Portfolio management: The definition problem
FINANCIAL TECHNOLOGY INTERNATIONAL YEARBOOK 2003
It may seem churlish but defining what we mean by “portfolio management” is an essential prerequisite to discussing it. The terms “order management system” and“portfolio accounting system” are often used synonymouslywith “portfolio management system” (PMS). Also, theseterms have different interpretations in the US and Europe.Internally at Beauchamp, we discipline ourselves to beunambiguous and clear as to what we mean. In keeping withthis, we define portfolio management as:
“The set of
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