youtube.com/edupristine Find us on Facebook at https://www.facebook.com/edupristine Find us on google plus https://plus.google.com/112352201586522582395/posts Follow us on Twitter: https://twitter.com/edupristine CFA® Portfolio Management session provides the critical framework and context for subsequent Level I study sessions covering equities, fixed income, derivatives, and alternative investments. Furthermore, this study session also provide a basis for the coverage of portfolio management at Levels II and III. About EduPristine: Trusted by Fortune 500 Companies and 10,000 Students from 40+ countries across the globe, EduPristine is one of the leading Training provider for Finance Certifications like CFA®, PRM, FRM, Financial Modeling etc. EduPristine strives to be the trainer of choice for anybody looking for Finance Training Program across the world.
Views: 8498 EduPristine
Taking Product Portfolio Management  to the Next Level: First in a Series
How do you select projects and optimize portfolio value when things are risky and uncertain? The challenge: too many projects compete for limited resources. How do you select the best ones in which to invest? How do you allocate resources throughout development to feed winners and eliminate losers? Basic Project Portfolio Management (PPM) tools like scorecards, check lists and questionnaires do the job for 80% of the candidates. The other 20% need more extensive evaluation. These projects involve large investments of resources over long periods of time and there is a lot of uncertainty around technical and commercial factors critical to success. In this series of webinars, we will explore project selection, project prioritization and resource allocation drawing on the processes and tools of Advanced PPM to optimize the value returned from investments in R&D, NPD and innovation. The video is the first in a series of webinars on Advanced PPM presented by SmartOrg and SAP. Presenters in this webcast are: -Jim Brown, President, Tech-Clarity Inc. -Ian Strain, Sr. Director PLM, SAP -Don Creswell, Co-Founder, SmartOrg Inc. To see the second video in the series, click here: https://www.youtube.com/watch?v=BosemWU96-k&index=1&list=WL Want more from SmartOrg? Check out our website: http://www.smartorg.com Follow us on Twitter: https://twitter.com/smartorginc Join our LinkedIn page: https://www.linkedin.com/company/smartorg
Views: 1058 SmartOrgInc
Portfolio and risk management
An interview with professor Yacine Ait-Sahalia of Princeton University.
Views: 1269 NUS Business School
Project Portfolio Management
From http://www.stdtime.com. I was wondering if you could show me how Standard Time® handles large groups of projects or portfolios of projects. Sure. Let’s start of by going up to Tools, Projects. I think what you’re asking is you want to see areas in the Standard Time program where it handles project portfolios or groups of projects inside of a single portfolio. Right. Let’s start by going to Tools, Projects. When I click on a project over on the left-hand side you see a Portfolio field, turns out that’s a drop down. You can choose portfolios from this list to put that project into a portfolio. When you click the … button you actually see a list of your portfolios you can add and delete those or rename those as you like. You’re essentially able to go through each of your projects and put them into different portfolios. Different groups then. That’s the first step. Now once you’ve done that you’ll see some value in the product because of that. The first area that I’ll go to is the View menu and choose Project Revenue. Inside this window you’re able to see projected revenue out into the future for a year for your project. So you can choose a single project here and see the revenue for that project. This also shows them by folder and by portfolio. Click the little buttons above the project drop down and choose Development Projects, now I’ve got a group of projects. Isolate that group and see the revenue from that group of projects. Exactly. This includes all the projects within this portfolio. As you go out through the months you see the various revenue projections for that. So let’s move onto another area. Go to the View menu choose Project Resource Allocation we see another area where project portfolios can be displayed. And here in the Project Resource Allocation dialog you see where employees are scheduled to work out into the future. You can choose a project or show all projects, but you can also show a single portfolio. So you can see how heavily allocated a single project portfolio is. That is correct. That’s two areas that you’ll see some benefit from that. There are some reports in the product as well where you can group the time logs by your project portfolios. But those two areas are probably the biggest value for that. OK. Very nice! See more at: http://www.stdtime.com More like this: https://www.youtube.com/playlist?list=PL4AqOujdIooIu_023a_U7sUXvNmBhUkEA
Views: 31 ScoutwestInc
Portfolio Management
Geof Marshall, CFA, Vice-President, Portfolio Management and Portfolio Manager, DFS GIF
Your portfolio is being managed more conservatively than usual. How is this reflected in the asset allocation? The opinions expressed are those of the underlying fund manager and do not necessarily reflect those of DFS. The information provided, which may be subject to change depending on the situation, explains how the combination of underlying securities and investment strategies are used to attain the overall investment objectives of the DFS GIF -- Income and Growth -- CI Signature. Please refer to the Contract and Information Folder for a more detailed description of the Fund.
Views: 77 Desjardins
Get Started with Energy Star Portfolio Manager
This presentation is a navigation guide of Energy Star Portfolio Manager. The platform is made possible by the U.S. Environmental Protection Agency and Department of Energy. Energy Star Portfolio Manager provides tools for managing a building's consumption of energy and water. In addition to our partnership with lenders the PA SBDC network can assist your small business with: Government Marketing - http://www.pasbdc.org/government International Business - http://www.pasbdc.org/international Technology - http://www.pasbdc.org/technology Business Planning - http://www.pasbdc.org/resources/start-up Taxes - http://www.pasbdc.org/resources/taxes ...and many more topics as well! We also offer training events in person and in webinar form across the state: www.pasbdc.org/events
Views: 1504 PennsylvaniaSBDC