• General

    Investment Management Using Portfolio Management Software

    Investment Management denotes the management of different securities as well as assets in a professional manner, in order to meet some specified goals of Investors. Securities commonly refer to stocks, shares, bonds etc., whereas assets may include real estate, jewelry as well. Investors can be either institutions like corporations or insurance companies; or private investors like individuals. Therefore, an Investment Portfolio can be defined as the list of financial investments held by the investor taken up collectively. Investment Portfolio Management therefore refers to the process by which an investment portfolio is accessed and maintained. There are several professionals who specialize in this function. Now, along with theses professionals, more and…

  • General

    Investment Management – How Do You Measure Risks?

    As financial planners, one of our key roles with investment management is to evaluate and manage risks with the investments of our clients. This article shows the different types of investment risk that you need to look out for when evaluating whether to make an investment. When making an investment you need to consider all these aspects. You cannot evade risk, but if you understand it you will have a better chance of achieving your financial planning goals. We measure risk through a combination of due diligence, and quantification using statistical analysis. If you are not an experienced investor you may ignore these areas, which could mean that you take more risk than…

  • General

    Gatekeepers: 10 Tips for More Sales Lead Conversations

    How many times did your sales team try to contact a company they felt would be an ideal client for X,Y,Z reasons, but were never able to get past the receptionist? Even though some sales people seem to have found the secret or magic formula to get to speak to the relevant contact, the majority of sales calls usually end up being stopped after a few seconds. However, in the hustle and bustle of today’s busy business markets how to handle Gatekeepers has never been more paramount to the success of any sales executive in their bid to persuade a prospect to purchase their goods and/or services. Very well trained…