Portfolio
101Portfolio manager — A portfolio manager is a person who makes investment decisions using money other people have placed under his or her control. In other words, it is a financial career involved in investment management. They work with a team of analysts and… …
102Portfolio Turnover Ratio — Die Portfolio Turnover Ratio (Besser: Portfolio Turnover Rate, Abkürzung: PTR) gibt an, wie viele Transaktionen auf Basis einer meistens jährlichen Berechnung im Vermögen eines Investmentfonds oder eines Wertpapierportfolios vorgenommen wurden.… …
103Portfolio Management — The art and science of making decisions about investment mix and policy, matching investments to objectives, asset allocation for individuals and institutions, and balancing risk against performance. Portfolio management is all about strengths,… …
104Portfolio Manager — The person or persons responsible for investing a mutual, exchange traded or closed end fund s assets, implementing its investment strategy and managing the day to day portfolio trading. The portfolio manager is one of the most important factors… …
105Portfolio Plan — An investment strategy applied to a personal or corporate portfolio that determines its general purpose and constraints. Once a portfolio plan has been determined, investments adhering to the plan are bought and sold accordingly. Individual… …
106Portfolio Runoff — A decrease in the assets of a mortgage backed securities portfolio due to the prepayment of the securities held in that portfolio. It is risk these portfolios face, which can lead to pre payment risk and that usually forces the fund to reinvest… …
107portfolio insurance — A strategy using a leveraged portfolio in the underlying stock to create a synthetic put option. The strategy s goal is to ensure that the value of the portfolio does not fall below a certain level. Bloomberg Financial Dictionary Method that… …
108portfolio restructuring — Applies to derivative products. Recomposition of a portfolio s asset mix by selling off undesired asset types ( equities ( equity), debt, or cash) or specific securities within that class, while simultaneously buying desired types or securities.… …
109portfolio worker — UK / US noun [countable] Word forms portfolio worker : singular portfolio worker plural portfolio workers business someone who has skills and experience in a number of different areas …
110Portfolio company — A portfolio company is a company or entity in which a venture capital firm or buyout firm invests. All of the companies currently backed by a private equity firm can be spoken of as the firm’s portfolio …
