portfolio managers

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The Art of Empowerment

Published By: RMS     Published Date: Jul 18, 2019
The more holistic view of risk a property underwriter can get, the better decisions they are likely to make. In order to build up a detailed picture of risk at an individual location, underwriters or agents at coverholders have, until now, had to request exposure analytics on single risks from their portfolio managers and brokers. Also, they had to gather supplementary risk data from a range of external resources, whether it is from Catastrophe Risk Evaluation and Standardizing Target Accumulations (CRESTA) zones to look-ups on Google Maps.
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RMS

Integrated Solution Overview: CA PPM and CA Agile Central

Published By: CA Technologies     Published Date: Nov 02, 2016
Keeping up with the new pace of change requires building agility into your business to adapt to change faster, while carefully overseeing your investments. The integrated solution of CA Project & Portfolio Management (CA PPM) and CA Agile Central (formerly Rally) helps you effectively balance agility and governance by connecting the work of agile teams to your enterprise portfolio. Supporting an evolutionary approach to adopting agile, the solution lets you continue using traditional methods, while growing agile adoption to deliver on portfolio investments faster—with higher quality and predictable business results. A holistic view across all projects helps portfolio managers optimize budgets and resources for maximum return on investment.
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CA Technologies

CA Project & Portfolio Management

Published By: CA Technologies EMEA     Published Date: Sep 11, 2018
Reconstructing resource management tools to simplify tasks, drive collaboration and facilitate action. People who use technologies at home expect the same ease of use and intuitiveness for the tools they use in the workplace. But enterprise tools aren’t keeping up with the pace of change. Many product and portfolio management (PPM) solutions force resource managers to create entire workflows or navigate through multiple screens just to see the fundamental component of resource management—what their people are working on. Resource managers also cite shortcomings such as no simple way to perform everyday tasks, communicate in context with others, drill down into key information, narrow the field of resources and forecast financials and model outcomes.
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CA Technologies EMEA

CA PPM 15.3: Powerful, Configurable and Social

Published By: CA Technologies EMEA     Published Date: Sep 11, 2018
The latest version of CA Project & Portfolio Management facilitates core financial activities with the ease and familiarity of a spreadsheet. Two years ago, CA began to reevaluate how organizations were leveraging their project and portfolio management solutions. Our goal was to identify ways CA Project & Portfolio Management (CA PPM) could better serve every user, from project, resource and financial managers to executive decision makers and team members. CA PPM 15.3 simplifies the job of the financial manager with Microsoft Excel®-like functionality, embedded communication and collaboration features, and direct links to the industry’s most popular reporting and business intelligence tools.
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CA Technologies EMEA

How TIBCO Helps Financial Services Turn Technology into Opportunity

Published By: TIBCO Software     Published Date: Jul 22, 2019
FINANCIAL SERVICES’ HISTORY OF DISRUPTION Financial Services is an industry driven by disruption. Transformative business models such as low-cost brokerages, innovative investment products like ETFs, and the huge regulatory mandates like Gramm-Leach-Bliley are but a few examples. Here are some others: • New fintech firms such as a recent nine billion dollar investment in Ant Financial Services Group and myriad other venture capital-led fintech startups targeting well established segments across the financial services industry • Robo-advisor services powered by artificial intelligence and machine learning intermediating financial advisors and portfolio managers alike • Ever changing regulatory and risk management mandates, such as GDPR, Basel III, and Open Banking, transforming customer engagement and capital allocation Read this whitepaper to learn how you can overcome these and other disruptions.
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TIBCO Software

The Practical Guide to Managing Data Science at Scale

Published By: Domino Data Lab     Published Date: May 23, 2019
Lessons from the field on managing data science projects and portfolios The ability to manage, scale, and accelerate an entire data science discipline increasingly separates successful organizations from those falling victim to hype and disillusionment. Data science managers have the most important and least understood job of the 21st century. This paper demystifies and elevates the current state of data science management. It identifies best practices to address common struggles around stakeholder alignment, the pace of model delivery, and the measurement of impact. There are seven chapters and 25 pages of insights based on 4+ years of working with leaders in data science such as Allstate, Bayer, and Moody’s Analytics: Chapters: Introduction: Where we are today and where we came from Goals: What are the measures of a high-performing data science organization? Challenges: The symptoms leading to the dark art myth of data science Diagnosis: The true root-causes behind the dark art m
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Domino Data Lab

Disruptive Innovation: How TIBCO Helps Financial Services Turn Technology into Opportunity

Published By: TIBCO Software     Published Date: May 16, 2019
Financial Services is an industry driven by disruption. Transformative business models such as low-cost brokerages, innovative investment products like ETFs, and the huge regulatory mandates like Gramm-Leach-Bliley are but a few examples. Here are some others: • New fintech firms such as a recent nine billion dollar investment in Ant Financial Services Group and myriad other venture capital-led fintech startups targeting well established segments across the financial services industry • Robo-advisor services powered by artificial intelligence and machine learning intermediating financial advisors and portfolio managers alike • Ever changing regulatory and risk management mandates, such as GDPR, Basel III, and Open Banking, transforming customer engagement and capital allocation Read this whitepaper to learn how you can overcome these and other disruptions.
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data, applications, analytics, algorithms, innovation, cloud, technology, customer
    
TIBCO Software

CA PPM 15.3: Powerful, Configurable and Social

Published By: CA Technologies EMEA     Published Date: May 25, 2018
The latest version of CA Project & Portfolio Management facilitates core financial activities with the ease and familiarity of a spreadsheet. Two years ago, CA began to reevaluate how organizations were leveraging their project and portfolio management solutions. Our goal was to identify ways CA Project & Portfolio Management (CA PPM) could better serve every user.CA PPM 15.3 simplifies the job of the financial manager with Microsoft Excel® -like functionality, embedded communication and collaboration features, and direct links to the industry’s most popular reporting and business intelligence tools. Today, CA PPM provides financial managers with the ability to visualize, manage and take advantage of data like never before—all from inside the solution.
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budgets, project, cash, flows, finance, project, management
    
CA Technologies EMEA

Manager’s Guide to Avoiding 7 Project Portfolio Pitfalls

Published By: Workfront     Published Date: Jun 25, 2014
Do projects seem to appear out of nowhere? Do you find yourself scrambling to pull together reports for executives? Download this free guide and learn about several project portfolio management pitfalls and how AtTask can help you avoid them.
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at task, project portfolio, portfolio management, pmo directors, portfolio managers, data, project planning, knowledge management
    
Workfront

How TIBCO Helps Financial Services Turn Technology into Opportunity

Published By: TIBCO Software     Published Date: Jul 22, 2019
FINANCIAL SERVICES’ HISTORY OF DISRUPTION Financial Services is an industry driven by disruption. Transformative business models such as low-cost brokerages, innovative investment products like ETFs, and the huge regulatory mandates like Gramm-Leach-Bliley are but a few examples. Here are some others: • New fintech firms such as a recent nine billion dollar investment in Ant Financial Services Group and myriad other venture capital-led fintech startups targeting well established segments across the financial services industry • Robo-advisor services powered by artificial intelligence and machine learning intermediating financial advisors and portfolio managers alike • Ever changing regulatory and risk management mandates, such as GDPR, Basel III, and Open Banking, transforming customer engagement and capital allocation Read this whitepaper to learn how you can overcome these and other disruptions.
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TIBCO Software

SiteIQ and the Art of Empowerment

Published By: RMS     Published Date: Jul 18, 2019
When evaluating single risks, underwriters and coverholders typically have to request exposure analytics from their portfolio managers and brokers, or gather their own supplementary risk data from a range of external resources, whether it is from Catastrophe Risk Evaluation and Standardizing Target Accumulations (CRESTA) zones, through to lookups on Google Maps. But all this takes valuable time, requires multiple user licenses and can generate information that is inconsistent with the underlying modeling data at the portfolio level.
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RMS
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