The Chaifetz School’s Applied Portfolio Management course (FIN 4630) offers upper level finance students the opportunity to directly manage nearly $2.5 million in University Endowment Funds. Students ...

Portfolio management software is an essential tool for RIAs who want to manage and monitor client assets efficiently. Think of it as your firm’s command center where you keep track of client ...

Westlake Portfolio Management (WPM) is back in the business of absorbing outstanding portfolios. The subsidiary loan servicing company of Westlake Technology Holdings has entered into a servicing ...

Founder, Head of SPM Innovation and AI at Projectum, a global technology leader modernizing how companies connect strategies to execution. In today's rapidly evolving business landscape, the diversity ...

Diversification will always be a cornerstone of investing, but what that means for smart portfolio management continues to evolve. In a world of rising uncertainty, geopolitical instability and ...

Principal Financial Group® (Nasdaq: PFG), a global financial company, today announced a strategic partnership with Barings to expand the general account portfolio at Principal® through an allocation ...

Amid the whirlwind of healthcare mergers and acquisitions (M&A), it’s easy to overlook the critical early analysis of combined software applications. However, this oversight risks hindering patient ...

Investing is fundamentally an exchange of spending power today for the attainment of a goal in the future. Building a portfolio to meet these goals requires a long-term perspective, a commitment to ...

A client walks into an advisor's office with a portfolio assembled over a period of years — say, an inherited trust account, a patchwork of funds and a concentrated position in a former employer's ...

FARMINGTON, Conn.--(BUSINESS WIRE)--Horizon Technology Finance Corporation (NASDAQ: HRZN) (“HRZN” or “Horizon”), an affiliate of Monroe Capital, and a leading specialty finance company that provides ...

Decentralized finance (DeFi) might hold immense potential to solve the problems faced by traditional finance (TradFi). However, DeFi still struggles with onboarding new users -both retail and ...

In-Person Held at the Gleacher Center, 450 N. Cityfront Plaza Drive, Chicago, IL 60611. Gleacher Center, Chicago Investment Fee (in USD) Investment fee includes tuition and course materials, ...