KeeSystem’s Post

[CASE STUDY] Optimizing portfolio management for family offices with KeeSense Discover how ART, a Monaco-based family office, improved efficiency and gained time by automating portfolio consolidation and performance tracking with KeeSense. Learn more here https://lnkd.in/e-P7-mvK

"Unlock the Power of IP Portfolio Management! Join our webinar on May 23rd at 5:00 PM, conducted by Frederic Duquet, Co-founder, and discover how PI Planner can revolutionize your approach to managing R&D activities, tracking costs, organizing documents, and more. Don't miss out on this opportunity to streamline your IP portfolio management effortlessly. Register now: https://lnkd.in/evyx9JRJ #IPPortfolio #PIPlanner #Webinar"

Why traditional portfolio construction of balanced portfolios (mean variance optimization) can't work This was the topic of this morning's Zoom webinar Attached is a brief condensed discussion today's Zoom

Nick Verstraete and Bram Desmet dive deeper into the methodology behind effective portfolio management in the white paper: Building Winning Portfolios. Learn how to: 1️⃣ Gain a clear understanding of your active portfolio. 2️⃣ Avoid cut-the-tail exercises 3️⃣ Foster collaboration across departments. 4️⃣ Utilize data-driven insights for informed decision-making. Ready to elevate your corporate performance? Let's build winning portfolios together! 💪📈 Read the full white paper here: https://hubs.la/Q02qJMWG0 #ProductManagement #PortfolioManagement #BusinessStrategy #supplychain

Exciting news! Planview is back as a Leader in The Forrester Wave: Strategic Portfolio Management Tools, Q2 2024. According to Forrester, "Planview offers top-notch visibility with its complete planning and delivery features." Check out the full report for insights on the growing SPM industry and key vendors. Download it here: https://okt.to/sKocai

Great advice from DASA on portfolio management! I like the idea of a strong and effective portfolio board for successful organizations. Bringing key issues into the light is a good step. Poor communication and collaboration can lead to delays, misunderstandings, and inefficiencies within the portfolio board. Building on the problems a set of best practices to address these challenges, emphasizing the need to foster a culture of transparency, accountability, and open communication. These are my highlights in the article: 1. Fostering a Culture of Transparency and Accountability: - Establishing clear expectations for information sharing. 2. Implementing Structured Communication Practices: - Regular meetings with structured agendas. - Using collaborative tools like Chat. 3. Encouraging Collaboration Across Roles: - Promoting cross-role collaboration to leverage diverse expertise. - Cultivating a team-oriented mindset. 4. Promoting Continuous Learning and Improvement: - Sharing knowledge and learning from both successes and failures. - Conducting regular assessments to identify areas for improvement. Overall, the article a useful guide to enhancing the effectiveness of portfolio boards through improved communication and collaboration.

Equally important to building a portfolio life is managing your portfolio “life”.  We think about managing our financial portfolio, and managing our department’s product portfolio, but what about managing our portfolio “life”? #portfoliolife #greatoutcomes #managewhatmatters

Unlock the Power of Portfolio Management: Join us for a transformational webinar catered to Family Offices. Reserve your seat now for a journey towards elevated marketing strategies! 🚀 #Ledgex #FamilyOffice #PortfolioManagement Nicole Eberhardt, Chris McCoy, Wendy McCoy, Sarah Cahaly

What is a Balanced Portfolio? And why is it important? Watch as we discuss how a Portfolio Manager manages a portfolio and how can we say that a portfolio is doing great for the organization! Click here to Learn More: https://lnkd.in/gehFsHVR

Thanks Bob Veres for your commentary on our presentation!