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  2. Chartered Global Management Accountant - Wikipedia

    en.wikipedia.org/wiki/Chartered_Global...

    The Chartered Global Management Accountant (CGMA) is the most widely held management accounting designation in the world with more than 137,000 holders. [2] It recognizes professionals who have advanced proficiency in finance, operations, strategy and management and is underpinned by global research to maintain relevance with employers, and develop competencies most in demand.

  3. Investment strategy - Wikipedia

    en.wikipedia.org/wiki/Investment_strategy

    In finance, an investment strategy is a set of rules, behaviors or procedures, designed to guide an investor's selection of an investment portfolio. Individuals have different profit objectives, and their individual skills make different tactics and strategies appropriate. [1] Some choices involve a tradeoff between risk and return. Most ...

  4. Behavioral portfolio theory - Wikipedia

    en.wikipedia.org/wiki/Behavioral_portfolio_theory

    Behavioral portfolio theory (BPT), put forth in 2000 by Shefrin and Statman, [1] provides an alternative to the assumption that the ultimate motivation for investors is the maximization of the value of their portfolios. It suggests that investors have varied aims and create an investment portfolio that meets a broad range of goals. [2]

  5. Saving vs. investing: Which strategy works best for growing ...

    www.aol.com/finance/saving-vs-investing...

    For example, if you invest $10,000 in a diversified portfolio earning an average annual return of 8%, your investment can grow to about $21,600 over 10 years. Investment returns can also come with ...

  6. Portfolio optimization - Wikipedia

    en.wikipedia.org/wiki/Portfolio_optimization

    Portfolio optimization is the process of selecting an optimal portfolio (asset distribution), out of a set of considered portfolios, according to some objective.The objective typically maximizes factors such as expected return, and minimizes costs like financial risk, resulting in a multi-objective optimization problem.

  7. Wealth strategies that used to be reserved for billionaires ...

    www.aol.com/wealth-strategies-used-reserved...

    Investment tactics often require big buy-ins and high fees. New tech is lowering the price of entry in fields like direct indexing and private markets. This article is part of "Transforming ...

  8. Accountant - Wikipedia

    en.wikipedia.org/wiki/Accountant

    An accountant is a practitioner of accounting or accountancy. Accountants who have demonstrated competency through their professional associations' certification exams are certified to use titles such as Chartered Accountant, Chartered Certified Accountant or Certified Public Accountant, or Registered Public Accountant.

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