New Tools for Portfolios

PORTFOLIO MANAGEMENT

After a grinding recession that is slowly starting to lift, portfolio management systems (PMS) are starting to adopt new features and responsibilities and just may appear on a portfolio manager's desk near you. Industry observers like Robert Stowsky of Brook Path Partners doubt that portfolio managers will ever uninstall their beloved Microsoft Excel for modeling and reworking their portfolios, but a new generation of tools is in development to answer some needs from the portfolio manager's desk

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