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PORTFOLIO ANALYSIS [11 records]
Record 1 - internal organization data 2010-12-10
Record 1, English
Record 1, Subject field(s)
- Titles of Federal Government Programs (Canadian)
- Information Processing (Informatics)
Record 1, Main entry term, English
- Strategic IM/IT Infrastructure Initiative
1, record 1, English, Strategic%20IM%2FIT%20Infrastructure%20Initiative
correct
Record 1, Abbreviations, English
- SII 1, record 1, English, SII
correct
Record 1, Synonyms, English
Record 1, Textual support, English
Record number: 1, Textual support number: 1 OBS
Treasury Board of Canada Secretariat. Role of the Strategic IM/IT Infrastructure Initiative : Serves as the project tracking and monitoring office on common and shared IM/IT infrastructure initiatives, monitors all work performed. Provides the IM/IT Management Board with information needed to set priorities and make trade-offs. Maintains an architecture assurance function at the project level. Assists in implementing IM/IT best practices, reports the effectiveness of best practices and injects new disciplines(e. g. Enhanced Management Framework for IM/IT projects). Prepares the Common Requirements Vision document. Manages the process surrounding the IM/IT investment portfolio. Other specific functions include : risk monitoring, budgets, business analysis and requirements(including liaison to pathfinders), change management, document repository, contribute to GOL communication strategy, procurement strategy. 1, record 1, English, - Strategic%20IM%2FIT%20Infrastructure%20Initiative
Record 1, French
Record 1, Domaine(s)
- Titres de programmes fédéraux (Gouvernement canadien)
- Traitement de l'information (Informatique)
Record 1, Main entry term, French
- Initiative d'infrastructure stratégique de GI/TI
1, record 1, French, Initiative%20d%27infrastructure%20strat%C3%A9gique%20de%20GI%2FTI
correct, feminine noun
Record 1, Abbreviations, French
- IIS 1, record 1, French, IIS
correct, feminine noun
Record 1, Synonyms, French
Record 1, Textual support, French
Record number: 1, Textual support number: 1 OBS
Secrétariat du Conseil du Trésor du Canada. Le rôle de l'Initiative d'infrastructure stratégique de GI/TI : Agit à titre de bureau de suivi et de contrôle du projet pour les initiatives d'infrastructure de GI/TI communes et partagées; contrôle tous les travaux exécutés. Fournit au Conseil de gestion de l'information de GI/TI l'information requise pour établir les priorités et trouver des compromis. Maintient une fonction d'assurance de l'architecture au niveau du projet. Aide à la mise en œuvre des meilleures pratiques en matière de GI/TI, présente des rapports sur l'efficacité des meilleures pratiques et incorpore de nouvelles disciplines (p. ex., Cadre amélioré de gestion, projets de GI/TI). Prépare le document sur la vision des exigences communes. Gère le processus relatif au portefeuille des investissements en GI/TI. Les autres fonctions du Bureau comprennent ce qui suit : le contrôle des risques; les budgets; les exigences et les analyses opérationnelles (y compris les liens avec les projets exploratoires); la gestion du changement; les dépôts des documents; la contribution à la stratégie de communication pour l'initiative Gouvernement en direct; la stratégie d'approvisionnement. 1, record 1, French, - Initiative%20d%27infrastructure%20strat%C3%A9gique%20de%20GI%2FTI
Record 1, Spanish
Record 1, Textual support, Spanish
Record 2 - internal organization data 2010-11-10
Record 2, English
Record 2, Subject field(s)
- Investment
- Stock Exchange
Record 2, Main entry term, English
- portfolio analysis
1, record 2, English, portfolio%20analysis
correct
Record 2, Abbreviations, English
Record 2, Synonyms, English
Record 2, Textual support, English
Record number: 2, Textual support number: 1 CONT
In financial terms, portfolio analysis is a study of the performance of specific portfolios under different circumstances. It includes the efforts made to achieve the best trade-off between risk tolerance and returns. The analysis of a portfolio can be conducted either by a professional or an investor who may utilize specialized software to do so. 2, record 2, English, - portfolio%20analysis
Record 2, French
Record 2, Domaine(s)
- Investissements et placements
- Bourse
Record 2, Main entry term, French
- analyse de portefeuille
1, record 2, French, analyse%20de%20portefeuille
correct, feminine noun
Record 2, Abbreviations, French
Record 2, Synonyms, French
Record 2, Textual support, French
Record number: 2, Textual support number: 1 DEF
Technique faisant appel à des modèles de programmation mathématique pour établir quels sont les portefeuilles de titres efficients. 1, record 2, French, - analyse%20de%20portefeuille
Record 2, Spanish
Record 2, Textual support, Spanish
Record 3 - internal organization data 2010-11-08
Record 3, English
Record 3, Subject field(s)
- Investment
- Financial and Budgetary Management
Record 3, Main entry term, English
- modern portfolio theory
1, record 3, English, modern%20portfolio%20theory
correct
Record 3, Abbreviations, English
- MPT 2, record 3, English, MPT
correct
Record 3, Synonyms, English
- portfolio theory 3, record 3, English, portfolio%20theory
correct
- portfolio management theory 4, record 3, English, portfolio%20management%20theory
correct
Record 3, Textual support, English
Record number: 3, Textual support number: 1 DEF
[The] principals underlying the analysis and evaluation of rational portfolio choices based on risk-return trade-offs and efficient diversification. 5, record 3, English, - modern%20portfolio%20theory
Record number: 3, Textual support number: 1 OBS
[The] modern portfolio theory (MPT) - or portfolio theory - was introduced by Harry Markowitz with his paper "Portfolio Selection," which appeared in the 1952 Journal of Finance. 6, record 3, English, - modern%20portfolio%20theory
Record 3, French
Record 3, Domaine(s)
- Investissements et placements
- Gestion budgétaire et financière
Record 3, Main entry term, French
- théorie du portefeuille
1, record 3, French, th%C3%A9orie%20du%20portefeuille
correct, feminine noun
Record 3, Abbreviations, French
Record 3, Synonyms, French
- théorie moderne du portefeuille 2, record 3, French, th%C3%A9orie%20moderne%20du%20portefeuille
correct, feminine noun
Record 3, Textual support, French
Record number: 3, Textual support number: 1 DEF
Théorie qui porte sur les différentes sortes de titres susceptibles de faire partie d'un portefeuille, compte tenu du risque, des rendements escomptés, du comportement des investisseurs et de l'interrelation des conséquences des décisions prises par ceux-ci en matière de placements. 3, record 3, French, - th%C3%A9orie%20du%20portefeuille
Record number: 3, Textual support number: 1 CONT
L'essentiel de la théorie est que l'on peut réduire ses risques en diversifiant ses participations et que les rendements que l'on peut atteindre dépendent du risque anticipé. 4, record 3, French, - th%C3%A9orie%20du%20portefeuille
Record number: 3, Textual support number: 1 OBS
Développée à l'origine par Harry Markowitz au début des années 1950. 4, record 3, French, - th%C3%A9orie%20du%20portefeuille
Record 3, Spanish
Record 3, Campo(s) temático(s)
- Inversiones
- Gestión presupuestaria y financiera
Record 3, Main entry term, Spanish
- teoría del portafolio
1, record 3, Spanish, teor%C3%ADa%20del%20portafolio
correct, feminine noun
Record 3, Abbreviations, Spanish
Record 3, Synonyms, Spanish
Record 3, Textual support, Spanish
Record number: 3, Textual support number: 1 DEF
Rama de la economía financiera que analiza principalmente los montos más eficientes que un inversionista debe colocar entre los diferentes instrumentos financieros que mantiene. 1, record 3, Spanish, - teor%C3%ADa%20del%20portafolio
Record 4 - internal organization data 2010-04-27
Record 4, English
Record 4, Subject field(s)
- Investment
Record 4, Main entry term, English
- demand for financial asset
1, record 4, English, demand%20for%20financial%20asset
correct
Record 4, Abbreviations, English
Record 4, Synonyms, English
Record 4, Textual support, English
Record number: 4, Textual support number: 1 CONT
The demand for financial assets is made to depend on domestic and foreign interest rates, exchange rates expectations, and wealth, and it is precisely the inclusion of this last variable that allows the portfolio balance approach to get back into the analysis the real sector of the economy, represented by the current account. 2, record 4, English, - demand%20for%20financial%20asset
Record number: 4, Textual support number: 2 CONT
According to the keynesian approach, increase in demand for financial assets pushes the prices of financial assets up. 3, record 4, English, - demand%20for%20financial%20asset
Record 4, French
Record 4, Domaine(s)
- Investissements et placements
Record 4, Main entry term, French
- demande d'actif financier
1, record 4, French, demande%20d%27actif%20financier
correct, feminine noun
Record 4, Abbreviations, French
Record 4, Synonyms, French
Record 4, Textual support, French
Record number: 4, Textual support number: 1 CONT
La demande d'actifs financiers s'explique par le souci des détenteurs de diversifier leur portefeuille de placement. 2, record 4, French, - demande%20d%27actif%20financier
Record 4, Spanish
Record 4, Textual support, Spanish
Record 5 - internal organization data 2010-02-25
Record 5, English
Record 5, Subject field(s)
- Probability (Statistics)
- Investment
- Financial and Budgetary Management
Record 5, Main entry term, English
- value at risk method
1, record 5, English, value%20at%20risk%20method
correct
Record 5, Abbreviations, English
Record 5, Synonyms, English
- value-at-risk method 2, record 5, English, value%2Dat%2Drisk%20method
correct
- VaR method 2, record 5, English, VaR%20method
correct
- value at risk 3, record 5, English, value%20at%20risk
correct
- VAR 4, record 5, English, VAR
correct
- VAR 4, record 5, English, VAR
- value-at-risk 5, record 5, English, value%2Dat%2Drisk
correct
- VAR 5, record 5, English, VAR
correct
- VaR 6, record 5, English, VaR
correct
- VAR 5, record 5, English, VAR
Record 5, Textual support, English
Record number: 5, Textual support number: 1 DEF
A technique used to estimate the probability of portfolio losses based on the statistical analysis of historical price trends and volatilities. 6, record 5, English, - value%20at%20risk%20method
Record 5, French
Record 5, Domaine(s)
- Probabilités (Statistique)
- Investissements et placements
- Gestion budgétaire et financière
Record 5, Main entry term, French
- méthode de la valeur à risque
1, record 5, French, m%C3%A9thode%20de%20la%20valeur%20%C3%A0%20risque
correct, feminine noun
Record 5, Abbreviations, French
Record 5, Synonyms, French
- méthode de la valeur exposée au risque 2, record 5, French, m%C3%A9thode%20de%20la%20valeur%20expos%C3%A9e%20au%20risque
correct, feminine noun
- méthode VaR 2, record 5, French, m%C3%A9thode%20VaR
correct, feminine noun
- valeur exposée au risque 3, record 5, French, valeur%20expos%C3%A9e%20au%20risque
correct, feminine noun
- valeur à risque 1, record 5, French, valeur%20%C3%A0%20risque
correct, feminine noun
- VAR 1, record 5, French, VAR
correct, feminine noun
- VAR 1, record 5, French, VAR
Record 5, Textual support, French
Record number: 5, Textual support number: 1 DEF
Méthode de mesure de la perte que l'on pourrait devoir subir à la suite de l'exposition à un risque financier dans des conditions normales de marché au cours d'une période donnée, à l'intérieur d'un intervalle de confiance déterminé. 4, record 5, French, - m%C3%A9thode%20de%20la%20valeur%20%C3%A0%20risque
Record number: 5, Textual support number: 1 OBS
La méthode implique l'usage d'une modélisation. 4, record 5, French, - m%C3%A9thode%20de%20la%20valeur%20%C3%A0%20risque
Record 5, Spanish
Record 5, Textual support, Spanish
Record 6 - internal organization data 2006-03-16
Record 6, English
Record 6, Subject field(s)
- Financial and Budgetary Management
- Investment
Record 6, Main entry term, English
- scenario matrix analysis
1, record 6, English, scenario%20matrix%20analysis
correct
Record 6, Abbreviations, English
Record 6, Synonyms, English
Record 6, Textual support, English
Record number: 6, Textual support number: 1 CONT
More sophisticated banks will also have the right to base the market risk capital charge for options portfolios and associated hedging positions on scenario matrix analysis. This will be accomplished by specifying a fixed range of changes in the option portfolio's risk factors and calculating changes in the value of the option portfolio at various points along this "grid". 1, record 6, English, - scenario%20matrix%20analysis
Record 6, French
Record 6, Domaine(s)
- Gestion budgétaire et financière
- Investissements et placements
Record 6, Main entry term, French
- analyse par scénario à matrices
1, record 6, French, analyse%20par%20sc%C3%A9nario%20%C3%A0%20matrices
correct, feminine noun
Record 6, Abbreviations, French
Record 6, Synonyms, French
Record 6, Textual support, French
Record number: 6, Textual support number: 1 CONT
Les banques dotées d'outils plus élaborés auront également le droit de calculer leur exigence de fonds propres pour risques de marché sur la base d'une analyse par scénario à matrices pour leurs portefeuilles d'options et les positions de couverture qui s'y rattachent. Il leur faudra spécifier une fourchette fixe de variations des facteurs de risque du portefeuille d'options et calculer les changements de la valeur de ce portefeuille en divers points de cette «grille». 1, record 6, French, - analyse%20par%20sc%C3%A9nario%20%C3%A0%20matrices
Record number: 6, Textual support number: 1 OBS
Pluriel : des scénarios. 2, record 6, French, - analyse%20par%20sc%C3%A9nario%20%C3%A0%20matrices
Record number: 6, Textual support number: 2 OBS
scénarios (pl.) : Cette graphie, puisée des Rectifications de l'orthographe recommandées par le Conseil supérieur de la langue française, est attestée dans le Petit Robert (2006). 3, record 6, French, - analyse%20par%20sc%C3%A9nario%20%C3%A0%20matrices
Record 6, Spanish
Record 6, Textual support, Spanish
Record 7 - internal organization data 1998-04-09
Record 7, English
Record 7, Subject field(s)
- Investment
- Stock Exchange
Record 7, Main entry term, English
- diversified securities portfolio
1, record 7, English, diversified%20securities%20portfolio
correct
Record 7, Abbreviations, English
Record 7, Synonyms, English
- diversified portfolio 1, record 7, English, diversified%20portfolio
correct
Record 7, Textual support, English
Record number: 7, Textual support number: 1 CONT
Securities of closed-end investment companies are offered to investors at the time the fund is set up. Proceeds from this sale of equity are then invested in a diversified securities portfolio which is changed when prudent analysis so dictates. 2, record 7, English, - diversified%20securities%20portfolio
Record number: 7, Textual support number: 1 PHR
Well-diversified portfolio. 3, record 7, English, - diversified%20securities%20portfolio
Record 7, French
Record 7, Domaine(s)
- Investissements et placements
- Bourse
Record 7, Main entry term, French
- portefeuille de valeurs diversifié
1, record 7, French, portefeuille%20de%20valeurs%20diversifi%C3%A9
correct, masculine noun
Record 7, Abbreviations, French
Record 7, Synonyms, French
- portefeuille diversifié 2, record 7, French, portefeuille%20diversifi%C3%A9
correct, masculine noun
Record 7, Textual support, French
Record number: 7, Textual support number: 1 CONT
Les titres des sociétés d'investissement à capital fixe sont vendus aux investisseurs lors de la création du fonds. Le produit de cette vente est ensuite investi dans un portefeuille de valeurs diversifié qui est modifié lorsqu'une analyse prudente des placements l'exige. 3, record 7, French, - portefeuille%20de%20valeurs%20diversifi%C3%A9
Record number: 7, Textual support number: 1 PHR
Portefeuille judicieusement diversifié. 4, record 7, French, - portefeuille%20de%20valeurs%20diversifi%C3%A9
Record 7, Spanish
Record 7, Textual support, Spanish
Record 8 - internal organization data 1996-11-15
Record 8, English
Record 8, Subject field(s)
- Productivity and Profitability
- Corporate Economics
Record 8, Main entry term, English
- corporate competitive performance
1, record 8, English, corporate%20competitive%20performance
correct
Record 8, Abbreviations, English
Record 8, Synonyms, English
Record 8, Textual support, English
Record number: 8, Textual support number: 1 CONT
... none of the management fads of the last twenty years-not management by objectives, diversification, Theory Z, zero-base budgeting, value chain analysis, decentralization, quality circles, "excellence", restructuring, portfolio management, management by walking around, matrix management, intrapreneurship, or one-minute managing-has reversed the deterioration of America's corporate competitive performance. 1, record 8, English, - corporate%20competitive%20performance
Record 8, French
Record 8, Domaine(s)
- Productivité et rentabilité
- Économie de l'entreprise
Record 8, Main entry term, French
- performance concurrentielle d'entreprise
1, record 8, French, performance%20concurrentielle%20d%27entreprise
correct, feminine noun
Record 8, Abbreviations, French
Record 8, Synonyms, French
Record 8, Textual support, French
Record number: 8, Textual support number: 1 CONT
[...] aucune des théories dont les managers se sont entichés depuis vingt ans - ni la direction par objectifs, ni la diversification, ni la théorie Z, ni le budget base zéro, ni l'analyse de la chaîne de valeur, ni la décentralisation, ni les cercles de qualité, ni l'"excellence", ni la restructuration, ni le management ambulatoire, ni la gestion matricielle, ni l'intreprise, ni le management-minute - n'a inversé le mouvement de dégradation des performances concurrentielles des entreprises. 1, record 8, French, - performance%20concurrentielle%20d%27entreprise
Record 8, Spanish
Record 8, Textual support, Spanish
Record 9 - internal organization data 1996-11-15
Record 9, English
Record 9, Subject field(s)
- Productivity and Profitability
- Corporate Economics
Record 9, Main entry term, English
- corporate performance
1, record 9, English, corporate%20performance
correct
Record 9, Abbreviations, English
Record 9, Synonyms, English
Record 9, Textual support, English
Record number: 9, Textual support number: 1 CONT
... none of the management fads of the last twenty years-not management by objectives, diversification, Theory Z, zero-base budgeting, value chain analysis, decentralization, quality circles, "excellence", restructuring, portfolio management, management by walking around, matrix management, intrapreneurship, or one-minute managing-has reversed the deterioration of America's corporate competitive performance. 1, record 9, English, - corporate%20performance
Record 9, French
Record 9, Domaine(s)
- Productivité et rentabilité
- Économie de l'entreprise
Record 9, Main entry term, French
- performance d'entreprise
1, record 9, French, performance%20d%27entreprise
correct, feminine noun
Record 9, Abbreviations, French
Record 9, Synonyms, French
Record 9, Textual support, French
Record number: 9, Textual support number: 1 CONT
[...] aucune des théories dont les managers se sont entichés depuis vingt ans - ni la direction par objectifs, ni la diversification, ni la théorie Z, ni le budget base zéro, ni l'analyse de la chaîne de valeur, ni la décentralisation, ni les cercles de qualité, ni l'"excellence", ni la restructuration, ni le management ambulatoire, ni la gestion matricielle, ni l'intreprise, ni le management-minute - n'a inversé le mouvement de dégradation des performances concurrentielles des entreprises. 1, record 9, French, - performance%20d%27entreprise
Record 9, Spanish
Record 9, Textual support, Spanish
Record 10 - internal organization data 1996-11-15
Record 10, English
Record 10, Subject field(s)
- Management Operations (General)
- Management Theory
Record 10, Main entry term, English
- one-minute managing
1, record 10, English, one%2Dminute%20managing
correct
Record 10, Abbreviations, English
Record 10, Synonyms, English
Record 10, Textual support, English
Record number: 10, Textual support number: 1 CONT
... none of the management fads of the last twenty years-not management by objectives, diversification, Theory Z, zero-base budgeting, value chain analysis, decentralization, quality circles, "excellence", restructuring, portfolio management, management by walking around, matrix management, intrapreneurship, or one-minute managing-has reversed the deterioration of America's corporate competitive performance. 1, record 10, English, - one%2Dminute%20managing
Record 10, Key term(s)
- one-minute management
Record 10, French
Record 10, Domaine(s)
- Opérations de la gestion (Généralités)
- Théories de la gestion
Record 10, Main entry term, French
- management-minute
1, record 10, French, management%2Dminute
correct, masculine noun, France
Record 10, Abbreviations, French
Record 10, Synonyms, French
- gestion-minute 2, record 10, French, gestion%2Dminute
correct, feminine noun
Record 10, Textual support, French
Record number: 10, Textual support number: 1 CONT
[...] aucune des théories dont les managers se sont entichés depuis vingt ans - ni la direction par objectifs, ni la diversification, ni la théorie Z, ni le budget base zéro, ni l'analyse de la chaîne de valeur, ni la décentralisation, ni les cercles de qualité, ni l'"excellence", ni la restructuration, ni le management ambulatoire, ni la gestion matricielle, ni l'intreprise, ni le management-minute - n'a inversé le mouvement de dégradation des performances concurrentielles des entreprises. 1, record 10, French, - management%2Dminute
Record 10, Spanish
Record 10, Textual support, Spanish
Record 11 - internal organization data 1988-09-27
Record 11, English
Record 11, Subject field(s)
- Marketing Research
Record 11, Main entry term, English
- business portfolio analysis
1, record 11, English, business%20portfolio%20analysis
correct
Record 11, Abbreviations, English
Record 11, Synonyms, English
- organizational portfolio analysis 1, record 11, English, organizational%20portfolio%20analysis
correct
Record 11, Textual support, English
Record number: 11, Textual support number: 1 DEF
An evaluation to determine the present status and future roles of a company’s strategic business units (SBUs). 1, record 11, English, - business%20portfolio%20analysis
Record 11, French
Record 11, Domaine(s)
- Étude du marché
Record 11, Main entry term, French
- analyse du portefeuille d'activités de l'entreprise
1, record 11, French, analyse%20du%20portefeuille%20d%27activit%C3%A9s%20de%20l%27entreprise
proposal, feminine noun
Record 11, Abbreviations, French
Record 11, Synonyms, French
Record 11, Textual support, French
Record 11, Spanish
Record 11, Textual support, Spanish
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