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Wall Street & Technology
March 22, 2005
Gil Makleff |
Making the CIO's Role Viable Managing hundreds of IT projects is no easy task, but strategies such as project portfolio management (PPM) can ease the burden on CIOs.   |
CIO
May 1, 2003
Richard Pastore |
The Case for Portfolio Management If CIOs would just look at the business case for portfolio management, maybe more of them would do it. |
CIO
May 1, 2003
Todd Datz |
How to Do It Right - Portfolio Management Portfolio management is a tool with clear benefits, among them a holistic view of IT projects across the enterprise and the alignment of IT with corporate strategy. But it isn't easy. We've found some portfolio managers willing to share their secrets. |
Wall Street & Technology
January 6, 2006
Leslie Kramer |
CIO Challenge: IT Portfolio Management CIOs at financial services firms constantly are looking for ways to run their IT departments more efficiently. But figuring out a way to measure the benefits of IT portfolio management is not always obvious. |
CIO
May 1, 2003
Lorraine Cosgrove Ware |
Manage IT as a Portfolio Portfolio management compares technology investments in terms of risk and payoff to the business and then helps you prioritize investments accordingly. Survey results show that CIOs who practice IT portfolio management get a higher value from their IT dollars. |
Financial Planning
February 1, 2005
Jim Otar |
A Matter of Luck Contrary to popular opinion, there's more to portfolio success than the asset allocation decision. As an adviser, you can find peace of mind in recognizing and quantifying the luck factor for individual retirement portfolios. |
Wall Street & Technology
July 28, 2004
Gil Makleff |
Transparency in Tech Spending Transparency in spending corporate funds has been - until recently - "nice to have." The change from "nice to have" to "need to have now" has been well publicized, on the heels of fraud cases like those involving Enron and Worldcom, and it has crystallized in the form of the Sarbanes-Oxley Act of 2002. |
CIO
October 1, 2001
Scott Berinato |
Do the Math Learn how a 50-year-old technique is helping CIOs align IT and manage its value. Understand why portfolio management gives CIOs a stronger voice at the executive level. Learn why IT is no longer special -- and why you should be glad... |
InternetNews
February 9, 2004
Jim Wagner |
Mercury Offers New Project Options to CIOs The business technology optimization software vendor expands its IT governance software with dashboards, scorecards and other project-tracking tools. |
Financial Advisor
October 2005
Joel Bruckenstein |
No-Cost Retirement Planning Software A look at software: Oppenheimer-Funds Retirement Income Manager... An update on Skill Weighted Portfolio... |
Financial Advisor
September 2005
William H. Overgard |
The Cornerstone Of The Business Any successful financial adviser knows that trust is what drives the relationship with the investor and ultimately the success of the fee-based advisory business. |
CIO
June 1, 2006
Susan Cramm |
IT's Good News CIOs need to help their staffers understand that if they can hold on during the tough times, the payoff is just around the corner. |
Global Services
December 7, 2008
Chris Osentowski |
Global Sourcing Strategies Customers are conferring with their global sourcing providers to revisit their outsourcing strategies, procurement processes, transition and delivery commitments for what is expected to be a soft year. |
Insurance & Technology
May 8, 2009
Smallwood & Furtado |
The Right Projects at the Right Time By linking business strategy to business processes and then to IT investments, insurers can maximize ROI while controlling costs and remaining competitive in the marketplace. |
PHONE+
Mitchell Hershkowitz |
Best Practices for Managing Communications Services -- Phase 2: Management In the second of a three-part series exploring best practices for assisting organizations with managing their communication services, we explore the Management Phase, which includes ongoing visibility and improvement of their communication services. |
Financial Planning
July 28, 2005 |
Mutual Fund Monitor No one can know with certainty what interest rates are going to do. But understanding how various broad environments are likely to impact the investment landscape helps us make well-reasoned portfolio allocation decisions that don't depend on getting rates exactly right. |
CIO
July 15, 2002
Tracy Mayor |
A Buyer's Guide to IT Value Methodologies It's entirely possible to quantify, qualify and prioritize the ways IT contributes to the bottom line. Here's a roundup of several tools to help you do just that. |
Investment Advisor
November 2005
Andrew Gluck |
The Gluck Report, Part ii: Is the IDS PMS DOA? A late-breaking bulletin suggests that it's all over for support for the IDS portfolio management software offering for financial advisors. |
CIO
October 15, 2003
Martha Heller |
Portfolio Management A take on the nagging question that lurks within the consciousness of most CIOs: How do I know I'm working on the right projects? |
InternetNews
December 16, 2005
Jim Wagner |
Microsoft Adds Portfolio to Project Redmond plans to buy a portfolio management firm to expand its own project management software. |
CIO
June 1, 2004
Art Jahnke |
Why Is Business-IT Alignment So Difficult? CIOs cite alignment of IT and business as one of their greatest challenges. Readers discuss the problem and some solutions. |
Financial Advisor
August 2005
Fowler & Rattiner |
Averting Disaster A new archetype in financial planning is needed for individual investors. |
Financial Advisor
June 2004
Joel P. Bruckenstein |
Converting Prospects Into Clients A new online tool promises to help you do just that, but can it deliver? The platform marries a sales/client education process with a portfolio construction/portfolio management process. |
AskMen.com
September 30, 2001
Rashmikant Patel |
Beating A Market Crash Forget about specific stock analyses and trying to figure out when's a good time to get in or out of the markets. Instead, stick to the factors that you can control, because they are more likely to help you out in the long run than any uncontrollable factors like stock prices... |
Financial Advisor
July 2004
Joel P. Bruckenstein |
A Look At Perspective Partners A conventional, but customizable, Web-based approach to portfolio construction. |
CIO
August 15, 2003
Alice Dragoon |
Deciding Factors A strong, efficient governance process is practically the definition of resourcefulness. Put these governance practices to work to maximize the value of your IT projects and processes. |
CIO
July 1, 2003
Megan Santosus |
Office Discipline: Why You Need a Project Management Office Companies seeking more efficiency and tighter monitoring of IT projects are opening project management offices in growing numbers. But don't expect a quick fix, easy metrics or an immediate payback. |
The Motley Fool
May 16, 2005
Cliff Malings |
Should Coke Join Your Team? Successful portfolios are often built upon good chemistry among many assets, not a single high-flying superstar. Coke is a perfect example of a stock that can likely reduce risk within your portfolio. |
CIO
April 1, 2003
Marvin Balliet |
Getting the Twain to Meet A Merrill Lynch CFO offers four tried-and-true tools for establishing common business and technology goals. |
CIO
July 1, 2005
Susannah Patton |
Getting the Word on Portfolio Management IT leaders can benefit from portfolio management because they face pressure to cut costs while providing more services. |
The Motley Fool
April 28, 2006
Jim Gillies |
The Value of This Portfolio What's a fair value for Portfolio Recovery Associates? After all, a great story does not necessarily make a great investment. |
Financial Planning
March 1, 2005
O'Toole & Steiny |
The Perfect Process A disciplined approach to managing client assets is at the heart of financial planning. How does yours stack up? |
T.H.E. Journal
March 2005
Frederick Conway |
Electronic Portfolios and Dimensions of Learning Electronic portfolios benefit teachers and parents who can use them to easily track a student's progression. Electronic portfolios also appeal to students. |
BusinessWeek
April 17, 2006 |
Three Scenarios Variable Returns: Portfolio 1 -- 75% large cap... 25% bonds... Portfolio 2 -- 50% large cap... 25% small cap... Portfolio 3 -- 16.67% large cap... 16.67% mid cap... etc. |
The Motley Fool
August 16, 2004
Matt Logan |
Lessons From the Value Trust Legg Mason's Mary Chris Gay, talks about her investment philosophy and how she searches for promising ideas and evaluates companies for the Legg Mason Value Trust Fund. |
CFO
December 2003
Teach & Goff |
Analyze This The fundamentals of portfolio management are being applied to corporate technology assets. |
OCC Bulletin
July 1, 2004 |
Embedded Options and Long-Term Interest Rate Risk This bulletin alerts banks to the importance of measuring the cash flow and valuation risks for assets and liabilities with embedded options. |
Financial Planning
August 1, 2005
John Nersesian |
The Full Monte By presenting clients with a range of potential results before they experience them and showing them the impact of their investment choices, planners can manage clients' expectations much better than with standard linear forecasting. |
Investment Advisor
April 2006
Kathleen M. McBride |
Anything but Middling Munder's Mid-Cap Core Growth Fund's Tony Dong has prospered by finding growth wherever. |
Entrepreneur
June 2005
Dian Vujovich |
Living Large Large-cap companies are looking attractive again. |
Entrepreneur
April 2005
Dian Vujovich |
Working Assets The Calamos Growth Fund is ranked No. 1 among multi-cap growth funds. The fund manager explains how he controls risk for the portfolio. |
Entrepreneur
April 2006
Dian Vujovich |
Less Is More Quality counts more than quantity with the Janus Orion fund. |
CIO
April 1, 2004
Susan H. Cramm |
Managing IT Demand 101 Some IT professionals still haven't learned to work with the business to manage demand for IT services |
CIO
July 1, 2003
Scott Berinato |
Playing with Fire IT is late to embrace risk analysis, but without it, project portfolio management is nothing more than a fad. |
The Motley Fool
August 25, 2004 |
Asset Allocation for Retirees A helpful way to approach asset allocation is to jot down how much you have, how much you want to withdraw each year, how quickly you expect your nest egg to grow invested in your various options, and how long your money needs to last. |
Investment Advisor
August 2009
Lewis Schiff |
The Affluentialist: The Importance of Valuing the Intangible An expert appraisal helps prevent the IRS from poking into your client's affairs and challenging the valuation. |
The Motley Fool
August 18, 2004
Matt Logan |
Beat the S&P 500 Legg Mason's Mary Chris Gay talks about why the S&P crushes most fund managers and how to beat it. |
Financial Planning
January 1, 2006
Marshall Eckblad |
Bookshelf Rick Ferri's new book All About Asset Allocation shows investors how asset allocation and rebalancing into fixed asset classes can render consistent long-term results. |
CIO
May 1, 2004
Pastore & Ware |
The Best Best Practices CIO Research reveals the basic building blocks of IT as a business. |
CIO
April 15, 2002
Alex Cullen |
Don't Forget Architecture To make the most of project portfolio management, be sure to include a view of your application architecture... |
