المؤلفون: Lobo, Gerald J.¹ (AUTHOR), Son, Myungsoo² (AUTHOR) mson@fullerton.edu, Song, Hakjoon³ (AUTHOR)

المصدر: Journal of Accounting, Auditing & Finance. Oct2024, Vol. 39 Issue 4, p1139-1172. 34p.

مصطلحات موضوعية: *AUDITOR-client relationships, *PORTFOLIO management (Investments), *AUDITING fees, *ROLLOVERS (Finance), *LONG-term debt, *AUDITING

المصدر: United States Portfolio Management Industry Report. 2025, p1-205. 204p.

مصطلحات موضوعية: *PORTFOLIO management (Investments), *FINANCIAL management, *MARKET segmentation, *SALES, *EMPLOYMENT

مصطلحات جغرافية: UNITED States

المؤلفون: Penman, Stephen (AUTHOR) shp38@columbia.edu, Zhu, Julie (AUTHOR)

المصدر: Financial Analysts Journal. 2025, Vol. 81 Issue 1, p63-81. 19p.

مصطلحات موضوعية: *BONDS (Finance), *PORTFOLIO management (Investments), *STOCK funds, *STOCKS (Finance)

المؤلفون: Balbás, Alejandro¹ (AUTHOR) alejandro.balbas@uc3m.es, Balbás, Beatriz² (AUTHOR) beatriz.balbas@uah.es, Balbás, Raquel³ (AUTHOR) raquel.balbas@ccee.ucm.es

المصدر: Risks. Jan2025, Vol. 13 Issue 1, p16. 20p.

مصطلحات موضوعية: *PORTFOLIO management (Investments), *EXPECTED returns, *MARKET prices, *MARKET pricing, *PRICES

المؤلفون: Anel, Marcos Escobar¹ (AUTHOR) marcos.escobar@uwo.ca, Fan, Wei Li¹ (AUTHOR)

المصدر: Stochastic Models. 2025, Vol. 41 Issue 1, p85-119. 35p.

مصطلحات موضوعية: *UTILITY theory, *PORTFOLIO management (Investments), *INVESTORS, *ABNORMAL returns, ORNSTEIN-Uhlenbeck process

المؤلفون: Kwak, Se Ho (AUTHOR)

المصدر: Journal of Post Keynesian Economics. Dec2024, p1-19. 19p. 11 Illustrations.

مصطلحات موضوعية: *PORTFOLIO management (Investments), *DECISION making, *ASSETS (Accounting), *PROBABILITY theory, CRITICS

المؤلفون: Storti, Giuseppe¹ (AUTHOR), Wang, Chao² (AUTHOR) chao.wang@sydney.edu.au

المصدر: Quantitative Finance. Jan2025, p1-19. 19p. 6 Illustrations.

مصطلحات موضوعية: *PORTFOLIO management (Investments), *RETURN on assets, *VALUE at risk, *FORECASTING, PARAMETERIZATION

المؤلفون: Cetingoz, Adil Rengim¹ (AUTHOR) rengimcetingoz@gmail.com, Guéant, Olivier¹ (AUTHOR)

المصدر: Quantitative Finance. Dec2024, p1-15. 15p. 8 Illustrations.

مصطلحات موضوعية: *BUDGET, *PORTFOLIO management (Investments), *EXPECTED returns, *RETURN on assets, *RISK exposure

المؤلفون: Wu, Zhongming¹ (AUTHOR), Sun, Kexin² (AUTHOR), Ge, Zhili^1,3 (AUTHOR) 250053@njts.edu.cn, Allen-Zhao, Zhihua⁴ (AUTHOR), Zeng, Tieyong⁵ (AUTHOR)

المصدر: European Journal of Operational Research. Dec2024, Vol. 319 Issue 3, p820-833. 14p.

مصطلحات موضوعية: *PORTFOLIO management (Investments), *FINANCIAL economics, *SHORT selling (Securities), *EXPECTED returns, *STOCKS (Finance)

المؤلفون: Nielsson, Ulf^1,2,3 (AUTHOR), Press, Oliver-Alexander^1,3 (AUTHOR) op.fi@cbs.dk

المصدر: European Journal of Finance. Jan(Early) 2025, Vol. 31 Issue 1, p1-13. 13p.

مصطلحات موضوعية: *PORTFOLIO management (Investments), *MUTUAL funds, *MARKET entry, *LOANS, *MARKETING costs

المؤلفون: Thillainathana, R.¹ rthilli@gmail.com, Kee-Cheok Cheongb²

المصدر: Malaysian Journal of Economic Studies. Dec2024, Vol. 61 Issue 2, p265-289. 25p.

مصطلحات موضوعية: *PORTFOLIO management (Investments), *PUBLIC investments, *AFFIRMATIVE action programs, *PRIVATIZATION, *ASSET-liability management, *RENT seeking, MALAYS (Asian people)

المؤلفون: Abdikerimova, Samal¹ (AUTHOR), Boonen, Tim J.² (AUTHOR), Feng, Runhuan³ (AUTHOR) fengrh@sem.tsinghua.edu.cn

المصدر: Journal of Risk & Insurance. Dec2024, Vol. 91 Issue 4, p943-982. 40p.

مصطلحات موضوعية: *PORTFOLIO management (Investments), *FINANCIAL services industry, *ACTUARIAL risk, *REINSURANCE, ACTUARIAL science, FAIRNESS

المؤلفون: BARBIĆ, TAJANA¹ tbarbic@eizg.hr, ČONDIĆ-JURKIĆ, IVA² iva.condic-jurkic@croatia.rit.edu

المصدر: eFinanse. Dec2024, Vol. 20 Issue 4, p1-15. 15p.

مصطلحات موضوعية: *PORTFOLIO management (Investments), *INVESTORS, *GRANGER causality test, *INDEX mutual funds, *RETURN on assets, *VOLATILITY (Securities), *EXCHANGE traded funds

المؤلفون: Duong, Khoa Dang¹ (AUTHOR) duongdangkhoa@tdtu.edu.vn, Huynh, Tran Ngoc¹ (AUTHOR), Truong, Linh Thi Diem¹ (AUTHOR)

المصدر: International Journal of Finance & Economics. Jan2025, Vol. 30 Issue 1, p315-329. 15p.

مصطلحات موضوعية: *RATE of return on stocks, *PORTFOLIO management (Investments), *INVESTORS, *INTANGIBLE property, *INTELLECTUAL property

مصطلحات جغرافية: VIETNAM

المؤلفون: Dastkhan, Hossein¹ (AUTHOR) hdastkhan@khu.ac.ir, Saber, Hossein¹ (AUTHOR)

المصدر: Annals of Financial Economics. Dec2024, p1. 23p.

مصطلحات موضوعية: *BANKING industry, *PORTFOLIO management (Investments), *PHARMACEUTICAL industry, *PORTFOLIO diversification, *SHARPE ratio

المؤلفون: Han, Ruyue¹ (AUTHOR) han_ruyue@163.com, Li, Xingmei¹ (AUTHOR) xingmeil@163.com, Shen, Zhong¹ (AUTHOR) 120202206051@ncepu.edu.cn, Jia, Dongqing¹ (AUTHOR) 120202206320@ncepu.edu.cn

المصدر: Engineering Construction & Architectural Management (09699988). 2024, Vol. 31 Issue 12, p4872-4896. 25p.

مصطلحات موضوعية: *PORTFOLIO management (Investments), *PROBLEM solving, *BUSINESS enterprises

المؤلفون: Naveed, Muhammad^1,2 (AUTHOR) qm.naveed@outlook.com, Ali, Shoaib² (AUTHOR) Shoaibali.fin@gmail.com, Tiwari, Aviral Kumar³ (AUTHOR) aviral.eco@gmail.com

المصدر: Financial Innovation. 1/10/2025, Vol. 11 Issue 1, p1-29. 29p.

مصطلحات موضوعية: *PORTFOLIO management (Investments), *NON-fungible tokens, *FINANCIAL markets, *SYSTEM integration, *MARKETING theory, *PORTFOLIO diversification

الشركة/الكيان: ASEAN

المؤلفون: Immenkötter, Philipp¹ (AUTHOR) philipp.immenkoetter@fvsag.com

المصدر: Economists' Voice. Dec2024, Vol. 21 Issue 2, p363-370. 8p.

مصطلحات موضوعية: *PORTFOLIO management (Investments), *ARTIFICIAL intelligence, *ASSET management, MACHINE learning, ACQUISITION of data

المؤلفون: Yousefi, Hamed¹ (AUTHOR) hyousefi@drew.edu, Najand, Mohammad² (AUTHOR), Sun, Licheng² (AUTHOR)

المصدر: Accounting & Finance. Dec2024, Vol. 64 Issue 4, p3623-3656. 34p.

مصطلحات موضوعية: *PORTFOLIO management (Investments), *INVESTMENT policy, *INVESTMENT management, *EXCHANGE traded funds, *ASSET-liability management, EXEMPLARY damages, PROPENSITY score matching

المؤلفون: Martin, R. Douglas¹ (AUTHOR) martinrd3d@gmail.com, Stoyanov, Stoyan V.² (AUTHOR) stoyan.stoyanov@schwab.com, Zhao, Xinran³ (AUTHOR) zhaoxinran1228@gmail.com, Sarkar, Pushpak S.⁴ (AUTHOR) uwpushpak@gmail.com

المصدر: Journal of Portfolio Management. 2024 Quantitative Tools, Vol. 51 Issue 2, p55-77. 23p.

مصطلحات موضوعية: *PORTFOLIO management (Investments), *PORTFOLIO performance, *PROFIT & loss