How to Implement Technology Portfolio Management
By: Borland Software Corporation View more from Borland Software Corporation >>
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Lean portfolio management: How to make the shift
By: Atlassian
Type: White Paper
Lean Portfolio Management (LPM) enables companies to adapt quickly to change and deliver customer value faster.
In this paper, you’ll learn about the five important shifts that portfolio managers must make as they move to a lean approach to planning, funding, and tracking product development work. You’ll also learn smart tips from Atlassian’s agile transformation specialists based on the engagements with customers they’ve helped transition to a Lean Portfolio Management approach.
Read the full paper to learn how a LPM approach positions your portfolio to rapidly respond to changing customer needs.
These are also closely related to: "How to Implement Technology Portfolio Management"
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16 Ways Dell OpenManage Helps Your Business
By: Dell Technologies & Intel®
Type: White Paper
Access this infographic that highlights the 16th generation of Dell PowerEdge servers with 16 examples of how OpenManage portfolio enhances server range.
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Fast Facts About Application Portfolio Management
By: Siemens
Type: White Paper
What do CIOs need to know about application portfolio management (APM)?
Enter this 2-page white paper, which breaks down how APM can drive digital transformation and highlights how Siemens can guide your APM efforts.
To unlock those insights, and to learn about 3 components of a low-code solution that can support application portfolio management, read on.
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MicroScope – June 2023: Take a balanced approach to security
By: MicroScope
Type: Ezine
In this issue, read about how to help customers manage their security portfolios in a world of increasingly complex systems, discover how insights are providing more opportunities for partners, and learn whether being an MSP is enjoyable or not
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Security as a service for MSP peace of mind
By: WatchGuard Technologies, Inc.
Type: White Paper
Download this portfolio to learn more about WatchGuard's managed security service solutions, which give MSPs peace of mind through better endpoint management and comprehensive protection across your entire service ecosystem.
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Project & Portfolio Management: What's new v 9.42
By:
Type: Video
Project and Portfolio Management, PPM, is continuously evolving, especially with the Agile adoption in the Enterprise. Portfolio managers are now asked to manage integrated portfolios with hybrid projects (Waterfall & Agile). PPM version 9.42 brings a new portfolio management module, including Epic and seamless integration with Agile tools. You can now create your own KPIs to measure success of the various portfolios and integrated programs and projects. These new features bring agility and more insight data, so that you can focus on what is most important for the business. In this webinar, you will learn about: • New integrated PPM Portfolio management • How to create unlimited portfolio scenarios • How to create Epics in PPM and integrate with Agile tools • New KPIs to monitor and measure portfolio strategy
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Case Study: Southern Water's centralised data team geared for silo busting
By: TechTarget ComputerWeekly.com
Type: eGuide
Southern Water has centralised its data specialists and overhauled its data management and business intelligence technology to support business decision-making at scale
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RPA vs. BPM: How are they different?
By: TechTarget ComputerWeekly.com
Type: eGuide
Robotic process automation and business process management are complementary partners in driving digital transformation initiatives. RPA has received a lot more publicity in recent years, but BPM is an essential discipline and a key enabler in scaling RPA projects. Here are the main differences between these process-oriented initiatives.
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IT4IT for Managing the Business of IT
By: TechTarget ComputerWeekly.com
Type: Essential Guide
IT4IT™ for Managing the Business of IT – A Management Guide, from The Open Group, provides best practice advice and focuses on the data and automated workflows needed to manage IT services in a lean, agile and business-focused way.
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Model Portfolio Rating Methodology Update
By:
Type: Talk
Interest in model portfolios has spiked as financial professionals increasingly turn to third-party model portfolios for outsourced investment management. How much should advisors rely on the popular models in 2021? How should asset managers utilize our ratings to enhance their model portfolio construction? Financial professionals must vigilantly navigate the Model Portfolio landscape, both its opportunities and challenges. In this webinar, join members of Morningstar’s manager research team for a panel discussion on: - Overview of the model portfolio landscape - Key trends and growth opportunities in 2021 for model portfolios - Updates to our methodology rating and evaluation process
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Morningstar UK Managed Portfolios Landscape Update - 2024
By:
Type: Talk
In this webinar, we will present key findings from Morningstar’s recently-published ‘UK Managed Portfolios Landscape 2024’ research paper, which looks at current themes in on-platform MPS, drawing on Morningstar’s UK Managed Portfolios database. Here’s what our speakers will cover: -An Introduction to the UK Managed Portfolios Database: Learn about the database and its role in our landscape report -Key Insights into Managed Portfolios: Explore allocations, underlying investments, performance, and costs. -Database Demo: Get a first hand look at the content and functionality of the UK Managed Portfolios Database
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Going big: why companies need to focus on operational analytics
By: TechTarget ComputerWeekly.com
Type: Essential Guide
This report from Capgemini Consulting shows how the search for competitive advantage has driven organisations to shift the focus of their analytical efforts to back office operations
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Direct Lens: Seamless Portfolio Construction and Analysis
By:
Type: Talk
In a fast-paced world of investment decisions, how do you go about constructing optimal portfolios and producing supporting analytics? Morningstar has recently introduced Direct Lens to modernize portfolio construction workflow with easy-to-navigate interface. Our new, user-friendly portfolio management tool also puts a multi-layer of analytics tools at your fingertips. Join our live webinar to learn: • How Direct Lens creates seamless portfolio construction process • How to view, analyze, and back-test your current portfolio • How to drill down into portfolio holdings and pull up supporting analytics Speakers: • Janet Chang, CFA, Senior Product Manager • Eric Ho, Customer Success Manager (Moderator)
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Seeking income with global equity ETFs
By:
Type: Talk
Giving investors access to a defensive equity portfolio that simultaneously provides income and manages total equity risk is becoming increasingly important as markets undergo a period of volatility and economic uncertainty. JP Morgan Asset Management uses an income-generating approach within a global equity portfolio via the JPM Global Equity Premium Income UCITS ETF (JEPG) to help investors achieve this. Join us for a webinar in collaboration with JP Morgan Asset Management portfolio managers Hamilton Reiner and Piera Elisa Grassi as they discuss the benefits that JEPG can bring to investor portfolios. Speakers: - Piera Elisa Grassi, Managing Director and Portfolio Manager, JP Morgan Asset Management - Hamilton Reiner, Managing Director and Portfolio Manager, JP Morgan Asset Management
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MicroScope – September 2023: Channel pushes on against the odds
By: MicroScope
Type: Ezine
In this issue, we take a look at the struggles and triumphs faced by the channel this year so far. Also read up on possible solutions to the skills shortage, including the opening up of STEM to a more diverse range of students, and the necessity for improving skills on the job.
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Emerging Market Equities Expert Panel
By:
Type: Talk
– Thornburg Investment Management: The enduring case for balance in emerging markets – Wasatch Global Investors: How the change landscape in semiconductors impacts EMs: the emergence of India – Mirae Asset Global Investments: Consumption driven growth and the evolution of EMs Charles Wilson - Portfolio Manager and Managing Director, Thornburg Investment Management: Charlie Wilson joined Thornburg Investment Management in 2012 as associate portfolio manager and was promoted to portfolio manager in 2014. Prior to joining Thornburg, Charlie served as co-portfolio manager for Marsico Capital Management in Denver, Colorado. He was responsible for portfolio investments across multiple strategies and geographies, with specialization in materials, energy, technology, and payments sectors. Ajay Krishnan, CFA - Portfolio Manager, Wasatch Global Investors: Ajay Krishnan joined Wasatch Global Investors in 1994 and serves on the board of directors. He is also a portfolio Manager, the head of emerging markets investing and a member of the global research team. W. Malcolm Dorson - Senior Portfolio Manager, Mirae Asset Global Investments: In his role at Mirae Asset Global Investments, Malcolm focuses on emerging markets ex-Asia. He has been managing portfolios investing in Brazil, Russia, and Emerging Europe since 2015. Prior to joining Mirae Asset, he was the lead Latin America investment analyst at Ashmore Group from 2013 to 2015.
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Portfolio Construction: Make Your Tools Work For You with Direct Lens
By:
Type: Talk
Portfolio management isn’t the same as it was 20 years ago. There are more tools, investment vehicles, and ways to access data making the portfolio construction and analysis process more challenging to navigate. Morningstar Direct Lens is a brand-new way to work with portfolios in Morningstar Direct. Direct Lens lets users create, edit, and analyze portfolios in one place, creating a more-efficient workflow and helping users see their investments more clearly than ever. During our discussion, we’ll explain: - What new and existing challenges exist within the portfolio construction workflow - How Direct Lens enhances within the portfolio construction process - How to view, analyze, and compare your current portfolio - How to drill down into portfolio exposure, risk, and holdings data
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Portfolio Construction: Make Your Tools Work For You with Direct Lens
By:
Type: Talk
Portfolio management isn’t the same as it was 20 years ago. There are more tools, investment vehicles, and ways to access data making the portfolio construction and analysis process more challenging to navigate. Morningstar Direct Lens is a brand-new way to work with portfolios in Morningstar Direct. Direct Lens lets users create, edit, and analyze portfolios in one place, creating a more-efficient workflow and helping users see their investments more clearly than ever. During our discussion, we’ll explain: - What new and existing challenges exist within the portfolio construction workflow - How Direct Lens enhances within the portfolio construction process - How to view, analyze, and compare your current portfolio - How to drill down into portfolio exposure, risk, and holdings data
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Portfolio Construction: Make Your Tools Work For You with Direct Lens
By:
Type: Talk
Portfolio management isn’t the same as it was 20 years ago. There are more tools, investment vehicles, and ways to access data making the portfolio construction and analysis process more challenging to navigate. Morningstar Direct Lens is a brand-new way to work with portfolios in Morningstar Direct. Direct Lens lets users create, edit, and analyse portfolios in one place, creating a more-efficient workflow and helping users see their investments more clearly than ever. During our discussion, we’ll explain: - What new and existing challenges exist within the portfolio construction workflow - How Direct Lens enhances within the portfolio construction process - How to view, analyse, and compare your current portfolio - How to drill down into portfolio exposure, risk, and holdings data
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Portfolio Construction: Make Your Tools Work For You with Direct Lens
By:
Type: Talk
Portfolio management isn’t the same as it was 20 years ago. There are more tools, investment vehicles, and ways to access data making the portfolio construction and analysis process more challenging to navigate. Morningstar Direct Lens is a brand-new way to work with portfolios in Morningstar Direct. Direct Lens lets users create, edit, and analyze portfolios in one place, creating a more-efficient workflow and helping users see their investments more clearly than ever. During our discussion, we’ll explain: - What new and existing challenges exist within the portfolio construction workflow - How Direct Lens enhances within the portfolio construction process - How to view, analyze, and compare your current portfolio - How to drill down into portfolio exposure, risk, and holdings data
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Building Model Portfolios within Morningstar Direct
By:
Type: Talk
Interest in model portfolios has spiked as financial advisors are pressured to do more with less. Model portfolios are a useful tool that can help advisors think strategically about portfolio management and help achieve scale to better serve their clients. Join us on April 7th where Elisa Payne, Customer Success Manager, will demonstrate the value of model portfolios for advisors. In this webinar you’ll learn: - How to build model portfolios within Morningstar Direct - How to analyze a model based on risk and return - Best practices for reporting on models within Presentation Studio
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Morningstar UK Managed Portfolios Landscape Update
By:
Type: Talk
In this webinar, we will present key findings from Morningstar’s recently-published ‘UK Managed Portfolios Landscape 2023’ research paper, which looks at current themes in on-platform MPS, viewed through the lens of Morningstar’s UK Managed Portfolios database. Here’s what our speakers will cover: Discussion of key insights into managed portfolios through the lens of their allocations, use of underlying investments, and their performance and costs. A demonstration of the content and functionality of Morningstar’s UK Managed Portfolios database.
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Explore Portfolio Diversification Strategies with Morningstar Analysts
By:
Type: Talk
How did diversified portfolios hold up in 2023? In our latest study on portfolio diversification, we found that a basic 60/40 portfolio outperformed more broadly diversified portfolios, a notable shift from 2022 trends. But what are the implications of this reversal? Do the basic arguments in favor of diversification still hold true? Join Morningstar analysts Amy Arnott, Christine Benz, and Karen Zaya as they explain the factors that led to this reversal, the implications on portfolio building for your clients, and the future of portfolio diversification. Webinar Speakers: Amy Arnott – Portfolio Strategist Christine Benz – Director of Personal Finance and Retirement Planning Karen Zaya - Manager Research Senior Analyst
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Automate Your Fund Selection Process and Build Your ESG Portfolio in Direct
By:
Type: Talk
Wish to learn how to leverage Morningstar Direct to build and customize models and portfolios to meet business and client goals, including ESG portfolios? In this webinar, we will show you how to leverage Morningstar Direct and: - Use Scorecard tools to find the best funds according to your criteria - Create a multi-manager portfolio from your selection and edit portfolio to mark a change in positions - Import from Excel to automate your process in creating model portfolio We hope you can join us.
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Automate Your Fund Selection Process and Build Your ESG Portfolio in Direct
By:
Type: Talk
Wish to learn how to leverage Morningstar Direct to build and customize models and portfolios to meet business and client goals, including ESG portfolios? In this webinar, we will show you how to leverage Morningstar Direct and: - Use Scorecard tools to find the best funds according to your criteria - Create a multi-manager portfolio from your selection and edit portfolio to mark a change in positions - Import from Excel to automate your process in creating model portfolio We hope you can join us.
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Automate Your Fund Selection Process and Build Your ESG Portfolio in Direct
By:
Type: Talk
Wish to learn how to leverage Morningstar Direct to build and customize models and portfolios to meet business and client goals, including ESG portfolios? In this webinar, we will show you how to leverage Morningstar Direct and: - Use Scorecard tools to find the best funds according to your criteria - Create a multi-manager portfolio from your selection and edit portfolio to mark a change in positions - Import from Excel to automate your process in creating model portfolio We hope you can join us.
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Digital transformation: bridging the paper and digital gap
By: TechTarget ComputerWeekly.com
Type: Analyst Report
Enterprises are increasingly turning to traditional managed print service providers to improve process efficiency across both paper and digital information, says this report from analyst group, Quocirca.
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Alfabet Portfolio Playbook: Getting Fat Returns from Lean Portfolio Management
By:
Type: Talk
As organizations face a relentless pace of change and unprecedented level of competitiveness, agility is key to survival. Organizations are looking to Lean portfolio management to align the digital product investment portfolio to business strategy, and to quickly adapt the portfolio when strategy changes. To be successful, you need to provide transparency, analytics and feedback to various stakeholders at different levels of the organization for optimal decision making. You also need clear line-of-sight from strategic direction, through investment decision, to the choice of epics and features to be implemented, including the resulting impact on business and IT. In this playbook, we look at how EA and IT portfolio management enable Lean portfolio management for enterprise agility.
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Reflection and Resolve: Maintaining Conviction in U.S. Growth
By:
Type: Video
Amid continued volatility in large-cap growth equities, join T. Rowe Price for a conversation with Portfolio Manager Paul Greene and Portfolio Specialist Craig Watson about the current dynamics of the market and where opportunities exist. Paul will discuss how he has navigated this environment and reflect on how he has positioned the portfolio during his first year as lead manager – after over a decade working on the portfolio – to capitalize on the changing growth landscape and find what he believes are the companies best positioned to lead their industries in the long-term.
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A Computer Weekly buyer's guide to modern enterprise resource planning
By: TechTarget ComputerWeekly.com
Type: eBook
The use of modern enterprise resource planning can make a business more agile. In this 14-page buyer's guide, Computer Weekly looks at how to best prepare for modernisation, the opportunity to build sustainably and how to unshackle your firm from unplanned upgrade needs.
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Portfolio Manager Perfection – is there such a thing?
By:
Type: Replay
At a time when effective portfolio management can make or break an organization’s ability to deliver on strategy, it is vital to understand the different aspects for Portfolio Management. Please join us on September 12th to discuss: •What to look for in hiring and developing a portfolio manager •How to position the role within the management structure for optimal performance •How to leverage portfolio management expertise in future career growth Andy combines exceptional industry insight with practical experience delivering strategy, which will help you understand how to build perfect portfolio management in your organization. Broadcom is collecting your personal data when you submit such information as part of the BrightTALK registration process. Your personal data is processed according to Broadcom's Privacy Policy: https://www.broadcom.com/company/legal/privacy/policy When you interact with Broadcom, this serves as your authorization to BrightTALK to provide your contact information to Broadcom in order for Broadcom to follow up on your interaction.
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Case Study: Auto Trader UK cuts IT resource use through Google Cloud, Kubernetes and Istio adoption
By: TechTarget ComputerWeekly.com
Type: eGuide
Auto Trader is the UK's biggest online marketplace for new and used car sales. Its head of infrastructure sets out how cloud, containers and microservices will help reinforce its market-leading position in the years to come
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4 key steps for deploying IoT successfully
By: TechTarget ComputerWeekly.com
Type: eGuide
People learn by examples, and starting an IoT project isn't any different. Nemertes Research Group investigated the steps that consistently lead IoT deployments to succeed. In this e-guide, you will find 4 key steps for deploying IoT successfully.
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Computer Weekly Buyer's Guide: Identity and Access Management
By: TechTarget ComputerWeekly.com
Type: eGuide
When used effectively, identity and access management can streamline business processes. In this 17-page buyer's guide, Computer Weekly looks at the challenges it can bring large companies, the implications of cloud and how to pick the right service for your firm.
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Japan Equities - Is Japan Growth entering a new golden area?
By:
Type: Video
In this webinar Portfolio Manager Richard Kaye discuss his views of the market environment and outlook. He will also provide a review of the funds performance and current portfolio positioning.
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Strategies to get your digital transformation back on track
By: ServiceNow
Type: White Paper
Struggling with your digital transformation? In this 9-page white paper, discover 4 best practices to get it back on track – from proactive planning to optimizing technology spend.
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Protection: a price worth paying
By:
Type: Replay
Will McIntosh-Whyte, Multi-asset fund manager, will present on protecting multi-asset portfolios in a lower yield environment, and what tools are available for sustainable portfolios
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ESG - Climate change and decarbonisation of portfolios
By:
Type: Talk
Join Octo host John Lappin Octo contributor and guests including Graham Brady, Head of Sustainabilty at Downing LLP, Cornelia Furse, Portfolio Manager at Fidelity International, Velislava Dimitrova, Portfolio Manager at Fidelity International and David Osfield, Global Fund Manager at EdenTree as they discuss climate change and decarbonisation of portfolios. Join the experts as they debate the questions being asked by the industry including: Some firms make bold claims about reducing their carbon footprint (Net-zero by 2050), so find out how are fund managers decarbonising their portfolios? Did COP26 deliver on its promise of building back better? How will the fund industry respond to the challenge to reallocate capital? What does a "just transition to a low carbon economy" mean for you? Climate change is now consecrated as one of the main drivers of macroeconomic and geopolitics for the 21 st century, what does that mean for you and your clients? Join the experts as they debate climate change and decarbonisation of portfolios.
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Ask the Manager with Andrew Millington
By:
Type: Talk
Andrew Millington, Head of UK Equities, provides his insights on the current opportunity set in UK equities before opening the floor to questions. This series of events will be your opportunity to reach out directly to our portfolio managers and ask them any questions that you may have on markets, portfolio positioning and our views going forward. The sessions will take place once a month, and will see a host of our portfolio managers providing insight on market developments in the context of their respective funds.
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Ask the Manager with Andrew Millington
By:
Type: Talk
Andrew Millington, Head of UK Equities, provides his insights on the current opportunity set in UK equities before opening the floor to questions. This series of events will be your opportunity to reach out directly to our portfolio managers and ask them any questions that you may have on markets, portfolio positioning and our views going forward. The sessions will take place once a month, and will see a host of our portfolio managers providing insight on market developments in the context of their respective funds.
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Ask the Manager with Andrew Millington
By:
Type: Talk
Andrew Millington, Head of UK Equities, provides his insights on the current opportunity set in UK equities before opening the floor to questions. This series of events will be your opportunity to reach out directly to our portfolio managers and ask them any questions that you may have on markets, portfolio positioning and our views going forward. The sessions will take place once a month, and will see a host of our portfolio managers providing insight on market developments in the context of their respective funds.
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Unify Portfolio Planning with Lean Thinking
By:
Type: Replay
In this webinar, you’ll learn about optimizing your business while starting to shape the future. Here’s how to invest your money in all the right places: Learn how application portfolio management is changing in a “cloud-first” world See how ITBM does this via application portfolio management by mapping business capabilities to strategy Learn how to unify all the planning that occurs in an organization between business owners, application portfolio professionals, finance, and the PMO
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Why Invest in Listed Real Estate in an Inflationary Environment
By:
Type: Talk
We are pleased to share with you the details to join our upcoming webinar titled “Why Invest in Listed Real Estate in an Inflationary Environment”. Our investment team will share the benefits of allocating to listed real estate within a diversified portfolio in today's inflationary and interest rate market environment. Speaker: Frederic Tempel, Head of Investment Team Francois Xavier Aubry, Senior Portfolio Manager Salma Baho, Senior Portfolio Manager Nabil Barre. Senior Listed Real Estate Portfolio Specialist Moderator: Marion Redel, Head of Private Wealth
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Comgest - Global Equities webinar
By:
Type: Video
Portfolio Manager Alexandre Narboni shares his views of the market environment and outlook in our 35-minute webinar. He also provides a review of the strategy's performance and current portfolio positioning.
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Application Portfolio Management & CDSM
By:
Type: Replay
Application Portfolio Management enables enterprise architects to view the application landscape and how it ties to the business portfolio. Watch how the new Enterprise Architecture Workspace ties into the CSDM and provides insights to view the entire application portfolio in one place. Learn: -How the home page displays the entire application, technology and business portfolio in one central location to provide insights -How to relate business applications with digital integrations -How CSDM and APM align to understand the lifecycle of the vendor for business applications
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Application Portfolio Management & CDSM
By:
Type: Replay
Application Portfolio Management enables enterprise architects to view the application landscape and how it ties to the business portfolio. Watch how the new Enterprise Architecture Workspace ties into the CSDM and provides insights to view the entire application portfolio in one place. Learn: -How the home page displays the entire application, technology and business portfolio in one central location to provide insights -How to relate business applications with digital integrations -How CSDM and APM align to understand the lifecycle of the vendor for business applications
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A Computer Weekly buyer's guide to Automating business processes
By: TechTarget ComputerWeekly.com
Type: eGuide
Automating business processes can save time and money. In this 15-page buyer's guide, Computer Weekly looks at how BPA can expand into new areas, the opportunities artificial intelligence has to offer and why it's so important to assess what's working optimally.
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Collaboration software in the era of Gen-Z
By: TechTarget ComputerWeekly.com
Type: eGuide
In this e-guide, learn how Microsoft is dominating the Software-as-a-Service space thanks to its strength in collaboration software and how the new generation of collaboration software could be stoking communication overload. Also, check out our chart comparing Slack, Microsoft Teams and Spark.
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EM Equities: Three Investment Approaches, Three Experts
By:
Type: Talk
GMO: Value driven, quant, country/sector focused Thornburg: Core, concentrated portfolio, high conviction Sands Capital: Growth, concentrated portfolio, high conviction Arjun Divecha is head and founder of GMO’s Emerging Markets Equity team. He is also a member of the GMO Board of Directors. Prior to joining GMO in 1993, he spent 12 years at BARRA directing software development, marketing, client service and emerging markets R&D. Mr Divecha holds a Bachelor of Technology in Aeronautical Engineering from the Indian Institute of Technology, Bombay and an MBA in Finance from Cornell University. Charles Wilson is portfolio manager and managing director, Thornburg Investment Management. Mr Wilson joined the firm in 2012 and was promoted to portfolio manager in 2014. Prior to joining Thornburg, he served as co-portfolio manager for Marsico Capital Management in Denver, where he was responsible for investments across multiple strategies and geographies, specialising in materials, energy, technology, and payments sectors. Mr Wilson holds a BS in geology from the University of Arizona and a PhD in geophysics from the University of Colorado. Brian Christiansen, CFA, is research analyst, senior co-portfolio manager of the Sands Capital Emerging Markets Growth and Global Growth strategies, and executive managing director, providing strategic leadership across the firm. Mr Christiansen joined Sands Capital in 2006 and in 2007 began a full-time MBA program at the Yale School of Management while continuing to work as a Research Associate on a part-time basis. On completion of his MBA, Mr Christiansen joined the Global Life Sciences Sector Team as a research analyst. In 2011, he took on the role of co-portfolio manager of the Emerging Markets Growth strategy; he was promoted to senior portfolio manager in 2017 and, in 2018, was named executive management director. He joined the Global Growth portfolio management team in 2020.