Whether you're an individual investor or a portfolio manager, the right portfolio management software can make a huge difference. The best software provides valuable tools to help you better analyze ...

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 ...

We independently evaluate all of our recommendations. If you click on links we provide, we may receive compensation. Michael is a former senior editor of investing and trading products for ...

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 ...

Founder, Head of SPM Innovation and AI at Projectum, a global technology leader modernizing how companies connect strategies to execution. The transition from traditional project portfolio management ...

Artificial intelligence is reshaping how everyday investors build, monitor, and optimize portfolios. What used to require a human advisor, time-consuming ...

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, ...