Slide share six step cycle

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The document outlines a six step investment management process: 1) fact finding and risk profiling, 2) researching solutions, 3) developing reports, 4) providing personal recommendations, 5) arranging products, and 6) monitoring and reviewing investments. It then provides an organizational chart showing how an investment adviser works with multiple fund managers to implement an asset allocation strategy and report to the client.

Six Service Steps

2. Research
Solutions

3. Develop
Reports

Six Service Steps

6. Monitor & 2. Research
Review Solutions

5. Arrange 3. Develop
Products Reports

Six Service Steps
1. Fact Finding /
Risk Profiling

4. Personal
Recommendations

Six Service Steps
1. Fact Finding /
Risk Profiling

Six Service Steps
1. Fact Finding /
Risk Profiling

2. Research
Solutions

Six Service Steps
1. Fact Finding /
Risk Profiling

2. Research
Solutions

3. Develop
Reports

Six Service Steps
1. Fact Finding /
Risk Profiling

2. Research
Solutions

3. Develop
Reports

4. Personal
Recommendations

Six Service Steps
1. Fact Finding /
Risk Profiling

2. Research
Solutions

5. Arrange 3. Develop
Products Reports

4. Personal
Recommendations

Six Service Steps
1. Fact Finding /
Risk Profiling

6. Monitor & 2. Research
Review Solutions

5. Arrange 3. Develop
Products Reports

4. Personal
Recommendations

Investment Strategy & Management
1. Report to Client

6. Monitor & 2. Research
Review Solutions
Adviser
5. Arrange 3. Develop
Products Reports

4. Asset Allocation

Fund Manager A Fund Manager B Fund Manager C Fund Manager D

Investment Strategy & Management

Report to Client

Adviser

4. Asset Allocation

Fund Manager A Fund Manager B Fund Manager C Fund Manager D

Investment Strategy & Management

Report to Client

Adviser

Asset Allocation

Fund Manager A Fund Manager B Fund Manager C Fund Manager D

Investment Strategy & Management

Report to Client

Adviser

Asset Allocation

Fund Manager Fund Manager Fund Manager Fund Manager

Investment Strategy & Management
Research
Solutions

Report to Client

Adviser

Asset Allocation

Fund Manager A Fund Manager B Fund Manager C Fund Manager D

Investment Strategy & Management
Research
Solutions

Report to Client
Develop Reports

Adviser

Asset Allocation

Fund Manager A Fund Manager B Fund Manager C Fund Manager D

Investment Strategy & Management
Research
Solutions

Report to Client
Develop Reports

Adviser Arrange Products

Asset Allocation

Fund Manager A Fund Manager B Fund Manager C Fund Manager D

Investment Strategy & Management
Research
Solutions

Report to Client
Develop Reports

Adviser Arrange Products

Asset Allocation Monitor / Review

Fund Manager A Fund Manager B Fund Manager C Fund Manager D

The document discusses the key features and components of investment strategy reports provided by Sinergi Management. It outlines their six step process for managing investments including fact finding, research, report development, recommendations, arranging products, and monitoring. It provides examples of tactical asset allocation strategies and how these can improve portfolio performance. The document also highlights the features included in their manager reports such as comparative trends, fund exposures, heatmaps, and commentary.

Doug Personal

DougPM

Rating monitoring of the receivables portfolio

omnigrade

OmniGrade is a rating monitoring agency that provides regular assessments of receivables portfolios to evaluate their quality and risk of losses. The document discusses how rating monitoring addresses key questions about a portfolio's quality and value. It also outlines the ratings assigned during monitoring from A* to D based on quality and risk levels. Regular rating assessments help management address issues and provide arguments to creditors and investors about the portfolio's stability.

Escp entrepreneurship society from ideas to succes

EntrepreneurshipSociety

Founded in 2011 by current ESCP Europe students, the student-‐led ESCP Entrepreneurship Society aims at raising awareness of topics such as startups, innova:on and venture capital. Our objecNve is to foster the entrepreneurial spirit among ESCP Europe students providing business insights and experiences to inspire and strengthen tomorrow's business ideas. Our events and workshops gather successful entrepreneurs, business angels, VC and incubators within a unique academic environment of ambiNous wannabe-‐entrepreneurs.

a-blog cms初心者がテンプレート作るまでgirigiribauer

International Bus Service Presentation

University of Florida Student Government

The international student bus route was created by Student Government to address transportation issues faced by international students arriving in Gainesville. The previous bus route did not operate during off terms, leaving students stranded at the airport and unable to find lodging. The new route operates not only during the week but also weekends, taking students from the airport to campus as well as nearby housing complexes. It will run from 9am to 12:15am on weekdays and 1pm to 12:15am on weekends. Students will present their I-20 forms instead of UF IDs since they have not received them yet.

Optima 1.7

XOSE1981

Library West Late Night Study Stats

University of Florida Student Government

- The document provides survey results from 202 surveys collected on October 10th and 24th, 2012. - 99% of respondents were UF students, with most being undergraduates and the largest group being seniors. - Over 60% of students spent 1-5 hours per week on academic activities, with studying being the most common activity. - 87% felt academic activities were very or important. - The most popular majors represented were Biology, Accounting, and Psychology. - 66% preferred tests to be spread throughout the semester rather than at set times.

The document provides an overview of Module 1 of a Certified Financial Planner certification program. It discusses the concepts of financial planning, the financial planning process which involves 6 steps, objectives of financial planning such as emergency funding and retirement planning, how to make financial planning effective, and the responsibilities of both the client and financial planner in the planning engagement.

Brantley.wayne

NASAPMC

This document introduces the return on investment (ROI) methodology for measuring the value of project management. It discusses why measuring value is important, as most projects are over budget and behind schedule. The ROI methodology provides a 10-step process for conducting an evaluation, including planning objectives, collecting data during and after implementation, analyzing data, calculating costs and benefits, and reporting results. Implementing ROI can help justify budgets, improve processes, and show how project management contributes to business goals.

Agile Portfolio Management Planning Strategic Business Plan

SlideTeam

This complete deck can be used to present to your team. It has PPT slides on various topics highlighting all the core areas of your business needs. This complete deck focuses on Agile Portfolio Management Planning Strategic Business Plan and has professionally designed templates with suitable visuals and appropriate content. This deck consists of total of eleven slides. All the slides are completely customizable for your convenience. You can change the colour, text and font size of these templates. You can add or delete the content if needed. Get access to this professionally designed complete presentation by clicking the download button below. http://bit.ly/2SigQg2

Product development maturity assessment

Demand Metric

The document provides a self-assessment of an organization's product development maturity. It recommends improving capabilities in four key areas: 1) defining a product strategy aligned with business goals; 2) establishing clear development phases and checkpoints; 3) balancing the project portfolio and cutting low-value projects; and 4) strengthening skills through training and cross-functional teams. Completing the assessment identifies strengths to build on and actions to enhance the product development process.

NFP Strategic Initiatives Process 2012

chaberkorn

This document outlines the strategic initiatives process used by an organization. It involves four main stages: initiation, planning, execution, and exit. In the initiation stage, a business case is developed. In the planning stage, a project charter and plan are created defining objectives, resources, and milestones. Projects are then executed according to the plan, with regular status reports. Finally, upon completion, a financial audit is performed and lessons learned are documented.

Agile Portfolio Management Planning Strategic Business Plan

SlideTeam

The document outlines an agile portfolio management framework with 5 steps: 1) eliminate unhealthy projects through cost/benefit analysis, 2) break down projects into smaller targets, 3) manage proper kickoff plans for each phase, 4) divide work according to team competence, and 5) manage all project phases. It also discusses strategic assessment, direction setting, project selection and prioritization, planning, delivery, and feedback behaviors for agile portfolio management.

Lean Administration And Fast Closing

ggiacoma

The document describes a Lean Administration & Fast Closing project methodology to improve financial processes. The methodology involves 4 steps: 1) Project Initiation to define scope and goals. 2) "As Is" Analysis to map current processes and identify opportunities. 3) Design a roadmap to prioritize and validate improvements. 4) Implementation of changes, monitoring progress, and identifying additional opportunities. The goal is to enhance efficiency, quality, and value of financial activities like forecasting, closing, and reporting.

Управление проектами, Стандарты PMI: время фундаментальных изменений

Vadim Bogdanov PMP, PfMP, MVP, MCT, MCTS

The document discusses the role of research in developing project management standards. It notes that PMI standards are now informed by research to ensure they are evidence-based. The standards portfolio includes standards for portfolio, program, and project management as well as the PMBOK Guide, lexicon, and OPM3. Participation in the standards development process is open to all interested parties.

Portfolio management perspectives on governance and risk- two big challenges

Association for Project Management

1) The document discusses portfolio management perspectives on governance and risk from two guest specialists - Lynne Ratcliffe from Yorkshire Building Society and Paul Morgan from SABMiller. 2) Lynne Ratcliffe discusses Yorkshire Building Society's approach to portfolio governance, including risk management processes, benefits management frameworks, and flexible governance based on assessment of complexity, capability and impact. 3) Paul Morgan outlines SABMiller's governance process involving demand approval and project delivery, underpinned by delegated authority levels to keep decision making relevant. He emphasizes accurate demand and project forecasting to provide a clear portfolio financial view.

Wayne.brantley

NASAPMC

The document discusses 5 keys to successful project management: 1) Obtain good requirements, 2) Perform detailed project planning, 3) Do risk management, 4) Lead the project team, and 5) Create an organizational culture that supports project management. It provides details on each of the 5 keys, emphasizing the importance of requirements gathering, planning, risk management, leadership, and developing an organizational culture and maturity for supporting projects.

Keynote on Financial Services Analytics - Presented aug 2011

Fitzgerald Analytics, Inc.

The document discusses challenges facing the financial services industry and how analytics can help address them. It outlines five trends creating difficulties: 1) slowing growth, 2) increased regulation, 3) shifting customer behavior, 4) heightened risk management needs, and 5) new competitors. It then presents a methodology using causal clarity and five profit engines to help companies adapt: 1) customer lifetime value analysis, 2) customer retention, 3) cross-selling, 4) marketing ROI, and 5) new product design. Finally, it stresses the importance of integrating these analytical approaches rather than using them in isolation.

Analytics in financial services - practical methods that convert data to dol...

fitzgeraldanalytics2

The document discusses challenges facing the financial services industry and how analytics can help address them. It outlines five trends creating difficulties: 1) slowing growth, 2) increased regulation, 3) shifting customer behavior, 4) heightened risk management needs, and 5) new competitors. It then presents a methodology using causal clarity and five profit engines to help companies adapt: 1) customer lifetime value analysis, 2) customer retention, 3) cross-selling, 4) marketing ROI, and 5) new product design. The talk emphasizes integrating these analytically-driven engines to magnify their impact in overcoming industry challenges.

Dual track-process-Aarthi

Aarthi Srinivasan

The document describes Dual-track Scrum, a two-phased agile process consisting of discovery and delivery phases. In the discovery phase, problems are defined and assumptions validated through customer interviews, prototypes, and testing. This phase addresses issues like lack of innovation and surprises in production. The delivery phase then releases software, conducting A/B tests, measuring KPIs, and deciding to pivot or persevere. Stakeholders from various functions are involved at different stages, and the process uses techniques like story mapping, iteration planning, and usability testing to balance short and long-term goals.

Contract Solutions: Consulting

Tim Keelan

This document summarizes the services of Continuous Improvement Consulting. They provide a 3-5 week engagement to measure a company's current IVR and call center performance, analyze it to identify improvement opportunities, and improve it by providing actionable recommendations with a guaranteed identification of cost savings. Their systematic approach includes assessing the current state, identifying challenges, and recommending process, technology, and personnel changes to increase self-service and reduce costs.

生技社團專案管理講座（二）

Wayne Wei

The document discusses a lecture on project management. It provides an overview of the 9 knowledge areas and 44 project processes from the PMBOK. The knowledge areas covered are integration, scope, time, cost, quality, human resources, communication, risk, and procurement. For each knowledge area, the key processes involved are summarized. The document also provides a diagram mapping the project lifecycle stages of initiating, planning, executing, monitoring/controlling, and closing to the interactions between the customer, project manager, and project team.

07 Ace 2010 Aras Innovator For Quality Systems

Prodeos

This document discusses how Aras Innovator can be used to facilitate an organization's ISO quality system. It provides examples of how key ISO elements like audits, corrective actions, preventative actions, and management reviews can be modeled using different Aras Innovator item types and classifications. The document argues that properly implementing Aras Innovator allows an organization to manage the linkages and interfaces between different business processes required by ISO. It also outlines some common obstacles to aligning systems like PLM and ERP with quality requirements, but argues the benefits of doing so outweigh these challenges.

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Wealthplanned! Financial Plannning and Wealth Management software

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一比一原版(GWU,GW毕业证)加利福尼亚大学|尔湾分校毕业证如何办理

obyzuk

GWU,GW毕业证录取书【微信95270640】一比一伪造加利福尼亚大学|尔湾分校文凭@假冒GWU,GW毕业证成绩单+Q微信95270640办理GWU,GW学位证书@仿造GWU,GW毕业文凭证书@购买加利福尼亚大学|尔湾分校毕业证成绩单GWU,GW真实使馆认证/真实留信认证回国人员证明全套服务：加利福尼亚大学|尔湾分校加利福尼亚大学|尔湾分校毕业证成绩单真实回国人员证明 #真实教育部认证。让您回国发展信心十足#铸就十年品质！信誉！实体公司！可以视频看办公环境样板如需办理真实可查可以先到公司面谈勿轻信小中介黑作坊！可以提供加利福尼亚大学|尔湾分校钢印 #水印 #烫金 #激光防伪 #凹凸版 #最新版的毕业证 #百分之百让您绝对满意印刷DHL快递毕业证 #成绩单7个工作日真实大使馆教育部认证1个月。为了达到高水准高效率请您先以qq或微信的方式对我们的服务进行了解后如果有加利福尼亚大学|尔湾分校加利福尼亚大学|尔湾分校毕业证成绩单帮助再进行电话咨询。国外毕业证学位证成绩单如何办理： 1客户提供办理信息：姓名生日专业学位毕业时间等（如信息不确定可以咨询顾问：我们有专业老师帮你查询）； 2开始安排制作加利福尼亚大学|尔湾分校毕业证成绩单电子图； 3毕业证成绩单电子版做好以后发送给您确认； 4毕业证成绩单电子版您确认信息无误之后安排制作成品； 5成品做好拍照或者视频给您确认； 6快递给客户（国内顺丰国外DHLUPS等快读邮寄）。口水苦涩无比山娃一边游泳一边念念不忘那元门票尤令山娃气愤的是泳池老板居然硬让父亲买了一大一小二条巴掌般大的裤衩衩走出泳池山娃感觉透身粘粘乎乎散发着药水味有点痒山娃顿时留恋起家乡的小河潺潺活水清凉无比日子就这样孤寂而快乐地过着寂寞之余山娃最神往最开心就是晚上无论多晚多累父亲总要携山娃出去兜风逛夜市流光溢彩人潮涌动的都市夜生活总让山娃目不暇接惊叹不已父亲老问山娃想买什么想吃什么山娃知道父亲赚钱很辛苦在

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"Does Foreign Direct Investment Negatively Affect Preservation of Culture in the Global South? Case Studies in Thailand and Cambodia." Do elements of globalization, such as Foreign Direct Investment (FDI), negatively affect the ability of countries in the Global South to preserve their culture? This research aims to answer this question by employing a cross-sectional comparative case study analysis utilizing methods of difference. Thailand and Cambodia are compared as they are in the same region and have a similar culture. The metric of difference between Thailand and Cambodia is their ability to preserve their culture. This ability is operationalized by their respective attitudes towards FDI; Thailand imposes stringent regulations and limitations on FDI while Cambodia does not hesitate to accept most FDI and imposes fewer limitations. The evidence from this study suggests that FDI from globally influential countries with high gross domestic products (GDPs) (e.g. China, U.S.) challenges the ability of countries with lower GDPs (e.g. Cambodia) to protect their culture. Furthermore, the ability, or lack thereof, of the receiving countries to protect their culture is amplified by the existence and implementation of restrictive FDI policies imposed by their governments. My study abroad in Bali, Indonesia, inspired this research topic as I noticed how globalization is changing the culture of its people. I learned their language and way of life which helped me understand the beauty and importance of cultural preservation. I believe we could all benefit from learning new perspectives as they could help us ideate solutions to contemporary issues and empathize with others.

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Slide share six step cycle

1. Sinergi Management Limited

2. Six Service Steps

3. Six Service Steps 2. Research Solutions 3. Develop Reports

4. Six Service Steps 6. Monitor & 2. Research Review Solutions 5. Arrange 3. Develop Products Reports

5. Six Service Steps 1. Fact Finding / Risk Profiling 4. Personal Recommendations

6. Six Service Steps 1. Fact Finding / Risk Profiling

7. Six Service Steps 1. Fact Finding / Risk Profiling 2. Research Solutions

8. Six Service Steps 1. Fact Finding / Risk Profiling 2. Research Solutions

9. Six Service Steps 1. Fact Finding / Risk Profiling 2. Research Solutions 3. Develop Reports

10. Six Service Steps 1. Fact Finding / Risk Profiling 2. Research Solutions 3. Develop Reports

11. Six Service Steps 1. Fact Finding / Risk Profiling 2. Research Solutions 3. Develop Reports 4. Personal Recommendations

12. Six Service Steps 1. Fact Finding / Risk Profiling 2. Research Solutions 5. Arrange 3. Develop Products Reports 4. Personal Recommendations

13. Six Service Steps 1. Fact Finding / Risk Profiling 6. Monitor & 2. Research Review Solutions 5. Arrange 3. Develop Products Reports 4. Personal Recommendations

14. Six Service Steps 1. Fact Finding / Risk Profiling 6. Monitor & 2. Research Review Solutions 5. Arrange 3. Develop Products Reports 4. Personal Recommendations

15. Six Service Steps 1. Fact Finding / Risk Profiling 6. Monitor & 2. Research Review Solutions 5. Arrange 3. Develop Products Reports 4. Personal Recommendations

16. Investment Strategy & Management 1. Report to Client 6. Monitor & 2. Research Review Solutions Adviser 5. Arrange 3. Develop Products Reports 4. Asset Allocation Fund Manager A Fund Manager B Fund Manager C Fund Manager D

17. Investment Strategy & Management Report to Client Adviser 4. Asset Allocation Fund Manager A Fund Manager B Fund Manager C Fund Manager D

18. Investment Strategy & Management Report to Client Adviser Asset Allocation Fund Manager A Fund Manager B Fund Manager C Fund Manager D

19. Investment Strategy & Management Report to Client Adviser Asset Allocation Fund Manager A Fund Manager B Fund Manager C Fund Manager D

20. Investment Strategy & Management Report to Client Adviser Asset Allocation Fund Manager A Fund Manager B Fund Manager C Fund Manager D

21. Investment Strategy & Management Report to Client Adviser Asset Allocation Fund Manager A Fund Manager B Fund Manager C Fund Manager D

22. Investment Strategy & Management Report to Client Adviser Asset Allocation Fund Manager Fund Manager Fund Manager Fund Manager

23. Investment Strategy & Management Report to Client Adviser Asset Allocation Fund Manager A Fund Manager B Fund Manager C Fund Manager D

24. Investment Strategy & Management Report to Client Adviser Asset Allocation Fund Manager A Fund Manager B Fund Manager C Fund Manager D

25. Investment Strategy & Management Report to Client Adviser Asset Allocation Fund Manager A Fund Manager B Fund Manager C Fund Manager D

26. Investment Strategy & Management Report to Client Adviser Asset Allocation Fund Manager A Fund Manager B Fund Manager C Fund Manager D

27. Investment Strategy & Management Report to Client Adviser Asset Allocation Fund Manager A Fund Manager B Fund Manager C Fund Manager D

28. Investment Strategy & Management Research Solutions Report to Client Adviser Asset Allocation Fund Manager A Fund Manager B Fund Manager C Fund Manager D

29. Investment Strategy & Management Research Solutions Report to Client Adviser Asset Allocation Fund Manager A Fund Manager B Fund Manager C Fund Manager D

30. Investment Strategy & Management Research Solutions Report to Client Develop Reports Adviser Asset Allocation Fund Manager A Fund Manager B Fund Manager C Fund Manager D

31. Investment Strategy & Management Research Solutions Report to Client Develop Reports Adviser Arrange Products Asset Allocation Fund Manager A Fund Manager B Fund Manager C Fund Manager D

32. Investment Strategy & Management Research Solutions Report to Client Develop Reports Adviser Arrange Products Asset Allocation Monitor / Review Fund Manager A Fund Manager B Fund Manager C Fund Manager D

33. Sinergi Management Thank You

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