Перевод: с русского на английский

с английского на русский

client's portfolio

См. также в других словарях:

  • Know Your Client - KYC — A standard form in the investment industry that ensures investment advisors know detailed information about their clients risk tolerance, investment knowledge and financial position. KYC forms protect both clients and investment advisors. Clients …   Investment dictionary

  • Application Portfolio Management — IT Application Portfolio Management (APM) is a practice that has emerged in mid to large size Information Technology (IT) organizations since the mid 1990s. Application Portfolio Management attempts to use the lessons of financial portfolio… …   Wikipedia

  • Constant proportion portfolio insurance — (CPPI) is a capital guarantee derivative security that embeds a dynamic trading strategy in order to provide participation to the performance of a certain underlying asset. See also dynamic asset allocation. The intuition behind CPPI was adopted… …   Wikipedia

  • Microsoft Office Project Portfolio Server — is a project portfolio management application from Microsoft. It is part of their Enterprise Project Management suite which includes Microsoft Office Project Server. Contents 1 Versions for Windows 2 Description 3 See also …   Wikipedia

  • Fee-Only financial advisor — Fee Only financial advisors in the USA, as defined by the review materials for the Certified Financial Planner exam and the National Association of Personal Financial Advisors, are compensated solely by the client, typically achieved through a… …   Wikipedia

  • Investment Objective — A client information form used by registered investment advisors and other asset managers that aids in determining the optimal portfolio mix for the client. An investment objective survey may come in the form of a questionnaire, where the… …   Investment dictionary

  • Construction management — A two level retail store under construction in Canada (2011). Construction Project Management is the overall planning, coordination and control of a project from inception to completion aimed at meeting a client’s requirements in order to produce …   Wikipedia

  • ambulance stocks — High performance stocks recommended by a broker to a client whose portfolio has not fulfilled expectations. They either refresh the portfolio and the relationship between broker and client or they confirm the client s worst fears …   Big dictionary of business and management

  • Investing online — Investing online, or self directed investing, has become the norm for individual investors and traders over the past decade with many, if not all brokers now offering online services with unique trading platforms. Overview In the past, investors… …   Wikipedia

  • Arise Virtual Solutions — Inc., based in Miramar, Florida, is a founding provider of the homeshoring concept, a type of outsourcing in which customer service inquiries are routed to individual people working out of their homes.Founded in 1997 as WillowCSN, Arise currently …   Wikipedia

  • Fiduciary Risk — A type of risk that accounts for the possibility of a trustee/agent who is not optimally performing in the beneficiary s best interests. This does not necessarily mean that the trustee is using the beneficiary s resources for his/her own benefit; …   Investment dictionary

Поделиться ссылкой на выделенное

Прямая ссылка:
Нажмите правой клавишей мыши и выберите «Копировать ссылку»