Day: January 17, 2022

It is defined as a section of a course of action from among the many. Decision making is an important element in the planning process. It helps in directing where the resources should be allocated and whether they have been Read More …

Definition: This is the employment of the right type of worker in a department or an organization. STEP IN STAFFING PROCESS JOB ANALYSIS Definition: It is that process of identifying the overall tasks, activities and responsibilities within an organization. This Read More …

PROVISIONS OF THE GLOBAL INVESTMENT PERFORMANCE STANDARDS The provisions within the GIPS standards are divided into the following nine sections: Fundamentals of Compliance, Input Data, Calculation Methodology, Composite Construction, Disclosure, Presentation and Reporting, Real Estate, Private Equity, and Wrap Fee/Separately Read More …

A supervisor is a link between the management and the workers. PRINCIPLES / QUALITIES OF SUPERVISION 1. Must understand the physical organization of the branch or department including the duties, responsibilities, powers and their limitations. 2. Have a working knowledge Read More …

Motivation is the process of causing a drive in the individual to give the best performance. It’s the psychological process that gives behavior, purpose and direction. It’s a decision making process through which individuals chooses outcomes and sets in motion Read More …

Culture is how things and activities are done in a particular organization. Its their way of operation or an identity. It ranges from rules, procedures and dressing code ELEMENTS OF ORGANIZATIONAL CULTURE 1. Perception of an organization and its environment. Read More …

TYPES OF GROUPS INFORMAL GROUPS Groups and societies that are started either by accidents or unconsciously by the members of the group. They are also started by purpose. At the beginning they don’t have guidelines to govern their behavior. Functions Read More …

This is the ability to influence people’s behavior. It is the ability to influence people to willingly follow one’s guidance and adhere to one’s decisions. A leader is the one who obtains followers and influences in setting and achieving of Read More …

Why Is a Global Investment Performance Standard Needed? Standardized Investment Performance Financial markets and the investment management industry have become increasingly global in nature. The growth in the types and number of financial entities, the globalization of the investment process, Read More …

WHO BENEFITS FROM COMPLIANCE? The GIPS standards benefit two main groups: investment management firms and prospective clients. ■ By choosing to comply with the GIPS standards, investment management firms assure prospective clients that the historical “track record” they report is Read More …