BizTT Class Unit 200
Hedge Fund Workflows
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210 Introduction
Portfolio management meets goals by analyzing markets, managing risks.
3:41
211 Educational Priorities
Portfolio management requires analytical skills.
0:37
212 Software
Portfolio managers track news, alerts, research markets, seek opportunities.
3:48
213 Roles, Process
Investment workflow organizes portfolio managers to achieve investor goals.
2:04
214 Transparency
Portfolio managers face transparency challenges, need resource analysis.
3:42
215 Impacts
Incomplete info harms decisions, efficiency in portfolio management.
3:25
220 Workflow Integrations
Portfolio managers' operations involve workflow, compliance, capital, risk, technology, and decisions.
4:32
221 Workflow Integrations
Workflows driving strategy, oversight, risk management and data integration for decisions.
2:53
222 Workflow
Portfolio managers strategically allocate capital, manage risk, comply with rules, and execute trades using structured workflows and technology.
3:12
223 Functions
Portfolio managers adjust portfolios, manage risk and liquidity, use proxies, handle cash flow, monitor performance, and leverage technology.
3:44
223.1 Position Adjustment
PMS alerts trigger portfolio manager review to create and execute position adjustments for compliance.
2:48
224 Compliance
Portfolio managers strategically manage investments, considering workflows, data, compliance, and market factors.
3:35
230 Opportunity Triggers
PMs strategically manage capital flows using global awareness for stability and returns.
2:58
231 Capital Triggers
PMs strategically manage capital flows using global awareness for stability and returns.
3:21
232 Capital Allocations
Portfolio managers optimize capital, balancing risk, returns, and market trends.
2:55
240 Supporting Operations
Supporting operations: Foundational for efficient portfolio management and long-term growth.
2:52
241 Operations
Portfolio ops drive strategy, risk, and tech for investment success.
4:03
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