Portfolio

A Portfolio is the description portion of an AAB Library Data entry for a corporation, megacorporation, or other kind of business.

• Every major corporation or megacorporation maintains a significant portfolio.

Description (Specifications)

In finance, a portfolio is a collection of investments held by a corporation, megacorporation, hedge fund, financial institution or individual.

• The term “portfolio” refers to any combination of financial assets such as stocks, bonds and cash. Portfolios may be held by individual investors and/or managed by financial professionals, hedge funds, banks and other financial institutions. It is a generally accepted principle that a portfolio is designed according to the investor's risk tolerance, time frame, and investment objectives. The monetary value of each asset may influence the risk/reward ratio of the portfolio.

Portfolio Parameters

A portfolio lists the following data:

• Commercial Competencies: What type of business the corporation conducts.
• Governance & Organization: How the corporation governs and organizes itself.
• Subsidiaries: Any offshoot of sub-companies of the base corporation.
• Stockholders: Who is invested in the corporation... This can change relatively rapidly making record-keeping complex. However, limitations of communication to the speed of travel still keep this somewhat manageable.

Portfolio Explication

• A typical portfolio is divided into two types. They are discretionary and non discretionary portfolios.
  • Discretionary portfolio: Changeable assets that can be modified, trades, and flexible in characteristics.
  • Non-discretionary portfolio: Fixed assets that are unchanging.
• In the Third Imperium, a security is a tradable financial asset of any kind. Securities are broadly categorized into:
  • Debt securities (e.g., banknotes, bonds, and debentures)
  • Equity securities (e.g., common stocks)
  • Derivatives (e.g., forwards, futures, options, and swaps).

History & Background (Dossier)

Portfolios are ideally objective assessments and records of a financial organization's trading, investing, and other economic activities. It is not unknown for such files and dossiers to be less than entirely accurate.

References & Contributors (Sources)

This page uses content from Wikipedia. The original article was at Portfolio_(finance). The list of authors can be seen in the page history. The text of Wikipedia is available under the Commons Attribution-ShareAlike 3.0 Unported License.

This list of sources was used by the Traveller Wiki Editorial Team and individual contributors to compose this article. Copyrighted material is used under license from Far Future Enterprises or by permission of the author. The page history lists all of the contributions.

• Traveller Wiki Editorial Team
• Author & Contributor: Lord (Marquis) and Master of Sophontology Maksim-Smelchak of the Ministry of Science