Maximising Financial Returns Through Portfolio Management

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WHAT IS IT ABOUT?

This questionnaire is designed to explore the impact of portfolio management, asset allocation and performance on financial returns and risk utilisation. It provides a comprehensive view of how to gain maximum return in a corporate environment.

SKU: 65a81436-11f0-45b1-a059-f25f53c3cdac Category: Tags: , , , , ,
Theme:
Available in: English, Dutch, French, German, Spanish
  • The Finance department that needs to convince senior managers about the opportunity of investing
  • The Investment director responsible for driving growth
  • The CFO seeking a diversified financial portfolio
  • The Risk manager looking for ways to reduce company exposure
  • The Performance manager interested in helping their team optimise ROI
Asset Allocation
Optimise investment selection

Returns
Maximize financial gains

Performance
Analyze success

As you can see, you're not asking your respondents for opinions, satisfaction or agreement. Our scientific research has shown that these are very bad fuel for algorithms. Instead, we ask for verifiable facts or -behaviour. For further reading, you can download our AMAIZE magazine dedicated to this topic or discover the scientific papers in the Resources section.

After you have downloaded this questionnaire, you can - in your Toolbox - edit, add/delete, and translate questions & answers to your liking. Clicking the "Help me PRAIORITIZE" buttons in the Toolbox activates our A.I. to help you finish your masterpiece..

Q. What asset types do you consider when allocating investments?
  1. We simply classify assets without further analysis.
  2. We carry out fundamental analysis to create asset type weightings.
  3. We use quantitative analysis to determine optimal asset allocations.

Q. How do you measure the risk-reward ratio?
  1. We don't measure it at all
  2. We use simple metrics such as Sharpe Ratio
  3. We use integrated MCNPV analysis
The artificial intelligence creating the questionnaires for the store has been inspired by over 11.000 whitepapers from more than 100 noted consultancy firms. Algorithms selected the 20% best papers and grouped papers from different consultancy firms into specific questionnaires. Why settle for less? Here is a summary how we did it.

If you feel you need outside support after conducting your assessment, we recommend the firms that have written the below mentioned whitepapers. Not having a paper selected does NOT mean that a firm does not give good advice.
NAMETITLE PAPER
oliverwymanOW_Risk_Journal_2011_Supplier_Risk.pdf
bcgTailoring_Biopharma_Production_to_Demand_Aug12_tcm9-102185.pdf
protivitiboard-perspectives-risk-oversight-issue69-fundamentals-will-change-protiviti.pdf
cornerstoneAntitrust-Impact-Indirect-Purchaser-Class-Actions.pdf
fminetFMI_Q3_Outlook_2020.pdf
oliverwymanImproving Care for Chronic Conditions, Premier.pdf
cognizantbusiness-simplification-for-better-profitability-codex3985.pdf
oxeraExcessive-pricing.pdf.pdf
You will download so much more than a set of questions and answers. This questionnaire contains everything for the full consultancy experience:
  • Respondent profiles for a helicopter view of your audience.
  • A maturity model with which algorithms calculate a six times smarter improvement target (compared to when you leave that to a human).
  • Improvement suggestions (per question) how to move from one answer to another
  • Suggested follow-on projects. After all, moving your organization from A to B might require more than just doing an assessment.
This English questionnaire is also available in Dutch, French, German, and Spanish.

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