Management Frameworks and Methods: Perspectives and Tools for Financial Service Professionals-Reference-Cited by-同舟云学术

Management Frameworks and Methods: Perspectives and Tools for Financial Service Professionals

Published:2021-12-01 Issue:1 Volume:7 Page:12-22
ISSN:2206-1355
Container-title:Financial Planning Research Journal
language:en
Short-container-title:

Author:

Kline William A.¹,Brown Richard S.²,Kuchimanchi Divya P³

Affiliation:

1. Pennsylvania State University - Harrisburg , 777 W. Harrisburg Pike , Middletown , PA , Phone (267) 251-3805 , United States

2. Pennsylvania State University - Harrisburg , 777 W. Harrisburg Pike , Middletown , PA , Phone (215) 820-2575 , United States

3. Pennsylvania State University - Harrisburg , 777 W. Harrisburg Pike , Middletown , PA , Phone (717) 707-0270 , United States

Abstract

ABSTRACT In this paper, we highlight theoretical frameworks and practical tools in the management literature, which offer valuable perspectives for financial service professionals. More specifically, we review the core logic related to the creation of competitive advantage, as well as the necessary foundations for the application of readily-available analytical tools such as data envelopment analysis (DEA). We then integrate these foundations with the financial services landscape so that financial service professionals can leverage their understanding in areas of stock selection, portfolio management, data analytics, and practice management.

Publisher

Walter de Gruyter GmbH

Link

https://www.sciendo.com/pdf/10.2478/fprj-2021-0002

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