Preventative maintenance refers to tasks that maintain assets on a regular basis to optimize performance and prevent unexpected breakdowns that could push up asset tracking costs. Depending on the ...

Asset allocation is the process of dividing your investment dollars among various asset categories, typically stocks, bonds, and cash. Generally, the more tolerant you are of risk, the more you may be ...

Corrective maintenance refers to any tasks that identify and fix faulty equipment or systems in order to restore them to working order. Incorporating it into your management strategy can keep your ...

Learn more about the roles, services and client focuses of asset and wealth managers Written By Written by Staff Senior Editor, Buy Side Miranda Marquit is a staff senior personal finance editor for ...