One question we’ve been asked many times is whether ValuEngine stock ratings can be used for portfolio management or merely ...

An effective portfolio management platform helps you organize client accounts, automate routine tasks, and keep your data accurate and secure. With the right software, you can focus more on client ...

Octus, the essential credit platform for the world’s leading buy-side firms, investment banks, law firms, and advisory firms, today announces the launch of Sky Road Research Management, an integrated ...

Automated portfolio management lets investors manage their investments without constant oversight. Using algorithms, these platforms build and adjust portfolios based on the user’s goals, risk ...

This article is excerpted from IT Portfolio Management Step-by-Step: Unlocking the Business Value of Technology, by Bryan Maizlish and Robert Handler. Used with permission of the publisher John Wiley ...

Cassie is a deputy editor, collaborating with teams around the world while living in the beautiful hills of Kentucky. She is passionate about economic development and is on the board of two non-profit ...

Kayla Missman specializes in making complicated topics more approachable. She has eight years of experience in journalism, editing and marketing, allowing her to dive into interesting topics and ...

Calamos Wealth Management was born out of Calamos Investments, which now has about $36 billion in total assets. Calamos’ history dates back to the 1970s when John P. Calamos Sr. founded the firm. He ...

A survey carried out by NET2S, a consultancy specialising in capital markets technology, highlights a significant shortfall in adequate risk management in the portfolio management systems (PMS) vendor ...

BOSTON--(BUSINESS WIRE)--MFS Investment Management ® (MFS ®) is announcing changes to the portfolio management team of MFS Intermediate Income Trust (NYSE: MIN) ("the Fund"), a closed end fund.

The purpose of the Portfolio and Project Management Office (PPMO) is to provide project, program or portfolio management consulting and tools. The PPMO consists of nine core staff members with ...

It's a great alternative to mutual funds—if you can afford it Katrina Lamb, CFA, is the head of investment strategy and research for MV Financial. She has 25+ years of experience in the investment ...